Do I Need a Trust or Is the Lawyer Just After Money? episode artwork

EPISODE · Aug 14, 2025 · 9 MIN

Do I Need a Trust or Is the Lawyer Just After Money?

from Complete Estate Planning · host Nick Rosenbauer

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ 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 sufficient and when a trust becomes essential for controlling the inheritance process. Here’s some of what we discuss in this episode: 📝 Inheritance Conditions: Why certain conditions need a trust 💵 How a trust can protect your wishes 👨‍👩‍👧‍👦 Tailoring plans to your unique family situation 🤔 What to expect during your first meeting with an Estate Planner   Our website: https://cincinnatiestateplan.com/ Phone: 513-463-6789 Contact our team: [email protected] 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

Episode metadata supplied by the publisher feed · Published Aug 14, 2025

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Do I Need a Trust or Is the Lawyer Just After Money?

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