Complete Estate Planning
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.
- Update frequency
- every 12 days
- Average duration
- 24 minutes
- Episodes
- 149
- Years Active
- 2020 - 2025
Who Chooses Your Kids’ Guardian If You Don’t?
📞 📅 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 …
Why Some Inheritances Happen Early
📞 📅 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 inh…
Dementia & Estate Planning: How Late Is Too Late?
📞 📅 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 r…
When Your Children Are Bad with Money – What You Can Do About It?
📞 📅 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 st…
Do I Need a Trust or Is the Lawyer Just After Money?
📞 📅 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…
Free Wills from Your Bank - What Will It Actually Cost You?
📞 📅 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…
Mailbag: Can I Disinherit a Child Without Causing Drama?
📞 📅 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. …
What to Do When You Receive Court Paperwork After a Family Member Dies
📞 📅 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 lat…
Mailbag: Big Changes Coming—Should You Wait To Make Future Plans?
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
🎓 Join Us for Our Next Workshop:
https://cincinnatiestateplan.com/workshops/
Thinking about starting your estate pl…
Trouble in Margaritaville – The Jimmy Buffett $275 Million Estate Dispute
📞 📅 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…
When Your Beneficiary Dies First - What Happens Now?
Here’s a situation most people don’t really think about: what happens if one of your beneficiaries dies before you do? It’s not just a legal formality, it’s a scenario that can create confusion, dela…
How to Pass On a Family Business Without Creating a Family Feud
A family business is often more than just an asset—it’s a legacy. But passing it on after the death of the owner can create big challenges, especially when some heirs want to keep it running and othe…
Mailbag: Can My Daughter Handle Everything?
When it comes to estate planning, assigning roles to your loved ones can feel overwhelming, especially when you're considering putting one person in charge of multiple responsibilities. In this mailb…
What to Do With Your Estate Plan After Losing a Spouse
Losing a spouse is an emotionally overwhelming experience, and in the midst of grief, legal and financial matters often feel like the last thing anyone wants to think about. But making sure your esta…
Building Flexibility Into a Trust for Life Milestones
Today, Nick answers a thoughtful question from parents trying to strike the right balance: they want their kids to receive their inheritance at age 25, but also want to carve out early access for a f…
Why You Need Two Powers of Attorney -- Not Just One
When people hear the term “power of attorney,” they often assume it’s a one-size-fits-all document that gives someone authority to handle everything if they become incapacitated. There are actually t…
Who Should Be Your Corporate Trustee?
When you set up a trust but don’t have a friend or family member you trust to manage it, what’s your next move? In this episode, we answer a question on a sensitive and critical decision in estate pl…
What Happens to Bills and Debts After Someone Dies? (A Guide for Families and Executors)
When someone passes away, their bills and debts don’t just disappear, but that doesn’t mean their family has to rush to pay everything immediately. In this episode, we explain how debts are handled a…
What Options Do You Have for Dividing Your Home?
Most parents try to split up everything evenly for their children but how do you do that with a home? While bank accounts and retirement funds can be easily divided, a house poses unique challenges. …
One of My Children Owes Me Money—How Do I Account for That in My Estate Plan?
Lending money to a child is common, whether it's for buying a home, starting a business, or getting through a tough financial patch. But when it comes time to plan your estate, that unpaid loan can c…