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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

32:25

My Spouse Passed Away, What Do I Do Now?

Complete Estate Planning ·

2024/12/12

What happens when your spouse passes away? What comes next? In today's show, we'll discuss some important action steps to take, key estate planning documents to review, beneficiary designations to consider, and much more.Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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26:24

How Many “What If”s Do I Need? - Understanding...

Complete Estate Planning ·

2024/11/26

How many 'what-ifs' do you need within your estate plan? In this episode, we’ll dive into the importance of contingencies in estate planning and walk you through the step-by-step process Nick and his team follow to ensure every detail is covered.Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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29:06

Your Estate Planning Attorney Might Be Screwing These...

Complete Estate Planning ·

2024/11/14

We’re always talking about how important it is to have an estate planning attorney. But what if your attorney is actually screwing some things up? Today, we’re diving into 8 ways they might be getting it wrong.Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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23:20

Dangers of DIY Estate Planning (not everything is in...

Complete Estate Planning ·

2024/10/31

Are you considering tackling your estate plan on your own? While it's certainly possible, the dangers of DIY estate planning often hide beneath the surface. In today's episode, we're going to bring some of those issues to the forefront and share why working with an estate planning attorney is well worth it.Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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27:44

Harris vs. Trump: Estate Planning Concerns & The 2024...

Complete Estate Planning ·

2024/10/18

As the election approaches, many are wondering how the outcome might affect their finances and taxes- but have you thought about your estate plan? In this episode, Nick covers some of the potential estate planning implications of both candidates and what their policies could mean for you. Tune in to stay informed and prepared.Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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19:00

When to Review and Update Your Estate Plan: Keeping...

Complete Estate Planning ·

2024/09/26

You’ve established your estate plan- does that mean you’re all set? Not quite! Regularly reviewing and updating your estate plan is important. But when should you do this? In today’s episode, we’ll discuss some key moments in life that call for updates and guide you through the regular review process.Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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18:01

Estate Planning for Privacy: Strategies to Protect...

Complete Estate Planning ·

2024/09/12

Is privacy a concern for you in estate planning? In this episode, we dive into essential strategies to protect both your family's confidentiality and your estate. Tune in to learn how proactive planning can shield your family from the public eye and avoid complications down the road.Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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24:41

Springing Power of Attorney vs Immediate Power of...

Complete Estate Planning ·

2024/08/29

In today’s episode, we’re breaking down the differences between two types of power of attorney: springing and immediate. What sets them apart? And why might choosing an immediate power of attorney be the smarter option for you? Stay tuned to find out!Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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24:05

Leaving an Inheritance to Your Child's Spouse: Pros...

Complete Estate Planning ·

2024/08/16

Most people want to leave their money to their children. But what happens if the primary beneficiary isn’t around to receive it? In that case, the gift lapses and a backup beneficiary is designated. A common question is whether to name your child’s spouse as the backup beneficiary. In today’s episode, Nick will explore some of the pros and cons of this decision.Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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26:39

Taxes Executors or Trustees Need to be Aware of When...

Complete Estate Planning ·

2024/07/25

When it comes to estate planning, one of the biggest concerns is taxes. What will be owed? How will these taxes be paid? How much can actually be passed along to your heirs? Join us as we dive into the various taxes trustees and executors need to be aware of when settling an estate.Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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18:37

Considerations for Executors or Trustees When Selling...

Complete Estate Planning ·

2024/07/11

When it's time to settle an estate and start selling off assets, you might have friends and family looking for good deals. But is it wise to make deals? How should you go about selling these assets? What’s the best way to document and transfer everything? Today on Complete Estate Planning, we'll break down these questions and offer some important considerations.Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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25:19

Considerations and Options for Passing a Family...

Complete Estate Planning ·

2024/06/27

In today's episode, we're talking about passing down valuable assets such as family businesses and farms. Whether you're unsure how to divide your estate among multiple children or want to ensure your legacy is preserved, this episode is for you. We'll explore key considerations, essential questions, and how Nick goes about this with his clients.Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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25:29

The Pros & Cons of Itemizing Invidiual Accounts vs....

Complete Estate Planning ·

2024/06/21

In this episode, we're exploring two different paths you can take when designating benefits. We focus on the pros and cons of itemizing individual accounts versus dividing a percentage of your entire estate. We also look at how each approach can impact your financial legacy. Tune in as we break down these strategies to help you choose the best path for your estate planning goals.Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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25:47

Mailbag: Lifetime Gifts, Beneficiary Designations,...

Complete Estate Planning ·

2024/05/23

One of our favorite ways to bring you estate planning education on the show is by answering your questions! In today's episode, Rich asks about the annual limits for tax-free gifting, gifting to trusts with protections, and common mistakes regarding estate and lifetime GST tax returns. Elaine asks for advice on leaving a portion of her IRA to her new spouse while ensuring that her children receive whatever remains.Contact: 513-463-6789

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21:37

The Estate Battle After OJ Simpson's Death

Complete Estate Planning ·

2024/05/09

The recent passing of O.J. Simpson has stirred up a legal storm that we're going to unpack in today's episode. Simpson's estate is a convoluted web of trusts, lawsuits, and debts that Nick will try to help us untangle from an estate planning perspective. He'll also take us through the possible scenarios that could unfold as the estate proceedings continue. Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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20:17

Settling A Trust After Death (Part 2)

Complete Estate Planning ·

2024/04/25

Last episode, we started a special two-part series where Nick guided us through the steps involved when someone passes away. We're here to finish up this discussion today. Listen in as Nick talks about what it looks like to settle a trust after death in Ohio. Although trusts can vary widely in complexity depending on the terms of the document, this episode will give you a good idea of how settling a trust differs from the probate process.Contact: 513-463-6789

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24:06

The Probate Process From Start To Finish (Part 1)

Complete Estate Planning ·

2024/04/11

We've talked about probate here on the show before, but what does the process look like from start to finish? Join us for a special two-part series, where Nick will guide us through the steps involved when someone passes away. In this episode, we'll outline the key stages of the probate process (based in Ohio). Don't miss our next episode, where Nick will walk through the process of settling a trust!Contact: 513-463-6789

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28:34

I'm Single With No Children- Do I Need An Estate...

Complete Estate Planning ·

2024/03/28

Our podcast listeners frequently send in questions for Nick. In today's show, we've chosen a few questions to chat about on the air. For example, one listener asks if they need an estate plan since they're single, childless, and have a financially independent family. Another asks if there is a way to assist their aging mother with her finances without entirely removing her independence through estate planning. Stay tuned for some valuable insights here on Complete Estate Planning!Contact:

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25:34

Inheritance Conversations With Your Children: What...

Complete Estate Planning ·

2024/03/14

You've probably heard the old saying, "What you don't know can't hurt you." But when it comes to inheritance conversations with your children, that isn't entirely true. Stay tuned as we share some crucial considerations for navigating these estate-planning conversations with your loved ones. Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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21:33

The House I Inherited Has A Mortgage. Do I Have To...

Complete Estate Planning ·

2024/02/29

With home prices continuing to climb, a house ends up being the most valuable asset for many families. However, it can also be the most difficult to deal with in an inheritance after someone passes away. One of the biggest issues people run into is the owner passing away while the house still has a mortgage or a line of credit against it.Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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