Complete Estate Planning

When to Review and Update Your Estate Plan: Keeping it Current for Life's Changes

You’ve established your estate plan- does that mean you’re all set? Not quite! Regularly reviewing and updating your estate plan is important. But when should you do this? In today’s episode, we’ll discuss some key moments in life that call for updates and guide you through the regular review process.
 
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Estate Planning for Privacy: Strategies to Protect Your Family's Confidentiality

Is privacy a concern for you in estate planning? In this episode, we dive into essential strategies to protect both your family's confidentiality and your estate. Tune in to learn how proactive planning can shield your family from the public eye and avoid complications down the road.
 
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513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ 

Springing Power of Attorney vs Immediate Power of Attorney: Why Immediate Might Be the Better Choice

In today’s episode, we’re breaking down the differences between two types of power of attorney: springing and immediate. What sets them apart? And why might choosing an immediate power of attorney be the smarter option for you? Stay tuned to find out!
 
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513-463-6789  
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https://cincinnatiestateplan.com/contact/ 

Leaving an Inheritance to Your Child's Spouse: Pros and Cons as a Lapse Beneficiary

Most people want to leave their money to their children. But what happens if the primary beneficiary isn’t around to receive it? In that case, the gift lapses and a backup beneficiary is designated. A common question is whether to name your child’s spouse as the backup beneficiary. In today’s episode, Nick will explore some of the pros and cons of this decision.
 
Contact:  
513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ 

Taxes Executors or Trustees Need to be Aware of When Settling an Estate

When it comes to estate planning, one of the biggest concerns is taxes. What will be owed? How will these taxes be paid? How much can actually be passed along to your heirs? Join us as we dive into the various taxes trustees and executors need to be aware of when settling an estate.
 
Contact:  
513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ 

Considerations for Executors or Trustees When Selling Estate Assets

When it's time to settle an estate and start selling off assets, you might have friends and family looking for good deals. But is it wise to make deals? How should you go about selling these assets? What’s the best way to document and transfer everything? Today on Complete Estate Planning, we'll break down these questions and offer some important considerations.
 
Contact:  
513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ 

Considerations and Options for Passing a Family Business or Farm to One Child

In today's episode, we're talking about passing down valuable assets such as family businesses and farms. Whether you're unsure how to divide your estate among multiple children or want to ensure your legacy is preserved, this episode is for you. We'll explore key considerations, essential questions, and how Nick goes about this with his clients.
 
Contact:  
513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ 

The Pros & Cons of Itemizing Invidiual Accounts vs. Dividing a Percentage of the Entire Estate

In this episode, we're exploring two different paths you can take when designating benefits. We focus on the pros and cons of itemizing individual accounts versus dividing a percentage of your entire estate. We also look at how each approach can impact your financial legacy. Tune in as we break down these strategies to help you choose the best path for your estate planning goals.
 
Contact:  
513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ 

Mailbag: Lifetime Gifts, Beneficiary Designations, and Retirement Account Planning

One of our favorite ways to bring you estate planning education on the show is by answering your questions! In today's episode, Rich asks about the annual limits for tax-free gifting, gifting to trusts with protections, and common mistakes regarding estate and lifetime GST tax returns. Elaine asks for advice on leaving a portion of her IRA to her new spouse while ensuring that her children receive whatever remains.
 
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513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ 

The Estate Battle After OJ Simpson's Death

The recent passing of O.J. Simpson has stirred up a legal storm that we're going to unpack in today's episode. Simpson's estate is a convoluted web of trusts, lawsuits, and debts that Nick will try to help us untangle from an estate planning perspective. He'll also take us through the possible scenarios that could unfold as the estate proceedings continue.
 
Contact:  
513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/