Complete Estate Planning

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

Ep 58: Why Your Investments Matter in Your Estate Plan

It is always prudent to work with experts who specialize in a certain area. Use your estate planning attorney for your estate plan, your financial advisor for your investments, your CPA for your taxes, etc. Although all of your professionals should “stay in their own lane”, the work that they do is interconnected.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 57: Filling The Box - How To Make Sure Your Trust Actually Protects Your Assets

Setting up a trust is a great way to protect your loved ones after you’re gone. However, just signing the legal documents is only HALF of the job. You not only have to establish the trust, but you have to make sure your trust will actually control and protect your assets the way you want.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 56: Why Every Trust Needs A Will

Many families choose a trust as the best way to manage and distribute their inheritance after they pass away. However, people are surprised to find out that they still need a will EVEN IF they have a trust.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 55: When Should I Give My Children Their Money?

It is impossible to predict the future. However, families with underage beneficiaries often have to work with their attorney to do just that. When it comes to leaving an inheritance to children, grandchildren, etc., a good attorney won’t just ask “how much” to give each person. He or she will also ask “when”, “why”, and “what for”.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com