Complete Estate Planning

Ep 62: How To Attack/Challenge A Vulnerable Estate Plan

On this episode, we’ll talk about various ways to challenge, undo, or override an estate plan. We’ll also discuss the circumstances when this might be appropriate. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Ep 61: When Death = Taxes

Everyone has heard the famous quote from Benjamin Franklin “In this world, nothing is certain except death and taxes.” Although taxes are often discussed with a financial advisor and CPA, many families don’t consider the tax consequences of their estate plan. Here are the taxes to be aware of. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Ep 60: Beneficiary Designations: The Halfway House Estate Plan

Many types of accounts allow the owner to designate beneficiaries to receive the account after the owner dies. This can be a quick, easy, and no-cost way to pass on the account after someone dies. However, the ease of setting up beneficiary designations can trap some into assuming their estate plan is “done”. It is one piece of the puzzle, but not the entire puzzle. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Ep 59: Using a Trust as a Utility Knife

Most times, people look towards setting up a trust as a flexible, efficient, private, customized way to manage an inheritance plan for their loved ones. However, because of its flexibility, a trust can be used as a “utility knife” and help families and small businesses in a variety of other situations. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Ep 58: Why Your Investments Matter in Your Estate Plan

It is always prudent to work with experts who specialize in a certain area. Use your estate planning attorney for your estate plan, your financial advisor for your investments, your CPA for your taxes, etc. Although all of your professionals should “stay in their own lane”, the work that they do is interconnected. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Ep 57: Filling The Box - How To Make Sure Your Trust Actually Protects Your Assets

Setting up a trust is a great way to protect your loved ones after you’re gone. However, just signing the legal documents is only HALF of the job. You not only have to establish the trust, but you have to make sure your trust will actually control and protect your assets the way you want. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Ep 56: Why Every Trust Needs A Will

Many families choose a trust as the best way to manage and distribute their inheritance after they pass away. However, people are surprised to find out that they still need a will EVEN IF they have a trust. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Ep 55: When Should I Give My Children Their Money?

It is impossible to predict the future. However, families with underage beneficiaries often have to work with their attorney to do just that. When it comes to leaving an inheritance to children, grandchildren, etc., a good attorney won’t just ask “how much” to give each person. He or she will also ask “when”, “why”, and “what for”. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Ep 54: What If Someone Puts You In Charge Of Their Estate Plan?

Most of the focus on this show is about properly setting up your own plan to protect your family and your life savings. However, many people find themselves on the other side of the equation. What should you do if someone names you in their own estate plan? Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Ep 53: Estate Planning Battle Royale: The Commodity vs. The Professional Service

There are two schools of thought on estate planning. The first (which we disagree with) is that estate planning is merely a commodity. All plans are the same. The second (and proper viewpoint) is that estate planning is a professional service. Let’s outline the differences. Contact: 513-463-6789 info@CincinnatiEstatePlan.com