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Estate Planning Blogs

Preparing for the Inevitable: How to Navigate the Loss of a Loved One

Facing the imminent loss of a loved one is an emotionally challenging experience. As Elder Law Attorneys, we understand the importance of compassionate guidance during these difficult times. There are steps and considerations for you to take when navigating the loss of a loved one, both legally and emotionally. Gather [...]

By |2026-01-07T11:21:43-05:00October 5th, 2023|Blog, Estate Planning|0 Comments

What Are Key Points To Know About Creating A Trust?

In Kentucky, when a person is thinking about creating an estate plan, they are likely to know the basics of a will. However, wills are not the preferable option in every situation. For some, a trust might be better for them. There could be a perception that creating a trust is complicated and not worth the [...]

By |2026-02-04T13:53:00-05:00January 25th, 2023|Estate Planning|0 Comments

Kentucky Estate Planning Laws to Remember

As painful as it may be to think about what is going to happen to your assets after you have passed on from this world, it is important to plan, nonetheless, so that you get the opportunity for your wishes to be honored and so that the people whom you have designated as your heirs [...]

By |2026-02-04T13:53:05-05:00January 11th, 2023|Estate Planning|0 Comments

Gifting As Part of Estate Planning

Right now, the federal gift and estate tax exclusions are especially generous thanks to the 2017 Tax Cuts and Jobs Act. This makes now a good time for gifting, if you can afford it. But there are some aspects of gifting and estate planning that you should learn more about before moving ahead. The 2017 [...]

By |2026-02-04T13:53:17-05:00December 28th, 2022|Estate Planning|0 Comments

Protecting Your Assets From Lawsuits and Creditors  

When you plan your estate, your primary focus is often on your loved ones and your legacy. And, while you know a big part of that plan is minimizing taxes and liabilities, what you may not realize is that a huge part of a good estate plan is protecting your assets from lawsuit and creditors. [...]

By |2026-02-04T13:53:22-05:00December 12th, 2022|Estate Planning|0 Comments

Who Will Manage Your Affairs If You Are Mentally Incapacitated?

We may be lucky to reach retirement, but that does not mean we will arrive there in good health. Some people develop mental conditions such as Alzheimer's or dementia either as an early-onset condition or one that affects them in their older years. These people may need help managing their personal and financial affairs. What [...]

By |2026-02-04T13:53:29-05:00November 29th, 2022|Estate Planning, Power of attorney|0 Comments

Avoid These Four Common Estate Planning Mistakes

A lot of people think that estate planning is nothing more than throwing together a simple will to ensure that assets are passed on to immediate family members. While that might be true for some, others would benefit from a more thoughtful and detailed estate plan. Yet, many individuals put off this holistic estate planning [...]

By |2026-02-04T13:53:33-05:00November 22nd, 2022|Estate Planning|0 Comments

Court Requires Strict Compliance For Will Witnesses

Interested parties, whether beneficiaries or unnamed family members, concern themselves primarily with the question: “Who gets what?”  With a valid will, they know the answer. Generally, under Kentucky law, wills require twoof witnesses who attest in the individuals’ presence that the documents are what they claim to be. General requirements Witnesses to a will remain [...]

By |2026-02-04T13:53:41-05:00November 11th, 2022|Estate Planning|0 Comments

What Are A Personal Representative’s Obligations?

Personal representatives accept a weight of trust and level of legal obligation not for the faint of heart. Whether named in the will or appointed by the court, duties placed upon them require a delicate balance balance to the interests of both the deceased and beneficiaries. A perceived failure to abide in good faith to [...]

By |2026-02-04T13:54:54-05:00October 13th, 2022|Elder care, Estate Planning|0 Comments

Can I use a trust to qualify for Medicaid?

As we enter our twilight years, Medicaid becomes much more important, if not vital, to our long-term planning. After all, nursing homes can cost well over $100,000 a year, and this cost is not covered by Medicare. And, for each dollar that goes to your long-term care or the nursing home, another dollar is taken [...]

By |2026-02-04T13:54:50-05:00September 29th, 2022|Estate Planning, Medicaid|0 Comments
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