Complete Estate Planning

Ep 28: Britney Spears – A Lesson In Bad Estate Planning

After her “acting out” episodes that began in 2007 (including her randomly shaving off all her own hair), her father (Jamie Spears) applied to become her conservator, which was granted in 2008. Today Nick gives us a rundown of how Britney Spears's conservatorship became so complicated and why we're still talking about it after more than a decade.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 27: I’ve Moved. Does My Estate Plan Still Work?

I get this question ALL THE TIME. Whether you get a new job, get tired of cold weather, just retire, or want to be closer to the grandkids (that you probably like more than your kids), people need to be aware of how this may affect your estate plan.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 26: There Will Be Fighting After I’m Gone. What Do I Do?

Sometimes, you can’t avoid family fighting after you’re gone. You might even expect it. When that happens, many families sadly bury their heads in the sand and do nothing. They think they are helpless and leave a disaster for their children to clean up after they are gone. However, there are a few options on the table and we'll discuss them on this show.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 25: What to Do If Your Attorney is Hiding from Your or Missing in Action?

Sadly, most attorneys view estate planning as a 1-time transaction. You give them money, they give you paperwork, that is it. Obviously this is a bad idea and can lead to trouble down the road. Nick discusses times he has come across this situation in his practice and some red flags to look out for.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 24: What to Do After Someone Passes Away

After a loved one passes away, the days and weeks that follow after can be difficult and very emotional. You may feel overwhelmed with all of the things that now need to be taken care of and it's a process that can be tough to begin if you have no idea where to start. Nick talks about the affairs that should be taken care of when someone passes away. He discusses what needs rather immediate action and what can wait for a little while if you need time to gather yourself.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 23: When Your Attorney's Price SHOULD Scare You

Everyone loves a deal. Saving money is great. We all know that you get what you pay for, but we’ll go behind the scenes of what it takes to get an estate plan prepared the right way. Then, we’ll examine some situations (low cost) and uncover the industry secrets for the low-bidders in the industry so the public can make informed decisions.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 22: A Local Organization Providing Grief Support

Today we sit down with the founder of Companions on a Journey, Sheila Munafo-Kanoza. Shelia tells us about her personal story of dealing with loss and how these events led her to start this organization. We also discuss the different ways people may grieve and some helpful tips for this holiday season with COVID-19 upon us.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
Companions on a Journey Number: 513-870-9108
Companions on a Journey Website: http://companionsonajourney.org/
Shelia's Email: sheila@companionsonajourney.org

Ep 21: Estate Planning for Blended Families

On this episode, Nick takes on a difficult conversation of how blended families can plan for the future when it comes to their kids. He presents a number of different examples of situations couples can find themselves in, as well as a few solutions that will help make the process much smoother when it comes to distributing assets.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 20: Case Study - Not Very Power of Attorney

On this episode, we take a look at the estate planning of one of Nick's clients. This plan was completed 11 years ago, but unfortunately the client no longer has the mental capacity to make decisions by herself. Nick walks us through the plan she had in place, the roadblocks that came up, and what changes that could have been made to make the plan more thorough.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 19: Estate Planning For The Self-Made

We've all heard incredible stories of people that went from rags to riches and built their success from the ground up. But how should they pass along that wealth to their children, or family that haven't had to put in all the hard work? Nick discusses a few options to pass along a great amount of wealth and it's imperative that a self-made person gets an estate plan in place.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com