Estate Planning

Greg is a skilled estate planning advisor and can assist you in making a sound estate plan that fits in with your overall financial goals. In addition to helping you plan, Greg can handle the entire process for you.

The initial step is drafting the Will, Living Will, Power of Attorney, or Trust documents needed. Greg is skilled in these areas and keeps up with the ever-changing laws in this arena, and is even a former adjunct professor teaching Estate Planning for Financial Planners at Murray State University.

In addition to drafting the documents, Greg can assist you with maintaining estate tax planning goals as well as charitable and lifetime gifting plans.

For a look at some of the commonly asked questions regarding estate planning, visit the Will FAQ here or our Living Trust FAQ here.