Complete Estate Planning

Ep 78: Watch Out For Financial Abuse!

As people age, they tend to rely on others to help out. Spouses, children, and other family members often step in to help handle everything from the finances to cutting the grass. If there are no family members that are trustworthy and capable, many look to service providers, caregivers, and other “outside” options. Unfortunately, as people age and become reliant on others, that can make them targets for financial abuse.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 77: Should You Micromanage Your Trustee?

Different types of estate plans allow different levels of flexibility. When setting up a trust, the Trustmaker usually has an opportunity to get extremely detailed in the instructions left for the Trustee to follow when distributing your estate after you pass away. The rules you put in place (and how much discretion you want to leave for your Trustee) should be careful considered. It is impossible to think of every situation that could arise after you pass away. However, there are ways to set rules, boundaries, and guidelines while “future-proofing” your estate and planning for the unexpected after you pass away.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 76: Preparing For Your Estate Plan Review Meeting

Many families (and their attorneys) treat estate planning as a one-time transaction. They “set it and forget it.” However, you are ahead of the game! You have decided to have a review meeting with your estate planning attorney to make sure your plan still works the way you intended it to work. Just like having a check up at the doctor, there are certain things you should do to prepare for the meeting.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 75: When Your Child Has A Drug Or Alcohol Problem

When putting together your estate plan, you want to make sure that your assets are going to causes and people you care about. This can be difficult if someone you would like to pass assets down to struggles with drugs, or alcohol. Today we will discuss the questions you should be asking yourself in order to create a plan that is suitable for you and your situation.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 74: The Fight Over Lisa Marie Presley’s Estate Plan

You may have heard about this in the news, but Lisa Marie Presley died on January 12th (2023), at the age of 54. Lisa was the only child of Elvis Presley. She left behind her mother, Priscilla Presley, and her daughter, Riley Keough. Lisa’s son Benjamin Keough passed away a couple of years ago. While sad in its own right, the news has been filled with details that Lisa’s mother, Priscilla, is challenging some changes made to Lisa’s estate plan.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 73: What The *** Am I Going To Do With My House?

If you own a home (or multiple homes), you understand that it may be difficult to have multiple co-owners on a property. For many families, the home is also one of the largest assets. Let’s walk through some different scenarios and options on how to handle the house.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 72: Should Everyone Get An Equal Share?

When leaving an inheritance to children or grandchildren, many families prefer to treat everyone the same. Each child (or grandchild) will receive an equal share of the inheritance. While it is the “default” answer, it is not always the right answer. We will discuss some situations where it might not be ideal to leave an equal share to everyone.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 71: ”I Didn’t Realize There Would Be a Medical Test!”

Many people go through the estate planning process in order to provide for their loved ones and/or to allow someone to make decisions on their behalf if they fall ill. However, there are also specific decisions (usually medical) that a person will need to address during the process. For those who are blindsided by this process, it can feel like a medical school exam! Here are some common decisions you may be faced with when preparing your own estate plan.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 70: When the End is Near...

Estate planning (like many things) is always best handled LONG before it is needed. However, even a well-thought-out estate plan should be reviewed periodically. If the family is aware that “the end is near”, it is always a good idea to review certain aspects of the plan and the wishes of the person who is about to pass away.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 69: Giving Gifts As We Approach The Holidays

The holiday season is upon us and many people start to feel charitable this time of year. With that in mind, we wanted to discuss some of the parameters around charitable giving and how it might affect you on this episode.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com