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Home / Archives for Financial Planning

Back to School List – Estate Planning Firm

August 2, 2018Elder Law, Estate Planning, Family-Owned Businesses and Farms, Financial Planning, LGBTQ Planning, Medicaid Planning, Probate, Retirement Planning, Special Needs Planning, Trust Administration & Probate, Uncategorized

Estate Planning Firm for your family

There are several types of lists you think of when going back to school: supply list, apparel list, must have list, and the list goes on.  As you are planning and getting those kiddos back into school, there are several things you should be thinking about too...FINDING THE RIGHT ESTATE PLANNING FIRM.  I know, it typically does not rank at the top of the list, but why not let it be at the top of the list this year.  You have procrastinated long enough. When you search for the Right Estate … [Read more...] about Back to School List – Estate Planning Firm

FOUND MONEY – Medicaid Planning

July 26, 2018Elder Law, Estate Planning, Financial Planning, LGBTQ Planning, Medicaid Planning

Found Money through Medicaid Planning

I put on a pair of jeans the other day and found $5 in my pocket. Where did that come from?  I didn’t know, but I was excited.  It made me remember a time I found $20 in my winter coat.  What a GREAT feeling!  Perhaps you've reached in your pocket and found money long forgotten about, too.  By creating your Estate Plan with Cochrangersh Law Offices, PSC, you can have that excitement too by keeping the money you already have instead of giving it away.  Estate Planning, specifically designed with … [Read more...] about FOUND MONEY – Medicaid Planning

Executor of a Will: What to Expect

September 7, 2017Elder Law, Estate Planning, Financial Planning, LGBTQ Planning, Probate, Retirement Planning, Trust Administration & Probate

estate planning lawyer

If you have been named as an executor of a will for a loved one’s estate, it may be helpful familiarize yourself with the basic duties of an executor in Kentucky.  While each state has its own laws governing the probate process and the duties of an executor, there are some basic responsibilities that are common to all probate courts. Let our estate planning lawyer explain those basic duties. The general steps in the probate process In Kentucky, the probate process is begun in the district … [Read more...] about Executor of a Will: What to Expect

Child Suffering from Apert Syndrome Receives Life-Changing Treatment

September 7, 2017Elder Law, Estate Planning, Events, Family-Owned Businesses and Farms, Financial Planning, Legal Education, LGBTQ Planning, News, Probate, Retirement Planning, Special Needs Planning, Tips and Help Getting Started, Tips and Help Getting Started, Trust Administration & Probate, Uncategorized

Surgery, planning for the unexpected death

Aiden Skees, a 9-year-old from Prospect, was born with Apert Syndrome. This rare genetic defect affects only around 50 children in the United States every year. Apert Syndrome is a defect in which the bones of the skull, face, and hands are fused, which prohibits normal growth and affects the shape of the head and face. Children like Aiden can benefit a great deal from a properly drafted special needs trust. The results of Aiden’s last surgery were life-changing Aiden underwent his fifteenth … [Read more...] about Child Suffering from Apert Syndrome Receives Life-Changing Treatment

Using a Spendthrift Trust in your Inheritance Planning

September 22, 2017Elder Law, Estate Planning, Events, Family-Owned Businesses and Farms, Financial Planning, Legal Education, LGBTQ Planning, News, Probate, Retirement Planning, Special Needs Planning, Tips and Help Getting Started, Tips and Help Getting Started, Trust Administration & Probate, Uncategorized

inheritance planning attorney

More likely than not, you are already familiar with trusts. They are agreements between a trustee and the person making the trust (the grantor) that is based on trust and confidence. In creating a trust, you must first draft a trust agreement that will provide the trustee with the authority needed to manage the trust assets and distribute them to the named beneficiaries. These actions are taken only in accordance with the terms of the trust document. A spendthrift trust is just a special type of … [Read more...] about Using a Spendthrift Trust in your Inheritance Planning

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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.

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