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Complete Estate Planning

Business & Economics Podcasts

Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.

Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.

Location:

United States

Description:

Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.

Language:

English


Episodes

Ep 46: How Many Trusts Do I Need?

12/2/2021
Trusts are great estate planning tools for families but is one enough? Is there ever a situation where you might need more than one? We'll dive into the scenarios on this episode. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Duration:00:28:41

Ep 45: Planning For A Child With Special Needs

11/18/2021
This episode is all about how to build an estate plan if you have a child with special needs. You may wish to leave them an inheritance, or set up proper care for them once you pass. Careful planning beforehand is absolutely crucial in this area especially if the child is receiving assistance from the government. Nick will talk about some efficient strategies he uses in his practice and some considerations to keep in mind as you build out your...

Duration:00:23:16

Ep 44: Facebook & Bitcoin - Estate Planning For Your Digital Assets

11/4/2021
Social media accounts are as popular as ever. Most people in USA have accounts on many different platforms. Cryptocurrency has gotten a lot of press recently (Bitcoin being the most popular). However, it brings up a broader question about digital assets and how they work within your estate plan. While electronic/digital accounts, banking, etc. can make things easier in your everyday life, it can make things more complicated after someone gets sick or passes...

Duration:00:27:31

Ep 43: Save The Animals: Estate Planning For Pets

10/21/2021
Many people have pets. Sometimes, they love them more than their own children (or at least they are better behaved). Some require more specialized care or attention than others. Some are expensive to care for. Many families are worried about their pets going to a shelter if no one wants to take care of them (hopefully at least a no-kill shelter). Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Duration:00:23:21

Ep 42: Estate Planning If You Hate Your Family

10/7/2021
Most of what we talk about is how to make the best of a tough situation (getting sick, passing away), and how to make sure things go smoothly. Good estate planning is a selfless act, you want to make sure things are set up properly and easily for those you leave behind. But…what if you DON’T want to make things easier for your family? What would you do? Here are Nick’s tips on what to do if you want to cause stress for your family after you’re...

Duration:00:22:07

Ep 41: Estate Planning If You’re Already Dead

9/23/2021
Might seem counter-intuitive to what we’ve already discussed, but, dead people do have an estate plan (even if they didn’t write one themselves before passing). Each state has a default formula to fall back on if there is no plan. However, it usually doesn’t go the way you want it to. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Duration:00:26:12

Ep 40: Hidden Dangers From Probate & Real Estate: Scams, Rip-Offs, and Identity Theft

9/9/2021
There are tons of scams/rip offs, etc. out there. However, for someone dealing with a probate case or buying/selling a house, they seem to get bombarded. Why is this happening, how do they get your information, and what can you do to protect yourself? Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Duration:00:29:57

Ep 39: You Might Want To Avoid Probate Court If…

8/19/2021
We rip on probate court a lot in this podcast. What can I say, it is a government-run inheritance program? It does have its purpose, and it is certainly needed as a backup. However, here are some specific situations where the headaches of probate can be amplified (and when it might be important to look at ways to avoid probate). Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Duration:00:29:59

Ep 38: Your Estate Planning Documents Are The Same As Your Kitchen Appliances: How All The Pieces Work Together

8/5/2021
There are a lot of moving parts (and documents) in a COMPLETE estate plan. Many families get into trouble by randomly picking one-off documents while neglecting others, or not by making sure everything is reviewed and put together at the same time with the same overall plan. Just like kitchen appliances, you don’t want to get your dishwasher, microwave, stove, and fridge from 4 different brands at 4 different stores are 4 different times. Each document serves a specific purpose, but they...

Duration:00:25:11

Ep 37: Planning During an Emergency

7/15/2021
Throughout the years, Nick has seen many situations where families come in to start estate planning during a crisis. Sometimes he's able to help out these families, but sometimes it's too late to put together a plan. We will discuss different crisis scenarios on today's show and what solutions might be present in each situation. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Duration:00:19:43

Ep 36: What If Charitable Giving is a Priority for You?

7/1/2021
Before you pass away, you may decide to allocate some money to a charity of your choice. There are numerous strategies and ways to implement a plan like this, so we will discuss a few strategies and the reasons behind each method. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Duration:00:25:23

Ep 35: Estate Planning For Families Without Children

6/17/2021
Whether you're planning to have children in the future or you choose not to at all, it's important to have a plan in place for what happens to your estate when you pass. Nick discusses ways you can make sure your assets go where you want them to when that day comes. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Duration:00:22:43

Ep 34: When To Consider Using A Professional Trustee Or Executor

6/3/2021
A lot of discussions on this show revolve around putting together a comprehensive estate plan. But now we need to discuss who puts that estate plan in action once you pass away. There are many complex situations that might require you to hire a professional executor to carry out your wishes and we will go over some of these reasons today. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Duration:00:26:35

Ep 33: Estate Planning For Unmarried Partners

5/20/2021
Many situations arise that are “easier” or have some sort of “default” decision. However, those get thrown out the window for partners who decide not to legally marry. Whether the relationship is still progressing, the partners don’t feel like going through the hassle of getting married (or getting married again), or if there are other factors at play, these family situations require extra care. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Duration:00:24:25

Ep 32: Dealing With Credit Cards After Death

5/6/2021
Most people have multiple credit cards nowadays. Many have bills and subscriptions automatically being paid each month. Some accrue rewards/perks such as cash back, points, or frequent flyer miles. One thing they all have in common is the late fees, penalties, and interest charges if payments are missed. What happens to all of this when the cardholder dies? Should you worry about identity theft? How are things handled? Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Duration:00:30:24

Ep 31: Estate Planning Issues For Business Owners

4/15/2021
Business owners are particularly vulnerable to some misconceptions and false assumptions about their estate plan. There are a lot of items you need to have in place for the transfer of a business to go smoothly, so that your employees still get their paychecks and your business doesn't get sent to probate. Nick will discuss some ground rules business owners should have in place for that inevitable transfer of power and important nuances to keep in...

Duration:00:20:35

Ep 30: Why Owning A Home May Complicate Your Estate Plan

4/1/2021
There's no doubt that a home is one of the biggest asset we will own in our lifetime. Unfortunately, after we pass away, the home is not a quick and easy transfer to your beneficiary. There are a lot of nuances involved and you want to make sure you do it correctly to avoid probate and other pain points. Nick talks about some of the ways you can transfer your home after you pass and the easiest ways to do it. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Duration:00:21:35

Ep 29: Larry King – Secret, Handwritten Will, Probate Contests, An (almost) ex-wife, and Unfunded Trusts

3/25/2021
Larry King recently died. He was worth estimated $144 million. Most of the assets are to be settled privately, un-contested, and safely through various trusts (that we will never know about. So why the heck are we hearing about a $2 million probate, his wife (Shawn King), who he was in the middle of divorcing, contesting a secret, hand-written last will & testament? And why the heck is it public record and we’re hearing all about it? Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Duration:00:22:48

Ep 28: Britney Spears – A Lesson In Bad Estate Planning

3/4/2021
After her “acting out” episodes that began in 2007 (including her randomly shaving off all her own hair), her father (Jamie Spears) applied to become her conservator, which was granted in 2008. Today Nick gives us a rundown of how Britney Spears's conservatorship became so complicated and why we're still talking about it after more than a decade. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Duration:00:24:31

Ep 27: I’ve Moved. Does My Estate Plan Still Work?

2/18/2021
I get this question ALL THE TIME. Whether you get a new job, get tired of cold weather, just retire, or want to be closer to the grandkids (that you probably like more than your kids), people need to be aware of how this may affect your estate plan. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

Duration:00:22:53