Complete Estate Planning

Ep 68: Acquiring New Assets AFTER You Set Up Your Estate Plan

It can be challenging to ensure that your estate plan is up to date and that all of your assets are included. We will discuss what you should do about adding new assets to your plan for today's show.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 67: Show Me The Money……Later? Advantages To Leaving Your Inheritance In Trust

After someone passes away, the executor or trustee is responsible for carrying out the wishes of the deceased person and settling the estate. This could include paying bills, settling debts, filing taxes, selling assets, etc. Eventually, it is time for the beneficiaries to receive their inheritance. While it may be tempting to “take the money and run”, this may put their inheritance immediately in danger. Those who are receiving an inheritance from a trust may have opportunities to protect the money they receive from current (or future) problems.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 66: What Happens When The First Spouse Dies? (The False Sense Of Security)

When someone passes away, the “what happens next” is usually dictated by the decedent’s estate plan (if they had one), or by state law, if there was no plan. However, there are special circumstances that apply when a married person passes away but their spouse is still alive. Often times, a family may end up getting “lucky” and avoid some of the major headaches. However, this is not always the case. It can also lead families into a false sense of security because “nothing bad happened when my spouse died”.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 65: Does Your Estate Plan Have An Expiration Date?

Very few things in life last forever. Cars break down, cell phones become out of date, food goes bad, even a good bourbon can spoil if you don’t store it properly. Sadly, many people look at estate planning as a one-time activity (set it and forget it). While your estate plan might technically not have an expiration date, there are many times when it could end up “going bad” if not properly updated.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 64: Future-Proofing Your Estate Plan

Many consider estate planning as the art of setting out your wishes while also trying to predict all of the “what ifs” that may or may not happen in the future. Obviously, unless you have a crystal ball, it is impossible to know the future. However, there are a number of predictable/potential what-if scenarios that a good estate plan should cover.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 63: Mailbag Episode: Questions Submitted From Audience

We dedicate this show to answer some mailbag questions that have come in from our listeners. We will discuss protecting a company's assets, if a trust is necessary for one retirement account, and liability protection.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 62: How To Attack/Challenge A Vulnerable Estate Plan

On this episode, we’ll talk about various ways to challenge, undo, or override an estate plan. We’ll also discuss the circumstances when this might be appropriate.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 61: When Death = Taxes

Everyone has heard the famous quote from Benjamin Franklin “In this world, nothing is certain except death and taxes.” Although taxes are often discussed with a financial advisor and CPA, many families don’t consider the tax consequences of their estate plan. Here are the taxes to be aware of.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 60: Beneficiary Designations: The Halfway House Estate Plan

Many types of accounts allow the owner to designate beneficiaries to receive the account after the owner dies. This can be a quick, easy, and no-cost way to pass on the account after someone dies. However, the ease of setting up beneficiary designations can trap some into assuming their estate plan is “done”. It is one piece of the puzzle, but not the entire puzzle.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 59: Using a Trust as a Utility Knife

Most times, people look towards setting up a trust as a flexible, efficient, private, customized way to manage an inheritance plan for their loved ones. However, because of its flexibility, a trust can be used as a “utility knife” and help families and small businesses in a variety of other situations.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com