Nick Rosenbauer - Podcast Details

Shows

Complete Estate PlanningMailbag: 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 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 buy a two-seater sports car if triplets were on the way, you sho...2025-07-1006 min

Complete Estate PlanningTrouble 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 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 smoothly. In reality? Let’s just say the blender’s been on high speed. Here’s some of what we discuss in this episode...2025-07-0336 min

Complete Estate PlanningWhen 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, delay, and unintended consequences for your estate plan. If your plan doesn’t account for this possibility, state law might decide where the money goes, and the results could be far from what you intended. In this episode, Nick breaks down what actually happens in these cases and why your estate documents need clear, thoughtful instructions for life’s unexpected turns. 2025-06-2607 min

Complete Estate PlanningMailbag: 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 mailbag episode, Nick addresses a common listener question: Can my daughter be both the executor of my will and my healthcare power of attorney? Or is that too much for one person? Here’s some of what we discuss in this episode: 📜 Executor vs. healthcare POA—what's the real difference? 🧠 How to pick the right person for the right job 💉 Why Nick won’t do medi...2025-06-1205 min

Complete Estate PlanningBuilding Flexibility Into a Trust for Life MilestonesToday, 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 first car or a home down payment. The catch? They’re worried about getting the numbers wrong, especially with inflation, rising costs, and the unpredictability of the future. Nick breaks down two smart strategies to help parents plan with confidence. Here’s some of what we discuss in this episode: 📆 Why age-based inheritance isn’t always enough 🚗 Planning for car purchase...2025-05-2909 min

Complete Estate PlanningWhy You Need Two Powers of Attorney -- Not Just OneWhen 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 two completely different types of powers of attorney. In this episode, Nick breaks down how each one has its own purpose, responsibilities, and potential pitfalls. You’ll learn how they’re different, what each involves, and why choosing the right person for each job can make a world of difference in how smoothly things go if you can’t speak or act for yourself. Here’s some of what we dis...2025-05-2224 min

Complete Estate PlanningEstate Planning Mistakes: When Assets in Your Name Aren’t Really YoursWhat happens when you have assets in your name but you don’t really consider them yours? It’s not that uncommon to work with people who need to account for things like a parent’s home or a child’s bank account in their estate plan. In this episode, Nick answers a listener’s question about how to handle assets that fall into this category while avoiding confusion in the future. Here’s some of what we discuss in this episode: ⚠️ Legal & Tax Risks – The hidden dangers of holding assets for others 🔄 How to Fix...2025-03-2706 min

Complete Estate PlanningEstate Planning: Fairness vs Equality for Your KidsWhen it comes to children’s inheritance, should they all receive their share at the same time, or should each child wait until they reach a specific age? In this episode of Complete Estate Planning, Nick answers a common question: Is it fair for older children to receive their inheritance while younger siblings wait? Here are some of the key topics we’ll cover: 💰 Should all kids inherit at the same time? Pros & cons of different approaches ⚖️ Fair vs. equal: Why these aren’t always the same in estate planning 🔄 Partial distributions: A smart way to bal...2025-03-1309 min

Complete Estate PlanningJoint Trust vs. Separate Trusts – Which is Right for Married Couples?One of the biggest decisions a married couple faces when setting up an estate plan is whether to create a joint trust or separate trusts. The right choice depends on several factors, including how they manage their finances, asset ownership, and estate planning goals. In this episode, we’ll break down the pros and cons of each option and discuss when a joint trust makes sense versus when separate trusts are the better choice. A joint trust can be ideal for couples with shared finances and assets, simplifying estate management. On the other hand, separate trusts offer mo...2025-03-0623 min

Complete Estate Planning5 Ways To Screw Up When Receiving An InheritanceWe talk a lot about estate planning on this show, but what about the other side of the equation- inheritance? Today, we’re diving into how people screw it up. There are plenty of ways to go wrong, but we’re breaking down the five biggest mistakes Nick sees people make when they receive an inheritance. Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/ 2025-02-2022 min

Complete Estate PlanningHow Many “What If”s Do I Need? - Understanding Contingencies in Estate PlanningHow 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/ 2024-11-2626 min

Complete Estate PlanningHarris vs. Trump: Estate Planning Concerns & The 2024 ElectionAs 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/ 2024-10-1827 min

Complete Estate PlanningLeaving an Inheritance to Your Child's Spouse: Pros and Cons as a Lapse BeneficiaryMost 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/ 2024-08-1624 min

