Complete Estate Planning

Do You Really Need a Trust or Is a Will Enough?

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You walk into an attorney’s office asking for a simple will, and suddenly you’re being told you “need” a trust. Is that good advice… or just an upsell? Nick explains how estate planning recommendations should actually work, and why a trust isn’t always about complexity or cost. Listen through to discover the key red flags, and green flags, to watch for in your own estate planning conversations.
Here’s some of what we discuss in this episode:
📄 Will vs. Trust: Understanding the real differences beyond the paperwork
🧩 When Trusts Make Sense: Situations where a will can fall short
⚖️ Fiduciary Responsibility: What a good attorney is required to do
🗣️ Asking Better Questions: How open conversations lead to better plans
🛡️ Protecting Intentions: Making sure assets pass the way you expect
 
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Phone: 513-463-6789
Contact our team: info@CincinnatiEstatePlan.com
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Do I Really NEED A Lawyer To Handle My Probate Case?

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You’re legally allowed to do probate without an attorney, but should you?  Probate often looks simple at first glance—forms, checklists, and online instructions make it feel manageable. But the real risk shows up after the paperwork begins. Nick explains why many executors start confidently and end up overwhelmed, exposed, or stuck fixing costly mistakes. He helps clarify when probate can be handled alone, and when professional guidance protects more than just the estate.
Here’s some of what we discuss in this episode:
🧾 Probate Basics: What probate actually involves beyond filing forms
⚖️ DIY Reality: Why legal permission doesn’t equal practical simplicity
🧠 Hidden Complexity: Local rules, deadlines, and unwritten expectations
🚧 Executor Risk: Personal liability that surprises most people
💰 Cost Tradeoffs: Legal fees versus the price of mistakes
 
Our website: https://cincinnatiestateplan.com/
Phone: 513-463-6789
Contact our team: info@CincinnatiEstatePlan.com
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Are Trust Verification Letters from Your Bank Legit? What You Need to Know

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Have you received a letter asking you to “verify” your trust information and wondered if it was legitimate or a scam? Nick breaks down why these letters are becoming more common, what they actually mean, and how trustees should respond without putting themselves at risk. It’s a conversation every trustee and trust owner needs to hear as banks tighten verification procedures. Knowing what to do next could save you from a costly mistake.
Here’s some of what we discuss in this episode:
🚨 Requests can look like scams but are often legitimate
🏦 Walking into a branch can also verify the request
🧠 Letters typically ask for trust name, date, trustees, and SSNs
📅 Requests may come years after your trust is created
 
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Phone: 513-463-6789
Contact our team: info@CincinnatiEstatePlan.com
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Trustee's Guide: What Goes Through Probate (and What Doesn't)

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Navigating probate can be daunting for any trustee or executor. In this episode, Nick offers crucial guidance to help you understand your responsibilities and avoid common pitfalls. Learn why simply relying on paperwork isn’t enough and why careful attention is essential. If you’ve been named a trustee or executor, this episode is a must-listen.
Here’s some of what we discuss in this episode:
📂 Getting Organized: Sorting assets before mistakes are made
🔍 Probate vs. Non-Probate: Knowing what’s “stuck” and what isn’t
🏦 Accounts & Beneficiaries: Reading statements the right way
🛡️ Insurance & Annuities: Why beneficiary digging matters
💼 Retirement Plans & Pensions: What passes on and what doesn’t
🏠 Real Estate & Vehicles: Ownership rules that vary by state
 
Our website: https://cincinnatiestateplan.com/
Phone: 513-463-6789
Contact our team: info@CincinnatiEstatePlan.com
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How to Protect Your Home From Property Deed Fraud

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Worried about scams targeting your property? How real is this threat, and how worried should you actually be? In this episode, Nick explains how property deed scams work and walks through simple, free steps you can take today to monitor your property and protect yourself without panic. Tune in to get clarity on this trending concern and easy ways to protect yourself.
Here’s some of what we discuss in this episode:
🏠 Property Scam Basics: What deed fraud actually is
🕵️ How It Happens: Forged deeds and fake identities
🔎How Likely Is It? Understanding the unknowns
🏛️ County Alerts: Free fraud notification systems
🛡️ Protection Options: County tools vs. paid services
 
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Phone: 513-463-6789
Contact our team: info@CincinnatiEstatePlan.com
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The Prodigal Son Approach: Advancing an Inheritance While You Are Still Alive

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This question has been trending and on the rise: “Why wait until we’re gone to help the people we love?” Nick explores the “Prodigal Son” approach, advancing an inheritance while you’re still alive, and why it’s becoming more common. You’ll also hear how generosity today can be done thoughtfully, without creating unintended problems tomorrow.
Here’s some of what we discuss in this episode:
🎄 Seasonal Update: Winter Sports and Year-end planning
💸 Inheritance Advance: What it actually means for you
⚠️ Pitfalls: Fairness, documentation, and family tension
🧾 Ways to Do It: Let’s take a look at gifts, loans structured options
⚖️ Legal Planning: Protecting everyone involved
 
Our website: https://cincinnatiestateplan.com/
Phone: 513-463-6789
Contact our team: info@CincinnatiEstatePlan.com
Check out our free resources here: https://cincinnatiestateplan.com/free-resources/
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What If Your Adult Kids Can’t Handle Money?

