by Thomas K. Stone | Jul 16, 2019 | Blog |
For service members and their spouses, significant others, loved ones and trusted friends, we recommend using the following checklists before deployment to ensure you have completed paperwork needed during or after you/your service member deploys. You should also... by Thomas K. Stone | Jun 26, 2019 | Blog |
Putting your adult child’s name on your assets may seem like a good estate planning option and a good way to avoid probate, yet there are some very serious drawbacks to this approach. Young adults are likely to be less responsible than their parents. An adult... by Thomas K. Stone | May 21, 2019 | Blog |
TRUST LITIGATION Trust litigation covers many different topics which may arise during the course of administering a Trust. If litigation becomes necessary or occurs in a Trust, you should seek appropriate representation with an attorney who has litigation experience,... by Thomas K. Stone | Apr 24, 2019 | Blog |
Life Insurance & AnnuitiesThe National Association of Insurance Commissioners (NAIC) has a NAIC Life Insurance Policy Locator Service on their website that assist individuals in locating life insurance policies and annuity contracts of a deceased family member or... by Thomas K. Stone | Mar 26, 2019 | Blog |
In my seminars, speaking engagements and in one-to-one consultations with individuals, I am always addressing the issue of not having a proper estate plan, more specifically, a Last Will and Testament and its’ effect on your family and loved ones. This month on “CBS... by Thomas K. Stone | Feb 28, 2019 | Blog |
Having an estate plan in place allows your estate to be administered according to your wishes. Most people agree having an estate plan is something that is very important and acknowledge they need to put one into place. Sadly, only 36% of adults in the United States... by Thomas K. Stone | Jan 28, 2019 | Blog |
Probate litigation covers many different topics which can arise during the course of administering an estate. If litigation becomes necessary or occurs in an estate, you should seek appropriate representation with an attorney with litigation experience in addition to... by Thomas K. Stone | Dec 19, 2018 | Blog |
One of the classic holiday songs “12 Days of Christmas” states “my true love gave to me …” We all know the following verses “a partridge in a pear tree … two turtle doves … three French hens …” and so on. One gift you can give your loved ones is “peace of mind” by... by Thomas K. Stone | Dec 4, 2018 | Blog |
Of Louisville’s many important philanthropic organizations, St. Joseph’s Children’s Home is known throughout as one of the greatest among them. First formed by a collection of 12 local German Catholic parishes in response to the ongoing cholera epidemic in 1832, “St.... by Thomas K. Stone | Nov 27, 2018 | Blog |
Today is #GivingTuesday and while you hopefully will be making donations to your favorite charities today, you may also want to consider more advanced estate planning avenues for charitable giving such as Charitable Trusts. We are going to discuss below three types...