Complete Estate PlanningConsiderations and Options for Passing a Family Business or Farm to One ChildIn 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/ 2024-06-2725 min

Complete Estate PlanningThe Estate Battle After OJ Simpson's DeathThe 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/ 2024-05-0921 min

Complete Estate PlanningSettling A Trust After Death (Part 2)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 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/ 2024-04-2520 min

Complete Estate PlanningThe Probate Process From Start To Finish (Part 1)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 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/ 2024-04-1124 min

Complete Estate PlanningI'm Single With No Children- Do I Need An Estate Plan? Mailbag EpisodeOur 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: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/ 2024-03-2828 min

Complete Estate PlanningPartial Business Ownership, Donations to Charity, and More: Mailbag EpisodeWe 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 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/ 2023-12-2126 min

Complete Estate PlanningI Have Assets In A Land Far, Far AwayIn 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/ 2023-10-0528 min

Complete Estate PlanningShould Your Lawyer Store Your Estate Planning Documents For You?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/ 2023-08-1725 min

Complete Estate PlanningThe False Sense of Security with Joint OwnershipThere 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 2023-06-2221 min

Complete Estate PlanningDo You Really Need to Like Your Attorney?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 2023-06-0822 min

Complete Estate PlanningEp 77: Should You Micromanage Your Trustee?Different types of estate plans allow different levels of flexibility. When setting up a trust, the Trustmaker usually has an opportunity to get extremely detailed in the instructions left for the Trustee to follow when distributing your estate after you pass away. The rules you put in place (and how much discretion you want to leave for your Trustee) should be careful considered. It is impossible to think of every situation that could arise after you pass away. However, there are ways to set rules, boundaries, and guidelines while “future-proofing” your estate and planning for the unexpected after you pass...2023-03-1620 min

Complete Estate PlanningEp 76: Preparing For Your Estate Plan Review MeetingMany families (and their attorneys) treat estate planning as a one-time transaction. They “set it and forget it.” However, you are ahead of the game! You have decided to have a review meeting with your estate planning attorney to make sure your plan still works the way you intended it to work. Just like having a check up at the doctor, there are certain things you should do to prepare for the meeting. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2023-03-0225 min

Complete Estate PlanningEp 75: When Your Child Has A Drug Or Alcohol ProblemWhen putting together your estate plan, you want to make sure that your assets are going to causes and people you care about. This can be difficult if someone you would like to pass assets down to struggles with drugs, or alcohol. Today we will discuss the questions you should be asking yourself in order to create a plan that is suitable for you and your situation. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2023-02-1619 min

Complete Estate PlanningEp 74: The Fight Over Lisa Marie Presley’s Estate PlanYou may have heard about this in the news, but Lisa Marie Presley died on January 12th (2023), at the age of 54. Lisa was the only child of Elvis Presley. She left behind her mother, Priscilla Presley, and her daughter, Riley Keough. Lisa’s son Benjamin Keough passed away a couple of years ago. While sad in its own right, the news has been filled with details that Lisa’s mother, Priscilla, is challenging some changes made to Lisa’s estate plan. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2023-02-0322 min

Complete Estate PlanningEp 73: What The *** Am I Going To Do With My House?If you own a home (or multiple homes), you understand that it may be difficult to have multiple co-owners on a property. For many families, the home is also one of the largest assets. Let’s walk through some different scenarios and options on how to handle the house. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2023-01-1919 min

Complete Estate PlanningEp 72: Should Everyone Get An Equal Share?When leaving an inheritance to children or grandchildren, many families prefer to treat everyone the same. Each child (or grandchild) will receive an equal share of the inheritance. While it is the “default” answer, it is not always the right answer. We will discuss some situations where it might not be ideal to leave an equal share to everyone. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2023-01-0524 min

Complete Estate PlanningEp 71: ”I Didn’t Realize There Would Be a Medical Test!”Many people go through the estate planning process in order to provide for their loved ones and/or to allow someone to make decisions on their behalf if they fall ill. However, there are also specific decisions (usually medical) that a person will need to address during the process. For those who are blindsided by this process, it can feel like a medical school exam! Here are some common decisions you may be faced with when preparing your own estate plan. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2022-12-1520 min

Complete Estate PlanningEp 70: When the End is Near...Estate planning (like many things) is always best handled LONG before it is needed. However, even a well-thought-out estate plan should be reviewed periodically. If the family is aware that “the end is near”, it is always a good idea to review certain aspects of the plan and the wishes of the person who is about to pass away. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2022-12-0124 min

