We have moved! Our Louisville location has moved to 661 S. Hurstbourne Parkway, Suite 200, Louisville KY 40222
The world of estate planning can be confusing to those who have never encountered it before. You might be estate planning for the first time, and while you are likely aware that you need a will, you might also wonder if you need a living will. You may not even be sure what the difference [...]
As we get older, it may become more difficult for us to take care of ourselves physically and financially. A long-term care plan can prepare you for the future and make sure your wishes are adhered to, even if you are incapacitated. Long-term care plans can also take some of the pressure off your family [...]
You have worked hard for the better part of your life to accumulate a fair amount of assets that you intend to pass down to your heirs. One thing that is important to consider are estate and inheritance taxes. Do taxes affect your estate planning here in Kentucky? Currently, federal estate tax is applied if [...]
As we get older, it becomes more likely that we will suffer from medical condition that affects our physical health or cognitive abilities. That is why it is so important to assign decision making power to another person by creating a power of attorney (POA). The person you choose (referred to as your ‘agent’) will [...]
A will is one of the most basic and essential estate documents, but do wills have limits? Yes, because 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 [...]
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 not to want to pass on the burden of your debt to your 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 [...]
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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