Episode 10: In this episode of Protect Your Nest, Attorney Brandon Lawrence discusses the rising need for memory care facilities to assist aging individuals suffering from dementia, severe memory loss, and Alzheimer's. He details the physical and financial requirements to qualify for Kentucky Medicaid, while noting that a non-applicant spouse is allowed an asset limit of $162,660. Lawrence explains that while a home and a car are excluded from these initial limits, strategic planning with irrevocable trusts is crucial to prevent the state from recovering care costs from the home after the owner passes away. To emphasize the importance of regular estate plan reviews, he highlights high-profile legal battles, including a family trust dispute involving actor Malcolm-Jamar Warner and the intestate estate of Chadwick Boseman. Finally, he explains that under Kentucky law, individuals cannot legally disinherit a spouse without a prenuptial agreement, and failing to plan simply defaults to state intestate laws that split the estate between the surviving spouse and parents.

Conclusion

So it was good talking to you again as usual and I look forward to the next episodes and go back and look at other episodes on my website, YouTube. I hope you found this information helpful.

You can find more of these estate planning episodes, of course, on my website, lawyerforthecity.org, YouTube, Spotify, other podcast platforms. This has been attorney Brandon Lawrence, the Lawyer for the City, and this has been Protect Your Nest Podcast. Until next time, let's talk it over.

Have More Questions or Want to Set an Appointment with Brandon?

Website: www.LawyerForTheCity.org

Phone: (502) 996-7735

Email: help@LawyerForTheCity.org

This podcast is meant to provide information and is not legal advice. Brandon's principal office is located at 101 N. 7th Street, Louisville, Kentucky 40202.

In this episode of the Protect Your Nest podcast, estate planning attorney Brandon Lawrence explains the differences between probate assets and non-probate assets. He also explains what dying intestate means and how Kentucky law distributes assets when no estate plan exists. Brandon comments on how trusts, beneficiary designations, jointly owned property, and payable-on-death accounts can help families avoid probate while preserving privacy and reducing delays. An effective estate planning preserves wealth, reduces conflict, and ensures assets reach the intended beneficiaries. Are you ready to protect your nest?

Have More Questions or Want to Set an Appointment with Brandon?

Website: www.LawyerForTheCity.org

Phone: (502) 996-7735

Email: help@LawyerForTheCity.org

This podcast is meant to provide information and is not legal advice. Brandon's principal office is located at 101 N. 7th Street, Louisville, Kentucky 40202.

Episode 9: In this episode, Louisville estate planning attorney Brandon Lawrence explains how to make a Will simple and effective by identifying specific items that should never be included in the document. Then he transitions to what not to put in your Will. He explains that beneficiary designations for retirement accounts, life insurance policies, and trusts take legal precedence over a Will. Brandon discusses why time-sensitive instructions, such as funeral arrangements, organ donation, and life support wishes, should be managed through separate documents or a Living Will to ensure they are acted upon before a Last Will and Testament is even read.

Key Themes:

01:16 What Is a Holographic Will?

04:15 Retirement Account Beneficiary Designations

05:26 Why Funeral Arrangement Shouldn't Go in Your Will

07:13 Don't Include Organ Donation Instructions in Your Will

08:41 Use a Living Will to Explain Your Life Support Wishes

10:18 Avoid Using a Will to Designate Beneficiaries of a Trust

11:51 How to Handle Your LLC after Your Death

13:32 Don't Use Your Will to Designate Beneficiaries of Your Life Insurance

14:51 Keep Your Last Will and Testament Brief

Have More Questions or Want to Set an Appointment with Brandon?

Website: www.LawyerForTheCity.org

Phone: (502) 996-7735

Email: help@LawyerForTheCity.org

This podcast is meant to provide information and is not legal advice. Brandon's principal office is located at 101 N. 7th Street, Louisville, Kentucky 40202.