• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Home
  • Our Firm
    • Communities We Serve
      • Elizabethtown
      • Frankfort
      • Jeffersontown
      • Matthews
      • Middletown
      • Prospect
    • Meet Our Team
  • Services
    • Asset & Business Planning
    • Elder Law & Medicaid Planning
    • Estate and Gift Tax Figures
    • Family-Owned Businesses & Farms
    • Financial Planning Assistance
    • IRA & Retirement Planning
    • Legacy Planning Services
    • LGBTQ Estate Planning
    • Loss of a Loved One
    • Power of Attorney
    • SECURE Act
    • Special Needs Planning
    • Trust Administration & Probate
    • Young Families
  • Resources
    • Client Resources
      • Business Succession Planning Checklist
      • Estate Planning Seminars
      • Estate Planning Worksheet
      • Is Your Estate Plan Outdated?
      • Kentucky Retirement Resources
      • Louisville Elder Law Resources
      • Louisville Probate Resources
      • Presentations
    • Elder Law Reports
    • Finding the Right Estate Planning Firm
    • Frequently Asked Questions
      • Estate Planning Frequently Asked Questions
      • LGBTQ Frequently Asked Questions
    • Newsletters
    • Reports
      • Advanced Estate Planning
      • Basic Estate Planning
      • Estate Planning For Niches
      • Trust Administration
  • Blog
  • Contact Us

Gersh Law Offices, P.S.C. | Louisville, KY

Estate Planning | Medicaid | VA

Connect with us today(502) 423-7023

Attend a Free Seminar
Home / Blog

529 Planning

September 11, 2019Estate Planning, Legal Education

Graduate Piggy Bank

This article focuses on how to plan using 529 Plans.  This fourth article in the series gives many insightful tip. 529 Plans: Planning for Education with a Tax and Asset Protection Bonus by Steve Hartnett <img class=" wp-image-15521 alignleft" src="https://www.aaepa.com/wp-content/uploads/2019/08/Education-300x300.jpg" alt="" width="184" height="184" />This is the fourth in a series focusing on planning for children. The first article was focused on the importance of … [Read more...] about 529 Planning

Planning for Education Expenses

September 4, 2019Estate Planning, Special Needs Planning

Graduate Piggy Bank

  In this third of four articles, we take a look at planning for those educational expenses.  The cost of education is continually on the rise.  How can you help your children or grandchildren? Planning for Education Expenses by Steve Hartnett <img class="wp-image-15521 alignleft" src="https://www.aaepa.com/wp-content/uploads/2019/08/Education-300x300.jpg" alt="" width="147" height="147" />This is the third in a series focusing on planning for children. The first article … [Read more...] about Planning for Education Expenses

Planning for Special Needs Children

August 28, 2019Estate Planning, Special Needs Planning

Boy in wheelchair

  Planning for a child who has a disability or special needs can be difficult.  This article sheds some light on this tough subject. Planning for Special Needs Children by Steve Hartnett <img class="wp-image-15503 alignleft" src="https://www.aaepa.com/wp-content/uploads/2019/07/Special-Needs-2-300x300.jpg" alt="" width="169" height="169" />This is the second in a series focusing on planning for children. The first article was focused on the importance of planning if you … [Read more...] about Planning for Special Needs Children

Planning for Step-Children

August 21, 2019Estate Planning, Legal Education, Special Needs Planning

Children

If your spouse has biological children, you may consider them your own. But, if you haven’t adopted them, they have no inheritance rights. This article looks at how to plan for step-children.   Planning for Step-Children by Steve Hartnett <img class="wp-image-15483 alignleft" src="https://www.aaepa.com/wp-content/uploads/2019/07/Step-Children.jpg" alt="" width="145" height="145" />This is the first in a series focusing on planning for children. This first … [Read more...] about Planning for Step-Children

Many Reasons for Estate Planning

July 30, 2019Estate Planning, Legal Education

Reasons for Estate Planning

Everyone Will Die Whether or not we plan to do so, each of us will face death eventually. However, by planning, we can make our passing easier and better in many ways for those we leave behind. This is the first of a series on the ways we can ease the transition through planning. This first article focuses on privacy. The next article will focus on how you leave assets to your loved ones. Let’s look at two people who die in the same car accident. It’s a tragedy for both of them and their … [Read more...] about Many Reasons for Estate Planning

Beneficiary Designations, etc., Aren’t a True Substitute for a Trust

March 29, 2019Elder Law, Estate Planning, Estate Planning, Legal Education, LGBTQ Planning, Medicaid Planning, Probate, Veteran's Administration

