The Latest

Connelly v. United States recently held that life insurance payable to the company and intended to be used to “fund” a buy-sell agreement would increase the value of the company for estate tax purposes.

Published on July 08, 2024

Read about our enhanced user interface for online estate planning and the launch of remote online notarization services, all powered by NetLaw.

Published on July 29, 2024

The rise of women’s economic influence is one of the most remarkable trends reshaping wealth in the United States. As we celebrate International Women’s Month, statistics highlight the growing financial power of women as business owners, investors and wealth stewards
Published on March 8, 2024

Hargrove Firm’s team of national leaders in estate, tax and business planning legal services, is here to help you navigate the evolving economic landscape of 2024 and beyond. Several key federal tax updates make it an ideal time to review your current estate plan with a Hargrove Firm attorney and explore new wealth preservation tactics.
Published on February 2, 2024

Hargrove Firm’s Jessica “Jessi” D. Konrad has been selected to the Super Lawyers 2024 Ohio Rising Stars list. 
Published on January 5, 2024

The Corporate Transparency Act is a new federal law aimed at combating financial crimes by increasing transparency around the beneficial ownership of various corporate entities. Learn more about the key provisions, the impact they will have on businesses, and how our Business Care team at Hargrove Firm can assist.
Published on October 18, 2023

You don’t need to be fabulously wealthy or have an excessively large estate to create a trust.
Published on September 13, 2023 on SuperMoney.com with Erica Ellis quoted

Here’s a look at how the ultra rich pass on their wealth tax free to their heirs — and what you can learn from them.
Published on May 25, 2023 on GoBankingRates.com with Erica Ellis quoted

Sponsored by NetLaw | May 2, 2023
Published on April 18, 2023 

Deathbed gifts can actually result in a bigger tax burden for heirs, which is why deathbed estate transfers may not be the best way to protect wealth.
Published on January 26, 2023 by Jamie Hargrove in Financial Planning

Watch a replay of a continuing education event for financial advisors about the benefits and drawbacks of spousal lifetime access trusts (SLATs).
Published on January 5, 2023

Economic predictions and legal industry insights for the coming year from Jamie Hargrove were featured in the 2023 Kentucky Economic Outlook by The Lane Report.
Published on January 3, 2023

Sponsored by NetLaw
December 20, 2022

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Is your child headed to campus this fall? Our nationally recognized expert shares important legal and tax matters to keep in mind before moving day.
Published on August 4, 2022 by Jamie Hargrove in The Street

Built upon nearly four decades of Jamie Hargrove’s estate planning experience, the Hargrove Firm Trust & Estate Litigation Group launches under new partner Megan Holt
Published on July 14, 2022

It may sound like a great idea upfront, but there are some considerations and alternatives you might want to think about first.
Published on June 27, 2022 by Jamie Hargrove in The Street

Effective tax and estate planning is key to growing AUM when clients experience financial windfalls.
Published on April 20, 2022 by Jamie Hargrove in Wealth Management

NetLaw is a law technology company that came from a need to innovate around the delivery of estate planning legal services.
Published on April 18, 2022 in Louisville Future

Here’s a rundown of some of the most common scenarios involving gift tax returns.
Published on March 31, 2022 by Jamie Hargrove in Retirement Daily

This year’s chaotic tax filing season has a bright side for the affluent.
Published on January 24, 2022 on financial-planning.com

The gift and estate tax exemption may soon decrease, but pouring assets into a spousal lifetime access trust may not be a blanket remedy. Here’s why.
Published on December 28, 2021 by Jamie Hargrove in Retirement Daily

While the 401(k) contribution cap and IRA income phase-out increases won’t affect everyone, others may see a change. Here’s what you need to know.
Published on November 23, 2021 on Experian.com

Many involve trusts, which are used both to simplify estates after death and to avoid taxes.
Published on October 20, 2021 in MarketWatch

Generational Wealth Advisors announces a new strategic relationship with Hargrove Firm.
Published on September 23, 2021

Jamie Hargrove was interviewed for an episode of The Confident Retirement podcast.
Published on June 9, 2021

Health care law addresses many types of legal controversies within the health care sector, experts say.
Published on March 14, 2020 in U.S. News