The love of an animal companion can be a source of joy, laughter, and comfort. They brighten our lives with silly antics and steadfast loyalty. For those with pets there are several important considerations when estate planning. When pets survive their owners, they...
Knowledge. Experience. Results.
Estate Planning
Hand-written wills may have unwritten pitfalls
While the Commonwealth of Kentucky does not require wills to be typed or digitized and will recognize hand-written wills, there are important steps to follow and careful considerations to keep in mind to ensure your will functions as you want. Ultimately, your will...
What are examples of fiduciary relationships?
Fiduciaries are people or organizations that act on behalf of others in positions that require honesty, trust and loyalty. They are ethically and legally bound to put their clients’ interests in front of their own. Their roles and duties often relate to managing a...
What is fiduciary duty?
A fiduciary is a person who acts in the best interests of others, performing a duty of trust and good faith. Fiduciaries are legally and ethically bound to put their clients’ best interests ahead of their own. Their duties may be to provide for others’ well-being and...
When to update your estate plan
Creating your estate plan is only one step in the process of putting things in place for your heirs. It is equally important that you keep your plan up to date as things change in your life to prevent surprises for your loved ones such as the exclusion of an heir or...