Complete Estate PlanningEp 69: Giving Gifts As We Approach The HolidaysThe holiday season is upon us and many people start to feel charitable this time of year. With that in mind, we wanted to discuss some of the parameters around charitable giving and how it might affect you on this episode. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2022-11-1720 min

Complete Estate PlanningEp 68: Acquiring New Assets AFTER You Set Up Your Estate PlanIt can be challenging to ensure that your estate plan is up to date and that all of your assets are included. We will discuss what you should do about adding new assets to your plan for today's show. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2022-11-0328 min

Complete Estate PlanningEp 67: Show Me The Money……Later? Advantages To Leaving Your Inheritance In TrustAfter someone passes away, the executor or trustee is responsible for carrying out the wishes of the deceased person and settling the estate. This could include paying bills, settling debts, filing taxes, selling assets, etc. Eventually, it is time for the beneficiaries to receive their inheritance. While it may be tempting to “take the money and run”, this may put their inheritance immediately in danger. Those who are receiving an inheritance from a trust may have opportunities to protect the money they receive from current (or future) problems. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2022-10-2027 min

Complete Estate PlanningEp 66: What Happens When The First Spouse Dies? (The False Sense Of Security)When someone passes away, the “what happens next” is usually dictated by the decedent’s estate plan (if they had one), or by state law, if there was no plan. However, there are special circumstances that apply when a married person passes away but their spouse is still alive. Often times, a family may end up getting “lucky” and avoid some of the major headaches. However, this is not always the case. It can also lead families into a false sense of security because “nothing bad happened when my spouse died”. Contact: 513-463-6789 info@Cincinn...2022-09-3022 min

Complete Estate PlanningEp 65: Does Your Estate Plan Have An Expiration Date?Very few things in life last forever. Cars break down, cell phones become out of date, food goes bad, even a good bourbon can spoil if you don’t store it properly. Sadly, many people look at estate planning as a one-time activity (set it and forget it). While your estate plan might technically not have an expiration date, there are many times when it could end up “going bad” if not properly updated. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2022-09-1524 min

Complete Estate PlanningEp 64: Future-Proofing Your Estate PlanMany consider estate planning as the art of setting out your wishes while also trying to predict all of the “what ifs” that may or may not happen in the future. Obviously, unless you have a crystal ball, it is impossible to know the future. However, there are a number of predictable/potential what-if scenarios that a good estate plan should cover. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2022-09-0127 min

Complete Estate PlanningEp 63: Mailbag Episode: Questions Submitted From AudienceWe dedicate this show to answer some mailbag questions that have come in from our listeners. We will discuss protecting a company's assets, if a trust is necessary for one retirement account, and liability protection. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2022-08-1820 min

Complete Estate PlanningEp 62: How To Attack/Challenge A Vulnerable Estate PlanOn this episode, we’ll talk about various ways to challenge, undo, or override an estate plan. We’ll also discuss the circumstances when this might be appropriate. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2022-08-0426 min

Complete Estate PlanningEp 61: When Death = TaxesEveryone has heard the famous quote from Benjamin Franklin “In this world, nothing is certain except death and taxes.” Although taxes are often discussed with a financial advisor and CPA, many families don’t consider the tax consequences of their estate plan. Here are the taxes to be aware of. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2022-07-2124 min

Complete Estate PlanningEp 60: Beneficiary Designations: The Halfway House Estate PlanMany types of accounts allow the owner to designate beneficiaries to receive the account after the owner dies. This can be a quick, easy, and no-cost way to pass on the account after someone dies. However, the ease of setting up beneficiary designations can trap some into assuming their estate plan is “done”. It is one piece of the puzzle, but not the entire puzzle. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2022-07-0719 min

Complete Estate PlanningEp 59: Using a Trust as a Utility KnifeMost times, people look towards setting up a trust as a flexible, efficient, private, customized way to manage an inheritance plan for their loved ones. However, because of its flexibility, a trust can be used as a “utility knife” and help families and small businesses in a variety of other situations. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2022-06-1621 min

Complete Estate PlanningEp 58: Why Your Investments Matter in Your Estate PlanIt is always prudent to work with experts who specialize in a certain area. Use your estate planning attorney for your estate plan, your financial advisor for your investments, your CPA for your taxes, etc. Although all of your professionals should “stay in their own lane”, the work that they do is interconnected. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2022-06-0224 min

