This podcast is all about estate planning. We believe that the best estate plans start with a good understanding of the issues and options involved, and this podcast is helps you understand more about what goes into making the right estate plan for you and your loved ones. We talk about wills, revocable trusts, probate, irrevocable trusts, powers of attorney, health care directives, taxes, and all of the other issues you need to know for your estate plan.

Watch on YouTube below or subscribe via your favorite podcast app.

iHeart Radio Amazon Music Spotify PodBean Apple Podcasts Podchaser

Ep 124: Understanding Ohi…
December 5th, 2024

Ep 124: Understanding Ohio Health Care Directives

Watch Now
Ep 123: Trust Amendments…
December 2nd, 2024

Ep 123: Trust Amendments vs. Trust Restatements

Watch Now
Ep 122:
November 21st, 2024

Ep 122: "Do I need to update my trust when I get new assets?"

Watch Now
Ep 121: Does the Corporat…
November 14th, 2024

Ep 121: Does the Corporate Transparency Act apply to you?

Watch Now
Ep 120: How Do Successor…
November 7th, 2024

Ep 120: How Do Successor Trustees Take Over?

Watch Now
Ep 119:
October 31st, 2024

Ep 119: "Doesn't a Trust Protect My Assets?"

Watch Now
Ep 118: Can a Trust own R…
October 24th, 2024

Ep 118: Can a Trust own Real Estate in Multiple States?

Watch Now
Ep 117: Here's the first…
October 17th, 2024

Ep 117: Here's the first thing you need to do for a good estate plan

Watch Now
Ep 116: In estate plannin…
October 10th, 2024

Ep 116: In estate planning, hope for the best but plan for the worst

Watch Now
Ep 115: Doing an Irrevoca…
October 3rd, 2024

Ep 115: Doing an Irrevocable Trust after you already have a Creditor

Watch Now
Ep 114: Three Ways to Dis…
September 26th, 2024

Ep 114: Three Ways to Distribute Assets from your Trust

Watch Now
Ep 113:
September 19th, 2024

Ep 113: "Do I have enough to need a Trust?"

Watch Now
Ep 112:
September 12th, 2024

Ep 112: "Do I Lose Control of my Assets when I Put them in a Trust?"

Watch Now
Ep 111: Don't Give your H…
September 5th, 2024

Ep 111: Don't Give your House to your Kids

Watch Now
Ep 110: Using a TOD Desig…
August 29th, 2024

Ep 110: Using a TOD Designation on your Home

Watch Now
Ep 109: Choosing your Con…
August 22nd, 2024

Ep 109: Choosing your Contingent Beneficiaries

Watch Now
Ep 108: Choosing your Suc…
August 15th, 2024

Ep 108: Choosing your Successor Trustees

Watch Now
Ep 107:
August 8th, 2024

Ep 107: "I don't need an estate plan. I just need a Will."

Watch Now
Ep 106: Telling someone y…
August 1st, 2024

Ep 106: Telling someone your wishes does not make an estate plan

Watch Now
Ep 105:
July 25th, 2024

Ep 105: "Why Do I Need a Will if I Have a Trust?"

Watch Now
Ep 104: Assets
July 18th, 2024

Ep 104: Assets "In Your Trust" or "Owned by your Trust"?

Watch Now
Ep 103: 4 Ways to Avoid P…
July 11th, 2024

Ep 103: 4 Ways to Avoid Probate

Watch Now
Ep 102: 4 Problems with P…
July 4th, 2024

Ep 102: 4 Problems with Probate

Watch Now
Ep. 101: What's the Best…
June 27th, 2024

Ep. 101: What's the Best Kind of Estate Plan?

Watch Now
Ep 100: Why Is a Good Est…
June 20th, 2024

Ep 100: Why Is a Good Estate Plan So Important?

Watch Now
Ep. 99: Crisis Planning f…
June 13th, 2024

Ep. 99: Crisis Planning for Long-Term Care

Watch Now
Ep. 98: Being Proactive i…
June 6th, 2024

Ep. 98: Being Proactive in Long Term Care Planning

Watch Now
Ep. 97: Qualifying for Me…
May 30th, 2024

Ep. 97: Qualifying for Medicaid as a Married Person

Watch Now
Ep. 96: Medicaid Qualific…
May 23rd, 2024

Ep. 96: Medicaid Qualification: Countable vs. Exempt Assets

Watch Now
Ep. 95: Qualifying for Me…
May 16th, 2024

Ep. 95: Qualifying for Medicaid to Cover Long-Term Care Costs

Watch Now
Ep. 94: What is Elder Law
May 9th, 2024

Ep. 94: What is Elder Law

Watch Now
Ep. 93: What's the Differ…
May 2nd, 2024

Ep. 93: What's the Difference between an Heir and a Beneficiary?

