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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/

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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

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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/

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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

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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

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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

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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/

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

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Even the best-written will or trust can be undermined if your beneficiary designations, account titles, or ownership structures aren’t in sync. In this episode, Nick breaks down how these critical details interact and why they ultimately decide where your assets end up. Learn how to avoid common pitfalls and ensure every part of your estate plan works together seamlessly, so your wishes don’t fall by the wayside.

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

📄 Coordinating Documents: making wills, trusts, and accounts work together

🧾 Beneficiary Priority: why designations override your will or trust

🏛️ Will-Based Planning: using beneficiaries to avoid probate delays

👥 Joint Ownership Risks: why adding names can create hidden problems

⚠️ Common Mistakes: outdated or missing designations that derail plans

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

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Navigating the world of power of attorney isn’t as simple as waving a piece of paper, institutions don’t always just take your word for it. Nick breaks down what you need to prepare in advance and shares practical tips to help you turn that “paper” into real power. Don’t let red tape slow you down, get your ducks in a row now, so you’re ready when it matters most.

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

🍬 Candy Tax: Nick’s take on parents “inspecting” their kids’ candy a little too thoroughly

⚖️ Power of Attorney Problems: why having the document isn’t always enough

🚧 Common Roadblocks: what stops banks and hospitals from honoring your authority

🧩 Overcoming Challenges: practical steps to make your POA actually work

🧠 Plan Ahead: preemptive measures and smart tips to avoid future hassles

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:

In today's episode, we're tackling a common dilemma: "How do you pick the right executor when you have multiple children?" This question often arises in families with multiple adult children, where feelings of fairness and equality are important. Nick shares his insights on the pros and cons of naming co-executors and why assigning the job to someone capable is essential for a smooth estate process.

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

📝 Executor Role: It's about assigning a responsible job, not showing favoritism

⚖️ Co-Executors: They promote transparency but can complicate the process

💡 Prioritize: Focus on getting the job done, not on avoiding hurt feelings

💸 Family Conflict: Inheritance distribution, not the executor role, is often the real source of tension

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