Estate Planning

Having an established estate plan is extremely important for Kentucky residents. However, sometimes a family member or loved one passes away without a will, and their estate must go through the probate process. This involves appointing an administrator to handle the...

Estate planning can come with many complicated choices. One of them might be whether you should set up a trust. If you do set up a trust, one of the key questions to resolve will be the difference between a revocable and irrevocable trust. Trust basics Both revocable...

Estate planning is a fluid concept. Every person has different needs and those needs change as time passes. A power of attorney is but one aspect of the estate planning tools available to you and, even within this one option, there are many variations. It’s important...

In Kentucky, it is important for people to prepare for the future and have an estate plan. Depending on their individual circumstances, the type of plan they have and its details will vary. Those who have a business, a primary home, a vacation home, collectibles,...

When an estate planner begins the estate planning process, one of the first decisions they will need to make is to select an executor for their estate. Because it is a big decision, and the executor will play an important role in the administration of the estate...

Family dynamics can be complicated, and this is never more true than when a loved one dies. Sometimes, one family member believes their loved one’s will was ill-gained and they want to contest it. There are a variety of grounds for a will contest, including duress,...

If you have a loved one with special medical needs, then your estate plan could be more important than you ever imagined. This is because the way in which you craft your estate plan can dictate the care that your loved one is able to receive and the financial...

As you look to the future and envision what your life will be like once you have retired, it is essential that you are educated about what you need to do and to make sure that you follow the appropriate steps in the most effective order so that your efforts pay off....

First of all, breathe. The ones we lost want us to move on. They want us to live our best lives, and they want us to find happiness again. Though, because it is devastating, surviving spouses are likely not focusing on their financial well-being. But, there are some...

Estate planning can be an important aspect of your wealth preservation. While that may sound obvious, you’d be surprised at how many people either fail to create an estate plan or create one that is so basic and bare bones that the plan itself doesn’t provide enough...