Lafayette Estate Tax Planning Attorneys

You’ve worked hard to build a life you’re proud of—don’t let unnecessary taxes diminish the legacy you leave behind. At Oak Grove Estate Planning, our Lafayette estate tax planning attorneys help you preserve wealth, minimize tax liabilities, and pass on your assets with confidence.

Estate Planning Without the Stress

The thought of estate taxes can feel overwhelming—but with the right legal guidance, it doesn’t have to be. At Oak Grove Estate Planning, we make the process simple and strategic. Our Lafayette attorneys take the time to understand your financial goals and craft a plan that protects your assets while honoring your legacy.

Estate planning should bring peace of mind, not confusion. We guide you through each step, using clear language and practical tools that align with Louisiana law and your long-term vision.

Keeping Wealth Where It Belongs—In Your Family

Without proactive estate tax planning, a significant portion of your assets could be lost to federal taxes, leaving less for your loved ones. That’s why early planning is so important.

We help Lafayette families take control with personalized strategies designed to maximize the value of what they leave behind. Whether you want to:

Preserve a family business
Make tax-efficient charitable donations
Fund your grandchildren’s education
Reduce the overall size of your taxable estate

Our team will help you put the right legal structures in place to protect what matters most.

Words from Families We've Helped

True Peace of Mind

“Planning for our child with special needs was our biggest concern. We wanted to make sure they would be financially secure and properly cared for, even when we’re no longer around. Oak Grove Estate Planning helped us set up a special needs trust and other legal protections we never even knew existed. Thanks to their guidance, we now have a plan that gives us true peace of mind.”

— Rebecca & Michael L.

Clear & Easy to Understand

“We always thought estate planning was something we’d get to ‘one day,’ but with our kids heading off to college and into adulthood, we realized we needed a plan. Oak Grove Estate Planning made everything clear and easy to understand. Now, we have a will, powers of attorney, and a plan that ensures our children will be taken care of no matter what. We’re so grateful for their guidance and expertise!”

— Lisa & Mark T.

We Feel Relieved

“We had always put off estate planning, thinking it was complicated and overwhelming. Oak Grove Estate Planning changed everything for us. They walked us through each step, from wills to trusts and healthcare directives, ensuring our wishes are honored and our children won’t have to deal with legal headaches. We feel relieved knowing everything is in place and handled by a firm we trust.”

— David & Susan M.

Simple & Stress Free

“As new parents, we constantly worried about what would happen to our children if something happened to us. Oak Grove Estate Planning helped us create a solid plan for guardianship and ensure our kids would be cared for by the people we trust most. We now have total peace of mind knowing our family’s future is secure. This firm truly understands the concerns of young families and makes the process simple and stress-free.”

— The Williams

Compassion and clarity throughout

I've had the pleasure of knowing and working alongside Andrew for several years. He is not only an incredibly knowledgeable estate planning attorney, but also one of the most caring and genuinely helpful people you'll ever meet. Throughout his career, he has helped thousands of individuals and families navigate some of life’s most important decisions with compassion and clarity. I highly recommend his firm to anyone in need of trustworthy, top-tier estate planning services. You’ll be in great hands!

— Kade S.

Genuine and dependable

Andrew possesses all the qualities and knowledge you would hope for in someone helping you plan for the future! He is such a kind, genuine, honest, and dependable person in all that he does!

— Karrigan D.

Tax-Smart Strategies That Adapt to Your Life

Tax laws change. Your financial situation changes. That’s why your estate plan needs to be built with flexibility—and guided by professionals who stay current on both Louisiana and federal tax law.

We help clients leverage tools such as:

Irrevocable Trusts to reduce taxable estates
Charitable Remainder Trusts to balance giving and income
Gifting strategies to transfer wealth during your lifetime
Generation-Skipping Trusts to support long-term legacy goals

There’s no one-size-fits-all solution. We’ll help you identify the most effective path based on your unique financial picture and your vision for the future.

Clear Guidance Through a Complex Process

Estate tax planning doesn’t have to be intimidating. At Oak Grove Estate Planning, we make sure you understand every option and how each one fits into your overall goals. We break down complex tax rules and help you make informed decisions that minimize risk and maximize the benefit to your family.

Our goal is to eliminate surprises and reduce the burden on your loved ones when the time comes to settle your estate.

A Long-Term Legal Partner You Can Trust

Estate tax planning isn’t a one-time conversation. As your assets grow or laws change, your plan should evolve too. At Oak Grove Estate Planning, we’re committed to building lasting relationships with our Lafayette clients. We review your plan regularly, make updates as needed, and provide ongoing guidance to ensure you stay protected.

Whether you’re updating a long-standing estate plan or creating one for the first time, we’ll be with you every step of the way.

Take the First Step Toward a Secure Legacy

Now is the time to take control of your future. With smart estate tax planning, you can ensure that your hard-earned wealth stays in your family, supports your goals, and creates a meaningful legacy.

At Oak Grove Estate Planning, we make it easy to get started. Contact our Lafayette estate tax planning attorneys today to schedule a consultation and learn how we can help you plan with confidence, clarity, and peace of mind.