In this article: Family farm estate planning in Kentucky can help families address acreage, heirs with different goals, tax concerns, succession planning, and the desire to keep rural property within the family. For many Kentucky families, a far ...
Should You Give Assets Away Before Applying for Medicaid in Kentucky?
In this article: Giving assets away before applying for Medicaid can create eligibility problems, especially for long-term care benefits. Kentucky Medicaid uses a 60-month, or 5-year, lookback period for certain transfers, and gifts made during that wi ...
Why “Equal” Inheritances Don’t Always Feel Fair
In this article: Equal inheritances can create tension when siblings had different roles, financial support, caregiving duties, or family ties during life. Clear estate planning can address lifetime gifts, blended family concerns, family businesses, an ...
What To Do First When a Loved One Dies in Kentucky
In this article: After a loved one passes in Kentucky, families can reduce confusion by taking early steps in the right order: secure key documents, notify the right people, pause major decisions, and seek probate or trust administration guidance befor ...
The Estate Planning Documents Every Kentucky Parent Should Have Before a Child Leaves for College
In this article: Kentucky parents with college-bound 18-year-olds can review key estate planning documents before move-in day, including HIPAA authorization, health care decision-making papers, and financial authority documents for emergencies. ...
Choosing the Right Trustee: Why “Oldest Child” Isn’t Always the Best Answer
In this article: Choosing a trustee involves far more than family birth order. The right choice can depend on reliability, financial judgment, communication style, and whether that person can manage pressure without creating added conflict. In some fa ...
What Happens to Your Estate Plan After a Dementia Diagnosis?
In this article: A dementia diagnosis can affect whether someone still has the legal capacity to update a will, trust, power of attorney, or health care directive. Professional review can help families address decision-making documents, reduce caregive ...