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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

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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19:25

The Corporate Transparency Act (CTA): New Fines &...

Complete Estate Planning ·

2024/02/22

The Corporate Transparency Act (which was enacted in January of 2021) has taken effect as of January 2024. Under the new law, small businesses have new disclosure and reporting requirements with the Financial Crimes Enforcement Network. This law is retroactive and includes businesses that were already in existence BEFORE the CTA went into effect. Along with the new requirements, there are significant fines/penalties for being in violation of the law. Listen in as we talk about what you need to

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24:13

No Money, Still Problems

Complete Estate Planning ·

2024/01/18

Many people automatically think of how to handle or “plan” for their assets when estate planning comes to mind. However, inheriting someone’s assets is only one piece of the puzzle. This is why someone asking “How much money do I need to have before I create an estate plan?” is always the wrong question. Let’s cover a number of estate planning goals that have nothing to do with someone’s assets.Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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25:53

Medical Decisions: Is It Smart To Rely On Others?

Complete Estate Planning ·

2024/01/04

An important (and often overlooked) part of estate planning involves arranging for a person to have their medical needs taken care of. This usually involves a combination of appointing a decision maker (your power of attorney agent or surrogate, depending on the state you live in) and using an advanced directive to affirmatively state your wishes. Most states include certain decisions where you can either make the decision yourself or leave the decision to your healthcare decision-maker. Contact:

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26:43

Partial Business Ownership, Donations to Charity, and...

Complete Estate Planning ·

2023/12/21

We have listeners from all over the country reach out and ask us estate planning questions, so we thought it would be helpful to answer some of those questions on the podcast today. One listener asks how to handle partial business ownership interest in a small business. Another listener asks about the most effective and beneficial way to leave a donation to charity upon their passing. Stay tuned to see how Nick answers these questions and more! Contact: 513-463-6789

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23:56

The Path Of Least Resistance – When Institutions...

Complete Estate Planning ·

2023/12/07

We’ve spent many episodes discussing how important trust funding is to your estate plan (assuming a trust is a part of your plan). However, the process can be tedious at times. Many attorneys don’t handle the trust funding for the clients (or only provide minimal guidance), which can lead to further trouble. On top of that, various banks, employers, and investment firms can often frustrate clients even further. A good, experienced attorney should be able to navigate clients through any roadblocks,

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24:40

Stock Options, Family Businesses, and Other...

Complete Estate Planning ·

2023/11/16

Have you ever wondered what happens to assets that you don't have full control over, like stock options or family businesses? Listen in as we chat about the complexities of assets that come with strings attached. What can you do with these while you're alive, and what happens when you're gone? Tune in for those answers and more on today's show! Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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24:37

What Other Arrangements Should I Make After My Estate...

Complete Estate Planning ·

2023/11/02

Picture this: You leave your lawyer's office after completing your estate planning documents. You might think this is the end of the process, but that's not necessarily the case. Stay tuned as we discuss the arrangements you need to make beyond the legal paperwork to ensure your affairs are in order. Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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31:40

I’m Dead. Should My Spouse Keep Everything?

Complete Estate Planning ·

2023/10/19

Many couples automatically assume that, after one spouse passes away, the survivor will retain control of everything. Certainly, that is the “default." However, certain factors can complicate matters. Issues of trust, control, blended families, and separate finances mean it is important to understand all of your options before deciding on the best plan. Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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28:16

I Have Assets In A Land Far, Far Away

Complete Estate Planning ·

2023/10/05

In our increasingly interconnected world, it's becoming more common for individuals to own assets not just in their local area but across state lines and even international borders. Join us as we explore this scenario that has been coming up a lot at the Rosenbauer Law Office. Listen in as we discuss the challenges and strategies for effectively handling assets that are far from home. Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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33:11

How To Handle Rare Or Expensive Gifts?

