Complete Estate Planning

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.

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513-463-6789

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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 plan more thorough.

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513-463-6789

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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 gets an estate plan in place.

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513-463-6789

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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 you want your family to be taken care of.

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513-463-6789

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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 us about how certain companies and professionals minimize the importance of estate planning and red flags to look out for.

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513-463-6789

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There are times in life that you may have to make a rushed decision and be able to perform under pressure. Your estate planning should be one of those rushed decisions. It's important to be able to make each decision with a clear head with plenty of time. Nick will walk us through why getting your estate plan done sooner than later is crucial.

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513-463-6789

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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.

Contact:

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.

Contact:

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!

Contact:

513-463-6789

[email protected]