Complete Estate Planning

Ep 48: Hidden Dangers With Transfer-on-Death and Beneficiary Designations

Setting a transfer on death (aka TOD or POD) or a beneficiary designation on an account can be an easy way to direct the inheritance after you’re gone. It is quick, (usually) easy, and best of all, you don’t need to hire a professional to do it! However, there are a number of pitfalls to watch out for and situations where they may not go as planned.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 47: What to Do With the Family Vacation Home

Passing property along can be a challenge, but trying to do so with multiple parties involved gets even more difficult. Today we're going to run through a long list of considerations and questions we pose to clients that want to include a vacation home in their estate plan.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 46: How Many Trusts Do I Need?

Trusts are great estate planning tools for families but is one enough? Is there ever a situation where you might need more than one? We'll dive into the scenarios on this episode.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 45: Planning For A Child With Special Needs

This episode is all about how to build an estate plan if you have a child with special needs. You may wish to leave them an inheritance, or set up proper care for them once you pass. Careful planning beforehand is absolutely crucial in this area especially if the child is receiving assistance from the government. Nick will talk about some efficient strategies he uses in his practice and some considerations to keep in mind as you build out your plan.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 44: Facebook & Bitcoin - Estate Planning For Your Digital Assets

Social media accounts are as popular as ever. Most people in USA have accounts on many different platforms. Cryptocurrency has gotten a lot of press recently (Bitcoin being the most popular). However, it brings up a broader question about digital assets and how they work within your estate plan. While electronic/digital accounts, banking, etc. can make things easier in your everyday life, it can make things more complicated after someone gets sick or passes away.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 43: Save The Animals: Estate Planning For Pets

Many people have pets. Sometimes, they love them more than their own children (or at least they are better behaved). Some require more specialized care or attention than others. Some are expensive to care for. Many families are worried about their pets going to a shelter if no one wants to take care of them (hopefully at least a no-kill shelter).
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 42: Estate Planning If You Hate Your Family

Most of what we talk about is how to make the best of a tough situation (getting sick, passing away), and how to make sure things go smoothly. Good estate planning is a selfless act, you want to make sure things are set up properly and easily for those you leave behind. But…what if you DON’T want to make things easier for your family? What would you do? Here are Nick’s tips on what to do if you want to cause stress for your family after you’re gone.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 41: Estate Planning If You’re Already Dead

Might seem counter-intuitive to what we’ve already discussed, but, dead people do have an estate plan (even if they didn’t write one themselves before passing). Each state has a default formula to fall back on if there is no plan. However, it usually doesn’t go the way you want it to.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 40: Hidden Dangers From Probate & Real Estate: Scams, Rip-Offs, and Identity Theft

There are tons of scams/rip offs, etc. out there. However, for someone dealing with a probate case or buying/selling a house, they seem to get bombarded. Why is this happening, how do they get your information, and what can you do to protect yourself?
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 39: You Might Want To Avoid Probate Court If…

We rip on probate court a lot in this podcast. What can I say, it is a government-run inheritance program? It does have its purpose, and it is certainly needed as a backup. However, here are some specific situations where the headaches of probate can be amplified (and when it might be important to look at ways to avoid probate).
Contact:
513-463-6789
info@CincinnatiEstatePlan.com