Complete Estate Planning ·

2023/09/21

Over a lifetime, people can accumulate a lot of “stuff”. This can ultiply as families have children and later inherit from parents or grandparents who pass away. While many accounts and assets have a rather “straightforward” process to pass on, some unique, rare, collectible, and/or expensive personal effects require more care in handling. We’ll walk through the various items to consider. Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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28:19

How Many Backups Do I Need?

Complete Estate Planning ·

2023/09/07

One of the most important parts of the estate planning process is choosing the right people as “fiduciaries” to handle affairs on your behalf if you get sick or pass away. This can include medical, financial, and legal decisions while living as well as managing your estate (and possibly children) after you are gone. While most understand the need to choose the RIGHT fiduciaries, many plans fall short by not picking ENOUGH of them. So how many backups do you need? Contact: 513-463-6789

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25:00

Should Your Lawyer Store Your Estate Planning...

Complete Estate Planning ·

2023/08/17

Once estate planning documents are signed, it is important to keep them both safe AND accessible. Many people do not consider the importance of where to store your documents after they are prepared. One option that some people use is allowing their attorney to store the original documents at their office. Tune in as Nick discusses what this looks like. Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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26:48

The Last Will & Testament in Aretha Franklin’s Couch

Complete Estate Planning ·

2023/08/03

Aretha Franklin, known by many as the “Queen of Soul,” died back in 2018. While she has been gone for a number of years, there have been a number of mysteries surrounding her estate. This has included a lawsuit concerning the validity of a handwritten Last Will & Testament that was found after she passed away. Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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15:56

Common Pot Trusts: The Fairest of Them All?

Complete Estate Planning ·

2023/07/21

When thinking about an inheritance, most families visualize individual “shares” for each beneficiary (whether a $ amount or % of the overall estate). For families with children, they very often create equal shares for each child. Sounds fair, right? Well, what would happen if there was a large age difference in the children? Are there ways that can go wrong? Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/

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23:21

Settlement Reached In Lisa Marie Presley’s Estate

Complete Estate Planning ·

2023/07/06

Lisa Marie Presley (who was the only child of Elvis Presley) died back on January 12 th , 2023. She left behind her mother (Priscilla Presley), and her daughter (Riley Keough). Her son (Benjamin Keough) passed away a couple of years ago. Since her passing, there has been a significant court battle over Lisa’s estate plan. We did a previous podcast when the legal battle first began. Since that time, settlements have been reached. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

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21:02

The False Sense of Security with Joint Ownership

Complete Estate Planning ·

2023/06/22

There are a lot of misconceptions when it comes to joint ownership and how it applies to certain situations. In this episode, Nick will be discussing some pitfalls that can happen when there's an asset with joint ownership and why you need a comprehensive estate plan to be fully covered. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

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22:21

Do You Really Need to Like Your Attorney?

Complete Estate Planning ·

2023/06/08

When you develop a relationship with any professional in a specific industry, it's common knowledge that you do not have to be close friends in order to work together. But should you at least like the person you're working with? Today, Nick will be discussing why you need to be comfortable with your attorney and some of the different relationship dynamics he sees in his practice. Contact: 513-463-6789 info@CincinnatiEstatePlan.com

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26:12

Ep 81: High Risk, High Reward Shortcuts For Real...

Complete Estate Planning ·

2023/05/18

While there is NEVER a substitute for a complete, well-thought-out estate plan, shortcuts and alternative ways to transfer your assets DO exist. Many types of assets allow beneficiary designations, transfer-on-death or pay-on-death designations, succession plans for businesses, etc. One of the most popular questions that clients often ask is about what to do with real estate. Because real estate is usually one of the most valuable assets that families will ever own, choosing the appropriate way to

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26:00

Ep 80: What To Do With Digital Assets

Complete Estate Planning ·

2023/05/05

When people think of their “estate” within estate planning, many common assets come to mind. There are proper protocols and procedures for transferring bank accounts, investments, retirement accounts, vehicles, real estate, etc. However, a new type of asset has come into play in the 21st century: digital assets. While the law has tried to play catch-up on how to handle digital assets, there are certain things that can be done now to make sure this part of your estate is properly handled if you

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