Complete Estate Planning

Ep 38: Your Estate Planning Documents Are The Same As Your Kitchen Appliances: How All The Pieces Work Together

There are a lot of moving parts (and documents) in a COMPLETE estate plan. Many families get into trouble by randomly picking one-off documents while neglecting others, or not by making sure everything is reviewed and put together at the same time with the same overall plan. Just like kitchen appliances, you don’t want to get your dishwasher, microwave, stove, and fridge from 4 different brands at 4 different stores are 4 different times. Each document serves a specific purpose, but they also work together as a whole unit to make sure you’re taken care of.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 37: Planning During an Emergency

Throughout the years, Nick has seen many situations where families come in to start estate planning during a crisis. Sometimes he's able to help out these families, but sometimes it's too late to put together a plan. We will discuss different crisis scenarios on today's show and what solutions might be present in each situation.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 36: What If Charitable Giving is a Priority for You?

Before you pass away, you may decide to allocate some money to a charity of your choice. There are numerous strategies and ways to implement a plan like this, so we will discuss a few strategies and the reasons behind each method.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 35: Estate Planning For Families Without Children

Whether you're planning to have children in the future or you choose not to at all, it's important to have a plan in place for what happens to your estate when you pass. Nick discusses ways you can make sure your assets go where you want them to when that day comes.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 34: When To Consider Using A Professional Trustee Or Executor

A lot of discussions on this show revolve around putting together a comprehensive estate plan. But now we need to discuss who puts that estate plan in action once you pass away. There are many complex situations that might require you to hire a professional executor to carry out your wishes and we will go over some of these reasons today.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 33: Estate Planning For Unmarried Partners

Many situations arise that are “easier” or have some sort of “default” decision. However, those get thrown out the window for partners who decide not to legally marry. Whether the relationship is still progressing, the partners don’t feel like going through the hassle of getting married (or getting married again), or if there are other factors at play, these family situations require extra care.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 32: Dealing With Credit Cards After Death

Most people have multiple credit cards nowadays. Many have bills and subscriptions automatically being paid each month. Some accrue rewards/perks such as cash back, points, or frequent flyer miles. One thing they all have in common is the late fees, penalties, and interest charges if payments are missed. What happens to all of this when the cardholder dies? Should you worry about identity theft? How are things handled?
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 31: Estate Planning Issues For Business Owners

Business owners are particularly vulnerable to some misconceptions and false assumptions about their estate plan. There are a lot of items you need to have in place for the transfer of a business to go smoothly, so that your employees still get their paychecks and your business doesn't get sent to probate. Nick will discuss some ground rules business owners should have in place for that inevitable transfer of power and important nuances to keep in mind.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 30: Why Owning A Home May Complicate Your Estate Plan

There's no doubt that a home is one of the biggest asset we will own in our lifetime. Unfortunately, after we pass away, the home is not a quick and easy transfer to your beneficiary. There are a lot of nuances involved and you want to make sure you do it correctly to avoid probate and other pain points. Nick talks about some of the ways you can transfer your home after you pass and the easiest ways to do it.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 29: Larry King – Secret, Handwritten Will, Probate Contests, An (almost) ex-wife, and Unfunded Trusts

Larry King recently died. He was worth estimated $144 million. Most of the assets are to be settled privately, un-contested, and safely through various trusts (that we will never know about. So why the heck are we hearing about a $2 million probate, his wife (Shawn King), who he was in the middle of divorcing, contesting a secret, hand-written last will & testament? And why the heck is it public record and we’re hearing all about it?
Contact:
513-463-6789
info@CincinnatiEstatePlan.com