Beneficiary and Related terms

TOD / POD, beneficiary designations, and joint tenancy can be simple ways to transfer assets at death. However, these simple methods lack some of the benefits of a trust. Read on to learn more. by Steve Hartnett 0 Comments TOD (Transfer on Death) designations, POD (Pay on Death) designations, and beneficiary designations can be useful in the right circumstances. Each of these tools allows for an automatic transfer to the named beneficiary at the death of the owner. But these tools … [Read more...] about Beneficiary Designations, etc., Aren’t a True Substitute for a Trust

Aretha Franklin Died Intestate: What Does It Mean for Her Family?

November 2, 2018Estate Planning, Legal Education

Aretha Franklin is the "Queen of Soul"

Aretha Franklin died intestate. Intestacy has definite drawbacks. Read on to see what this means for her family, financially and in other ways. Aretha was the Queen of Soul, but her lack of planning caused consequences she did not consider.  She was a singer, songwriter, civil rights activist, and so much more. Aretha was a great recording artist, with a career spanning many decades. She received honorary degrees from many prestigious universities, like NYU, Princeton, and Yale. She received … [Read more...] about Aretha Franklin Died Intestate: What Does It Mean for Her Family?

Nursing Home Lawyers Discuss the Benefits of Planning

October 15, 2018Elder Law, Estate Planning, LGBTQ Planning, Medicaid Planning

nursing home lawyers helping hands

Most of us know that nursing homes can be very expensive, even if we don't have a loved one already residing in one.  The unfortunate reality is that most private health insurance coverage does not include nursing home services.  Even those with Medicare coverage may not receive sufficient coverage to make Kentucky nursing homes affordable.  So, when it comes to the need for nursing homes, our nursing home lawyers can help you be prepared. Understanding the basics about Medicaid Medicaid is a … [Read more...] about Nursing Home Lawyers Discuss the Benefits of Planning

Basics of Estate Planning: Powers of Appointment: Part 2

October 4, 2018Estate Planning, Legal Education

Estate Planning; more than just taxes

Add flexibility to a trust by using power of appointment. This article will examine the different types of powers of appointment and how that can impact taxation. The last blog examined the basics of powers of appointment. This blog will examine how they can impact taxation. From a gift and estate tax perspective, there are two kinds of powers of appointment, a limited power of appointment (or “LPOA”), and a general power of appointment (or “GPOA”). They can cause dramatically different gift … [Read more...] about Basics of Estate Planning: Powers of Appointment: Part 2

Basics of Estate Planning: Powers of Appointment

October 1, 2018Estate Planning, Legal Education

Estate Planning; more than just taxes

Trusts can be very flexible. One of the ways to add flexibility is by using powers of appointment. This article will examine what a power of appointment is and how it may be used to add flexibility to a trust. Trusts have many potential benefits. One of those benefits is that they can be very flexible. One way to increase the flexibility of a trust is by including powers of appointment. What is a Power of Appointment A power of appointment is giving someone the ability to direct the assets … [Read more...] about Basics of Estate Planning: Powers of Appointment

  • « Go to Previous Page
  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Go to page 4
  • Interim pages omitted …
  • Go to page 9
  • Go to Next Page »

Primary Sidebar

FREE ESTATE PLANNING WORKSHEET

Download our free "Protecting the Future" worksheet to get started!

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Follow Us

  • Facebook
  • Twitter
  • Linkedin

Testimonials

5 star
Client Review
September 18, 2020
    

I have been a client of Cochran Gersh Law Offices since 2005. I can’t say enough good things about them. Absolutely first rate! Thanks to the team, my estate and trusts are set up and my family won’t have to deal with an unorganized mess when I am gone.

default image
– JIM

Blog Subscription

  • This field is for validation purposes and should be left unchanged.

Where We Are

Cochran Gersh Law Office
916 Lilly Creek Road, Suite 102
Louisville, KY 40243
Phone: (502) 423-7023
Fax: (502) 423-1108

See Larger Map Get Directions

Office Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 12:00 PM

Map

map for Cochrangersh Law Offices, P.S.C. office

Footer

  • Privacy Policy
  • Sitemap
  • Contact Us

Connect with Us

  • Facebook
  • Twitter
  • Linkedin
footer-logo

Cochran Gersh Law Office
All Right Reseved.

Attorney Advertisement

© 2023 American Academy of Estate Planning Attorneys, Inc.