Legacy planning services in Louisville, Kentucky

Powerful Legacy is a reputable finance institution located at 4010 Dupont Circle in Louisville, Kentucky, United States. With a strong focus on building a secure financial future for its clients, Powerful Legacy offers a range of services including investment planning, wealth management, and retirement planning. Their team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals and leave a lasting legacy for future generations. Trustworthy and reliable, Powerful Legacy is committed to providing personalized solutions and exceptional service to all their clients.

Brightwell Elder and Probate Law in Louisville, Kentucky, is a trusted institution specializing in Elder Law, Probate, Estate Planning, Medicaid, and Probate Litigation. Attorney Bruce A. Brightwell is dedicated to helping clients plan for the future and navigate legal issues efficiently. Whether you need assistance with Medicaid planning, estate planning, or elder care, Brightwell Law is here to help. With a focus on compassionate guidance and attention to detail, we strive to protect your assets and ensure your wishes are honored. Serving clients in Louisville, New Albany, and Jeffersonville, our firm is committed to providing high-quality legal services to meet your needs. Contact us for an initial consultation to discuss your legal concerns and goals for the future. Let Brightwell Elder and Probate Law guide you through the complexities of estate planning and probate, so you can protect your loved ones and secure your legacy.

Insuramax is a health and insurance agency located at 805 North Whittington Parkway in Louisville, Kentucky, United States. We specialize in providing insurance solutions not just in Louisville, but also throughout the state of Kentucky and across the United States. At Insuramax, we value every client relationship and take the time to truly understand your needs, whether you are an individual with a growing family, a start-up business, an established firm, or a company with expansion plans. We invest the time and resources to design a detailed proposal that addresses each area of your life or business, aiming to protect your assets and help you achieve your goals year after year.

Located at 401 West Main Street in Louisville, Kentucky, Obi Law Group, PLLC is a full-service estate planning law firm dedicated to helping clients build stronger families and communities. Specializing in estate planning, business planning, and family law, their team of attorneys provides tailored and comprehensive solutions to protect clients' families, businesses, and legacies. The core principle of "Heartfelt Counsel®️" guides their approach, focusing on educating and empowering clients to make informed decisions about their estate planning needs. Whether clients are looking to establish a business, protect their assets, or navigate family law matters, Obi Law Group is committed to providing thoughtful and collaborative solutions.

Eric Wheeler - Raymond James is a reputable finance institution located at 306 Middletown Park Place in Louisville, Kentucky, United States. With a focus on providing top-quality financial services, Eric Wheeler - Raymond James is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized advice and expertise in areas such as investment management, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for the future, Eric Wheeler - Raymond James is committed to providing you with the guidance and support you need to succeed financially.

Mariner Wealth Advisors is a leading financial institution located at 4801 Olympia Park Plaza in Louisville, Kentucky, United States. Specializing in wealth management and financial planning services, Mariner Wealth Advisors provides personalized solutions to help individuals and families achieve their financial goals. With a team of experienced advisors and a commitment to client success, Mariner Wealth Advisors offers comprehensive financial services tailored to each client's unique needs. Whether you are planning for retirement, investing for the future, or navigating complex financial decisions, Mariner Wealth Advisors is dedicated to helping you build and preserve your wealth.

Mercurio Wealth Advisors is a finance institution located at 9100 Shelbyville Road in Louisville, Kentucky, United States. We provide the toolkit you need for retirement planning, offering access to strategies that are often overlooked. Our Retirement 360 Gameplan™ focuses on creating a culture of learning and understanding throughout your experience, with a personalized plan tailored to your individual needs. Our comprehensive strategy includes retirement income planning, investment planning, legacy planning, healthcare planning, and tax planning. We are committed to empowering retirees to make informed decisions for their future. Please consult with a qualified financial adviser and/or tax professional before implementing any strategy. Insurance products and services are offered through Mercurio Insurance Services. Note that investing involves risk and no strategy can guarantee a profit or protect against loss. Annuity guarantees are backed by the issuing insurance company. The information provided is for informational purposes only and should not be used as the sole basis for financial decisions.

