Mailbag: Big Changes Coming—Should You Wait To Make Future Plans?

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/

🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/

 

Thinking about starting your estate plan but holding off because you might buy a business, inherit money, or move across the country? According to Nick, waiting is a mistake, and he’s got a great analogy to explain why. In this episode, he walks through what to do when you know big life changes are on the horizon.

Just like you wouldn’t buy a two-seater sports car if triplets were on the way, you shouldn’t build a short-term estate plan you’ll have to throw away. But that doesn’t mean doing nothing either. Nick explains how to plan ahead intelligently by building in flexibility and “future-proofing” your documents. Waiting for life to settle down is tempting, but estate planning isn’t something you leave to chance.

Here’s some of what we discuss in this episode:

🔑 How to “future-proof” for business, inheritance, or real estate

📅 Why checkups every 3–4 years are essential

🛠️ Add flexibility now, amend later

🤝 Communication with your attorney

 

Our website: https://cincinnatiestateplan.com/

Phone: [phone]

Contact our team: [e-mail]

Schedule your no-cost consultation: https://cincinnatiestateplan.com/contact/

Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1