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.

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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?

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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.

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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 planned.

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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.

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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.

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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 efficient strategies he uses in his practice and some considerations to keep in mind as you build out your plan.

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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. can make things easier in your everyday life, it can make things more complicated after someone gets sick or passes away.

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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).

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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 you do? Here are Nick’s tips on what to do if you want to cause stress for your family after you’re gone.

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513-463-6789

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