Complete Estate Planning

Ep 13: Why Young Adults Need Estate Planning

When it comes to estate planning, most people correlate it with older adults who have accumulated a lot of assets throughout their life. But estate planning is just as important for young adults too. Nick goes over what rights that parents no longer have when their child turns 18 and some steps you can take in order to get important information in a critical situation.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 12: You Might Want To Run Away From Your Lawyer If…

Not all attorneys are created equal. Most are (hopefully) honest, hard-working, ethical people. Some might even know what the heck they are doing. However, there are numerous situations where you, the client, should proceed with caution. Here are a few situations where you might want to run right out the door!
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 11: 5 Things You Needs To Know About Your Parents’ Estate Plan

It is never easy to talk with your parents about their own affairs. After all, you are their child. However, people NEED to know certain things about their parents’ estate planning, especially if they will be the ones left taking care of things when their parents become ill or pass away.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 10: 4 Things New Parents MUST Do With Their Estate Planning

Things obviously get pretty overwhelming when a new child comes into your family. Usually, parents end up dealing with the immediate needs of the new baby that are right in front of them. However, all new parents should make sure their estate plan is reviewed (or established) and we'll walk through the four things you need to address now.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 9: The Right (and Wrong) Way To Avoid The Probate Process

Probate court can be a very time-consuming and expensive process so it's easier on everyone in your family if you can avoid going that route with your estate. Let's look at the three ways that you can accomplish that along with a few of the scenarios that might throw your plan off.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 8: The Problems with Do It Yourself Online Estate Planning

During this uncertain time, many people are realizing the importance of creating an estate plan, and acthey're turning to online DIY websites to get things done quickly and cheaply. But what are the risks of using these websites? Nick will discuss how these DIY websites work, and what essential parts of estate planning they overlook.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 7: The 5 Steps to the Probate Process

Quite often, estates end up going through probate court for one reason or another, but do you know what that process looks like? Let's take a detailed look at the five steps of the probate process so you'll know everything it takes to eventually close the estate.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 6: How to Protect Your Child's Inheritance from Their Spouse

While parents must ultimately accept their child's choice of spouse, they do not need to accept the fate that many families have fallen victim to: watching their child's partner waste their hard-earned money (or even worse, take it away during a later divorce)! Luckily, families who think ahead and make sure that their estate plan protects against all possible contingencies are able to protect their nest egg from transferring outside of the family.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 5: Comparing A Last Will & Testament To A Living Trust

If you wish to pass down your estate to your heirs, it is important to distinguish the difference a will and a trust. They both share the same goal, but both accomplish this in a very different manner. Nick will break down the main differences between these two items and help you gain some clarity on which one may be right for you.
Blog: https://www.cincinnatiestateplan.com/single-post/2017/08/29/Comparing-a-Will-and-a-Trust
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 4: The 3 Mistakes Most Attorneys Make With Clients’ Trusts

There are many attorneys that do a great job of setting up a client with a solid, reliable trust. Unfortunately, there are some attorneys out there that do not do such a spectacular job and leave clients to tie up the loose ends for themselves. Nick will run down the most common mistakes dealing with trusts that he has seen in his career and how they can leave a significant impact on you if you do not fix them.
Blog: https://www.cincinnatiestateplan.com/single-post/2018/02/21/The-Three-Mistakes-Your-Other-Estate-Planning-Attorney-Made-With-Your-Trust
Contact:
513-463-6789
info@CincinnatiEstatePlan.com