About Bluegrass Estate Solutions
Our Mission, Vision, and Team
Our Mission
At Bluegrass Estate Solutions, we are more than estate planning experts.
Our mission is to provide comprehensive, personalized estate planning services that protect our clients’ assets and preserve their legacies.
We are dedicated to delivering exceptional client service and innovative solutions tailored to meet the unique needs of each individual and family.
Our Vision
Our vision is to be the leading estate planning agency in Lexington, KY, known for our client-centric approach, commitment to excellence, and ability to provide peace of mind through meticulous planning and personalized attention.
Our Story
Founded in Lexington, Kentucky, Bluegrass Estate Solutions was established with the goal of offering local residents top-tier estate planning services. With deep roots in the community, we understand the values and traditions that are important to our clients. Our team is committed to helping individuals and families navigate the complexities of estate planning with confidence and ease
Daniel David
Founder and Principal, Bluegrass Estate Solutions
Daniel is a seasoned coach, trainer, and mentor with a wealth of experience in guiding agents and investors across the country on strategies to build wealth, reduce tax liability, and plan for a comfortable retirement.
With a passion for empowering others to secure their financial futures, Daniel has now channeled his expertise into the field of estate planning, dedicating himself to helping families avoid the high costs of probate and the costly mistakes he personally encountered as a trustee of his mother’s estate.
A proud native of Lexington, Kentucky, Daniel graduated from Lafayette High School and has been a dedicated member of the Lexington community for over 40 years. His deep ties to the area, combined with his personal experience and professional background, uniquely position him to understand the needs of local families and provide them with the comprehensive estate planning services they require.
Daniel is also an Army veteran, having served both in the United States Army and the Kentucky Army National Guard, where he honed his leadership skills and developed a strong sense of duty and service. His military background reinforces his commitment to discipline, integrity, and excellence—values that he brings to every client interaction at Bluegrass Estate Solutions.
In addition to his work in estate planning, Daniel is an award-winning member of the National Association of Realtors and a licensed insurance agent. His diverse skill set and extensive experience in real estate and insurance allow him to offer a holistic approach to estate planning, ensuring that all aspects of his clients’ financial well-being are considered and protected.
Through his work at Bluegrass Estate Solutions, Daniel is committed to providing personalized, expert guidance to help families preserve their assets, honor their loved ones’ wishes, and secure their legacies for future generations.
Our Approach
At Bluegrass Estate Solutions, we take a personalized approach to estate planning. We understand that every client’s situation is unique, which is why we take the time to listen to their needs and goals. Our process involves thorough consultation, detailed analysis, and customized solutions to ensure that our clients’ assets are protected and their wishes are honored.
Our Commitment to the Community
We are deeply committed to the Lexington community. Bluegrass Estate Solutions regularly hosts free seminars and workshops to educate the public about the importance of estate planning. Our goal is to empower individuals and families with the knowledge and tools they need to protect their assets and secure their futures
Upcoming Estate Planning Workshops:
BLUEGRASS ESTATE SOLUTIONS CORDIALLY INVITES YOU TO COME AND LEARN ABOUT WILLS & LIVING TRUSTS
An Estate Plan is vital for any individual, couple, or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the most common costly mistakes.
We’ll cover the following topics, in easy to understand terms:
- The advantages and disadvantages of Wills and Living Trusts
- How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away)
- How Probate Court works and why you may want to avoid it for your family
- Why putting property in your children’s names may be a mistake
- Common missteps by families raising children with challenges, disabilities or special needs
- Protecting your home from being swallowed up by the Costs of Nursing Home Care
- Protecting your heirs inheritance from lawsuits, divorce and spend-thrifts
- Best practices for naming retirement accounts and Life Insurance beneficiaries
- How the new Secure Act affects your Trust and/or Retirement Accounts
- Learn about our “90 in 90 FORMulaTM” proprietary process
Be our guest at this unique and FREE educational event. If married, spouses are encouraged to attend. Adults only. Kindly RSVP by clicking the Register Button below.