Our Legal Services in Baton Rouge
See How We Can Serve Your Family
At Losavio & DeJean LLC, the Louisiana Elder Law Firm, we have decades of combined experience helping Louisiana families achieve their goals and live life to the fullest. Our highly specialized law firm is committed to delivering the services you and your loved ones need in maintaining your lifestyle while preserving your legacy for your heirs. Let us help you protect your wealth and provide you with a peace of mind while keeping you secure in times of uncertainty or crisis.
Learn more about what we can do for you by calling (800) 835-5864 today.
Wealth Preservation and Protection
You have worked hard to amass the assets and property so it is important to protect them from unexpected life changes. Everyone’s situation is different and unique, and one size does not fit all. At Losavio & DeJean, we work with you to provide solutions to your concerns and create custom plans to protect your assets and goals. Some of our strategies include limited liability companies, home protection trusts, investment preservation trusts, dynasty trusts, Purchase of annuities and life insurance, and promissory notes.
We use strategies that are a combination of legal and financial tools such as:
- Limited liability companies
- Home protection Trust
- Investment preservation Trust
- Dynasty Trust
- Purchase of annuities and life insurance
- Promissory notes
- Charitable trust
- Marital trust
Everyone's situation is unique and different. One size does not fit all. Therefore, we custom your plan to your concerns, risk, assets, and goals.
At Losavio and DeJean, we specialize in disability law at Losavio and DeJean. We help our clients apply for and obtain Social Security Disability Income, Supplemental Security Income, Veterans Benefits, and Medicaid. In addition, we work to protect your assets from the qualification spend-down requirements of these benefits.
Life Care & Estate Planning
You have worked hard. Life care and estate planning preserves and protects your hard-earned assets for you and your heirs. A comprehensive life care and estate plan includes wealth preservation and protection to make sure you live life well now and that your assets will transfer to your heirs in the future. With our education, experience, and certifications, we can provide you with a personalized life care and estate plan.
We are here to answer your questions concerning:
- How to avoid probate?
- Is an irrevocable or revocable trust best for me?
- How to protect my assets from the nursing home?
How to protect my assets from Medicaid spend down?
We can help you take advantage of estate planning tools like:
- Powers of attorney
- Retirement Tax Planning
We can also help you navigate the complexities of Medicaid planning, successions, interdiction, and probate. Call for a complimentary consultation and we will answer your questions and let you know how we can help you and how much will it cost.
Retirement Tax Planning
Income tax planning changes as you age. Tax planning is more complex and essential in retirement. You must consider your phase of retirement and adjust your planning accordingly.
The rules associated with how to take distributions from your accounts are complex and not well understood. You can be paying more in taxes than you should as most of these taxes may be avoided or reduced with proper planning.
Anytime that you add additional income to your tax return including withdrawals from IRAs and other qualified accounts, you are in danger of reducing certain benefits and increasing cost of other benefits. Do not fall into this tax trap of additional tax on your income, Medicare premium penalty, and reduced benefits.
By planning ahead, you can take action to maximize efficiency of your income in retirement. For example, utilizing the Roth options in your 401(k), Roth IRA conversions, and engaging in retirement distribution optimization. You can reduce your taxes.
Act now to create a distribution optimization strategy that analyzes your situation and recommends a withdrawal strategy to maximize your income and benefits and minimize your taxes.
Tax Problem Resolution
Many people have problems with liability related to unpaid taxes owed to the Internal Revenue Service and the Louisiana State Department of Revenue. At Losavio & DeJean, LLC, The Louisiana Elder Law Firm, our goal is to help you solve your tax problems and move forward with more financial security and stability.
Call us at (800) 835-5864 to request a complimentary phone consultation.
Complimentary Phone Consultation
Specialized, Experienced, and Compassionate Elder Law Attorney
Over 40 Years of Specialized Experience
Care Manager & Registered Nurse on Staff