Complete Estate Planning

My Spouse Passed Away, What Do I Do Now?

What happens when your spouse passes away? What comes next? In today's show, we'll discuss some important action steps to take, key estate planning documents to review, beneficiary designations to consider, and much more.
 
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513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ 

How Many “What If”s Do I Need? - Understanding Contingencies in Estate Planning

How many 'what-ifs' do you need within your estate plan? In this episode, we’ll dive into the importance of contingencies in estate planning and walk you through the step-by-step process Nick and his team follow to ensure every detail is covered.
 
Contact:  
513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ 

Your Estate Planning Attorney Might Be Screwing These Things Up

We’re always talking about how important it is to have an estate planning attorney. But what if your attorney is actually screwing some things up? Today, we’re diving into 8 ways they might be getting it wrong.
 
Contact:  
513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ 

Dangers of DIY Estate Planning (not everything is in plain sight)

Are you considering tackling your estate plan on your own? While it's certainly possible, the dangers of DIY estate planning often hide beneath the surface. In today's episode, we're going to bring some of those issues to the forefront and share why working with an estate planning attorney is well worth it.
 
Contact:  
513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ 

Harris vs. Trump: Estate Planning Concerns & The 2024 Election

As the election approaches, many are wondering how the outcome might affect their finances and taxes- but have you thought about your estate plan? In this episode, Nick covers some of the potential estate planning implications of both candidates and what their policies could mean for you. Tune in to stay informed and prepared.
 
Contact:  
513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ 

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.
 
Contact:  
513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ 

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.
 
Contact:  
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!
 
Contact:  
513-463-6789  
info@CincinnatiEstatePlan.com
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/