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Law Office of A. Lee Shaw, PLLC

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What’s Involved with Being a Trustee?

Being a trustee is difficult but adopting these four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.
07/22/22 • by: Law Office of A. Lee Shaw, PLLC
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What Does a Blended Family Need to Know about Finances?

When combining finances as a new family, there’s lots to consider. To make the best choices, here are six key areas to plan ahead and consider.
07/21/22 • by: Law Office of A. Lee Shaw, PLLC
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What Is Power of Attorney and Is It Important?

Of all of the essential estate planning documents, the durable general power of attorney is usually the document that is needed first.
07/20/22 • by: Law Office of A. Lee Shaw, PLLC
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What are the Advantages of a Business Trust?

Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.
07/19/22 • by: Law Office of A. Lee Shaw, PLLC
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What Happens If My Partner Dies and We’re Not Married?

All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.
07/18/22 • by: Law Office of A. Lee Shaw, PLLC
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What Common Mistakes are Made with Living Trusts?

Of course, just because you have a living trust doesn't mean you're all set. Here are a few of the most common mistakes people make with their living trusts.
07/16/22 • by: Law Office of A. Lee Shaw, PLLC
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How Do I Maximize My IRA?

Use these suggestions to boost the balance in your retirement nest egg.
07/15/22 • by: Law Office of A. Lee Shaw, PLLC
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What Happens to Investment Accounts when Someone Dies?

What investment powers does a personal representative in a probate or a trustee in a trust administration have to manage the decedent’s assets?
07/14/22 • by: Law Office of A. Lee Shaw, PLLC
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Do You Want to Be an Executor?

Only you know your capacity and willingness to serve, or the degree of need expressed by the person asking you. However, it should help to know first that if you do decide to accept, there can be help out there and second there are standard procedures and practices you can follow.
07/13/22 • by: Law Office of A. Lee Shaw, PLLC
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How Do Special Needs Trusts Work?

Special needs trusts can help fund quality-of-life improvements for the beneficiary, such as a phone, a trip or a private room in a group care facility.
07/12/22 • by: Law Office of A. Lee Shaw, PLLC
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Louisville Office

9700 Park Plaza Ave., Suite 108,
Louisville, Kentucky 40241

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Cincinnati Office (By Appointment Only)

250 East 5th Street, 15th Floor,
Cincinnati, Ohio 45202

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