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Meet Cissina Tanner, Probate & Trust Paralegal

Cissina joined Triplett & Carothers in August of 2021. She frequently assists families with the Kentucky and Indiana probate and trust administration processes. Cissina establishes strong client relationships and firm clients find her easy to talk to. She graduated from Sullivan University in 2008 with an associate degree in Paralegal Studies, at which time she… read more

What To Do About Financial Noise

In 1965, two astronomers in Crawford Hill, New Jersey, were monitoring radio emissions from the Milky Way when an annoying hum interrupted their work. Was it coming from nesting pigeons who left droppings inside their antenna? In fact, the astronomers had been observing the cosmic background radiation of the universe. In financial markets, too, low-level… read more

Tackling Tough Health Decisions With a Health Care Proxy

Some of the hardest choices you will ever make involve coming to terms with your own illnesses or incapacity. It is normal to shy away from dwelling on terminal scenarios. Besides, beliefs and desires often evolve over time. If you were very sick, would you prioritize your comfort over prolonging your life? Whom would you… read more

How to Create a Family Mission Statement

A family mission statement is not just for family businesses and the ultra-wealthy. Any family looking to provide guidance for future generations can benefit from creating a written document that outlines their principles. The mission statement goes beyond intergenerational transfers of wealth. A broader examination asks this question: what can we do with our wealth… read more

Giving Back: Fundraisers for Cardinals Marching Band & School of Music

As part of the firm’s unswerving commitment to the University of Louisville, the Triplett & Carothers team hosted two 2023 fundraisers — featuring a watch-party, game night, give-aways and a silent auction — at the George J. Howe Red Barn in January and February. The January event raised over $1,700 for the Cardinal Marching Band… read more

Step-Up in Basis Rule is an Heir’s Best Friend

The step-up tax adjustment has been under siege for decades but has so far survived the onslaughts. The provision, which reduces capital gains tax for estates, has been controversial since the 1970s. Policymakers would still love to get their hands on the bonanza in tax revenues it represents. There is a counterargument: If the law… read more

Dead Hand Control: How Wills & Trusts Can Control Behavior

You may want to use your estate to influence your heirs in your absence. To a certain extent, this might be possible, but the process is delicate, and it requires well-designed structures. By exerting what is called “dead hand control,” people may condition bequests in their legacies by framing bequests around required or forbidden activities…. read more

Protect Your Digital Assets

Digital estate plans are effective ways by which you can successfully protect yourself online. They can help you safeguard yourself against identity theft and the illegal reception of monetary information regarding your business finances as well as private files, like insurance paperwork. When you run a business and your company has a digital footprint in… read more

MEET LENA NEELY, PROBATE & TRUST PARALEGAL

Lena manages the trust and estate team covering all aspects of trust and estate administration. Her greatest joy is meeting with family members to assist them in the administration process for the transition of assets from the decedent to the beneficiary. She brings a vast wealth of knowledge and experience to our clients. She works… read more

How to Choose the Right Probate Lawyer

Maybe you have been named executor in a will. Or, for an added wrinkle, suppose there is no executor, or those named are either dead or unavailable. Compounding the problem, imagine you have decided the named executor is not up to snuff and must be replaced. First, you are under no obligation to retain the… read more