Estate Planning & Probate
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Proposed Kentucky Legislation Could Bring Major Changes to Estate Planning, Trusts, and Probate Administration
A wide-ranging bill currently under consideration in Kentucky could significantly modernize the Commonwealth’s estate planning, trust, and probate laws. Senate Bill 50 proposes numerous changes…
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Estate Planning and Charitable Giving: Building a Legacy with Purpose
Estate planning is not solely about distributing assets after death — it is also about defining the legacy you want to leave behind. For many…
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When a Parent in a Blended Family Dies: What Adult Children and Surviving Spouses Need to Know
Blended families are increasingly common, but when a parent passes away, the legal and emotional issues that follow can become especially complex. For surviving spouses,…
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Individual Income Tax Changes & Opportunities in the One Big Beautiful Bill Act (OBBBA)
On July 4, 2025, the One Big Beautiful Bill Act (“OBBBA”) became law, making key 2017 tax rules from the Tax Cuts and Jobs Act…
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Trust vs. Will: Which Estate Planning Tool is Right for You?
When planning for the future, one of the most important decisions you’ll make is how to pass on your assets. Two common tools in estate…
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Special Needs Trusts: Providing for a Loved One with Disabilities
When it comes to estate planning, ensuring that a loved one with disabilities is taken care of can be one of the most important and…
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Giving Through A Charitable Remainder Trust
A Charitable Remainder Trust (CRT) is an irrevocable tax-exempt trust providing an income stream to non-charitable beneficiaries for life or a determined period of time…
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5 Critical Reasons Why Everyone Needs Estate Planning
Estate planning might sound like a topic reserved for the wealthy or the elderly, but the truth is, everyone can benefit from having an estate…
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Drop and Swap Strategy Aided by Recent Ohio Law Means Boon for Real Estate Investors
For many years, experienced commercial real estate (CRE) investors in Ohio have structured real estate purchases as an entity purchase and sale, often referred to…
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