Complete Estate PlanningEp 57: Filling The Box - How To Make Sure Your Trust Actually Protects Your AssetsSetting up a trust is a great way to protect your loved ones after you’re gone. However, just signing the legal documents is only HALF of the job. You not only have to establish the trust, but you have to make sure your trust will actually control and protect your assets the way you want. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2022-05-1928 min

Complete Estate PlanningEp 56: Why Every Trust Needs A WillMany families choose a trust as the best way to manage and distribute their inheritance after they pass away. However, people are surprised to find out that they still need a will EVEN IF they have a trust. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2022-05-0522 min

Complete Estate PlanningEp 55: When Should I Give My Children Their Money?It is impossible to predict the future. However, families with underage beneficiaries often have to work with their attorney to do just that. When it comes to leaving an inheritance to children, grandchildren, etc., a good attorney won’t just ask “how much” to give each person. He or she will also ask “when”, “why”, and “what for”. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2022-04-2126 min

Complete Estate PlanningEp 54: What If Someone Puts You In Charge Of Their Estate Plan?Most of the focus on this show is about properly setting up your own plan to protect your family and your life savings. However, many people find themselves on the other side of the equation. What should you do if someone names you in their own estate plan? Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2022-04-0723 min

Complete Estate PlanningEp 53: Estate Planning Battle Royale: The Commodity vs. The Professional ServiceThere are two schools of thought on estate planning. The first (which we disagree with) is that estate planning is merely a commodity. All plans are the same. The second (and proper viewpoint) is that estate planning is a professional service. Let’s outline the differences. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2022-03-3125 min

Complete Estate PlanningEp 52: Student Loans After You DieWith tuition costs continuing to rise, more and more families are taking out student loans to pay for higher education. Many times, the student AND the parent both have loans. What happens to them when you die? Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2022-03-0324 min

Complete Estate PlanningEp 51: “Thanks But No Thanks”… The Worst Assets To InheritPeople always want to pass their estate smoothly to their heirs after they pass away. Many conversations with families revolve around who gets what. An even better conversation incorporates questions about why, when, and how the inheritance will pass. However, there are certain situations where your heirs may not even want what you leave to them. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2022-02-1725 min

Complete Estate PlanningEp 50: What Should I Tell My Executors, Trustees, Power of Attorney Agents, and Guardians?Picking the right fiduciaries is one of the most important parts of estate planning. After all, you need to decide who will be responsible for taking care of you, your finances, your inheritance, and your children! Once you’ve set your plan up, should you tell the people you have chosen? How much do they need to know? Isn’t some of this private? Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2022-02-0322 min

Complete Estate PlanningEp 49: Who Can You Trust? Picking Guardians, Trustees, Executors, and AgentsOne of the hardest parts of estate planning is deciding who you can count on to carry out your wishes. While they are required to take care of you/your estate and they must follow your instructions, they will have some leeway and decision-making power on their own. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2022-01-2025 min

Complete Estate PlanningEp 48: Hidden Dangers With Transfer-on-Death and Beneficiary DesignationsSetting a transfer on death (aka TOD or POD) or a beneficiary designation on an account can be an easy way to direct the inheritance after you’re gone. It is quick, (usually) easy, and best of all, you don’t need to hire a professional to do it! However, there are a number of pitfalls to watch out for and situations where they may not go as planned. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2022-01-0625 min

Complete Estate PlanningEp 47: What to Do With the Family Vacation HomePassing property along can be a challenge, but trying to do so with multiple parties involved gets even more difficult. Today we're going to run through a long list of considerations and questions we pose to clients that want to include a vacation home in their estate plan. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2021-12-1626 min

Complete Estate PlanningEp 46: How Many Trusts Do I Need?Trusts are great estate planning tools for families but is one enough? Is there ever a situation where you might need more than one? We'll dive into the scenarios on this episode. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2021-12-0229 min

Complete Estate PlanningEp 45: Planning For A Child With Special NeedsThis episode is all about how to build an estate plan if you have a child with special needs. You may wish to leave them an inheritance, or set up proper care for them once you pass. Careful planning beforehand is absolutely crucial in this area especially if the child is receiving assistance from the government. Nick will talk about some efficient strategies he uses in his practice and some considerations to keep in mind as you build out your plan. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2021-11-1823 min

