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

🎓 Join Us for Our Next Workshop:

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