QUESTIONS ABOUT ESTATE PLANNING OR PROBATE?

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502-326-5550

SERVING KENTUCKY SINCE 1984

Estate planning entails determining how an individual’s assets will be preserved, managed, and distributed after death. It also takes into account the management of an individual’s medical, financial and day-to-day affairs in the event that they become incapacitated.

REVOCABLE TRUST

A Revocable Trust is a useful and flexible tool for estate planning. If properly drawn and executed, it can avoid probate and allow you to keep your estate matters private.

A Revocable Trust allows the person creating it to alter, amend or terminate the Trust and take back the assets funded in the Trust. The person creating the Trust has full control of their assets during their lifetime, with provisions for what is to occur upon their death.

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IRREVOCABLE TRUST

An Irrevocable Trust is a useful and flexible tool for estate planning. If properly drawn and executed, it can avoid probate and allow you to keep your estate matters private.

An Irrevocable Trust cannot be altered amended or terminated by the person creating it. Once the assets are transferred into the Trust without retention of any kind of power over the assets, the person creating the Trust can no longer regain ownership of that asset. However, it provides certain benefits that a Revocable Trust cannot.

LEARN MORE

BASIC ESTATE PLANNING

Last Will and Testament, Durable Power of Attorney, Living Will Directive and Health Care Surrogate Designation.

Basic Estate Planning consists of Last Will and Testament, Durable Power of Attorney, Living Will Directive and Health Care Surrogate Designation. These documents provide planning for when you are living and when you deceased.

LEARN MORE

SPECIAL NEEDS TRUST

A Special Needs Trust is an Irrevocable Trust used when a beneficiary has disabilities which can be either physical or mental and receiving government benefits.

A Special Needs Trust is an Irrevocable Trust used when a beneficiary has physical or mental disabilities so as to preserve eligibility for an individual receiving government benefits for programs through the Social Security Administration such as the Supplemental Security Income program or Medicaid benefits.

LEARN MORE

CHARITABLE NEED TRUST

A Charitable Trust is an Irrevocable Trust consisting of assets that a Grantor (donor) signs over or uses to create a charitable foundation.

A Charitable Trust is an Irrevocable Trust consisting of assets that a Grantor (donor) signs over or uses to create a charitable foundation. The assets are held and managed by the charity for a specified period of time, with some or all interest that the assets produce going to the charity.

LEARN MORE

PRENUPTIAL & POSTNUPTIAL AGREEMENTS

A Prenuptial Agreement is executed prior to marriage and a Postnuptial Agreement is executed after a marriage takes place.

A Prenuptial Agreement is executed prior to marriage and a Postnuptial Agreement is executed after a marriage takes place. With a Prenuptial or Postnuptial Agreement, you can determine what goes to your current spouse and what goes to your children from a prior relationship, marriage or marriages.

LEARN MORE

MILLER TRUST

A Miller Trust, also called Qualified Income Trusts, is an Irrevocable Trust that provides a way for Medicaid applicants who have income over Medicaid’s limit to become eligible for Medicaid long term care.

A Miller Trust, also called Qualified Income Trusts, is an Irrevocable Trust that provides a way for Medicaid applicants who have income over Medicaid’s limit to become eligible for Medicaid long term care. In short, income over Medicaid’s limit, is put into a trust and therefore not counted as income, thus allowing the applicant to become eligible.

LEARN MORE

MEDICAID TRUST

A Medicaid Trust is an Irrevocable Trust that provides a way for Medicaid applicants who have assets over Medicaid’s limit to become eligible for Medicaid long term care.

A Medicaid Trust is an Irrevocable Trust that provides a way for Medicaid applicants who have assets over Medicaid’s limit to become eligible for Medicaid long term care.

LEARN MORE

PLANNING FOR ALL

The LGBTQ+ community is historically underserved by the legal industry. At Stone Legal Group, PLLC, we believe in giving quality legal service to all members of the community.

The LGBTQ+ community is historically underserved by the legal industry. At Stone Legal Group, PLLC, we believe in giving quality legal service to all members of the community. People of all gender identities and sexual orientations are welcome at Stone Legal Group, PLLC, including non-binary and transgender individuals.

LEARN MORE

SERVING KENTUCKY SINCE 1984

Estate planning entails determining how an individual’s assets will be preserved, managed, and distributed after death. It also takes into account the management of an individual’s medical, financial and day-to-day affairs in the event that they become incapacitated.

REVOCABLE TRUST

A Revocable Trust is a useful and flexible tool for estate planning. If properly drawn and executed, it can avoid probate and allow you to keep your estate matters private.

A Revocable Trust allows the person creating it to alter, amend or terminate the Trust and take back the assets funded in the Trust. The person creating the Trust has full control of their assets during their lifetime, with provisions for what is to occur upon their death.

