Our

Lexington

Office

2333 Alexandria Drive, Suite 118, Lexington, KY 40504

Location Info

Address
2333 Alexandria Drive, Suite 118, Lexington, KY 40504
Phone Number
(859) 788-3577
Email Address
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Our

Lexington

 Attorneys

Attorney Headshot

Jacob Sherman

Estate Planning Attorney

Clients prioritize ease and seek guidance on how to prepare their families for the future. They appreciate having a knowledgeable professional who can answer their questions clearly.

What’s unique about your state and what do you think matters?

In Kentucky, a significant legal issue involves the ineffective execution of trusts. For instance, I assisted a widow who struggled to transfer her late husband’s car to her niece because the vehicle was solely in her husband's name. Despite her best efforts, the only solution was to undergo the probate process, which proved challenging given her physical condition.

What do you like best about your community/clients in your area?

Our community values family and forward planning, which reduces future complications and disputes.

What do clients in your community ask the most questions about?

Residents frequently inquire about tax minimization, probate avoidance, and maintaining privacy in their financial and legal affairs.

Our

Lexington

 Team

Attorney Headshot

Jill Schmitt

Financial Planning Coordinator