Complete Estate Planning

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Serving as an executor can feel like being dropped into the middle of a complicated project without a clear instruction manual. The role comes with legal duties, financial responsibilities, and emotional pressure, often during a time of grief. Many executors start the job ...

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A heartbreaking moment becomes even more stressful when an executor walks into the bank with a will and death certificate, only to be told they can’t access a parent’s accounts. In this episode, Nick tackles a common scenario that trips up many families settling estates. D...

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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 th...

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Ready for a surprise in estate planning? Imagine picking up the phone to learn you’re now responsible for an old family will, one you barely remember, for someone you hardly see. What now? Nick talks about what happens when you’re named executor of a will you never expecte...

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When siblings inherit a house, conflicting ideas about its future can turn a family asset into a source of tension. In this episode, Nick explains the importance of clear communication, fair valuations, and formal legal steps to avoid disputes. Tune in to discover practica...

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Estate planning can feel overwhelming, especially when it’s unclear what’s expected of you and what your attorney will handle.  In this episode, Nick demystifies the estate planning process and explains exactly what to expect. You’ll learn how to prepare, what decisions ar...

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Remarriage can bring joy, companionship, and a fresh start, but it also raises complicated financial and family questions. Nick tackles one of the most common challenges blended families face: how to provide for a new spouse without jeopardizing your children’s inheritance...

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Most people know they should have a will, but over half of Americans never get around to it. In this episode, Nick breaks down what really happens when someone passes away without one, and the difficult complications that follow. He also shares guidance for those trying to...

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Even the best-written will or trust can be undermined if your beneficiary designations, account titles, or ownership structures aren’t in sync. In this episode, Nick breaks down how these critical details interact and why they ultimately decide where your assets end up. Le...

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Navigating the world of power of attorney isn’t as simple as waving a piece of paper, institutions don’t always just take your word for it. Nick breaks down what you need to prepare in advance and shares practical tips to help you turn that “paper” into real power. Don’t l...

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In today's episode, we're tackling a common dilemma: "How do you pick the right executor when you have multiple children?" This question often arises in families with multiple adult children, where feelings of fairness and equality are important. Nick shares his insights o...

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When it comes to estate planning, one document can make all the difference in protecting your family and finances: the power of attorney. But not all POAs are the same. In this episode, Nick explains the key differences between a springing power of attorney and an immediat...

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When parents pass away without naming a guardian, who decides what happens to their children? In this episode, Nick explains why leaving this decision blank in your will—or not having a will at all—can leave your kids’ future in the hands of the probate court.

Here’s some ...

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When parents or spouses pass down an inheritance while they’re still alive, families can quickly find themselves in tricky territory. Parents helping with a down payment or a loan to a child can feel generous in the moment, but often raises hard questions. What’s fair? How...

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More families are facing the difficult reality of cognitive decline in parents or loved ones. What happens if dementia sets in before an estate plan is updated? Can changes still be made, and how do you know when it’s too late? In this episode, Nick breaks down testamentar...

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Leaving an inheritance to a child who struggles financially can feel like walking a tightrope. You want to provide support, but you don’t want your hard-earned legacy wasted, mismanaged, or taken advantage of. In this episode, Nick unpacks practical strategies to help pare...

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In this episode, Nick tackles a listener question about estate planning: Is it necessary to set up a trust to impose conditions on how an inheritance is distributed? Is their lawyer just trying to upsell them with unnecessary services? Nick breaks down when a will is suffi...

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Fifth Third Bank recently made headlines offering “free wills” to customers through an online partner. Sounds great… but as Nick explains, this offer may be more dangerous than helpful. In this episode, Nick breaks down the fine print of the program, reveals how these DIY ...

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It’s a tough topic, but a common one. In this episode, Nick answers a listener question: Can I disinherit one of my children without creating problems for the others? Nick walks through the right way to do this, and spoiler: leaving them $1 (like in the movies) isn’t the...