📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/

🎓 Join Us for Our Next Workshop:

This question has been trending and on the rise: “Why wait until we’re gone to help the people we love?” Nick explores the “Prodigal Son” approach, advancing an inheritance while you’re still alive, and why it’s becoming more common. You’ll also hear how generosity today can be done thoughtfully, without creating unintended problems tomorrow.

Here’s some of what we discuss in this episode:

🎄 Seasonal Update: Winter Sports and Year-end planning

💸 Inheritance Advance: What it actually means for you

⚠️ Pitfalls: Fairness, documentation, and family tension

🧾 Ways to Do It: Let’s take a look at gifts, loans structured options

⚖️ Legal Planning: Protecting everyone involved

Our website: https://cincinnatiestateplan.com/

Phone: 513-463-6789

Contact our team: [email protected]

Check out our free resources here: https://cincinnatiestateplan.com/free-resources/

Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/

🎓 Join Us for Our Next Workshop:

What do you do when your adult children aren’t responsible with money but you still want to make sure they’re taken care of after you’re gone?

Today we answer a question facing many parents about what estate planning options are available when you’re worried about handing over an inheritance to kids who will likely mishandle it. Nick explains the practical, realistic options parents have when an adult child may never be “money-ready.” Whether the concern is financial immaturity, addiction, or lifelong poor habits, we’ll show you why “controlling from the grave” isn’t negative and often the most loving choice.

Here’s some of what we discuss in this episode:

🎯 Not “controlling”, protecting - Supportive guardrails, not punishment.

📝 Trust rules matter - Income-only, installments, or full discretion — you choose.

🧑‍⚖️ Pick the right trustee - The job must match the complexity.

🏦 Corporate trustees are options - Especially when oversight is lifelong.

🔍 Define needs before picking people - Build the rules, then choose who enforces them.

Our website: https://cincinnatiestateplan.com/

Phone: 513-463-6789

Contact our team: [email protected]

Check out our free resources here: https://cincinnatiestateplan.com/free-resources/

Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/

🎓 Join Us for Our Next Workshop:

Serving as an executor can feel like being dropped into the middle of a complicated project without a clear instruction manual. The role comes with legal duties, financial responsibilities, and emotional pressure, often during a time of grief. Many executors start the job with good intentions but make avoidable mistakes simply because they do not know the rules. This episode breaks down the most common pitfalls so first-time executors can understand what causes problems and how to steer clear of them.

Here’s some of what we discuss in this episode:

🏡 Protect the assets - Secure the home, valuables, insurance, utilities.

📜 Follow court rules - Missing deadlines = real consequences.

💸 Never mix money - Separate estate account only.

🧾 Track every expense - Receipts, statements, documentation.

💀 Understand debts & taxes - IRS, final returns, estate income — all unavoidable.

Our website: https://cincinnatiestateplan.com/

Phone: 513-463-6789

Contact our team: [email protected]

Check out our free resources here: https://cincinnatiestateplan.com/free-resources/

Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/

🎓 Join Us for Our Next Workshop:

A heartbreaking moment becomes even more stressful when an executor walks into the bank with a will and death certificate, only to be told they can’t access a parent’s accounts. In this episode, Nick tackles a common scenario that trips up many families settling estates. Discover the hidden steps and expert guidance that can make all the difference.

Here’s some of what we discuss in this episode:

🏦 When the Bank Says No: why your will and death certificate aren’t enough

📜 Court Approval Required: the legal steps missing before you can access accounts

⚖️ Get Legal Guidance: why an estate attorney must be part of the process

📚 What To Do Next: practical steps and resources for new executors

Our website: https://cincinnatiestateplan.com/

Phone: 513-463-6789

Contact our team: [email protected]

Check out our free resources here: https://cincinnatiestateplan.com/free-resources/

Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/

🎓 Join Us for Our Next Workshop:

Nick digs into what it really feels like to be handed the responsibility of administering a parent’s trust, something most people assume will be simple until they’re the one in charge. This conversation puts the process into plain language, easing the fear and confusion that often comes with suddenly being “the one” who has to handle everything. It’s a down-to-earth reminder that the job is doable, especially when you understand what matters most.

Here’s some of what we discuss in this episode:

📘 Trust Administration Basics: what it means to be “the one in charge”

🏛️ Trusts vs. Probate: why a trust avoids court but still requires work

📢 Beneficiary Notices: what must be shared and why you can’t skip it

💼 Managing Assets: securing accounts, property, and everything in between

🧾 Taxes & Record-Keeping: final filings, surprise forms, and why timing matters

Our website: https://cincinnatiestateplan.com/

Phone: 513-463-6789

Contact our team: [email protected]

Schedule your no-cost consultation: https://cincinnatiestateplan.com/contact/

Join us for our next workshop: https://cincinnatiestateplan.com/workshops/

Check out our free resources here: https://cincinnatiestateplan.com/free-resources/

Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/

🎓 Join Us for Our Next Workshop:

Ready for a surprise in estate planning? Imagine picking up the phone to learn you’re now responsible for an old family will, one you barely remember, for someone you hardly see. What now? Nick talks about what happens when you’re named executor of a will you never expected to handle and what your real options are. It’s a reminder that roles in an estate plan are voluntary, flexible, and meant to reflect current relationships, not old assumptions. You may have far more freedom here than you think.

