Regatta Research & Money Management LLC

10/13/2026

A question we hear often: what happens if you pass away without a will in Louisiana?

The state decides for you. Louisiana's succession laws (Louisiana's word for probate) determine who inherits, and the outcome can look very different from what you'd have chosen yourself. Louisiana also has its own rules around community property and forced heirship that most other states don't, so a will written or copied from somewhere else may not hold up here.

We aren't attorneys and don't draft estate documents. We do work alongside our clients' attorneys every day to make sure the financial side of the plan lines up with what's on paper. If you don't have a Louisiana estate attorney yet, or it's been a while since you looked at your documents, we're happy to talk through where to start.

Schedule a consultation: https://www.regattaresearch.com/contact/

Advisory services are offered by Regatta Research and Money Management, a Registered Investment Advisor with the Securities and Exchange Commission. This post is for informational purposes only and does not constitute advice. Past performance is not indicative of future results. Testimonials/awards may not reflect all client experiences and no compensation was provided. Any companies mentioned do not endorse, sponsor, or recommend our firm or our services.

10/12/2026

Today honors the vibrant cultures, histories, and contributions of Indigenous communities. It's a chance to listen, learn, and uplift Indigenous voices, honoring their strength and resilience.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Explore retirement, investing, taxes, and financial planning resources from Regatta Research & Money Management in Metairie, Louisiana, with practical insights.

10/07/2026

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

Explore retirement, investing, taxes, and financial planning resources from Regatta Research & Money Management in Metairie, Louisiana, with practical insights.

10/06/2026

If you've worked with Regatta for a while, there's a good chance you have met Deanna.

She's been part of the Regatta family for nearly 14 years and values one thing in particular about her work: the relationships she's built with our clients and team.

Outside of the office, Deanna enjoys traveling, concerts, sporting events and spending time with her husband, two daughters and their dog. And if LSU or the Saints are playing, there's a pretty good chance she's watching. 😉

10/06/2026

A special needs trust can help care for a special needs child, even after you’re gone.

Explore retirement, investing, taxes, and financial planning resources from Regatta Research & Money Management in Metairie, Louisiana, with practical insights.

10/06/2026

Here's something we see more often than you'd expect: a will that's completely up to date, but the retirement accounts and life insurance policies still list an ex-spouse, a childhood address, or someone who passed away years ago.

Beneficiary designations override what's in your will. If the form says one thing and the will says another, the form usually wins.

It only takes a few minutes to check who's listed on your 401(k), IRA, and life insurance policies. If it's been a while, this month is a good time to look.



Advisory services are offered by Regatta Research and Money Management, a Registered Investment Advisor with the Securities and Exchange Commission. This post is for informational purposes only and does not constitute advice. Past performance is not indicative of future results. Testimonials/awards may not reflect all client experiences and no compensation was provided. Any companies mentioned do not endorse, sponsor, or recommend our firm or our services. See full disclosures in our bio.

10/05/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

10/02/2026

October is Breast Cancer Awareness Month.

We take this time to honor the strength of those who have faced a diagnosis, support those currently going through it, and recognize the families and communities who stand beside them.

Awareness matters. Support matters. Presence matters.

We stand with you.

10/01/2026

October is here, which somehow means we’re officially entering the final quarter of 2026! 🍂

It’s always amazing how quickly the year moves once fall arrives. We’re looking forward to a busy few months ahead at Regatta—and hopefully a little cooler weather in South Louisiana soon!