The reading of the will as featured in movies and television is a common legal myth. Generally, after someone dies and the will is located, the executor will file to have the Will Probated. He or she will likely send copies to the beneficiaries or other family members. There will not be an official day where everyone goes to the attorney’s office and sits in fancy leather chairs while an attorney reads every clause in the will.Read More
We, as elder law attorneys, are often asked to explain the differences between a legitimate asset preservation plan and elder financial abuse. The key factors to look for are the intent of the elder adult and the intent of the recipient, usually an adult child or children, who are involved in transfer of assets.Read More
When: Tuesday, July 11 at 6pm and Thursday, July 20 at 10am
(The same information will be presented at both sessions.)
Where: Lexington Public Library - Eastside Branch
3000 Blake James Drive, Lexington, KY 40509
Why: Learn more about the adult guardianship process and have your questions answered by an attorney.
Who: Anyone who is interested is welcome. Staff from our office will there to answer questions.
Attorney Amy E. Dougherty graduated from Leadership Lexington on June 15, 2017. Leadership Lexington is an eleven month leadership development program sponsored by Commerce Lexington. The program takes only a limited number of applicants and is highly competitive. Leadership Lexington gives class members the opportunity to better understand the challenges faced by the city of Lexington. Participants meet with and learn from community leaders.Read More
My name is Nicholas Clary and I am the summer intern for Bluegrass Elderlaw, PLLC. I am a senior at the University of Kentucky currently studying Finance, Marketing, and Political Science. As my undergraduate studies near completion, I have started studying for the LSAT and GRE examinations in order to further my education. In addition, I enjoy coaching soccer as well as being an active member of various organizations such as the American Marketing Association and Christian Student Fellowship.
The main way most American families save for the future is through private retirement savings plans such as 401(k)s and IRAs. These plans offer the opportunity to designate a beneficiary upon the death of the account holder. These designations allow the account assets to bypass probate and pass directly to the named beneficiaries. Often, individuals make these decisions when initially setting up the account and never reconsider them.Read More
Join Attorney Mary Patton and the Alzheimer's Association for a discussion about Legal and Financial Planning. The seminar is free.
When: April 25, 2017
Where: Scott County Senior Citizens Center (map)
800 Cincinnati Rd # 10, Georgetown, KY 40324
How: Register by calling 1-800-272-3900
Whether it is Alzheimer’s disease, dementia, Huntington’s, ALS, MS or another illness, when a family member has been dealt a life-altering diagnosis, it changes the way you must plan for the future. A family with a person who has received such a diagnosis should seek legal advice as soon as possible. Even if the individual with the diagnosis is cognitively impaired, it does not mean that they cannot be a part of the planning process. Many times, the impaired individual can be actively involved.Read More
At our firm we recommend clients personally review their estate plan every two or three years and have an attorney review them every five years or whenever they experience a major life-event.
There are two reasons why. First, major life-events can affect your existing estate plan. Secondly, the laws change and generally citizens are unaware of these changes and how these changes will personally affect their estate plan.Read More
Many married couples are unaware of an important element of asset preservation when faced with long term care expenses -- the Medicaid Resource Assessment. A portion of the Medicaid rules is designed to protect the community spouse (spouse at home) from impoverishment and unnecessary dissipation of family assets.Read More
Alzheimer's Association Walk
Our firm loves working with the Alzheimer's Association. We were pleased that our office was able to participate in the Lexington walk over this past weekend.
Our passion for ending Alzheimer's disease comes from our families and our clients. As relatives of those who suffered from dementia and as attorneys who watch our clients struggle through the long goodbye, we are hopeful that there will be an end to this heartbreaking disease.
Our firm has 3 upcoming seminars addressing Legal and Financial Planning, sponsored by the Alzheimer's association. To register, call 1-800-272-3900. Registration is required.
- September 7, 2016, 1:00pm - 2:00pm at the Woodford County Extension Office, 184 Beasley Road, Versailles, KY 40383
- September 14, 2016, 10:00am-11:00am at the Clark County Public Library, 370 South Burns Ave., Winchester, KY 40391
- September 21, 2016, 11:00am-1:00pm, at the Alzheimer’ s Association Office, 2808 Palumbo Drive, Lexington, KY 40509
To register, call 1-800-272-3900. Registration is required.
Join Attorney Amy E. Dougherty for a Free Presentation on Legal and Financial Planning for Alzheimer’s Disease, presented by the Alzheimer's Association. Presentation will include a light lunch. Registration is Required.
When: Wednesday, September 21, 2016, 11am-1pm
Where: Alzheimer’ s Association Office, 2808 Palumbo Drive, Lexington, KY 40509
How: To register, call 1-800-272-3900. Registration is required.