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🎓 Join Us for Our Next Workshop:

You walk into an attorney’s office asking for a simple will, and suddenly you’re being told you “need” a trust. Is that good advice… or just an upsell? Nick explains how estate planning recommendations should actually work, and why a trust isn’t always about complexity or cost. Listen through to discover the key red flags, and green flags, to watch for in your own estate planning conversations.

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

📄 Will vs. Trust: Understanding the real differences beyond the paperwork

🧩 When Trusts Make Sense: Situations where a will can fall short

⚖️ Fiduciary Responsibility: What a good attorney is required to do

🗣️ Asking Better Questions: How open conversations lead to better plans

🛡️ Protecting Intentions: Making sure assets pass the way you expect

Our website: https://cincinnatiestateplan.com/

Phone: 513-463-6789

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