We have moved! Our Louisville location has moved to 661 S. Hurstbourne Parkway, Suite 200, Louisville KY 40222
As we age, certain tasks become more difficult. We may have difficulty with basic household chores, hygiene or we may have medical needs with which we require help. Still, not everyone wants to or can afford to stay in a residential care facility when they can no longer care for themselves. You may just want [...]
Right now, the federal gift and estate tax exclusions are especially generous thanks to the 2017 Tax Cuts and Jobs Act. This makes now a good time for gifting, if you can afford it. The 2017 Tax Cuts and Jobs Act The 2017 Tax Cuts and Jobs Act doubled the amount of the gift and [...]
When you plan your estate, your primary focus is often on your loved ones and your legacy. And, while you know a big part of that plan is minimizing taxes and liabilities, what you may not realize is that a huge part of a good estate plan is protecting your assets from lawsuit and creditors. [...]
We may be lucky to reach retirement, but that does not mean we will arrive there in good health. Some people develop mental conditions such as Alzheimer's or dementia either as an early-onset condition or one that affects them in their older years. These people may need help managing their personal and financial affairs. What [...]
A lot of people think that estate planning is nothing more than throwing together a simple will to ensure that assets are passed on to immediate family members. While that might be true for some, others would benefit from a more thoughtful and detailed estate plan. Yet, many individuals put off this holistic estate planning [...]
Interested parties, whether beneficiaries or unnamed family members, concern themselves primarily with the question: “Who gets what?” With a valid will, they know the answer. Generally, under Kentucky law, wills require twoof witnesses who attest in the individuals’ presence that the documents are what they claim to be. General requirements Witnesses to a will remain [...]
Relationships between parents and children can be complicated. Over time, certain life events can break down once-strong relationships, sometimes leading to years of estrangement. As a parent, deciding to disinherit a child from a will is a major decision. You may have various completely valid reasons for no longer wanting to leave your child an [...]
Personal representatives accept a weight of trust and level of legal obligation not for the faint-of-heart. Whether named in the will or appointed by the court, duties placed upon them require a delicate balance balance to the interests of both the deceased and beneficiaries. A perceived failure to abide in good faith to the interests [...]
As we enter our twilight years, Medicaid becomes much more important, if not vital to our long-term planning. After all, nursing homes can cost well over $100,000 a year, and this cost is not covered by Medicare. And, for each dollar that goes to your long-term care or the nursing home, is another dollar taken [...]
Receiving a dementia diagnosis for an elderly parent can be emotionally devastating. You and your family will have a lot of choices to make during this very difficult time, including who will make certain decisions for your parent. The process can feel confusing and overwhelming, especially if you are going through it while trying to [...]
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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