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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

28:18

So…You’re In Charge of Administering Your Parents’ Trust

Complete Estate Planning ·

2025/12/04

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Nick digs into what it really feels like to be handed the responsibility of administering a parent’s trust, something most people assume will be simple until they’re the one in charge. This conversation puts the process into plain language, easing the fear and confusion that often comes with suddenly being “the one” who has to handle

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9:39

Outdated Wills: What Happens When You’re Named...

Complete Estate Planning ·

2025/11/26

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Ready for a surprise in estate planning? Imagine picking up the phone to learn you’re now responsible for an old family will, one you barely remember, for someone you hardly see. What now? Nick talks about what happens when you’re named executor of a will you never expected to handle and what your real options are. It’s a reminder that

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11:51

When Siblings Inherit a House and Can’t Agree: What...

Complete Estate Planning ·

2025/11/20

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ When siblings inherit a house, conflicting ideas about its future can turn a family asset into a source of tension. In this episode, Nick explains the importance of clear communication, fair valuations, and formal legal steps to avoid disputes. Tune in to discover practical strategies to resolve differences and protect relationships while

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32:40

Estate Planning for First-Timers: What to Expect &...

Complete Estate Planning ·

2025/11/13

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Estate planning can feel overwhelming, especially when it’s unclear what’s expected of you and what your attorney will handle. In this episode, Nick demystifies the estate planning process and explains exactly what to expect. You’ll learn how to prepare, what decisions are most important, and how to work together for the best results

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11:36

How Do I Protect My New Wife Without Disinheriting...

Complete Estate Planning ·

2025/11/06

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Remarriage can bring joy, companionship, and a fresh start, but it also raises complicated financial and family questions. Nick tackles one of the most common challenges blended families face: how to provide for a new spouse without jeopardizing your children’s inheritance. He explains how thoughtful estate planning can protect both sides,

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12:37

My Parents Refuse to Write a Will — What Happens When...

Complete Estate Planning ·

2025/10/30

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Most people know they should have a will, but over half of Americans never get around to it. In this episode, Nick breaks down what really happens when someone passes away without one, and the difficult complications that follow. He also shares guidance for those trying to help aging parents who refuse to finalize their wills and explains

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19:29

Beneficiaries, TODs, PODs, and Joint Ownership, How...

Complete Estate Planning ·

2025/10/23

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Even the best-written will or trust can be undermined if your beneficiary designations, account titles, or ownership structures aren’t in sync. In this episode, Nick breaks down how these critical details interact and why they ultimately decide where your assets end up. Learn how to avoid common pitfalls and ensure every part of your estate

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32:16

Getting Hospitals & Banks To Actually Honor Your...

Complete Estate Planning ·

2025/10/16

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Navigating the world of power of attorney isn’t as simple as waving a piece of paper, institutions don’t always just take your word for it. Nick breaks down what you need to prepare in advance and shares practical tips to help you turn that “paper” into real power. Don’t let red tape slow you down, get your ducks in a row now, so you’re

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8:48

Choosing Which Child Should Be Your Executor

Complete Estate Planning ·

2025/09/25

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ In today's episode, we're tackling a common dilemma: "How do you pick the right executor when you have multiple children?" This question often arises in families with multiple adult children, where feelings of fairness and equality are important. Nick shares his insights on the pros and cons of naming co-executors and why assigning the job

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27:19

Springing vs. Immediate Power of Attorney – Watch Out...

Complete Estate Planning ·

2025/09/18

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ When it comes to estate planning, one document can make all the difference in protecting your family and finances: the power of attorney. But not all POAs are the same. In this episode, Nick explains the key differences between a springing power of attorney and an immediate power of attorney and why choosing the wrong one can leave your

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8:18

Who Chooses Your Kids’ Guardian If You Don’t?

Complete Estate Planning ·

2025/09/11

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ When parents pass away without naming a guardian, who decides what happens to their children? In this episode, Nick explains why leaving this decision blank in your will—or not having a will at all—can leave your kids’ future in the hands of the probate court. Here’s some of what we discuss in this episode: 👶 Not naming a guardian leaves

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34:50

Why Some Inheritances Happen Early

Complete Estate Planning ·

2025/09/04

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ When parents or spouses pass down an inheritance while they’re still alive, families can quickly find themselves in tricky territory. Parents helping with a down payment or a loan to a child can feel generous in the moment, but often raises hard questions. What’s fair? How do we keep the peace? In this episode, Nick shares how to make sure

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08:53

Dementia & Estate Planning: How Late Is Too Late?

Complete Estate Planning ·

2025/08/28

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ More families are facing the difficult reality of cognitive decline in parents or loved ones. What happens if dementia sets in before an estate plan is updated? Can changes still be made, and how do you know when it’s too late? In this episode, Nick breaks down testamentary capacity, the legal standard for whether someone can create or

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30:14

When Your Children Are Bad with Money – What You Can...

Complete Estate Planning ·

2025/08/21

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Leaving an inheritance to a child who struggles financially can feel like walking a tightrope. You want to provide support, but you don’t want your hard-earned legacy wasted, mismanaged, or taken advantage of. In this episode, Nick unpacks practical strategies to help parents strike the right balance and explains how to create a plan that

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09:50

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

Complete Estate Planning ·

2025/08/14

📞 📅 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

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25:24

Free Wills from Your Bank - What Will It Actually...

Complete Estate Planning ·

2025/08/07

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Fifth Third Bank recently made headlines offering “free wills” to customers through an online partner. Sounds great… but as Nick explains, this offer may be more dangerous than helpful. In this episode, Nick breaks down the fine print of the program, reveals how these DIY wills are often riddled with problems, and explains why a

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08:32

Mailbag: Can I Disinherit a Child Without Causing Drama?

Complete Estate Planning ·

2025/07/24

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ It’s a tough topic, but a common one. In this episode, Nick answers a listener question: Can I disinherit one of my children without creating problems for the others? Nick walks through the right way to do this, and spoiler: leaving them $1 (like in the movies) isn’t the best strategy. In fact, that move could actually give the

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33:02

What to Do When You Receive Court Paperwork After a...

Complete Estate Planning ·

2025/07/17

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ A family member dies, and sometime later, you receive legal paperwork in the mail from a probate attorney or court. Maybe you were expecting an inheritance, maybe you weren't—but now you're staring at documents asking you to sign waivers, consents, or acknowledgments. You're unsure what they're for, whether you're legally required to

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06:21

Mailbag: Big Changes Coming—Should You Wait To Make...

Complete Estate Planning ·

2025/07/10

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Thinking about starting your estate plan but holding off because you might buy a business, inherit money, or move across the country? According to Nick, waiting is a mistake, and he’s got a great analogy to explain why. In this episode, he walks through what to do when you know big life changes are on the horizon. Just like you wouldn’t

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36:12

Trouble in Margaritaville – The Jimmy Buffett $275...

Complete Estate Planning ·

2025/07/03

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Jimmy Buffett left behind a $275 million legacy, a boatload of beach vibes, and—surprise, surprise—a full-blown legal mess. In this episode, Nick digs into the estate drama brewing between Buffett’s wife and his longtime business manager. On paper, it looked like a smart setup: a co-trustee arrangement designed to keep things running

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