CLIENT-CENTERED DOCUMENTS AND THE ESTATE SUPPORT CLAUSE

My children are now twenty-somethings and are in different stages of adulting. One thing I’ve learned from helping them is that paying attention to all the details is neither fun nor easy. Fun, easy, or neither, those details are essential ...
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NOVEMBER IS NATIONAL FAMILY CAREGIVERS MONTH

November 2022 is the 26th annual Presidentially-recognized National Family Caregivers Month. Please join me in giving thanks to the millions of people nationwide who take care of their parents, siblings, aunts, uncles, and other family members. Having been in this ...
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You Need a Will

Having a will is vital to protect your family. We’ve learned that Anne Heche died without a will, which has already led to a court fight between the father of her minor son and her 20 year-old son. The laws ...
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Taking Care of Your Thoroughbred

Happy Kentucky Derby! Louisville is buzzing with the first Derby Week in three years that feels halfway normal. Despite the “Why Work? It’s Derby Week” t-shirts around town, I’m plugging away. In fact, all of this talk about two-year-old thoroughbreds ...
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What to do with all those documents you just signed?

Congratulations! You’ve just spent time and money working on your will, power of attorney, health care directive, and maybe even a trust. You wrestled with who to name to take charge of your affairs while you’re alive if you can’t ...
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HOW TO FUND A TRUST?

Hopefully, the last article convinced you that you need a revocable trust if you live in North Carolina. Kentucky residents may want a revocable trust as well so this article should help my clients in both states. As a reminder, ...
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DO I NEED A TRUST IN NORTH CAROLINA OR IS A WILL ENOUGH?

Many clients call and ask if they need a revocable or living trust instead of a will. A will takes effect only when you die and names a person or company as personal representative to pay your creditors and to ...
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IF YOU LIVE IN NORTH CAROLINA, YOU SHOULD HAVE A WILL

The world is shocked when a celebrity dies without a will. But we really shouldn’t even be surprised—much less shocked. Survey after survey reveals that at least half of American adults don’t have a will. This article explains why not ...
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Kentucky Courts Update: Jury Trials Return in May

Many Kentucky courtrooms are going to feel a little more normal beginning April 1, 2021, as the Kentucky Supreme Court unanimously entered Amended Order 2021-07, setting out ground rules for grand juries and jury trials. Jury trials will return to ...
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Why Shouldn’t I Make My Own Will?

“I just want my will to be simple. Lawyers make things too complicated, use language I don’t understand, and charge too much.” I’ve heard sentiments like these all too often during my career. Unfortunately, they cause some people to avoid ...
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