Watch Now
Ep. 92: What are Letters…
April 25th, 2024

Ep. 92: What are Letters of Authority?

Watch Now
Ep. 91: How Does the Prob…
April 18th, 2024

Ep. 91: How Does the Probate Court Get Involved in an Estate?

Watch Now
Ep. 90: What is Probate?
April 11th, 2024

Ep. 90: What is Probate?

Watch Now
Ep. 89: What is a Trust?
April 4th, 2024

Ep. 89: What is a Trust?

Watch Now
Ep. 88: The Wrong Way to…
March 28th, 2024

Ep. 88: The Wrong Way to Make Changes to your Estate Plan

Watch Now
Ep. 87: Leaving a Family…
March 21st, 2024

Ep. 87: Leaving a Family Member out of your Estate Plan

Watch Now
Ep. 86: Estate Plan Mista…
March 14th, 2024

Ep. 86: Estate Plan Mistakes to Avoid #5

Watch Now
Ep. 85: Estate Plan Mista…
March 7th, 2024

Ep. 85: Estate Plan Mistakes to Avoid #4

Watch Now
Ep. 84: Estate Plan Mista…
February 29th, 2024

Ep. 84: Estate Plan Mistakes to Avoid #3

Watch Now
Ep. 83: Estate Plan Mista…
February 22nd, 2024

Ep. 83: Estate Plan Mistakes to Avoid #2

Watch Now
Ep. 82: Estate Plan Mista…
February 15th, 2024

Ep. 82: Estate Plan Mistakes to Avoid #1

Watch Now
Ep. 81: Selling your Home…
February 8th, 2024

Ep. 81: Selling your Home from an Irrevocable Trust

Watch Now
Ep. 80: How to Sell your…
February 2nd, 2024

Ep. 80: How to Sell your Home from a Revocable Trust

Watch Now
Ep. 79: Another Reason to…
January 25th, 2024

Ep. 79: Another Reason to Use a Professional Trustee

Watch Now
Ep. 78: When Should You C…
January 18th, 2024

Ep. 78: When Should You Consider Using a Professional Trustee?

Watch Now
Ep. 77: I’ve Moved to a…
January 11th, 2024

Ep. 77: I’ve Moved to a New State. Will my Estate Plan still Work?

Watch Now
Ep. 76: Estate Planning i…
January 4th, 2024

Ep. 76: Estate Planning in 2024

Watch Now
Ep. 75: ”What Should I…
December 28th, 2023

Ep. 75: ”What Should I Tell my Family about my Estate Plan?”

Watch Now
Ep. 74: Young Adult Estat…
December 21st, 2023

Ep. 74: Young Adult Estate Planning Documents

Watch Now
Ep. 73: Using a Donor Adv…
December 14th, 2023

Ep. 73: Using a Donor Advised Fund to Minimize your Income Taxes

Watch Now
Ep. 72: Gifting with Appr…
December 7th, 2023

Ep. 72: Gifting with Appreciated Assets

Watch Now
Ep. 71: Year-End Gifting…
November 30th, 2023

Ep. 71: Year-End Gifting Strategies

Watch Now
Ep. 70: Thanksgiving ”O…
November 23rd, 2023

Ep. 70: Thanksgiving ”Observations”

Watch Now
Ep. 69: Why do People Use…
November 16th, 2023

Ep. 69: Why do People Use Trusts? - Part 5

Watch Now
Ep. 68: Why do People Use…
November 9th, 2023

Ep. 68: Why do People Use Trusts? - Part 4

Watch Now
Ep. 67: Why do People Use…
November 2nd, 2023

Ep. 67: Why do People Use Trusts? - Part 3

Watch Now
Ep. 66: Why do People Use…
October 26th, 2023

Ep. 66: Why do People Use Trusts? - Part 2

Watch Now
Ep. 65: Why do People Use…
October 19th, 2023

Ep. 65: Why do People Use Trusts? - Part 1

Watch Now
Ep. 64: Using a Revocable…
October 12th, 2023

Ep. 64: Using a Revocable Trust and an Asset Protection Trust

Watch Now
Ep. 63: Important Things…
October 5th, 2023

Ep. 63: Important Things to Know about Asset Protection Trusts -Podcast

Watch Now
Ep. 62: Why Use an Asset…
September 28th, 2023

Ep. 62: Why Use an Asset Protection Trust?

