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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

8:24

What Happens to Your Debt When You Pass Away?

Complete Estate Planning ·

2026/03/12

Debt doesn’t magically disappear when someone passes away, but it doesn’t always work the way people assume, either. Nick answers a common question: will what you owe reduce what your children receive? The reality depends on how your estate is structured and what type of obligations you’re dealing with. Tune in to hear what happens to your money, and your bills, after you’re gone.Here’s some of what we discuss in this episode: 🎓 Student Loans – Federal vs private differences ⚖️ Probate Claims –

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25:58

Do I Really NEED A Lawyer To Prepare My Estate Plan?...

Complete Estate Planning ·

2026/03/05

It’s tempting to think estate planning is just filling out forms and moving on. But when something happens, those papers have to perform under pressure. Nick expands on why estate planning is bigger than documents and why professional guidance matters more than most people realize. The real value isn’t in printing paperwork, it’s in making sure your family isn’t left with confusion, stress, or costly problems later.Here’s some of what we discuss in this episode: 📜 Document Reality – Forms must

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7:54

Separate Finances, One Estate Plan? What Couples Need...

Complete Estate Planning ·

2026/02/26

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ More couples today keep their finances separate, especially in second marriages or blended families. But when it comes time to create an estate plan, questions naturally follow. Can everything still be handled together? Does keeping assets separate create complications? In this episode, Nick explains how couples can approach estate planning

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24:54

I Just Asked for a Will. Why Is My Lawyer Preparing...

Complete Estate Planning ·

2026/02/19

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ You come in asking for a will and suddenly the conversation gets a lot bigger. Powers of attorney, medical documents, trusts… it can feel overwhelming or even suspicious. In this episode, Nick lifts the fog and clearly explains why estate planning often involves more than you expected. It’s an honest look at what a complete plan really

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8:36

Do You Really Need a Trust or Is a Will Enough?

Complete Estate Planning ·

2026/02/12

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ You walk into an attorney’s office asking for a simple will, and suddenly you’re being told you “need” a trust. Is that good advice… or just an upsell? Nick explains how estate planning recommendations should actually work, and why a trust isn’t always about complexity or cost. Listen through to discover the key red flags, and green flags,

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24:41

Do I Really NEED A Lawyer To Handle My Probate Case?

Complete Estate Planning ·

2026/02/05

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ You’re legally allowed to do probate without an attorney, but should you? Probate often looks simple at first glance—forms, checklists, and online instructions make it feel manageable. But the real risk shows up after the paperwork begins. Nick explains why many executors start confidently and end up overwhelmed, exposed, or stuck fixing

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8:21

Are Trust Verification Letters from Your Bank Legit?...

Complete Estate Planning ·

2026/01/22

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Have you received a letter asking you to “verify” your trust information and wondered if it was legitimate or a scam? Nick breaks down why these letters are becoming more common, what they actually mean, and how trustees should respond without putting themselves at risk. It’s a conversation every trustee and trust owner needs to hear as

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26:36

Trustee's Guide: What Goes Through Probate (and What...

Complete Estate Planning ·

2026/01/15

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Navigating probate can be daunting for any trustee or executor. In this episode, Nick offers crucial guidance to help you understand your responsibilities and avoid common pitfalls. Learn why simply relying on paperwork isn’t enough and why careful attention is essential. If you’ve been named a trustee or executor, this episode is a

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10:35

How to Protect Your Home From Property Deed Fraud

Complete Estate Planning ·

2026/01/08

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Worried about scams targeting your property? How real is this threat, and how worried should you actually be? In this episode, Nick explains how property deed scams work and walks through simple, free steps you can take today to monitor your property and protect yourself without panic. Tune in to get clarity on this trending concern and

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29:38

The Prodigal Son Approach: Advancing an Inheritance...

Complete Estate Planning ·

2025/12/31

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ This question has been trending and on the rise: “Why wait until we’re gone to help the people we love?” Nick explores the “Prodigal Son” approach, advancing an inheritance while you’re still alive, and why it’s becoming more common. You’ll also hear how generosity today can be done thoughtfully, without creating unintended problems

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10:49

What If Your Adult Kids Can’t Handle Money?

Complete Estate Planning ·

2025/12/23

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ What do you do when your adult children aren’t responsible with money but you still want to make sure they’re taken care of after you’re gone? Today we answer a question facing many parents about what estate planning options are available when you’re worried about handing over an inheritance to kids who will likely mishandle it. Nick

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35:04

Common Executor Mistakes When Handling A Probate Estate

Complete Estate Planning ·

2025/12/18

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Serving as an executor can feel like being dropped into the middle of a complicated project without a clear instruction manual. The role comes with legal duties, financial responsibilities, and emotional pressure, often during a time of grief. Many executors start the job with good intentions but make avoidable mistakes simply because they

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6:51

When the Bank Says No: Executor Roadblocks & Probate...

Complete Estate Planning ·

2025/12/11

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ A heartbreaking moment becomes even more stressful when an executor walks into the bank with a will and death certificate, only to be told they can’t access a parent’s accounts. In this episode, Nick tackles a common scenario that trips up many families settling estates. Discover the hidden steps and expert guidance that can make all the

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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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