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...

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....

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)....

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...

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

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

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:...

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,...

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:...