We have moved! Our Louisville location has moved to 661 S. Hurstbourne Parkway, Suite 200, Louisville KY 40222
When you begin estate planning, you may start to think of how you will pay for nursing home care if you need it. While Medicaid can cover nursing home expenses, there are certain financial requirements that must be met in order to qualify for benefits. One significant requirement is that you must only have minimal [...]
A will is one of the most basic and essential estate documents. But there are many laws and documents that govern how your assets may be transferred regardless of what is contained in your will. Retirement accounts Usually, the beneficiaries named on 401(k)s, individual retirement accounts and pensions are entitled to those assets despite what [...]
It’s not easy to think about your own mortality. And it might be worrying to think about how your loved ones are going to get by once you’re gone. But you can’t let these fears paralyze you into inaction. Instead, you need to take the steps necessary to ensure that you have a sound estate [...]
Living in a blended family has a number of challenges. You may struggle to build and maintain relationships with your spouse’s children and finding a balance of time sharing with each side of the family can be difficult. But another aspect of a blended family that you can’t overlook is estate planning. The dangers of [...]
A special needs trust can be a great way to provide for a loved one who may need to rely on government programs for support as he or she ages. This is because assets that are placed into a special needs trust do not count toward income limitations for programs such as Medicaid. This means [...]
Most people have debt of some kind, and often have questions about what happens to their debt if they die, particularly if they die without a will. It is natural to not want to pass on the burden of your debt to their surviving family members or loved ones. The simplest way to avoid this [...]
An estate plan requires time and effort. But there are common mistakes that people make with their plans that upsets their existing estate plan. Leaving gifts and not changing their will People may use their wills to leave cash gifts to relatives or friends. However, many times that gift was already made after the will [...]
Many people think that estate planning is only for older and/or wealthy people, but this is not the case. Everyone can benefit from an estate plan. Young people tend not to think about the end of their lives too much if they are healthy. If they are not healthy, their need to plan probably drives [...]
Are you worried about what’s going to happen to your assets once you’re gone and they’ve been passed on to your loved ones? If so, take comfort knowing that this is a common concern amongst estate planners. These individuals often fear that the lifetime of wealth that they’ve worked hard to build will be squandered [...]
In this day and age, there are many things happening around the world that can make people hesitant about planning for the future. But when it comes to taking care of your loved ones after you are no longer here, there should be no question about making a plan that they will be able to [...]
Louisville Location:
661 S. Hurstbourne Parkway, Suite 200
Louisville KY 40222
Phone: 502-581-1111
Fax: 502-895-8988
Hours – 8:30-5:00 M-F
Bowling Green Location:
941 Lehman Avenue, Suite 101
Bowling Green, KY 42101
Phone: 270-467-0002
Fax: 502-895-8988
Hours – By appointment only
Shepherdsville Location:
162 S. Buckman Street
Shepherdsville, KY 40165
Phone: 502-955-1005
Hours – 9:00-4:00 M-Th
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