Protecting Your Family’s Future Podcast

Questions for Designing your Estate Plan

In this episode we talk about the questions you need to be thinking about as you begin to design your estate plan.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request an initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact

What if your Successor Trustee doesn't want to serve?

In this episode we discuss what happens if a Successor Trustee doesn't want to serve as the Trustee of your trust.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request an initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact

Make a Resolution to Review your Estate Plan Regularly

In this episode we talk about reviewing your estate plan to make sure it will do what you need it to do.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request an initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact

Webinars on our Website

In this episode we talk about the 3 different webinars we have available on our website.
You can access the webinars here: https://plansthatwork.net/webinars
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request an initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact

Legal Documents your College Student Needs

In this episode we discuss the 3 legal documents your college-age student needs.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request an initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact

The Corporate Transparency Act is on Hold

In this episode, we give an update on the status of the enforcement of the Corporate Transparency Act. 
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact

Understanding Ohio Health Care Directives

In this episode we talk about the 3 health care directives we use for our clients in Ohio.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact

Trust Amendments vs. Trust Restatements

In this episode we discuss the difference between Trust Amendments and Trust Restatements.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact

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

In this episode we talk about whether you need to update your trust when you buy or sell assets.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact

Does the Corporate Transparency Act apply to you?

In this episode we talk about the reporting requirements of the Corporate Transparency Act.
The website mentioned in the podcast to get more information and to report: www.fincen.gov/boi
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact