TOP 30 Best Specialized estate planning in Independence, Kentucky

DAP Estate Planning is a law firm located at 73 Cavalier Boulevard in Florence, Kentucky, United States. Specializing in estate planning, the institution helps clients in Northern Kentucky create personalized estate plans to protect their assets and loved ones. Without proper estate planning, individuals risk leaving their affairs in the hands of the court, potentially leading to family conflict and financial complications. The firm's experienced estate planning attorney ensures that clients have a say in important decisions regarding their healthcare, inheritance, and asset distribution. By utilizing tools such as revocable living trusts, clients can avoid the costly and time-consuming probate process. Additionally, the firm offers expertise in transfer and income tax planning to minimize tax consequences for families. While online resources may offer cheap or free estate planning documents, working with DAP Estate Planning guarantees a tailored approach to meet each client's unique needs. Serving clients in Covington, Independence, Erlanger, Fort Thomas, Newport, and surrounding areas, the firm also offers virtual estate planning services for clients throughout Kentucky and worldwide for asset protection and high-end tax planning. Contact DAP Estate Planning at (859) 279-4160 for professional guidance on creating a comprehensive estate plan.

Benefit Planning Inc is an insurance agency located at 227 Midland Park in Shelbyville, Kentucky, United States. We specialize in providing comprehensive insurance solutions to individuals and businesses, helping them protect their assets and plan for their future. Our experienced team of professionals is dedicated to helping our clients navigate the complexities of insurance, offering personalized advice and tailored plans to meet their unique needs. Whether you are looking for health, life, auto, or business insurance, Benefit Planning Inc is here to help you secure the coverage you need. Contact us today to learn more about how we can assist you with your insurance planning.

Independence Financial Services is a financial advisory practice operated by Ameriprise Financial Services, LLC. Located at 2425 Frederica Street in Owensboro, Kentucky, this institution specializes in providing personalized financial planning and investment advice to individuals and families. With a focus on helping clients achieve financial independence and security, the experienced team at Independence Financial Services offers a wide range of services including retirement planning, investment management, estate planning, and insurance solutions. Whether you are looking to build wealth, protect your assets, or plan for the future, Independence Financial Services is dedicated to helping you reach your financial goals.

World Finance is a leading financial institution located at 125 Sam Walton Drive in Russellville, Kentucky, United States. Specializing in providing personalized financial solutions, World Finance offers a wide range of services including personal loans, tax preparation, and more. With a team of experienced professionals, World Finance is dedicated to helping individuals achieve their financial goals and secure their financial future. Visit us today to learn more about how we can assist you with your financial needs.

Elder Law Lawyers, located at 2443 Sir Barton Way in Lexington, Kentucky, are advanced estate planning and elder law attorneys serving clients in Lexington and Northern Kentucky. Our team specializes in securing and protecting assets through comprehensive planning to help clients qualify for Medicaid while preserving their family's estate. We understand the stress that comes with making these decisions, especially during a crisis, and we are here to help both with pre-planning and crisis situations. Many individuals believe they must deplete their life savings or sell their home to pay for long-term care, but our experienced attorneys can help structure assets to qualify for Medicaid, ensuring that your family's estate remains intact. We work with clients to create personalized plans that focus on maintaining a high quality of life while safeguarding assets for the future.

The Brunk Law Firm, PLLC is a dedicated legal team located at 5294 Madison Pike in Independence, Kentucky. Serving clients throughout Northern Kentucky, including Kenton, Boone, and Campbell counties, our experienced attorneys specialize in criminal defense. With over a decade of experience, we understand the impact that criminal charges can have on your life and will fight aggressively on your behalf. From drug possession to DUI cases, we are prepared to handle a wide variety of criminal law matters. Additionally, we offer representation in family law, personal injury law, estate law, civil litigation, and more. Our firm is committed to providing top-notch legal services with care, respect, and professionalism. Contact us today for a free consultation and let us fight for your rights.

Berkley Oliver PLLC - Law Offices is a premier legal institution located at 77 Mack Walters Road in Shelbyville, Kentucky, United States. Specializing in estate planning, probate, elder law, family law, and criminal defense, our skilled attorneys provide top-notch representation to clients in Shelbyville, Shelby County, and throughout Central Kentucky. Whether you are looking to create a will, navigate the complexities of probate, plan for long-term care, or need assistance with family or criminal law matters, Berkley Oliver PLLC is here to help. Our team of experts offers personalized legal solutions tailored to each client's unique needs and objectives.

O'Bryan Law Offices is a law firm located at 2908 Taylorsville Road in Louisville, Kentucky. Our experienced lawyers specialize in helping individuals regain financial independence through bankruptcy, as well as providing assistance with uncontested divorces, estate planning, and personal injury cases. We understand that legal issues can be overwhelming, which is why we are dedicated to putting our clients back in control of their lives. If you are in need of legal representation, please call 502-339-0222 to schedule a free consultation. We serve clients in Louisville, Frankfort, Bowling Green, Covington, and Lexington. Please note that contacting us through this form does not establish an attorney-client relationship. Your confidentiality and privacy are important to us.

