Complete Estate Planning

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

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