You Made a Will. Here’s What It Can’t Do.
Published on: 25/08/2026
Made a will? Learn what it cannot do, including avoiding probate, updating beneficiaries, funding a trust, and planning for incapacity in Kentucky.
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When Good Intentions Don’t Become a Plan | Northern Kentucky Estate Planning
Published on: 18/08/2026
Learn why estate plans, life insurance, and beneficiary choices must be reviewed and completed to protect Northern Kentucky families from probate and conflict.
Estate Planning
Estate Planning for Unmarried Couples: How to Protect the Person You Love
Published on: 07/04/2026
Estate planning for unmarried couples in Northern Kentucky is essential to protect your partner, assets, and healthcare decisions. Learn how to avoid probate, secure legal rights, and create a Life & Legacy Plan that keeps your loved ones out of court and conflict.
Estate Planning
Here’s What Happens to Your Retirement Accounts After You Die
Published on: 24/03/2026
What happens to your 401(k) or IRA after you die? Many Northern Kentucky families are surprised to learn that retirement accounts are subject to unique tax rules that can significantly reduce what loved ones receive. In this guide, we break down the SECURE Act 10-year rule, inherited IRA tax implications, and how strategic estate planning and trusts can help protect your family’s legacy. Learn how to minimize taxes, avoid probate complications, and ensure your retirement assets are passed on the right way.
Estate Planning
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