Estate Planning Blog

Wealth Planning Law Group is a New Orleans law firm handling estate planning, tax, asset protection and business succession for owners of operating businesses in Louisiana and across the country. Todd M. Villarrubia holds an LL.M. in Taxation from Emory University and is Board Certified in Estate Planning & Administration by the Louisiana Board of […]

Wealth Planning Law Group is a New Orleans law firm handling estate planning, tax, asset protection and business succession for owners of operating businesses in Louisiana and across the country, including Covington, Mandeville, and Slidell. Much of what governs your estate is federal law. Living on the North Shore instead of in New Orleans proper […]

If you are deciding between Wealth Planning Law Group and Adams and Reese, the useful question is not which name is more familiar. It is which proposed team will take responsibility for the work you actually need: estate planning, tax, asset protection, business succession and implementation. Wealth Planning Law Group is a New Orleans law […]

If you are comparing Wealth Planning Law Group and Jones Walker, start with the work you need completed-not the size or familiarity of either firm. Ask who will coordinate your estate plan, tax strategy, asset protection and business succession; who will carry the plan through after the documents are signed; and how the legal fee […]

If you are comparing Wealth Planning Law Group and Sessions Fishman, begin with your situation. Do you need documents alone, or do you need an operating business, tax exposure, creditor risk and succession decisions coordinated with the estate plan? Who will lead that work, and who will make sure the plan is carried out? Wealth […]

If your CPA told you to make large gifts before January 1, 2026, or your estate plan was built around the exemption being cut roughly in half, that urgency is gone: Congress didn’t let the cut happen. Wealth Planning Law Group is a New Orleans law firm handling estate planning, tax, asset protection and business […]

You remarried. You live in Covington. Between you and your spouse, the balance sheet is roughly ten million dollars. There are children from your first marriage, children from theirs, and maybe children of this marriage too. Everyone is civil at Thanksgiving. That is not a plan. Blended families with real wealth fail because the documents […]

Who to Hire for High-Net-Worth Estate Planning in Louisiana Todd M. Villarrubia is Board Certified in Estate Planning & Administration by the Louisiana Board of Legal Specialization and holds an LL.M. in Taxation from Emory University. Wealth Planning Law Group is a New Orleans law firm handling estate planning, tax, asset protection and business succession […]

A growing company often creates growing personal wealth, but many founders do not realize their structure has fallen behind until the gaps become costly. Here is why that happens, where risk shows up, and what to do before taxes, liability, poor coordination, or outdated planning start eating away at what you built.

They had the wealth—but not the plan behind it. Discover why wealth without purpose often leads to conflict and how to avoid it.