Does it look like Lowry & Lowry can help your family?

You have two choices for taking the next step. Either schedule a Free Initial Planning Session with Ed or Ben ,or request a Free Guide addressing your particular planning concerns.

Option 1:   Schedule a Free Initial Planning Session!

If you want to take control of your future today, please schedule a comprehensive Initial Planning Session with Ed or Ben by calling our office at 502-587-7754 or using the “Contact Us” Form at the right of the page.

During your Initial Planning Session, you will:

  • Ensure that your spouse and children are properly provided for in case something happens to you
  • Learn the secrets of protecting an inheritance for your spouse and children from lawsuits, divorces, and similar challenges
  • Discover how to legally avoid estate taxes and minimize income taxes
  • Learn how to keep your family out of the court system if you are incapacitated or die
  • Get all of your financial and estate planning papers organized and where you and your helpers can find them
  • Discover how to leave your loved ones a gift far more valuable than money
  • If you have children under age 18, you will learn how to choose the right guardians for your children and avoid making the 7 common mistakes that most people make in choosing guardians
  • If you or a family member may need nursing home care, you can learn the secrets to protecting your home and savings from the high cost of nursing home care
  • If you own a business, you can learn the keys to leaving that business to your loved ones or maximizing the cash you get when you want to leave your business
  • If you have a child that has special needs, you can find out whether you might need to become your child’s legal guardian once they turn 18, how to secure eligibility for government benefits, and which type of special needs trust is right for your child.

Why are we offering you an Initial Planning Session without charge? Because it’s our mission to help people just like you make the right legal and financial decisions for your family.

Option 2:   Request one of Our Information Packed Free Guides!

If you have been named Executor of an estate and you want to learn what is involved, please click here.

If you have children under the age of 18, please click here.

If you have a child with special needs, please click here.

If you want to avoid the 13 common mistakes that many people make in their estate plan, please click here.

If you want to protect your child’s inheritance from divorces, lawsuits and predators, please click here.

If you or a family member is living in a nursing home or is about to move to one, and you are concerned about their ability to pay for their care, please click here.

Estate Planning Checklists

We spend a lot of time getting to know you and your family and your financial situation.  You can help us by gathering the basic information and providing it to us before your Initial Planning Session by using our Confidential Personal Information Checklist.

We know it takes your time to gather this information, but it is absolutely critical to creating a successful estate plan.  It will help us ask intelligent questions when you visit for your initial consultation and it will help us to make the right recommendations to you.  It can also save professional fees.

If possible, please complete the appropriate Confidential Personal Information Checklist and return it our office at least 3 days before your Initial Planning Session.

You can return your Confidential Personal Information Checklist…

By Mail

Lowry & Lowry, PLLC
2225 Lexington Road
Louisville, KY  40206

By Fax

Lowry & Lowry, PLLC
502-416-1184

Or Email to Ed and Ben’s Assistant

sara@lowryplanning.com

Confidential Personal Information Checklists