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Monthly Archives: August 2023

Kentucky Estate Planning

Does Your Long-Term Care Plan Include Protecting Your Assets?

It’s important to have an estate plan in all phases of our lives, but as we age, planning for the future becomes a necessity. Finding ways to protect your assets and prepare for the possibility of long-term care will ensure that you and your family will b ...

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Kentucky Estate Planning

Did the IRS quietly change the rules on your children’s inheritance?

There have been recent news articles about some changes the IRS made concerning inheriting assets from trusts.  According to the article, in March the IRS issued Revenue Ruling 2023-2.  The new Ruling states that property held in an irrevocable trust is n ...

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Recent Posts

  • Can You Protect an Inheritance From Divorce, Debt, or Bad Decisions?
  • Should You Put Your Adult Child on Your Bank Account? What Kentucky Families Should Consider
  • Estate Planning for Family Farms and Rural Property in Kentucky
  • Should You Give Assets Away Before Applying for Medicaid in Kentucky?
  • Why “Equal” Inheritances Don’t Always Feel Fair

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