American Fortune Mergers & Acquisitions is a finance institution located at 620 South 3rd Street in Louisville, Kentucky, United States. They specialize in business sales, acquisitions, exit planning, and business valuation. With a focus on maximizing the value of each business, they treat each one as a legacy worthy of celebration. Their team of experts, including Valuation Experts, work to skillfully assess and enhance the unique entrepreneurial achievements of each business. American Fortune is known as one of America's most trusted M&A advisory firms, providing services to businesses with sales of up to $50 million since 1998. They offer a range of services to help business owners navigate the complex process of selling their company, including pre-sale preparation, exit strategies, tax minimization planning, and more.

Brian M. Weber - Wills, Trusts, and Probate, located at 4919 Dixie Highway in Louisville, Kentucky, is a law firm that specializes in estate planning services. The Dixie Law Group, PSC, offers assistance with wills, trusts, probate, and late-life planning needs. Their experienced team of local attorneys can help individuals navigate the complexities of creating a will, setting up a trust, and ensuring their legacy is protected. They emphasize the importance of having legal documents such as a Power of Attorney, Living Will, and Designation of a Health Care Surrogate in place to protect individuals during their lifetime. Additionally, the firm provides guidance on asset protection, eligibility for government programs, and Medicaid and VA benefits. Whether you need help drafting a will, setting up a trust, or planning for late-life scenarios, the team at Brian M. Weber is ready to assist you. Contact them today to schedule a consultation and start protecting your family's future.

Dixie Law Group, PSC - Wills, Trusts, and Probate, located at 1679 Old Preston Highway North in Louisville, Kentucky, offers estate planning services to the community. With a team of trained and experienced local estate planning professionals, they can assist with wills, trusts, late-life planning, and more. Without a will, Kentucky statutes will determine how your estate is distributed, so it is crucial to have a will drafted by a licensed attorney to protect your family. In addition to wills, the institution also emphasizes the importance of having a Power of Attorney and a Living Will to protect individuals during their lifetime. Trusts are another important aspect of estate planning, as they can help avoid lengthy and expensive probate proceedings. The institution also offers consultations for late-life planning, including asset protection and eligibility for government programs. With a focus on providing clarity and hope during uncertain transitions in life, Dixie Law Group aims to help clients protect their legacy and ensure their wishes are carried out.

Net Law Group, located at 12910 Shelbyville Road in Louisville, Kentucky, is a pioneering institution that powers the online delivery of estate planning legal counsel nationwide through its partnership with Hargrove Firm. This innovative platform provides a better way for financial advisors to refer clients to qualified lawyers for estate planning, ensuring that their clients' legacies are secured with expert advice. Net Law Group also offers a seamless online experience for attorneys to manage their estate planning practice efficiently, allowing them to focus on client service rather than administrative tasks. By modernizing interactions between estate planning attorneys, financial professionals, and clients, Net Law Group is revolutionizing the legal industry with its convenient online platform.

Michelle Marks - Raymond James is a finance institution located at 4969 U.S. 42 in Louisville, Kentucky, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and integrity, we strive to provide the highest level of service and expertise to our clients. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Michelle Marks - Raymond James is here to help you navigate the complexities of the financial world and create a secure financial future.

Fifth Third Private Bank - Philip Culver is a prestigious financial institution located at 401 South 4th Street in Louisville, Kentucky, United States. As a private bank, it offers personalized financial services and wealth management solutions to high-net-worth individuals and families. With a focus on building long-term relationships and providing tailored financial advice, Fifth Third Private Bank - Philip Culver is committed to helping clients achieve their financial goals and secure their financial futures. Visit their office in Louisville for expert financial guidance and exceptional service.

Hargrove Firm LLP, located at 444 East Main Street in Lexington, Kentucky, is a renowned institution specializing in accounting, finance, and legal services. With a focus on securing lasting legacies for their clients, the expert team at Hargrove Firm navigates the legal landscape with empathy and precision. Specializing in trusts, guardianships, conservatorships, and estates, the team at Hargrove Firm provides top-notch representation for professional fiduciaries. Business owners trust Hargrove Firm to protect their interests in all stages of their endeavors, especially during transactions.