Our firm is growning! Meet our newest associate, Katie E. Finnell.

Often our law practice emphasizes the need for older individuals to plan, but in fact every adult should have some plans in place.

Our Holiday Newsletter is now available online! Click, here.

At our firm we recommend clients personally review their estate plan every two or three years and have an attorney review them every five years or whenever they experience a major life-event.

There are two reasons why. First, major life-events can affect your existing estate plan. Secondly, the laws change and generally citizens are unaware of these changes and how these changes will personally affect their estate plan.

Many married couples are unaware of an important element of asset preservation when faced with long term care expenses -- the Medicaid Resource Assessment. A portion of the Medicaid rules is designed to protect the community spouse (spouse at home) from impoverishment and unnecessary dissipation of family assets.

Today the Lexington Community gathered for a ribbon cutting at the new Lexington Senior Center. Attorney Mary Patton attended along with members of the city council and Mayor Jim Gray.

Join Attorney Amy E. Dougherty for a Free Presentation on Legal and Financial Planning for Alzheimer’s Disease, presented by the Alzheimer's Association. Presentation will include a light lunch. Registration is Required.

When: Wednesday, September 21, 2016, 11am-1pm

Where: Alzheimer’ s Association Office, 2808 Palumbo Drive, Lexington, KY 40509

How: To register, call 1-800-272-3900. Registration is required.

When a loved one names you to be their attorney-in-fact or agent, you must follow the instructions contained in the authorizing document. You have 4 BIG responsibilities.

What is a POA? Who can make a POA? What can you do with a POA?

When I read that Prince failed to leave a will or any known estate planning documents, I was shocked. The musician, who was notoriously hands-on with his music and its management, failed to prepare a plan for what would happen after his death. Prince left behind an estate estimated to exceed $300 million. While most of us will never accumulate that much money, we can still learn from Prince’s mistakes.