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Earn rewards and recurring income from Fan Club membership.
Get the answers and support you need.
Resources and guides to launch, grow, and monetize podcast.
Stay updated with the latest podcasting tips and trends.
Check out our newest and recently released features!
Podcast interviews, best practices, and helpful tips.
The step-by-step guide to start your own podcast.
Create the best live podcast and engage your audience.
Tips on making the decision to monetize your podcast.
The best ways to get more eyes and ears on your podcast.
Everything you need to know about podcast advertising.
The ultimate guide to recording a podcast on your phone.
Steps to set up and use group recording in the Podbean app.
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 costly problems. In this episode, we’ll cover four major mistakes attorneys make when drafting trusts—so you can recognize and avoid them in your own estate plan.
Here’s some of what we cover:
✅ Fund Your Trust: Unfunded trusts force assets into probate.
🔄 Plan for the What-Ifs: Backup trustees & beneficiaries are essential.
📆 Review Regularly: Life changes & tax laws can impact your trust.
👨👩👧 Customize Your Plan: One-size-fits-all trusts don’t work for unique families.
0:00 – Today’s question
1:51 – Coaching update
6:10 – Failing to Properly Fund the Trust
10:14 – Contingency Planning
14:55 – Reviewing and Updating the Trust
17:12 – Generic Planning
20:17 – Our process
Our website: https://cincinnatiestateplan.com/
Phone: 513-463-6789
Contact our team: info@CincinnatiEstatePlan.com
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
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