Estate Planning For Complex Estates And Smaller Ones, Too
At Ruberg Law PLLC, we carry on a fine tradition. Our father founded this law firm. He set the standard by example. He taught us to deliver personalized, effective and respectful legal counsel and representation.
We look forward to discussing your estate planning objectives. From law offices in Crestview Hills, we serve clients from Covington and throughout northern Kentucky.
Preserving Family Assets – A Purposeful Legacy
Estate planning is not only for the wealthy; it is just as important for people of more modest means. Wills and trusts are also not just for elderly people – the unexpected can occur at any age. Estate planning allows you to make provisions for health crises during your lifetime. Living wills, powers of attorney and conservatorships can affect the quality of the entire family’s lives.
Adults of all ages can express their wishes through:
- Testamentary documents such as simple and complex wills
- Revocable trusts, irrevocable trusts, special needs trusts and other varieties
One generation can take care of the next through careful estate planning. With the right tools in place, you can leave behind a well-thought-out legacy. You can show your family you care even beyond your lifetime.
What If You Neglect Estate Planning?
If you leave no estate plan, your assets will be distributed according to state laws. The state’s plan may not line up with your wishes. Probate and administration of your estate are by nature impersonal legal processes. Settling your estate without a will or trust will likely be costly and time-consuming.
With an estate plan, you have a powerful opportunity to express your wishes. A will is enforceable, and a trust facilitates a smooth transition of assets.
Lawyer Michael K. Ruberg is ready to meet with you. He can help you create a customized estate plan. It should take into account your individual needs, assets and family dynamics.
Schedule A Consultation – Bring Your Concerns
Do you need advice about Medicaid planning? Do you have family members with special needs? Do you want to make charitable contributions? We are prepared to help you implement effective strategies to address these and other goals. Call 859-344-6742 or email us.