Complete Estate Planning

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

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