LEARN MORE

IRREVOCABLE TRUST

An Irrevocable Trust is a useful and flexible tool for estate planning. If properly drawn and executed, it can avoid probate and allow you to keep your estate matters private.

An Irrevocable Trust cannot be altered amended or terminated by the person creating it. Once the assets are transferred into the Trust without retention of any kind of power over the assets, the person creating the Trust can no longer regain ownership of that asset. However, it provides certain benefits that a Revocable Trust cannot.

LEARN MORE

BASIC ESTATE PLANNING

Last Will and Testament, Durable Power of Attorney, Living Will Directive and Health Care Surrogate Designation.

Basic Estate Planning consists of Last Will and Testament, Durable Power of Attorney, Living Will Directive and Health Care Surrogate Designation. These documents provide planning for when you are living and when you deceased.

LEARN MORE

SPECIAL NEEDS TRUST

A Special Needs Trust is an Irrevocable Trust used when a beneficiary has disabilities which can be either physical or mental and receiving government benefits.

A Special Needs Trust is an Irrevocable Trust used when a beneficiary has physical or mental disabilities so as to preserve eligibility for an individual receiving government benefits for programs through the Social Security Administration such as the Supplemental Security Income program or Medicaid benefits.

LEARN MORE

CHARITABLE NEED TRUST

A Charitable Trust is an Irrevocable Trust consisting of assets that a Grantor (donor) signs over or uses to create a charitable foundation.

A Charitable Trust is an Irrevocable Trust consisting of assets that a Grantor (donor) signs over or uses to create a charitable foundation. The assets are held and managed by the charity for a specified period of time, with some or all interest that the assets produce going to the charity.

LEARN MORE

PRENUPTIAL & POSTNUPTIAL AGREEMENTS

A Prenuptial Agreement is executed prior to marriage and a Postnuptial Agreement is executed after a marriage takes place.

A Prenuptial Agreement is executed prior to marriage and a Postnuptial Agreement is executed after a marriage takes place. With a Prenuptial or Postnuptial Agreement, you can determine what goes to your current spouse and what goes to your children from a prior relationship, marriage or marriages.

LEARN MORE

MILLER TRUST

A Miller Trust, also called Qualified Income Trusts, is an Irrevocable Trust that provides a way for Medicaid applicants who have income over Medicaid’s limit to become eligible for Medicaid long term care.

A Miller Trust, also called Qualified Income Trusts, is an Irrevocable Trust that provides a way for Medicaid applicants who have income over Medicaid’s limit to become eligible for Medicaid long term care. In short, income over Medicaid’s limit, is put into a trust and therefore not counted as income, thus allowing the applicant to become eligible.

LEARN MORE

MEDICAID TRUST

A Medicaid Trust is an Irrevocable Trust that provides a way for Medicaid applicants who have assets over Medicaid’s limit to become eligible for Medicaid long term care.

A Medicaid Trust is an Irrevocable Trust that provides a way for Medicaid applicants who have assets over Medicaid’s limit to become eligible for Medicaid long term care.

LEARN MORE

PLANNING FOR ALL

The LGBTQ+ community is historically underserved by the legal industry. At Stone Legal Group, PLLC, we believe in giving quality legal service to all members of the community.

The LGBTQ+ community is historically underserved by the legal industry. At Stone Legal Group, PLLC, we believe in giving quality legal service to all members of the community. People of all gender identities and sexual orientations are welcome at Stone Legal Group, PLLC, including non-binary and transgender individuals.

LEARN MORE

Contact Us

“My husband passed away with no will. I really had no idea what I needed to do. Working with Mr. Stone and Nathan was so easy. They were quick to respond to my questions and concerns, and in a language I could understand. I would highly recommend them to anyone who has found themself in my position.”

Jan Youngblood

“I sent a request thru the virtual chat and received immediate response. They have been extremely helpful, attentive and professional. I have never had to do a Will or Durable POA. They explained everything in detail and was patient with my questions. I highly recommend them.”

Dana Brill

“Stone Legal Group assisted my husband and I with our estate planning. Thy are very professional and made the process very easy by explaining all of the documents and answering all of our questions. Great group to work with and would recommend to others.”

Kristi Fothergill

“I moved to KY in 2017 from out of state, forced to embark on the process of restarting my life after experiencing several stressful life events in rapid succession. Not knowing anyone in Louisville, I relied on resources like Google to help me select various providers, including an estate planner. While I entered into many of these new arrangements with my eyes wide open, I was really taken by how easy it was to work with the Stone legal team. They provide a graceful mix of trustworthy competence and a quick compassionate grasp of the complexities of my particular situation. They listen and have worked effectively with me to achieve what appears to be an optimum solution for the successful execution of my future estate goals. I feel fortunate to have them as partners in my life.”

Robert Hume

“These guys are exceptional. I would use them again and again for all my legal needs.”

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