Steven D. Jaeger, Esq.

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Steven D. Jaeger, Esq.

Estate Planning (Wills, Trusts, Powers of Attorney), Probate and Trust Administration

08/15/2024

Americans are living longer than in previous generations, and this increase in longevity means adjustments in retirement age and savings strategies are necessary, possibly pushing retirement to age 70 or beyond.

But what about estate planning? Plans need to cater not just to living longer but living well, including needing significant health care or assisted living services.

Whether it's setting up trusts, discussing health directives, or protecting against undue influence, we're here to help you plan a secure, fruitful future. Reach out today.

08/07/2024

Our team understands the complexities and emotions involved in planning for an anticipated inheritance.

That’s why we have compiled a list of considerations to keep in mind if you have a potential inheritance.

Swipe through to learn more. And, as always, know that our team is here to guide you every step of the way. Reach out anytime.

08/02/2024

Did you know that you need a will even if your assets are limited? Unfortunately, 40% of people without a will incorrectly think they don’t need one due to limited assets.

Remember, an up-to-date will offers a number of key protections beyond financial matters. For example, it:

📜 Designates what happens with your digital and social media assets.
📜 Describes how and who should be responsible for minor children in an emergency.

Whether you need to write a new will or review your existing one to ensure it aligns with your current situation, now is the time to take action to ensure you and your family are adequately protected. Give us a call anytime.

07/22/2024

Why do advance directives need to be included in your estate plan? These aren't just documents; they are your voice when you might not be able to speak for yourself.

Swipe through to learn more ➡️And remember: though creating and updating these directives might seem daunting, we're here to guide you every step of the way. Reach out to our team anytime.

07/18/2024

As we navigate through 2024, it's the perfect time to reflect on life changes and how they could impact your estate plan.

Have there been any significant milestones in your life recently? Births, marriages, divorces, or changes in your financial situation can impact your estate plan and how you wish to protect your loved ones.

A brief call is all it takes to secure your future and provide peace of mind for you and your family. Reach out to schedule a review.

07/12/2024

What is probate and how does it impact you and your family?

Probate is a legal process that occurs after someone passes away, involving the verification of their will and the distribution of their estate. The process can take anywhere from six months to a year or more, depending on the complexity of the estate.

To help you understand this process more clearly, we have compiled some information as well as strategies for streamlining the probate process. Swipe through to read ↩️ As always, give us a call with any questions or estate planning needs.

07/04/2024

As our nation pauses to celebrate July 4, we are sending each of you our warmest wishes for a memorable holiday.

Whether you are planning to enjoy a barbecue, marvel at the fireworks, or spend quality time with loved ones, we hope your day is full of fun, rest, and reflection.

Please note that our office will be closed in observance of Independence Day. Enjoy the holiday, and stay safe.

06/26/2024

🚨 Important Announcement for Parents of College-Age Students 🚨

Did you know that when children hit 18, parents lose access to their medical, financial, and academic records? It's a major change that catches many off guard.

But with the right legal documents, you can ensure continued support and access for your child in an emergency. Today, we are sharing four such documents that parents may want to explore after their children turn 18.

Should you have questions or need assistance with these documents, know that we are here for you. Reach out anytime.

06/18/2024

There’s no question that navigating a divorce can be extremely difficult; there are a number of important considerations to keep in mind as the dust settles — with one of them being your estate plan.

With that in mind, we wanted to share a helpful overview of estate planning steps that those undergoing a divorce will need to take:

✅ Revising Your Will and Trust - Revisit the recipient of your assets in your will and trust. Confirm current guardianship requests for minor children.
✅ Updating Beneficiaries - Review and amend beneficiaries on life insurance, bank accounts, and retirement funds to align with your current wishes.
✅ Changing Powers of Attorney - Consider revoking powers of attorney granted to your ex-spouse. If you opt to do so, be sure to appoint a trusted individual in their place.

If you’ve recently undergone a divorce, know that we are here to help you update your estate plan with as much ease and efficiency as possible. Reach out anytime.

06/13/2024

Did you know that approximately 1 in 10 older individuals (aged 60 and above) suffer from some form of abuse each year? Tragically, many of these cases remain unreported.

Elder abuse is not limited to one form of abuse; it encompasses a range of harmful behaviors including physical, emotional, financial, and sexual abuse, as well as neglect. The signs of such abuse can often be subtle and varied, making it crucial for all of us to stay informed and vigilant.

As a law firm deeply committed to the well-being and rights of the elderly, we believe it's important to recognize potential signs of elder abuse. Swipe through for indicators to look for and steps to take to keep your loved ones protected ↩️

06/05/2024

No matter your age, health, or life circumstances, having a comprehensive estate plan in place is crucial. With that in mind, we’re sharing today four commonly overlooked estate planning considerations.

Swipe through to learn more, and, remember, we're here to assist you in navigating this vital process.

Feel free to reach out to us with any questions or for support in your estate planning journey.

04/23/2024

Estate planning can feel intimidating, but don’t worry – we’re here to help, starting with a few key terms to know:

📄 Healthcare Directive - Also known as a living will, this document gives you the ability to state your preferences for your future medical treatment. You’ll also appoint someone to make medical decisions on your behalf if you are incapacitated.

📄 Codicil - This is any sort of change to your will and explains, modifies, or revokes parts of the already existing document. You may need a codicil for major life changes like birth, death, marriage, or divorce.

📄 Probate - If you have a will, probate is the legal process in which it will be validated, and any remaining debts you have will be paid off before the remaining property goes to the decided beneficiaries. If you don’t have a will, the process will follow state laws.

Curious about another legal term? Reach out to us 😊

Address

250 Grandview Drive, Suite 500
Fort Mitchell, KY
41017

Website

https://www.hemmerlaw.com/

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