Planning

Whether it is complex estate planning or fundamental financial planning, First Kentucky Trust (FKT) offers thoughtful, customized solutions, in collaboration with other family advisors. As family objectives and tax laws evolve, we can assist with revisions and alternatives so that the plan remains properly aligned. In addition, FKT can provide comprehensive solutions for corporate qualified retirement plans.

Our planning services include:

  • Estate and wealth transfer planning
  • Fundamental financial planning
  • Planning for heirs with special needs
  • Tax and gift planning
  • Retirement and cash flow planning
  • Education planning
  • Asset protection planning
  • Insurance planning