H&R Block in Cold Spring, Kentucky is a trusted institution specializing in accounting and finance services. Located at 3955 Alexandria Pike, H&R Block offers a wide range of tax preparation and financial planning services to individuals and businesses. With a team of experienced professionals, clients can expect expert advice and guidance on managing their finances effectively. Whether you need help with tax filing, retirement planning, or investment strategies, H&R Block is dedicated to helping you achieve your financial goals. Visit us today to see how we can assist you with your accounting and finance needs.

Edward Jones - Financial Advisor: Scott Rigsby, CFP®|AAMS™ is a reputable financial institution located at 1121 Bath Avenue in Ashland, Kentucky, United States. Specializing in finance, this institution offers expert guidance and personalized financial planning services to help clients achieve their financial goals. With a team of experienced professionals, including Certified Financial Planner Scott Rigsby, clients can trust in the expertise and dedication of this institution to provide sound financial advice and strategies. Whether planning for retirement, investing for the future, or managing wealth, Edward Jones is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Odyssey Financial Advisors - Ameriprise Financial Services, LLC is a finance institution located at 130 Dudley Pike, Edgewood, Kentucky, United States. They specialize in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on multi-generational financial planning, they ensure that every family member's financial priorities are addressed. They offer personalized financial strategies for education, retirement, and personal investments, promoting financial literacy across generations. Ameriprise financial advisors are registered to do business in certain U.S. states and provide a complimentary initial consultation to discuss financial goals. Clients can access their investments and track progress towards their goals securely online. The institution emphasizes the importance of regular reviews and updates to financial plans as life changes. With a commitment to helping clients achieve their financial goals, they offer a range of services to support financial wellness for the whole family.

Kevin Widener is a dedicated Financial Advisor at Ameriprise Financial Services, LLC located at 7430 U.S. Highway 42 in Florence, Kentucky, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kevin Widener is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and seniors. With a focus on ethical practices and comprehensive knowledge in asset management, estate planning, retirement planning, investment strategies, and risk management, Kevin Widener is committed to helping clients achieve their financial goals.

Don Witt Family Tax Service is a trusted finance institution located at 6366 Taylor Mill Road in Independence, Kentucky, United States. With years of experience in tax services, they specialize in helping families navigate the complexities of tax preparation and planning. Their knowledgeable team is dedicated to providing personalized and efficient service to ensure that clients receive the maximum tax benefits possible. Whether you need assistance with individual or business taxes, Don Witt Family Tax Service is here to help you achieve your financial goals.

Ferris Palmer, Bankers Life Agent is an insurance agency located at 101 Bullitt Lane in Louisville, Kentucky, United States. Specializing in life insurance and financial planning, our dedicated team of professionals is committed to helping clients protect their loved ones and secure their financial future. With a focus on personalized service and tailored solutions, Ferris Palmer, Bankers Life Agent is the trusted choice for individuals and families looking to safeguard their assets and plan for the unexpected. Contact us today to learn more about our comprehensive insurance options and start planning for tomorrow.

Joule Financial is a reputable finance institution located at 1216 South Broadway in Lexington, Kentucky, United States. Specializing in financial services, Joule Financial offers expert advice and solutions to help individuals and businesses manage their wealth and investments. With a team of experienced professionals, Joule Financial is committed to providing personalized and strategic financial planning to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Joule Financial is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Community Trust Wealth & Trust Management is a premier financial institution located at 100 East Vine Street in Lexington, Kentucky, United States. Specializing in wealth and trust management services, our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. With a focus on personalized service and expert advice, we strive to build long-lasting relationships with our clients based on trust and integrity. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Community Trust Wealth & Trust Management is here to help you every step of the way.

Blue Jean Financials is a reputable finance institution located at 8305 Dawson Hill Road in Louisville, Kentucky, United States. Specializing in providing a wide range of financial services, Blue Jean Financials is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, Blue Jean Financials offers personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Blue Jean Financials is here to help. Visit us today to learn more about how we can assist you in reaching your financial aspirations.

Everest Retirement Planners is a leading finance institution located at 119 South Sherrin Avenue in Louisville, Kentucky, United States. Specializing in retirement planning, our team of experienced professionals is dedicated to helping individuals achieve their financial goals and secure their future. With personalized strategies and expert guidance, Everest Retirement Planners is committed to providing top-notch financial services to clients looking to plan for a comfortable and stress-free retirement. Contact us today to schedule a consultation and start planning for your future with confidence.

Edward Jones - Financial Advisor: Ashley T Cassity is a reputable financial institution located at 60 Stonecrest Court in Shelbyville, Kentucky, United States. Specializing in providing personalized financial solutions, Ashley T Cassity offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and tailored investment strategies, this institution is dedicated to helping individuals and families secure their financial future. Contact Ashley T Cassity today to start planning for a brighter tomorrow.

