Complete Estate Planning

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

Ep 54: What If Someone Puts You In Charge Of Their Estate Plan?

Most of the focus on this show is about properly setting up your own plan to protect your family and your life savings. However, many people find themselves on the other side of the equation. What should you do if someone names you in their own estate plan?
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 53: Estate Planning Battle Royale: The Commodity vs. The Professional Service

There are two schools of thought on estate planning. The first (which we disagree with) is that estate planning is merely a commodity. All plans are the same. The second (and proper viewpoint) is that estate planning is a professional service. Let’s outline the differences.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 52: Student Loans After You Die

With tuition costs continuing to rise, more and more families are taking out student loans to pay for higher education. Many times, the student AND the parent both have loans. What happens to them when you die?
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 51: “Thanks But No Thanks”… The Worst Assets To Inherit

People always want to pass their estate smoothly to their heirs after they pass away. Many conversations with families revolve around who gets what. An even better conversation incorporates questions about why, when, and how the inheritance will pass. However, there are certain situations where your heirs may not even want what you leave to them.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 50: What Should I Tell My Executors, Trustees, Power of Attorney Agents, and Guardians?

Picking the right fiduciaries is one of the most important parts of estate planning. After all, you need to decide who will be responsible for taking care of you, your finances, your inheritance, and your children! Once you’ve set your plan up, should you tell the people you have chosen? How much do they need to know? Isn’t some of this private?
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 49: Who Can You Trust? Picking Guardians, Trustees, Executors, and Agents

One of the hardest parts of estate planning is deciding who you can count on to carry out your wishes. While they are required to take care of you/your estate and they must follow your instructions, they will have some leeway and decision-making power on their own.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com