Donald was helpful in advising me on…
Donald was helpful in advising me on some estate planning considerations after I obtained full time custody of my son.
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I am an estate planning attorney serving clients throughout Kentucky, including Boone (Florence, Burlington, Union), Kenton (Covington, Independence, Erlanger), & Campbell (Fort Thomas, Newport, Alexandria) Counties. Legal documents I draft include: Last Will & Testament, Power of Attorney, Living Trusts for probate avoidance, Healthcare POA, Living Will, Asset Protection Trust, Irrevocable Life Insurance Trusts (ILIT), & Pourover Wills. My clients range from people and families who require basic estate planning to those requiring business succession planning, international considerations, and asset protection. In addition, I am a lawyer experienced with planning for the estate, gift, and generation-skipping transfer taxes.
73 Cavalier Blvd STE 129, 41042, Florence, United States
Donald was helpful in advising me on some estate planning considerations after I obtained full time custody of my son.
Donald helped us put together a basic estate plan. He was down to earth and answered all of our questions. A+
When we had our first baby I knew it was time to look into estate planning. I was a little concerned when Donald said the process may be more complex since I am a business owner. However, it went smoothly and I can now check this large "to do" off my never ending list.
I thought I needed a trust until Donald told me that just a will would accomplish what I need. I appreciated his candor in saving me money and if my situation changes in the future I will definitely have him draft a trust for me.
Donald helped my family with our estate plans. We had several rounds of meetings and questions for him. Though our questions were never ending, Donald never seemed bothered and was always happy to help. He was patient and went out of his way to clearly explain things to us. He made us 100% comfortable through all of our encounters. Highly recommended.
Because of the pandemic I was concerned about things like having a will. Unfortunately, until I spoke to Donald I was clueless about estate planning. He explained my options and delivered as promised. I’m happy with the results.
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