Triplett & Carothers

Trusted Advisors See Indicators That Estate Plans May Need Review

Although some consider estate planning to be a solely legal discipline, proper planning involves collaboration with many professionals such as financial advisors, insurance professionals, accountants or CPAs, and spiritual advisors. To implement a comprehensive solution for our clients, it is crucial that the entire team works together when designing the perfect financial and estate plan…. read more

COVID-19 Checklist for Parents: 7 Things You Need To Do Now

The coronavirus pandemic has made life unpredictable. One day your child is in school and the next day your child is at home doing schoolwork remotely. The health of children and families has become even more uncertain as some schools open for in-person instruction. No one can know for sure whether they will get sick… read more

How might the upcoming election impact your estate?

We have never experienced a year like 2020 with the difficulties presented by COVID-19 and the resulting volatility in the financial and employment markets. As the 2020 presidential and congressional elections approach, the potential for change in the White House and in Congress raises additional uncertainty as to how estate, gift, and income taxation laws… read more

Probate FAQs: Understanding the Probate Process

The probate process and subsequent settling of a deceased loved one’s estate requires that all the financial matters of the deceased be finalized. All assets are gathered up, debts are settled, and whatever is left is distributed among the heirs. Often, when dealing with the loss of a loved one, the remaining family does not… read more

Virtual 5K Slated for October to Benefit U of L School of Music

We are happy to announce that Triplett & Carothers will again sponsor the annual Friends 5K walk and run to benefit the University of Louisville School of Music, the beloved alma mater of firm owner Roz Carothers. This year, the walk/run has gone virtual. It’s set for Sunday, October 4th through Sunday, October 11th. Our… read more

Funeral Home Planning

During this COVID crisis, many of our clients are asking smart questions about funerals and end-of-life arrangements. We’ve received queries about the benefits and drawbacks for pre-payment of final funeral expenses; options for environmentally sustainable “green” funerals; and yes, even questions about how to donate one’s body to science, … for scientific, medical, or forensic… read more

Proud to Sponsor Tri-Loco Triathlon Club

At Triplett & Carothers, we are proud to be a continued sponsor and passionate supporter for the TRI-LOCO Triathlon Club. The team recently traveled to Natural Springs Resort for the first-ever TRI-LOCO training camp; all activities included proper social distancing and safety precautions. We applaud and celebrate the TRI-LOCO commitment to fitness and health. And… read more

Roz Carothers On Channel 11 Re: Stimulus Checks Sent to Deceased People

Roz Carothers and Lena Neely from Triplett and Carothers were interviewed by ABC WHAS-Channel 11 reporter Rose McBride about an inquiry from a client who received a stimulus check for a dead family member.  The story focused on the nearly 1.1 million people who received stimulus checks who are actually dead, and how to properly… read more

T&C Sponsors U of L Golf Tournament and 5K Run to Benefit Music School

Firm co-founder Roz Carothers remains deeply involved as an active alum of the University of Louisville School of Music; she celebrates her lifelong passion for music on numerous boards and causes with a music mission. This year, our firm is set to again sponsor the U of L’s School of Music Alumni Council’s Golf Scramble… read more

SECURE Act: How It Will Impact You & Your Retirement Account Beneficiaries

Effective January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) became the most impactful legislation affecting retirement accounts in decades. The SECURE Act has several positive changes: It increases the required beginning date (RBD) for required minimum distributions (RMDs) from your individual retirement accounts from 70 ½ to 72 years… read more