Estate Planning
We know the importance of planning for what comes next. Our team can help guide you through the process of getting your future plans in order.
At Greg Taylor & Associates, we have a team of skilled estate planning advisors ready to assist you in making an estate plan that complements your overall financial goals. In addition to helping you plan, our staff will walk through the entire process with you so your plan is implemented and executed according to your wishes.
We will work with you to draft not only your will, but also your living will, powers of attorney, and necessary trust documents. Our attorneys have years of experience working with clients in this area and we can tailor a plan to meet your specific needs. Our firm founder, Greg Taylor, is particularly experienced in this area, being a former adjunct professor of Estate Planning at Murray State University.
As part of your estate plan, our team can assist you with maintaining estate tax planning goals as well as charitable and lifetime gifting plans. We have experience in drafting Irrevocable Life Insurance Trusts, Supplemental Needs Trusts (sometimes known as Special Needs Trusts), Qualified Personal Residence Trusts, and other specialized trusts for high net worth individuals.
For a look at some of the commonly asked questions regarding estate planning, visit the Will FAQ here or our Living Trust FAQ here.