Probate: What It Is & How To Avoid It—Part 2
Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your assets must go through probate before those assets can be distributed to your heirs. Like most court proceedings, probate can be...
Probate: What It Is & How To Avoid It—Part 1
Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the court process known as probate before those assets can be distributed to your heirs. Like most court proceedings, probate can be time-consuming, costly, and open...
Protect Your Home, Family, & Assets From The Growing Threat Of Natural Disasters
Over just the last two years, we’ve seen historic levels of damage caused by natural disasters in the U.S. From blizzards in Texas and wildfires in California to hurricanes in Louisiana and tornados in the Midwest, few regions of the country are immune to such...
Don’t Leave Your Children With The Babysitter Until You Read This
As we head into the third year of the pandemic, we are coming to terms with just how fragile our lives and health really are. If you haven’t gotten sick yourself, it’s almost certain you know someone who has, and many of us even know of one or more individuals who...
Why Putting Your Family Home In A Trust Is A Smart Move—Part 2
If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home will pass to your heirs in the most efficient and safe manner possible when you die or in the event you...
Why Putting Your Family Home In A Trust Is A Smart Move—Part 1
If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home will pass to your heirs in the most efficient and safe manner possible when you die or in the event you...
5 Steps For Adding Digital Assets To Your Estate Plan
Although digital technology has made many aspects of our lives much easier and more convenient, it has also created some unique challenges when it comes to estate planning.If you haven’t planned properly, for example, just locating and accessing all of your digital...
Lifetime Asset Protection Trusts: Airtight Asset Protection For Your Child’s Inheritance—Part 2
If you’re planning to leave your children an inheritance of any amount, you likely want to do everything you can to protect what you leave behind from being lost or squandered.While most lawyers will advise you to distribute the assets you’re leaving to your kids...
Lifetime Asset Protection Trusts: Airtight Asset Protection For Your Child’s Inheritance—Part 1
As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the motivating factors driving your life’s work. But without taking the proper precautions and asset protection, the wealth you pass on is at serious risk of being...
With Tax Laws in Flux: What Should You Do Now?
On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically, the Democrats proposed a number of significant tax increases and other changes...
The Pitfalls of DIY Wills: Lessons Learned from a Florida Probate Case
DIY wills are becoming more prevalent as legal services can now be accessed easily online. For better or worse, more and more people are turning to online services to meet their legal needs, maybe even you. Here’s what you need to know before you decide to create a...
ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 2
Actress Anne Heche died this August following a tragic car accident, leaving behind two young sons: Homer Heche Laffoon, age 20, and Atlas Heche Tupper, age 13. Last week, in part one, we covered the way uncertainty around Heche’s estate plan is creating...
House Democrats Propose Sweeping New Changes To Tax Laws That Stand To Have Major Impact On Estate Planning
On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically, the Democrats have proposed a number of significant tax increases and other...
ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 1
Actress Anne Heche died this August following a tragic car accident in which she plowed her vehicle into a West Los Angeles home, where it burst into flames. After being pulled from the wreckage, the Emmy Award-winning actress was hospitalized in critical condition,...
Protect Your Aging Loved Ones From Undue Influence
Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they were expecting, and that the deceased instead left most of their estate to an individual they only recently met, who wasn’t even a...
Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust
As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating your life’s work. But without taking the proper precautions, the wealth you pass on is at serious risk of being accidentally lost or...
Looking for the Best Mother’s Day Gift Ever? Try The Kids Protection Plan®
In case you missed all of the commercials for floral arrangements that have been airing recently, here’s one final reminder: Mother’s Day is this Sunday, May 9th. But before you spend your money on something that will wilt and die within a week or two, consider...
7 Last-Minute Moves To Save On Your Taxes For 2021
Although many strategies to save on your taxes must be locked in before the end of the year, there are still numerous ways you can reduce your tax bill right up until the filing deadline, which has been pushed back to Monday April 18th due to a holiday on April 15th....
Don’t Let Your Elderly Parents Become Victims of the Grandparent Scam
Imagine this… You are an elderly grandparent who lives alone.You get a call in the middle of the night from your college-aged granddaughter. She’s frantic and crying, telling you she was mistakenly arrested while vacationing in Cancun. She says she needs you to...
7 Ways To Save Big Money On Your 2020 Taxes—Part 2
2020 was a nightmarish year for many families. But thanks to recent legislation, you could see a silver lining in the form of major tax breaks when filing your income taxes this spring. First up, although it’s technically not a tax break, the IRS recently announced...
7 Ways To Save Big Money On Your 2020 Taxes—Part 1
2020 was a nightmarish year for many families. But thanks to recent legislation, you could see a silver lining in the form of major tax breaks when filing your income taxes this spring. First up, although it’s technically not a tax break, the IRS announced this week...
KENTUCKY WORKERS’ COMPENSATION LAW CHANGES JULY 14, 2018
During the 2018 Kentucky General Assembly, the legislature, through House Bill 2 (HB2), enacted significant changes to the workers' compensation statute. While some of the changes were to apply retroactively (to work injuries that pre-dated the statutory...
SELFIES WHILE DRIVING CAN BE FATAL!
"...But first, let me take a SELFIE!" If you've heard the song, you know it's a silly song mocking our selfie-obsessed culture, but this obsession has become dangerous and deadly. Taking a nature selfie with a wild, carnivorous animal in the background, or...
WRONG-WAY DRIVERS KILL HUNDREDS EVERY YEAR
There is nothing quite as frightening as seeing a vehicle or a pair of headlights heading right toward you as you are driving down the road. In that moment of panic and confusion, avoiding a collision can be difficult. The National Transportation Safety...