Are Your Assets Protected in Kentucky for Your Family?

Defining Your Goals and Identifying your Assets is the First Step to Kentucky Estate Planning.

 

Estate planning is for everybody. Having a proper estate plan gives you peace of mind knowing things are taken care of after you pass. Before meeting with our Kentucky estate planning attorney, it is vital to assess your assets and your goals for protecting your legacy.

 

Our FREE guide, Defining Your Estate Planning Goals and Identifying Your Assets, is a step-by-step guide and worksheet to getting a start on building an estate plan to protect your assets in Kentucky.

 

Before meeting with your Kentucky estate planning attorney, you will find it helpful to consider these questions and complete the inventory form.

 

You can even jot down your answers and bring them, along with your completed inventory, to your meeting. Your Kentucky lawyer will need this information to help you develop the best plan to achieve your goals.

 

This guide includes some questions to help you begin to plan–and a form you can complete to make an inventory of your estate.

 

The questions addressed include:

 

  • Planning for dispositions of your property
  • Planning for your minor children or disabled dependents
  • Tax planning in Kentucky
  • Making an inventory of your Kentucky estate