An estate plan is not something you can just set and forget about. The plan has to change when certain situations in your life get altered. Nick will talk about when you may want to make some tweaks to your estate plan, so it stays relevant to your life and situation.

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513-463-6789

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ARAG is a popular legal insurance plan that has become popular among employers. At face value, this can seem like a great deal that will save you a lot of time and money. Nick will pull back the curtain and break down how this works from an attorney's perspective and other considerations you should be aware of.

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513-463-6789

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When it comes to estate planning, most people correlate it with older adults who have accumulated a lot of assets throughout their life. But estate planning is just as important for young adults too. Nick goes over what rights that parents no longer have when their child turns 18 and some steps you can take in order to get important information in a critical situation.

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513-463-6789

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Not all attorneys are created equal. Most are (hopefully) honest, hard-working, ethical people. Some might even know what the heck they are doing. However, there are numerous situations where you, the client, should proceed with caution. Here are a few situations where you might want to run right out the door!

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It is never easy to talk with your parents about their own affairs. After all, you are their child. However, people NEED to know certain things about their parents’ estate planning, especially if they will be the ones left taking care of things when their parents become ill or pass away.

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513-463-6789

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Things obviously get pretty overwhelming when a new child comes into your family. Usually, parents end up dealing with the immediate needs of the new baby that are right in front of them. However, all new parents should make sure their estate plan is reviewed (or established) and we'll walk through the four things you need to address now.

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513-463-6789

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Probate court can be a very time-consuming and expensive process so it's easier on everyone in your family if you can avoid going that route with your estate. Let's look at the three ways that you can accomplish that along with a few of the scenarios that might throw your plan off.

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513-463-6789

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During this uncertain time, many people are realizing the importance of creating an estate plan, and acthey're turning to online DIY websites to get things done quickly and cheaply. But what are the risks of using these websites? Nick will discuss how these DIY websites work, and what essential parts of estate planning they overlook.

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513-463-6789

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Quite often, estates end up going through probate court for one reason or another, but do you know what that process looks like? Let's take a detailed look at the five steps of the probate process so you'll know everything it takes to eventually close the estate.

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513-463-6789

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While parents must ultimately accept their child's choice of spouse, they do not need to accept the fate that many families have fallen victim to: watching their child's partner waste their hard-earned money (or even worse, take it away during a later divorce)! Luckily, families who think ahead and make sure that their estate plan protects against all possible contingencies are able to protect their nest egg from transferring outside of the family.

Contact:

513-463-6789

[email protected]