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

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

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....

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?...

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

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...

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...

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

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