We have moved! Our Louisville location has moved to 661 S. Hurstbourne Parkway, Suite 200, Louisville KY 40222

How to Discuss Long-Term Care Planning

Long-term care planning isn’t the most pleasant topic of conversation. Few of us like to consider the toll that the passage of time takes on our minds and our bodies. However, having a difficult conversation in the present is better than trying to scramble for help during a crisis. Discussing a care plan with your [...]

By |2026-02-04T13:50:52-05:00October 20th, 2020|Long Term Care|0 Comments

How Do I Ensure My Will is Valid?

Having a valid will is an important part of the estate planner distributing their real assets and property to their beneficiaries. Estate planning involves many components and, typically, a will as part of that. Estate planners should understand what is required for a will to be valid so they can accomplish their wishes with their [...]

By |2026-02-04T13:51:18-05:00September 17th, 2020|Estate Planning|0 Comments

How Do I Settle an Estate?

After the death of a loved one, there are some steps you need to take to settle his or her estate properly and within the law. How much work it will take depends largely on the size of the estate. However, according to the Kentucky Court of Justice, every case begins with finding the will [...]

By |2026-02-04T13:51:30-05:00August 12th, 2020|Estate Planning, Financial|0 Comments

When to Revise a Will

According to Forbes Magazine, approximately half of all Americans between the ages of 55 and 64 do not have a will. The percentage increases for younger demographics. There are many reasons why you might not have a will. Maybe you think it is a morbid subject to think about, or perhaps you just have not [...]

By |2026-02-04T13:51:41-05:00July 31st, 2020|Estate Planning|0 Comments

Helping Your Children Avoid Inheritance Fights

Fights over inheritance may do more than take time and money away from your children. They may also do irreparable harm to the relationships that exist between them at a time when they may need each other the most. Luckily, AARP reports that there are several strategies you may rely on during estate planning to [...]

By |2026-02-04T13:45:09-05:00July 8th, 2020|Estate Planning|0 Comments

When Should You Transfer Power of Attorney?

Because of the control that power of attorney can give your agent—the ability to make financial, medical, and legal decisions on your behalf—it is important to choose someone you can trust. However, if it has been some time since you made your estate plan, it might be important to consider transferring power of attorney to [...]

By |2026-02-04T13:45:16-05:00June 24th, 2020|Power of attorney|0 Comments

What is a Living Will?

As you write out a list of your wishes for after death, you may wonder what a living will is. By learning more about this document, you can fully appreciate the benefits of having one for your future. What is a Living Will? A living will dictates what steps or measures medical professionals should use to [...]

By |2026-02-04T13:45:25-05:00June 3rd, 2020|Estate Planning|0 Comments

Why Do I Need a Power of Attorney if I’m Married?

We often get asked, Why do I need a Power of Attorney if I’m married? A huge part of estate planning is preparing for the unexpected. This includes what will happen to you and who will make decisions if you are unable to make them for yourself. That’s where your power of attorney steps in. What [...]

By |2026-02-04T13:45:31-05:00May 30th, 2020|Power of attorney|0 Comments

The Pros and Cons of an Irrevocable Trust

A trust is a legal place where you put assets. You, the person who owns the assets and puts them into the trust, are called a grantor or trustor. Then, you appoint a trustee who will look after the assets and distribute them as necessary. Finally, you choose one or more beneficiaries, how and when [...]

By |2026-02-04T13:45:38-05:00May 26th, 2020|Trusts|0 Comments

Should I Have a Revocable or Irrevocable Trust?

So you’ve heard that you should start thinking about trusts and estate planning. The first major question that you and your attorney will need to answer is: what kind? Should you have a revocable or irrevocable trust? A trust is a place where you can place assets for legal protection. In it, a trustee holds [...]

By |2026-02-04T13:45:47-05:00May 14th, 2020|Estate Planning, Trusts|0 Comments
Go to Top