Complete Estate Planning

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

Ep 18: My Estate Plan Is Done. Who Needs To Know About It?

No one is required to know about your plan. However, there are certain people that it is a good idea to inform them of certain aspects.. When it is time for your family and your decision-makers to step in, it is because they can no longer ask you what you want. Don’t leave it to chance, don’t leave them guessing how you want to be treated and how you want your family to be taken care of.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 17: Estate Planning Is Under Attack

We've reiterated many times on this show how you want your estate planning to be done correctly, but there are still many companies out there that try to cut corners when it comes to putting your plan together. In many instances, the estate plan is put together by a computer algorithm that does not actually consider your needs. Nick will talk to us about how certain companies and professionals minimize the importance of estate planning and red flags to look out for.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 16: When Is The Best Time To Get Estate Plan Done?

There are times in life that you may have to make a rushed decision and be able to perform under pressure. Your estate planning should be one of those rushed decisions. It's important to be able to make each decision with a clear head with plenty of time. Nick will walk us through why getting your estate plan done sooner than later is crucial.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 15: Does You Estate Plan Need A Check-Up?

An estate plan is not something you can just set and forget about. The plan has to change when certain situations in your life get altered. Nick will talk about when you may want to make some tweaks to your estate plan, so it stays relevant to your life and situation.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com