Louisiana: Paying Mortgage and Utilities During a Succession—What to Know
Who Pays the Mortgage and Utilities While an Estate Is in Succession in Louisiana? Disclaimer: This is general information, not legal advice. Laws vary by situation. Consult a Louisiana succession attorney to apply the law to your facts. Short answer During a Louisiana succession, the estate (through the succession representative) is responsible for the deceased […]
Read article →How to Decide Which Assets to List on a Small Succession Affidavit in Louisiana
How to Decide Which Assets to List on a Louisiana Small Succession Affidavit Detailed Answer When you prepare a Louisiana small succession affidavit, your goal is to identify the property that actually belongs to the decedent’s estate and that may be transferred using the simplified small succession procedure. Start by focusing on ownership at the […]
Read article →Louisiana: Should Survivorship Transfers Be Included on a Succession Inventory?
How to treat property that passed automatically to a surviving parent under Louisiana succession practice Short answer: In Louisiana, assets that pass automatically to a surviving joint owner or a named beneficiary (for example, joint bank accounts titled with a right of survivorship, pay-on-death (POD)/transfer-on-death (TOD) accounts, life insurance proceeds, or retirement accounts with a […]
Read article →Finding a Missing Parent as Next-of-Kin During Probate in Louisiana
Finding a Missing Parent as Next-of-Kin During Probate (Louisiana) Disclaimer: This article is educational only and not legal advice. I am not a lawyer. For guidance specific to your situation, consult a licensed Louisiana attorney. Detailed answer — What to do when a parent (next-of-kin) cannot be found during a Louisiana succession When someone dies […]
Read article →Louisiana: Do I Need to File a Federal Estate Income Tax Return When No Distributions Were Made?
Detailed Answer Short answer: Generally, a federal fiduciary income tax return (Form 1041) is required only if the estate earned gross income of $600 or more during its tax year or if the estate had a beneficiary who was a nonresident alien. If the estate received no reportable income and you made no distributions of […]
Read article →How to Transfer Brokerage Account Assets into an Estate Checking Account in Louisiana
FAQ — Moving Brokerage Assets into an Estate Checking Account (Louisiana) Detailed answer This answer explains, in plain language, the usual steps and legal requirements you will encounter under Louisiana succession law when you need brokerage account assets controlled by a deceased person moved into an estate checking account. This is educational information only and […]
Read article →Where Will the Sale Proceeds from My Dad's House Go? — Louisiana Guide
How to Find Out Exactly Where the Sale Proceeds from a House in Louisiana Will Go Short answer: To know where sale proceeds will go, you must determine who holds legal title, whether there are outstanding secured claims (mortgages, liens), whether the property is being sold as part of a succession (probate), and whether any […]
Read article →Louisiana: How to Verify the Executor’s Calculation of Your Share from a Sibling’s House Sale
How to confirm the executor correctly calculated your percentage share from a sibling’s house sale under Louisiana law Short answer: Ask the executor for the estate accounting and sale documents, confirm the net sale proceeds (sale price minus mortgage payoffs, liens, closing costs, and valid estate expenses), confirm how debts and taxes were handled, and […]
Read article →Louisiana: Selling a Deceased Parent’s House During Probate When There’s a Mortgage
Detailed Answer Short answer: possibly—but only if the person with legal authority over the estate follows Louisiana succession rules and resolves the mortgage and creditor issues first. In Louisiana, the estate’s property does not automatically become free to sell simply because a family member wants to sell it. The person who can act for the […]
Read article →Proving the Value of a Deceased Relative’s Vehicles in Louisiana Successions
Disclaimer: This is general information, not legal advice. I am not a lawyer. For advice about a specific succession (probate) in Louisiana, contact a licensed Louisiana attorney. Detailed answer: establishing the value of motor vehicles in a Louisiana succession When someone dies in Louisiana, the assets they owned at death — including motor vehicles — […]
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