Feb 2024 (1)

Estate Planning Still Is Essential for Young Adults

When you’re in your 20s or 30s, estate planning might seem like a distant concept, reserved for a much older version of yourself. However, life’s unpredictability doesn’t discriminate by age. A prime example is in situations when something like a sudden i ...

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What is a trust?

I recently met with a couple and they were looking at doing some estate planning.  I went through the different options with them, and they said that they understood what a Will is, and they understood that they wanted to help their family avoid probate c ...

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Securing Your Future at Every Life Stage

Estate planning might sound like something reserved for older or wealthier individuals, but it's a crucial step for young adults as well. Understanding the importance of estate planning early on is not just about managing assets; it’s about taking control ...

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Holiday Gifting Strategies for Savvy Estate Planners

The holiday season often brings warmth, family gatherings, and a spirit of giving. For many, it's a time to share gifts with loved ones, a practice that can also be integral to estate planning. Strategically considered, gift-giving can align with one’s lo ...

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The Importance of Beneficiary Designations

Estate planning is essential to protecting your assets and quality of life in case of incapacity. However, will your legacy be appropriately distributed once you've passed on? Beneficiaries stand as the recipients of your assets. In this context, assets e ...

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How to Protect Inheritance for Your Loved Ones

Estate planning is a deeply personal journey that goes beyond the mere distribution of assets. It's about safeguarding the legacy you've built over a lifetime and ensuring that your loved ones are well taken care of when you're no longer there to guide th ...

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Maximizing Convenience: Online Document Prep Services

One of the most important aspects of estate planning is having access to your documents and an efficient way to make adjustments as necessary. Some changes are so small it’s not easy to find the time to come into the office with questions or requests. To ...

Kentucky Estate Planning (1)

The Difference Between Revocable & Irrevocable Trusts

Every estate planning strategy will look different based on your individual circumstances and unique family needs. There are so many legal tools at your disposal, sometimes it’s difficult to decide on the best course of action. Of course, an experienced e ...

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Trust Administration Tips for New Trustees

As a trustee, you play a vital role in the administration of a trust. Trust administration can be complex and time-sensitive, requiring a great deal of attention to detail and a thorough understanding of the trust. It’s important to be fully committed to ...