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Estate Planning

People With a Plan Worry Less 

Most people know they should have a will and other important documents, but often put off making their plans. Working with us will ensure you have the right estate planning documents in a way that is convenient for you. 

Comprehensive & Convenient Planning

Serving Clients in Northern Kentucky

1. Plans Tailored to Your Needs

Whether you need a single document like a will, trust, power of attorney, or health care directive, or a complete estate plan, we offer options for you.

2. Convenient Appointment Options

Life is busy, we get it. We can meet by phone, video chat, or in person – you decide which option is best for you.

3. Flat-Fee Pricing

Our planning is billed as a flat fee, none of the dreaded hourly charges. We tailor our service to your needs and present pricing upfront to relieve your concerns about cost.

Schedule A Free Consultation

Use the button below to book a no-obligation, no-cost consultation to see how we can help you achieve your planning goals. Phone and video appointments can be easily scheduled online with evening and weekend times available. Don’t like scheduling online? Call 859-559-0518.

We Make Planning This Easy

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Step 1

Schedule an Intro

Use our online scheduler or call to book a free intro call or video chat. No need to drive to an office, we make it easy to get the process rolling. After the call, we will send you a form to fill out and return on your time.

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Step 2

Meet

We review all of the information you provided us, discuss the best plan for you, and answer your questions. We can do this in person, on the phone, or over video. Whatever is best for you and your family.

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Step 3

Execute

Based on our planning meeting, we finalize any needed documents before getting together for the signing. Just like that, your plan is in place and you can reclaim some of that lost sleep!

What Can You Accomplish With Estate Planning?

Do I Need Estate Planning?

Everyone should have at least the basic estate planning documents in place, a will, durable power of attorney, and healthcare directive. Although the laws in Kentucky do provide a plan for what happens to your things if you die without a will, most people would prefer to make sure their plan follows their wishes. 

An advanced directive (sometimes called health care power of attorney or health care directive) allows you to name someone to make decisions for you in the event of your incapacity, or provides direction for medical professionals to follow, or both.

A power of attorney allows someone else to handle your legal and financial matters in the event of your incapacity. This can be critical, for instance, in ensuring your bills are paid if you end up incapacitated. The person you name to act for you (called your Attornet-in-Fact) should be chosen wisely since they do have significant power.

DIY Estate Planning Has It’s Risks

Some people turn to do it yourself estate planning. Many times these decisions are based on cost or convenience, but DIY estate planning does have some risks.

Estate Plans are legal documents, often with strict guidance in the law as to how they should be written and how they should be signed. Simple omissions can render an entire document invalid.

Working with a skilled Estate Planning Attorney provides you reassurance that documents will be written properly and executed according to the law. Another benefit of working with an attorney is that you will have someone trained to provide you guidance about the many decisions you will have to make in the process.

So, Who Will Take Care Of My Kids If I Die?

A lawyer’s favorite answer is – it depends. In every situation where a minor’s legal guardian is deceased or incapacitated, a guardian must be appointed by the court. For starters, generally if one parent dies, the other remains guardian. In situations where both parents are deceased, the court looks to the wills for guidance on who the parents wanted to serve as guardians. If there are no wills or no guardians are named, the court will look to other people (commonly relatives) to identify the guardian who will be in the best interest of the children.

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