​Estate Preservation

You’ve worked so hard your entire career, let’s make sure your wealth is handed down to your next generation.

Estate Planner Near Me

Our main goal is your main goal with estate preservation is to provide for your family, including spouses, children, grandchildren, parents, and siblings in your elderly years, and after you’ve passed.

Estate Strategies

We help you to design a strategy that allows you to share your life’s successes with others during your lifetime and direct distribution after death. We will work with you to prioritize the goals for your estate and customize a strategy to meet your long-term needs.

Tailored Estate Planning

Whether you are trying to minimize the impact of taxes or simply guarantee your heirs will receive what you have originally planned, Johnathon T. Davis will work with you to execute the proper strategies for you. Call us today at (859) 359-3390.

Estate Planning Secrets

6 Estate Planning Secrets

Learn how the SECURE Act affects estates.  The SECURE Act went into effect on January 1st of 2020 and is causing a ‘domino effect’ from changes to taxes, trusts, gifting limits, and more.  You don’t want to miss out on this information!

Let’s Talk About Your Estate

You’ve spent your life accumulating wealth, now it’s time to make sure it stays in your family for generations to come.

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