We have moved! Our Louisville location has moved to 661 S. Hurstbourne Parkway, Suite 200, Louisville KY 40222
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 [...]
Most people reading this blog post would know that Medicaid is a program run jointly by the federal and state governments and it is the largest source of healthcare coverage in the country. Per federal law, states must cover certain groups of people who are known as mandatory eligibility groups. In addition, states may cover [...]
It may not be a topic that people in Kentucky like to think about, but it is important that people plan for what will happen after their deaths. It is one of the few guarantees in life and it is important that people have a plan in place to distribute their property and assets to [...]
Our elderly parents have a lot of pride in being able to take care of themselves. Unfortunately, sometimes our elderly parents reach a point where mentally they cannot make good decisions regarding their personal care and/or financial affairs. For example, they may no longer be able to handle their banking or could even be taken [...]
Many articles about estate planning promote using trusts as a way to help property escape the time-consuming and costly probate process. When property is owned by the trust, it does not become part of a person's estate when they die, and so it skips probate. By contrast, a will instructs the court and executor how [...]
No matter how carefully we prepare for the unexpected, life has a way of throwing challenges our way as we age. A sudden need for an expensive medical procedure or the cost of long-term care in a nursing home can quickly put a strain on vital financial resources. For many seniors, the fear of draining [...]
Having a comprehensive estate plan is something that every Kentucky resident should consider, regardless of their age, health, family, or financial situation. It is a way to ensure that they are protecting not just their loved ones, but also themselves. Most people are aware of what wills can do as part of an estate plan. [...]
For most residents of Kentucky, a will left by a parent or other relative is assumed to be valid and to be enforceable as written. In some cases, however, the will or a specific bequest may be invalid, and one or more of the beneficiaries may wish to challenge the validity of the will or [...]
As our parents age they may find that the world around them has changed in ways they may not understand. This makes them vulnerable to scammers in Kentucky and elsewhere who prey on those who are trusting and polite and have significant savings or own a home. Seniors may be afraid to report that they [...]
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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