Estate Planning

What documents do I need?  What questions should I ask my Attorney?  If you’re asking these questions, you’ve come to the right place.  I can help you decide which documents are right for you and your family.  Some estate plans are simple and inexpensive.  If you only need a simple Will, I am happy to do that for you.  However, some situations require more planning and more detailed documents.  I can help with those too.

 

At Bauman Estate Planning, we pride ourselves on earning our clients’ trust by providing customized Kentucky Estate Planning documents.  The worst estate plan you can have is no plan at all.  I have seen families divided because someone failed to plan for the future.  If you don’t have a Will, Kentucky laws will decide who will receive your money and property.  These laws have not been changed in almost 50 years!  Needless to say, they do not align with how most people want their money and property to pass on to their loved ones.

It goes without saying that none of us know what the future holds.  Especially considering the recent COVID-19 pandemic, it is now more clear than ever just how important it is to have the proper documents in place.  There may come a time when you get sick or injured and you are unable to make decisions for yourself.  Who will take care of your finances?  Who will make your medical decisions?  Power of Attorney documents resolve these issues. 

My Kentucky estate planning documents are customized for each of my client’s needs.  Each of my clients owns different assets and has different family dynamics.  If you live in the Louisville area, I can answer your questions and work through the perfect estate plan for your individual situation.   

 

I can help with the following Kentucky estate planning documents.  Click below for more information on each one.

Wills

General Durable Power of Attorney

Medical Power of Attorney

Living Wills

Revocable Living Trusts

Asset Protection Trusts

Special Needs Trusts

Put our expertise to work for you.  Call Bauman Estate Planning today or click on the link at the top of the page to schedule a phone call with Jason.