Estate Planning is an area that many of us know we need to address, but because of busy lives these important matters are put on the backburner.  My process helps clients implement basic ideas and advanced strategies that they have long intended to complete, but were unfinished.  I have a network of estate planning attorneys that will help you implement or update your estate plan at reasonable fees.  I partner with them and help coordinate any areas of your financial line that interact with your estate plan.  This is important because your wishes will be carried out exactly the way you want, not left up to chance or how state law determines.

Helping You Create, Grow, and Protect Wealth for Generations

502-552-8586 |  [email protected] |  4965 U.S. Hwy 42, Suite 1000  |  Louisville, KY 40222

Security and Investment Advisory Services offered through L.M. Kohn & Company. A Registered Broker/Dealer. Member FINRA/SIPC/MSRB. 10151 Carver Rd. Suite 100, Cincinnati, OH 45242. (800) 478-0788.