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PODCAST

Complete Estate Planning

Nick Rosenbauer

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.

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All Episodes

21:33

Ep 59: Using a Trust as a Utility Knife

Complete Estate Planning ·

2022/06/16

Most times, people look towards setting up a trust as a flexible, efficient, private, customized way to manage an inheritance plan for their loved ones. However, because of its flexibility, a trust can be used as a “utility knife” and help families and small businesses in a variety of other situations. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

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24:59

Ep 58: Why Your Investments Matter in Your Estate Plan

Complete Estate Planning ·

2022/06/02

It is always prudent to work with experts who specialize in a certain area. Use your estate planning attorney for your estate plan, your financial advisor for your investments, your CPA for your taxes, etc. Although all of your professionals should “stay in their own lane”, the work that they do is interconnected. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

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28:41

Ep 57: Filling The Box - How To Make Sure Your Trust...

Complete Estate Planning ·

2022/05/19

Setting up a trust is a great way to protect your loved ones after you’re gone. However, just signing the legal documents is only HALF of the job. You not only have to establish the trust, but you have to make sure your trust will actually control and protect your assets the way you want. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

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22:00

Ep 56: Why Every Trust Needs A Will

Complete Estate Planning ·

2022/05/05

Many families choose a trust as the best way to manage and distribute their inheritance after they pass away. However, people are surprised to find out that they still need a will EVEN IF they have a trust. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

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26:00

Ep 55: When Should I Give My Children Their Money?

Complete Estate Planning ·

2022/04/21

It is impossible to predict the future. However, families with underage beneficiaries often have to work with their attorney to do just that. When it comes to leaving an inheritance to children, grandchildren, etc., a good attorney won’t just ask “how much” to give each person. He or she will also ask “when”, “why”, and “what for”. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

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23:42

Ep 54: What If Someone Puts You In Charge Of Their...

Complete Estate Planning ·

2022/04/07

Most of the focus on this show is about properly setting up your own plan to protect your family and your life savings. However, many people find themselves on the other side of the equation. What should you do if someone names you in their own estate plan? Contact: 513-463-6789 info@CincinnatiEstatePlan.com

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25:10

Ep 53: Estate Planning Battle Royale: The Commodity...

Complete Estate Planning ·

2022/03/31

There are two schools of thought on estate planning. The first (which we disagree with) is that estate planning is merely a commodity. All plans are the same. The second (and proper viewpoint) is that estate planning is a professional service. Let’s outline the differences. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

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24:13

Ep 52: Student Loans After You Die

Complete Estate Planning ·

2022/03/03

With tuition costs continuing to rise, more and more families are taking out student loans to pay for higher education. Many times, the student AND the parent both have loans. What happens to them when you die? Contact: 513-463-6789 info@CincinnatiEstatePlan.com

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25:09

Ep 51: “Thanks But No Thanks”… The Worst Assets To...

Complete Estate Planning ·

2022/02/17

People always want to pass their estate smoothly to their heirs after they pass away. Many conversations with families revolve around who gets what. An even better conversation incorporates questions about why, when, and how the inheritance will pass. However, there are certain situations where your heirs may not even want what you leave to them. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

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22:36

Ep 50: What Should I Tell My Executors, Trustees,...

Complete Estate Planning ·

2022/02/03

Picking the right fiduciaries is one of the most important parts of estate planning. After all, you need to decide who will be responsible for taking care of you, your finances, your inheritance, and your children! Once you’ve set your plan up, should you tell the people you have chosen? How much do they need to know? Isn’t some of this private? Contact: 513-463-6789 info@CincinnatiEstatePlan.com

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25:51

Ep 49: Who Can You Trust? Picking Guardians,...

Complete Estate Planning ·

2022/01/20

One of the hardest parts of estate planning is deciding who you can count on to carry out your wishes. While they are required to take care of you/your estate and they must follow your instructions, they will have some leeway and decision-making power on their own. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

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25:10

Ep 48: Hidden Dangers With Transfer-on-Death and...

Complete Estate Planning ·

2022/01/06

Setting a transfer on death (aka TOD or POD) or a beneficiary designation on an account can be an easy way to direct the inheritance after you’re gone. It is quick, (usually) easy, and best of all, you don’t need to hire a professional to do it! However, there are a number of pitfalls to watch out for and situations where they may not go as planned. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

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26:23

Ep 47: What to Do With the Family Vacation Home

Complete Estate Planning ·

2021/12/16

Passing property along can be a challenge, but trying to do so with multiple parties involved gets even more difficult. Today we're going to run through a long list of considerations and questions we pose to clients that want to include a vacation home in their estate plan. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

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29:28

Ep 46: How Many Trusts Do I Need?

Complete Estate Planning ·

2021/12/02

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

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23:16

Ep 45: Planning For A Child With Special Needs

Complete Estate Planning ·

2021/11/18

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

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28:44

Ep 44: Facebook & Bitcoin - Estate Planning For Your...

Complete Estate Planning ·

2021/11/04

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

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23:21

Ep 43: Save The Animals: Estate Planning For Pets

Complete Estate Planning ·

2021/10/21

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

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22:07

Ep 42: Estate Planning If You Hate Your Family

Complete Estate Planning ·

2021/10/07

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

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26:13

Ep 41: Estate Planning If You’re Already Dead

Complete Estate Planning ·

2021/09/23

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

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29:57

Ep 40: Hidden Dangers From Probate & Real Estate:...

Complete Estate Planning ·

2021/09/09

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

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