After a loved one passes away, the days and weeks that follow after can be difficult and very emotional. You may feel overwhelmed with all of the things that now need to be taken care of and it's a process that can be tough to begin if you have no idea where to start. Nick talks about the affairs that should be taken care of when someone passes...

Everyone loves a deal. Saving money is great. We all know that you get what you pay for, but we’ll go behind the scenes of what it takes to get an estate plan prepared the right way. Then, we’ll examine some situations (low cost) and uncover the industry secrets for the low-bidders in the industry so the public can make informed decisions....

Today we sit down with the founder of Companions on a Journey, Sheila Munafo-Kanoza. Shelia tells us about her personal story of dealing with loss and how these events led her to start this organization. We also discuss the different ways people may grieve and some helpful tips for this holiday season with COVID-19 upon us. Contact: 513-463-6789...

On this episode, Nick takes on a difficult conversation of how blended families can plan for the future when it comes to their kids. He presents a number of different examples of situations couples can find themselves in, as well as a few solutions that will help make the process much smoother when it comes to distributing assets. Contact:...

On this episode, Nick takes on a difficult conversation of how blended families can plan for the future when it comes to their kids. He presents a number of different examples of situations couples can find themselves in, as well as a few solutions that will help make the process much smoother when it comes to distributing assets. Contact:...

On this episode, we take a look at the estate planning of one of Nick's clients. This plan was completed 11 years ago, but unfortunately the client no longer has the mental capacity to make decisions by herself. Nick walks us through the plan she had in place, the roadblocks that came up, and what changes that could have been made to make the...

We've all heard incredible stories of people that went from rags to riches and built their success from the ground up. But how should they pass along that wealth to their children, or family that haven't had to put in all the hard work? Nick discusses a few options to pass along a great amount of wealth and it's imperative that a self-made person...

No one is required to know about your plan. However, there are certain people that it is a good idea to inform them of certain aspects.. When it is time for your family and your decision-makers to step in, it is because they can no longer ask you what you want. Don’t leave it to chance, don’t leave them guessing how you want to be treated and how...

We've reiterated many times on this show how you want your estate planning to be done correctly, but there are still many companies out there that try to cut corners when it comes to putting your plan together. In many instances, the estate plan is put together by a computer algorithm that does not actually consider your needs. Nick will talk to...