Edward Jones - Financial Advisor: Kamron M Terry, AAMS™ is a reputable financial institution located at 611 Main Street in Shelbyville, Kentucky, United States. Specializing in finance, they offer personalized services to help individuals and businesses achieve their financial goals. With a focus on building long-term relationships with their clients, Kamron M Terry, AAMS™ provides expert advice and guidance to help navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or managing your wealth, Edward Jones - Financial Advisor: Kamron M Terry, AAMS™ is dedicated to helping you make informed decisions and secure your financial future.

Edward Jones - Financial Advisor: John N Hibbard is a reputable finance institution located at 76 C Michael Davenport Boulevard in Frankfort, Kentucky, United States. Specializing in providing personalized financial advice and services, John N Hibbard is dedicated to helping clients achieve their financial goals and secure their financial future. With a strong focus on building long-term relationships and offering tailored solutions, Edward Jones - Financial Advisor: John N Hibbard is a trusted partner for individuals and businesses seeking expert financial guidance.

Edward Jones - Financial Advisor: Rae Ann Houston, AAMS™ is a reputable financial institution located at 230 Frankfort Street in Versailles, Kentucky, United States. Specializing in personalized financial planning and investment services, Rae Ann Houston, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and families in the Versailles area. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Rae Ann Houston, AAMS™ is here to help you navigate the complexities of the financial world and make informed decisions that will benefit you in the long run.

Edward Jones - Financial Advisor: Lenora T Trachsel, CFP®|AAMS™ is a reputable finance institution located at 201 Boston Square Drive in Georgetown, Kentucky, United States. Specializing in financial planning and investment management, Lenora T Trachsel is a Certified Financial Planner (CFP) and an Accredited Asset Management Specialist (AAMS) with extensive experience in helping clients achieve their financial goals. With a personalized approach and a commitment to excellence, Lenora T Trachsel provides tailored financial solutions to individuals and families, ensuring a secure and prosperous financial future.

Jake Fink - Financial Advisor, Ameriprise Financial Services, LLC, located at 1000 Monarch Street, Lexington, Kentucky, United States, offers a wide range of finance services. Jake Fink holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in areas such as asset management, retirement planning, estate planning, investment management, and more. Jake Fink is dedicated to providing clients with comprehensive financial advice and guidance to help them achieve their financial goals.

Raymond James Financial Services is a comprehensive financial institution located at 4016 Poplar Level Road in Louisville, Kentucky, United States. Specializing in finance, Raymond James offers a wide range of services including investment management, retirement planning, estate planning, and more. With a team of experienced financial advisors, Raymond James is committed to helping clients achieve their financial goals and secure their future. Visit their office today to learn more about the personalized financial solutions they offer.

Duncan Galloway Greenwald PLLC is a reputable law firm located at 9625 Ormsby Station Road in Louisville, Kentucky, United States. Our team of experienced legal professionals offers a collaborative approach to provide value for our clients, ranging from national and international corporations to small businesses and individuals. We have a diverse client base and work closely with our clients to develop innovative legal strategies tailored to their unique needs. Our commitment to exceeding expectations with high-quality and cost-effective legal services sets us apart. We also share office space with the trusted advisors of Gilbert Weinrich Watkins PLLC, who specialize in estate planning issues. Trust Duncan Galloway Greenwald PLLC for all your legal needs with unwavering integrity and professionalism.

Edward Jones - Financial Advisor: Jake Williams, AAMS™ is a trusted institution located at 3201 Lafayette Road in Hopkinsville, Kentucky, United States. Specializing in finance, Jake Williams is a knowledgeable and experienced financial advisor who holds the Accredited Asset Management Specialist™ certification. With a commitment to providing personalized financial solutions, Edward Jones - Financial Advisor: Jake Williams, AAMS™ offers a wide range of services to help clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Jake Williams is dedicated to helping you make informed decisions and navigate the complex world of finance.

Winebrenner Capital Management LLC is a finance institution located at 10602 Timberwood Circle in Louisville, Kentucky, United States. Specializing in investment management and financial planning services, Winebrenner Capital Management LLC offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, they provide expert advice and guidance to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Winebrenner Capital Management LLC is dedicated to helping you secure a prosperous financial future.

Edward Jones - Financial Advisor: Morgan Murray, CRPC™ is a reputable financial institution located at 100 John Sutherland Drive in Nicholasville, Kentucky, United States. As a Certified Retirement Planning Counselor, Morgan Murray specializes in providing expert financial advice and guidance to help clients achieve their financial goals and secure their future. With a focus on personalized service and tailored financial solutions, Edward Jones is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Morgan Murray and the team at Edward Jones are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Elder Law of Louisville is a reputable law firm specializing in providing legal services tailored specifically for the elderly population in Louisville, Kentucky. Located at 5226 Bardstown Road, their team of experienced lawyers is dedicated to assisting seniors with a variety of legal matters including estate planning, long-term care planning, Medicare and Medicaid issues, guardianship, and more. With a focus on compassion and understanding, Elder Law of Louisville strives to protect the rights and interests of their elderly clients, ensuring they receive the support and guidance they need in their later years.