Watch Now
Ep. 61: Duties of the Gua…
September 21st, 2023

Ep. 61: Duties of the Guardian of the Estate

Watch Now
Ep. 60: Duties of the Gua…
September 14th, 2023

Ep. 60: Duties of the Guardian of the Person

Watch Now
Ep. 59: Establishing a Gu…
September 7th, 2023

Ep. 59: Establishing a Guardianship in Ohio

Watch Now
Ep. 58: Guardianships for…
August 31st, 2023

Ep. 58: Guardianships for Minors and Adults in Ohio

Watch Now
Ep. 57: Guardianships in…
August 24th, 2023

Ep. 57: Guardianships in Ohio

Watch Now
Ep. 56: Does your Estate…
August 17th, 2023

Ep. 56: Does your Estate Plan Need an Update?

Watch Now
Ep. 55: Powers of Attorne…
August 10th, 2023

Ep. 55: Powers of Attorney - Individual or Fiduciary?

Watch Now
Ep. 54: Should your Power…
August 3rd, 2023

Ep. 54: Should your Power of Attorney be Immediate or Springing?

Watch Now
Ep. 53: General or Limite…
July 27th, 2023

Ep. 53: General or Limited Power of Attorney? Which is right for you?

Watch Now
Ep. 52: Why Young Adults…
July 20th, 2023

Ep. 52: Why Young Adults Need Estate Planning

Watch Now
Ep. 51: A Revocable Trust…
July 13th, 2023

Ep. 51: A Revocable Trust Doesn’t Protect your Assets

Watch Now
Ep. 50: The State of the…
July 6th, 2023

Ep. 50: The State of the Estate Tax

Watch Now
Ep. 49: Filing the Fiduci…
June 29th, 2023

Ep. 49: Filing the Fiduciary’s Account in Probate

Watch Now
Ep. 48: Be Careful with t…
June 22nd, 2023

Ep. 48: Be Careful with the Estate Checking Account

Watch Now
Ep. 47: Dealing with Auto…
June 15th, 2023

Ep. 47: Dealing with Automobiles in a Probate Estate

Watch Now
Ep. 46: Dealing with Real…
June 8th, 2023

Ep. 46: Dealing with Real Estate in Probate

Watch Now
Ep. 45: Use Caution when…
June 1st, 2023

Ep. 45: Use Caution when Paying Debts in an Ohio Estate

Watch Now
Ep. 44: What Does an Exec…
May 25th, 2023

Ep. 44: What Does an Executor Do in an Estate?

Watch Now
Ep. 43: How does a Full P…
May 18th, 2023

Ep. 43: How does a Full Probate Estate work? Podcast

Watch Now
Ep. 42: Understanding the…
May 11th, 2023

Ep. 42: Understanding the 3 Kinds of Probate in Ohio

Watch Now
Ep. 41: Why is Probate Ne…
May 4th, 2023

Ep. 41: Why is Probate Needed?

Watch Now
Ep. 40: Have a beneficiar…
April 27th, 2023

Ep. 40: Have a beneficiary purchase real estate from your estate?

Watch Now
Ep. 39: Will your kids ki…
April 20th, 2023

Ep. 39: Will your kids kick your spouse out of the house when you pass?

Watch Now
Ep. 38: Dealing with Adva…
April 13th, 2023

Ep. 38: Dealing with Advancements and Loans in your Estate Plan

Watch Now
Ep. 37: How Often Should…
April 6th, 2023

Ep. 37: How Often Should I Update my Estate Plan?

Watch Now
Ep. 36: ”Am I too young…
March 30th, 2023

Ep. 36: ”Am I too young to do Estate Planning?”

Watch Now
Ep. 35: Estate Planning w…
March 23rd, 2023

Ep. 35: Estate Planning when you don’t have Children

Watch Now
Ep. 34: Estate Planning w…
March 16th, 2023

Ep. 34: Estate Planning when you're Single

Watch Now
Ep. 33: ”Do I need a tr…
March 9th, 2023

Ep. 33: ”Do I need a trust if I don’t have millions of dollars?”