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What do you do when your adult children aren’t responsible with money but you still want to make sure they’re taken care of after you’re gone?
Today we answer a question facing many parents about what estate planning options are available when you’re worried about handing over an inheritance to kids who will likely mishandle it. Nick explains the practical, realistic options parents have when an adult child may never be “money-ready.” Whether the concern is financial immaturity, addiction, or lifelong poor habits, we’ll show you why “controlling from the grave” isn’t negative and often the most loving choice.
Here’s some of what we discuss in this episode:
🎯 Not “controlling”, protecting - Supportive guardrails, not punishment.
📝 Trust rules matter - Income-only, installments, or full discretion — you choose.
🧑‍⚖️ Pick the right trustee - The job must match the complexity.
🏦 Corporate trustees are options - Especially when oversight is lifelong.
🔍 Define needs before picking people - Build the rules, then choose who enforces them.
 
Our website: https://cincinnatiestateplan.com/
Phone: 513-463-6789
Contact our team: info@CincinnatiEstatePlan.com
Check out our free resources here: https://cincinnatiestateplan.com/free-resources/
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Common Executor Mistakes When Handling A Probate Estate

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Serving as an executor can feel like being dropped into the middle of a complicated project without a clear instruction manual. The role comes with legal duties, financial responsibilities, and emotional pressure, often during a time of grief. Many executors start the job with good intentions but make avoidable mistakes simply because they do not know the rules. This episode breaks down the most common pitfalls so first-time executors can understand what causes problems and how to steer clear of them.
Here’s some of what we discuss in this episode:
🏡 Protect the assets - Secure the home, valuables, insurance, utilities.
📜 Follow court rules - Missing deadlines = real consequences.
💸 Never mix money - Separate estate account only.
🧾 Track every expense - Receipts, statements, documentation.
💀 Understand debts & taxes - IRS, final returns, estate income — all unavoidable.
 
Our website: https://cincinnatiestateplan.com/
Phone: 513-463-6789
Contact our team: info@CincinnatiEstatePlan.com
Check out our free resources here: https://cincinnatiestateplan.com/free-resources/
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When the Bank Says No: Executor Roadblocks & Probate Solutions

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A heartbreaking moment becomes even more stressful when an executor walks into the bank with a will and death certificate, only to be told they can’t access a parent’s accounts. In this episode, Nick tackles a common scenario that trips up many families settling estates. Discover the hidden steps and expert guidance that can make all the difference.
Here’s some of what we discuss in this episode:
🏦 When the Bank Says No: why your will and death certificate aren’t enough
📜 Court Approval Required: the legal steps missing before you can access accounts
⚖️ Get Legal Guidance: why an estate attorney must be part of the process
📚 What To Do Next: practical steps and resources for new executors
 
Our website: https://cincinnatiestateplan.com/
Phone: 513-463-6789
Contact our team: info@CincinnatiEstatePlan.com
Check out our free resources here: https://cincinnatiestateplan.com/free-resources/
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So…You’re In Charge of Administering Your Parents’ Trust

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Nick digs into what it really feels like to be handed the responsibility of administering a parent’s trust, something most people assume will be simple until they’re the one in charge. This conversation puts the process into plain language, easing the fear and confusion that often comes with suddenly being “the one” who has to handle everything. It’s a down-to-earth reminder that the job is doable, especially when you understand what matters most.
Here’s some of what we discuss in this episode:
📘 Trust Administration Basics: what it means to be “the one in charge”
🏛️ Trusts vs. Probate: why a trust avoids court but still requires work
📢 Beneficiary Notices: what must be shared and why you can’t skip it
💼 Managing Assets: securing accounts, property, and everything in between
🧾 Taxes & Record-Keeping: final filings, surprise forms, and why timing matters
 
Our website: https://cincinnatiestateplan.com/
Phone: 513-463-6789
Contact our team: info@CincinnatiEstatePlan.com
Schedule your no-cost consultation: https://cincinnatiestateplan.com/contact/
Join us for our next workshop: https://cincinnatiestateplan.com/workshops/
Check out our free resources here: https://cincinnatiestateplan.com/free-resources/
Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1