Home
About
Working With TC
Newsletter

Tag: Legal Considerations

Could Kentucky’s New Estate Laws Affect Your Plan? What to Know About SB 50.

Kentucky has just updated its estate and trust laws, and it could have serious effects for certain people. For most people, state laws may be the only governing body worth paying attention to for estate distributions, since each state generally determines its own probate process and recognition of documents like wills, trusts, beneficiary forms, and…

TC Falkner

September 4, 2026

Estate Planning

Estate Planning, financial-planning, Legal Considerations, personal-finance, Retirement Planning

The commentary (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of Thomas (“TC”) Falkner, and should not be regarded as the views of Legacy Financial Independent Advisors LLC. (“Legacy Financial”) or its respective affiliates or as a description of advisory services provided by Legacy Financial or performance returns of any Legacy Financial Investments client. This blog reflects the opinion of the author, and the reader agrees that they are reading of their own free will. None of the content found on this blog should be considered a recommendation. To the extent any of the information on the blog may be deemed to be advice, such information is impersonal and not tailored to the needs of any specific person. Please discuss your situation with your personal financial advisor. Advisory services are offered through Legacy Financial Independent Advisors, LLC (“Legacy”) an SEC Registered Investment Adviser. By using this website, you accept the terms of use and privacy policy. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. You acknowledge that you are responsible for your own financial decisions. The content on this website is for informational purposes only and does not constitute a comprehensive description of legacy’s services. Copyright © 2024 Legacy Financial Independent Advisors – All rights reserved.

Let’s talk.

Get In Touch

Loading Comments...

Write a Comment...

Email (Required)

Name (Required)

Website

Tag: Legal Considerations

Could Kentucky’s New Estate Laws Affect Your Plan? What to Know About SB 50.