Complete Estate Planning

What happens when your name is on a parent’s bank account or home as a co-owner, yet their will says everything should be split among the three siblings? That’s the situation we’re addressing in this…

Even if you’re planning to leave everything to just one person, like an only child, it might feel like you don’t need an estate plan. After all, what could be simpler than passing everything on to a …

What happens when you have assets in your name but you don’t really consider them yours? It’s not that uncommon to work with people who need to account for things like a parent’s home or a child’s ba…

A well-drafted trust should protect your assets, ensure your wishes are followed, and make things easier for your loved ones. However, even estate planning attorneys can make mistakes that lead to co…

When it comes to children’s inheritance, should they all receive their share at the same time, or should each child wait until they reach a specific age? In this episode of Complete Estate Planning, …

One of the biggest decisions a married couple faces when setting up an estate plan is whether to create a joint trust or separate trusts. The right choice depends on several factors, including how th…

We talk a lot about estate planning on this show, but what about the other side of the equation- inheritance? Today, we’re diving into how people screw it up. There are plenty of ways to go wrong, bu…

Many people start out with a will, but is there a time when it makes sense to upgrade to a trust? Is it possible, and what does that process look like? We’ll walk you through the steps, share when it…

Understanding whether a Special Needs Trust is necessary can be complex, especially if your child isn’t receiving Social Security Disability benefits. In this episode, we explore the purpose of Speci…

Estate planning covers a wide range of scenarios, and most often, it involves taking care of your family or spouse. But what happens if you’re not married and still want to ensure your partner is pro…

Life is unpredictable, and sometimes the unexpected can happen. Today, we’re discussing a tough scenario: what if you undergo surgery and don’t make it? Tune in as we explore key estate planning prec…

What happens when your spouse passes away? What comes next? In today's show, we'll discuss some important action steps to take, key estate planning documents to review, beneficiary designations to co…

How many 'what-ifs' do you need within your estate plan? In this episode, we’ll dive into the importance of contingencies in estate planning and walk you through the step-by-step process Nick and his…

We’re always talking about how important it is to have an estate planning attorney. But what if your attorney is actually screwing some things up? Today, we’re diving into 8 ways they might be gettin…

Are you considering tackling your estate plan on your own? While it's certainly possible, the dangers of DIY estate planning often hide beneath the surface. In today's episode, we're going to bring s…

As the election approaches, many are wondering how the outcome might affect their finances and taxes- but have you thought about your estate plan? In this episode, Nick covers some of the potential e…

You’ve established your estate plan- does that mean you’re all set? Not quite! Regularly reviewing and updating your estate plan is important. But when should you do this? In today’s episode, we’ll d…

Is privacy a concern for you in estate planning? In this episode, we dive into essential strategies to protect both your family's confidentiality and your estate. Tune in to learn how proactive plann…

In today’s episode, we’re breaking down the differences between two types of power of attorney: springing and immediate. What sets them apart? And why might choosing an immediate power of attorney be…

Most people want to leave their money to their children. But what happens if the primary beneficiary isn’t around to receive it? In that case, the gift lapses and a backup beneficiary is designated. …