Watch Now
Ep. 32: Estate Planning w…
March 2nd, 2023

Ep. 32: Estate Planning when you're Divorced

Watch Now
Ep. 31: Why a Blended Fam…
February 23rd, 2023

Ep. 31: Why a Blended Family Needs a Good Estate Plan

Watch Now
Ep. 30: Estate Planning f…
February 16th, 2023

Ep. 30: Estate Planning for Special Needs Families

Watch Now
Ep. 29: Estate Planning w…
February 9th, 2023

Ep. 29: Estate Planning when you have Minor Children

Watch Now
Ep. 28: What happens when…
February 2nd, 2023

Ep. 28: What happens when put your home into an Irrevocable Trust?

Watch Now
Ep. 27: What’s the 5-Ye…
January 26th, 2023

Ep. 27: What’s the 5-Year Look Back and Why Should You Care?

Watch Now
Ep. 26: What’s an Irrev…
January 19th, 2023

Ep. 26: What’s an Irrevocable Trust?

Watch Now
Ep. 25: Qualifying for Me…
January 12th, 2023

Ep. 25: Qualifying for Medicaid Assistance for Long Term Care

Watch Now
Ep. 24: What's the Differ…
January 5th, 2023

Ep. 24: What's the Difference between MediCARE and MediCAID?

Watch Now
Ep. 23: Make a Resolution…
December 29th, 2022

Ep. 23: Make a Resolution about your Estate Planning

Watch Now
Ep. 22: How to Pay for Lo…
December 22nd, 2022

Ep. 22: How to Pay for Long-Term Care

Watch Now
Ep. 21: Get a Copy of my…
December 15th, 2022

Ep. 21: Get a Copy of my Estate Planning Book

Watch Now
Ep. 20: Don't Make this M…
December 8th, 2022

Ep. 20: Don't Make this Mistake with your Trust

Watch Now
Ep. 19:
December 1st, 2022

Ep. 19: "Should I Have a Living Trust?"

Watch Now
Ep. 18: Using an Estate P…
November 24th, 2022

Ep. 18: Using an Estate Planning Checklist

Watch Now
Ep. 17: 3 Estate Planning…
November 17th, 2022

Ep. 17: 3 Estate Planning Documents your College Age Kid Needs

Watch Now
Ep. 16: Who is Making You…
November 10th, 2022

Ep. 16: Who is Making Your Health Care Decisions

Watch Now
Ep. 15: Understanding Con…
November 3rd, 2022

Ep. 15: Understanding Contingent Beneficiaries

Watch Now
Ep. 14: How Can You Distr…
October 27th, 2022

Ep. 14: How Can You Distribute Assets from your Estate Plan?

Watch Now
Ep. 13: Customizing your…
October 20th, 2022

Ep. 13: Customizing your Estate Plan with Specific Distributions

Watch Now
Ep. 12: Who Should be in…
October 13th, 2022

Ep. 12: Who Should be in Charge of your Estate?

Watch Now
Ep. 11: Planning for your…
October 6th, 2022

Ep. 11: Planning for your Incapacity

Watch Now
Ep. 10: Protecting Benefi…
September 29th, 2022

Ep. 10: Protecting Beneficiaries with your Estate Plan

Watch Now
Ep. 9: Using beneficiary…
September 22nd, 2022

Ep. 9: Using beneficiary Designations to Avoid Probate

Watch Now
Ep. 8: Doesn't a Will kee…
September 15th, 2022

Ep. 8: Doesn't a Will keep my Estate out of Probate?

Watch Now
Ep. 7: Avoiding Probate w…
September 8th, 2022

Ep. 7: Avoiding Probate with a Living Trust

Watch Now
Ep. 6: How Ownership Impa…
September 1st, 2022

Ep. 6: How Ownership Impacts your Estate Plan

Watch Now
Ep. 5: What are Living Tr…
August 25th, 2022

Ep. 5: What are Living Trusts and Why Do People Use Them?

Watch Now
Ep. 4: Why Should You Avo…
August 18th, 2022

Ep. 4: Why Should You Avoid Probate?

Watch Now
Ep. 3: What is Probate?
August 11th, 2022

Ep. 3: What is Probate?

Watch Now
Ep. 2: The 5 Most Importa…
August 4th, 2022

Ep. 2: The 5 Most Important Estate Planning Documents

Watch Now
Ep. 1: Why is Estate Plan…
July 20th, 2022

Ep. 1: Why is Estate Planning Important

Watch Now