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Ep 20: Case Study - Not Very Power of Attorney
Manage episode 276420741 series 2608961
On this episode, we take a look at the estate planning of one of Nick's clients. This plan was completed 11 years ago, but unfortunately the client no longer has the mental capacity to make decisions by herself. Nick walks us through the plan she had in place, the roadblocks that came up, and what changes that could have been made to make the plan more thorough.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
112 episodes
Manage episode 276420741 series 2608961
On this episode, we take a look at the estate planning of one of Nick's clients. This plan was completed 11 years ago, but unfortunately the client no longer has the mental capacity to make decisions by herself. Nick walks us through the plan she had in place, the roadblocks that came up, and what changes that could have been made to make the plan more thorough.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
112 episodes
All episodes
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