Complete Estate Planning

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.
 
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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.
 
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513-463-6789  
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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.
 
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513-463-6789  
info@CincinnatiEstatePlan.com
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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.
 
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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  
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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.
 
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513-463-6789  
info@CincinnatiEstatePlan.com
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Settling A Trust After Death (Part 2)

Last episode, we started a special two-part series where Nick guided us through the steps involved when someone passes away. We're here to finish up this discussion today. Listen in as Nick talks about what it looks like to settle a trust after death in Ohio. Although trusts can vary widely in complexity depending on the terms of the document, this episode will give you a good idea of how settling a trust differs from the probate process.
 
Contact:  
513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ 
 

The Probate Process From Start To Finish (Part 1)

We've talked about probate here on the show before, but what does the process look like from start to finish? Join us for a special two-part series, where Nick will guide us through the steps involved when someone passes away. In this episode, we'll outline the key stages of the probate process (based in Ohio). Don't miss our next episode, where Nick will walk through the process of settling a trust!
 
Contact:  
513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ 

I'm Single With No Children- Do I Need An Estate Plan? Mailbag Episode

Our podcast listeners frequently send in questions for Nick. In today's show, we've chosen a few questions to chat about on the air. For example, one listener asks if they need an estate plan since they're single, childless, and have a financially independent family. Another asks if there is a way to assist their aging mother with her finances without entirely removing her independence through estate planning. Stay tuned for some valuable insights here on Complete Estate Planning!
 
Contact:  
513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ 

Inheritance Conversations With Your Children: What They Don’t Know CAN Hurt Them

You've probably heard the old saying, "What you don't know can't hurt you." But when it comes to inheritance conversations with your children, that isn't entirely true. Stay tuned as we share some crucial considerations for navigating these estate-planning conversations with your loved ones. 
 
Contact:  
513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/