Here’s some of what we discuss in this episode:

🙅 Voluntary Roles: being an executor or trustee is a choice, not an obligation

🚪 You Can Step Down: executors can resign or decline without legal penalty

👤 Check the Backup: knowing who’s next in line helps you decide wisely

🔄 Update Regularly: wills should evolve as families grow and circumstances change

🗣️ Communicate Early: talk through executor roles as adult children become capable

Our website: https://cincinnatiestateplan.com/

Phone: 513-463-6789

Contact our team: [email protected]

Check out our free resources here: https://cincinnatiestateplan.com/free-resources/

Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/

🎓 Join Us for Our Next Workshop:

When siblings inherit a house, conflicting ideas about its future can turn a family asset into a source of tension. In this episode, Nick explains the importance of clear communication, fair valuations, and formal legal steps to avoid disputes. Tune in to discover practical strategies to resolve differences and protect relationships while handling a shared inheritance.

Here’s some of what we discuss in this episode:

💰 Buyouts Explained: how to fairly compensate each heir

⚖️ Legal Remedies: what a partition action means and how it works

📈 Rental Potential: turning an inherited home into an investment

🧾 Fair Valuation: why professional appraisals are critical

🤝 Family Harmony: how clear communication can prevent future disputes

Our website: https://cincinnatiestateplan.com/

Phone: 513-463-6789

Contact our team: [email protected]

Check out our free resources here: https://cincinnatiestateplan.com/free-resources/

Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/

🎓 Join Us for Our Next Workshop:

Estate planning can feel overwhelming, especially when it’s unclear what’s expected of you and what your attorney will handle.  In this episode, Nick demystifies the estate planning process and explains exactly what to expect. You’ll learn how to prepare, what decisions are most important, and how to work together for the best results. Ready to take the guesswork out of estate planning? Tune in and get a better understanding of your role in the process.

Here’s some of what we discuss in this episode:

⚖️ Attorney’s Role: How your attorney shapes your estate plan with legal expertise

📋 Client Responsibilities: What you need to bring and share with your attorney

🗣️ Open Communication: The importance of transparency and honesty during the process

🏡 Family Dynamics: Understanding the role of family and asset distribution in your plan

👨‍⚖️ Partnering for Success: Estate planning is a partnership—what you bring and what your attorney provides

Our website: https://cincinnatiestateplan.com/

Phone: 513-463-6789

Contact our team: [email protected]

Check out our free resources here: https://cincinnatiestateplan.com/free-resources/

Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/

🎓 Join Us for Our Next Workshop:

Remarriage can bring joy, companionship, and a fresh start, but it also raises complicated financial and family questions. Nick tackles one of the most common challenges blended families face: how to provide for a new spouse without jeopardizing your children’s inheritance. He explains how thoughtful estate planning can protect both sides, prevent future conflicts, and give you peace of mind knowing your loved ones are secure.

Here’s some of what we discuss in this episode:

💍 Remarriage Realities: financial and emotional challenges of later-life marriages

💸 Common Hurdles: managing property, inheritance, and family expectations

🏠 Smart Solutions: how to protect your spouse’s housing rights without giving up ownership

📜 Detailed Planning: legal tools and trust strategies that balance fairness and control

Our website: https://cincinnatiestateplan.com/

Phone: 513-463-6789

Contact our team: [email protected]

Schedule your no-cost consultation: https://cincinnatiestateplan.com/contact/

 Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/

🎓 Join Us for Our Next Workshop:

Most people know they should have a will, but over half of Americans never get around to it. In this episode, Nick breaks down what really happens when someone passes away without one, and the difficult complications that follow. He also shares guidance for those trying to help aging parents who refuse to finalize their wills and explains how his firm helps families navigate these complex situations.

Here’s some of what we discuss in this episode:

⚠️ Understanding the Risk: what happens legally and emotionally when someone dies without a will

❌ Why People Delay: common excuses and misconceptions that keep families unprepared

🏛️ Dying Intestate: how the state decides who’s in charge and who inherits

📜 Executor & Probate: what the court process looks like and why it’s more complicated without a will

💬 Guidance for Families: how to help loved ones plan ahead, or handle it when they don’t

Our website: https://cincinnatiestateplan.com/

Phone: 513-463-6789

Contact our team: [email protected] 

Check out our free resources here: https://cincinnatiestateplan.com/free-resources/