Last episode, we started a special two-part series where Nick guided us through the steps involved when someone passes away. We're here to finish up this discussion today. Listen in as Nick talks about what it looks like to settle a trust after death in Ohio. Although trusts can vary widely in complexity depending on the terms of the document,...

We've talked about probate here on the show before, but what does the process look like from start to finish? Join us for a special two-part series, where Nick will guide us through the steps involved when someone passes away. In this episode, we'll outline the key stages of the probate process (based in Ohio). Don't miss our next episode, where...

Our podcast listeners frequently send in questions for Nick. In today's show, we've chosen a few questions to chat about on the air. For example, one listener asks if they need an estate plan since they're single, childless and have a financially independent family. Another asks if there is a way to assist their aging mother with her finances...

You've probably heard the old saying, "What you don't know can't hurt you." But when it comes to inheritance conversations with your children, that isn't entirely true. Stay tuned as we share some crucial considerations for navigating these estate-planning conversations with your loved ones.  Contact:   513-463-6789  ...

With home prices continuing to climb, a house ends up being the most valuable asset for many families. However, it can also be the most difficult to deal with in an inheritance after someone passes away. One of the biggest issues people run into is the owner passing away while the house still has a mortgage or a line of credit against it....

The Corporate Transparency Act (which was enacted in January of 2021) has taken effect as of January 2024. Under the new law, small businesses have new disclosure and reporting requirements with the Financial Crimes Enforcement Network. This law is retroactive and includes businesses that were already in existence BEFORE the CTA went into effect....

Many people automatically think of how to handle or “plan” for their assets when estate planning comes to mind. However, inheriting someone’s assets is only one piece of the puzzle. This is why someone asking “How much money do I need to have before I create an estate plan?” is always the wrong question. Let’s cover a number of estate planning...

An important (and often overlooked) part of estate planning involves arranging for a person to have their medical needs taken care of. This usually involves a combination of appointing a decision maker (your power of attorney agent or surrogate, depending on the state you live in) and using an advanced directive to affirmatively state your...

We have listeners from all over the country reach out and ask us estate planning questions, so we thought it would be helpful to answer some of those questions on the podcast today. One listener asks how to handle partial business ownership interest in a small business. Another listener asks about the most effective and beneficial way to leave a...