ESTATE DECISIONS SHOULD BE YOUR DECISIONS
Contrary to popular belief, you don't have to own an expensive mansion to have an estate. Your estate consists of everything you own when you die, including your home, personal property, investments, bank accounts, retirement plans and any interests in a family business or partnership.
Beneficiary designation forms control who will receive the proceeds of your retirement/investment accounts, along with life insurance proceeds. For most other assets, you need a will or living trust that says who gets your stuff.
If you die without a will or living trust (“intestate”), Kentucky's Revised Statutes will determine how most of your belongings are distributed, and the result may not be what you would want. These laws establish a ranking of inheritors and completely disregards your desires.
Don't let the decision on what happens to your property be made by someone other than yourself. The Yates Law Office will sit down with you, get to know you and your desires, and custom tailor a plan to address your specific goals.
The Yates Law Office can also use its network of financial investment consultants and funeral directors to guide you through total life planning. Make an appointment today and enjoy the comfort of knowing that you have made the right decisions.