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.

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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.

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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