Complete Estate PlanningEp 44: Facebook & Bitcoin - Estate Planning For Your Digital AssetsSocial media accounts are as popular as ever. Most people in USA have accounts on many different platforms. Cryptocurrency has gotten a lot of press recently (Bitcoin being the most popular). However, it brings up a broader question about digital assets and how they work within your estate plan. While electronic/digital accounts, banking, etc. can make things easier in your everyday life, it can make things more complicated after someone gets sick or passes away. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2021-11-0428 min

Complete Estate PlanningEp 43: Save The Animals: Estate Planning For PetsMany people have pets. Sometimes, they love them more than their own children (or at least they are better behaved). Some require more specialized care or attention than others. Some are expensive to care for. Many families are worried about their pets going to a shelter if no one wants to take care of them (hopefully at least a no-kill shelter). Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2021-10-2123 min

Complete Estate PlanningEp 42: Estate Planning If You Hate Your FamilyMost of what we talk about is how to make the best of a tough situation (getting sick, passing away), and how to make sure things go smoothly. Good estate planning is a selfless act, you want to make sure things are set up properly and easily for those you leave behind. But…what if you DON’T want to make things easier for your family? What would you do? Here are Nick’s tips on what to do if you want to cause stress for your family after you’re gone. Contact: 513-463-6789 in...2021-10-0722 min

Complete Estate PlanningEp 41: Estate Planning If You’re Already DeadMight seem counter-intuitive to what we’ve already discussed, but, dead people do have an estate plan (even if they didn’t write one themselves before passing). Each state has a default formula to fall back on if there is no plan. However, it usually doesn’t go the way you want it to. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2021-09-2326 min

Complete Estate PlanningEp 40: Hidden Dangers From Probate & Real Estate: Scams, Rip-Offs, and Identity TheftThere are tons of scams/rip offs, etc. out there. However, for someone dealing with a probate case or buying/selling a house, they seem to get bombarded. Why is this happening, how do they get your information, and what can you do to protect yourself? Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2021-09-0929 min

Complete Estate PlanningEp 39: You Might Want To Avoid Probate Court If…We rip on probate court a lot in this podcast. What can I say, it is a government-run inheritance program? It does have its purpose, and it is certainly needed as a backup. However, here are some specific situations where the headaches of probate can be amplified (and when it might be important to look at ways to avoid probate). Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2021-08-1929 min

Complete Estate PlanningEp 38: Your Estate Planning Documents Are The Same As Your Kitchen Appliances: How All The Pieces Work TogetherThere are a lot of moving parts (and documents) in a COMPLETE estate plan. Many families get into trouble by randomly picking one-off documents while neglecting others, or not by making sure everything is reviewed and put together at the same time with the same overall plan. Just like kitchen appliances, you don’t want to get your dishwasher, microwave, stove, and fridge from 4 different brands at 4 different stores are 4 different times. Each document serves a specific purpose, but they also work together as a whole unit to make sure you’re taken care of. Contact: 51...2021-08-0525 min

Complete Estate PlanningEp 37: Planning During an EmergencyThroughout the years, Nick has seen many situations where families come in to start estate planning during a crisis. Sometimes he's able to help out these families, but sometimes it's too late to put together a plan. We will discuss different crisis scenarios on today's show and what solutions might be present in each situation. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2021-07-1519 min

Complete Estate PlanningEp 36: What If Charitable Giving is a Priority for You?Before you pass away, you may decide to allocate some money to a charity of your choice. There are numerous strategies and ways to implement a plan like this, so we will discuss a few strategies and the reasons behind each method. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2021-07-0125 min

Complete Estate PlanningEp 35: Estate Planning For Families Without ChildrenWhether you're planning to have children in the future or you choose not to at all, it's important to have a plan in place for what happens to your estate when you pass. Nick discusses ways you can make sure your assets go where you want them to when that day comes. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2021-06-1722 min

Complete Estate PlanningEp 34: When To Consider Using A Professional Trustee Or ExecutorA lot of discussions on this show revolve around putting together a comprehensive estate plan. But now we need to discuss who puts that estate plan in action once you pass away. There are many complex situations that might require you to hire a professional executor to carry out your wishes and we will go over some of these reasons today. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2021-06-0326 min

Complete Estate PlanningEp 33: Estate Planning For Unmarried PartnersMany situations arise that are “easier” or have some sort of “default” decision. However, those get thrown out the window for partners who decide not to legally marry. Whether the relationship is still progressing, the partners don’t feel like going through the hassle of getting married (or getting married again), or if there are other factors at play, these family situations require extra care. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2021-05-2024 min

Complete Estate PlanningEp 32: Dealing With Credit Cards After DeathMost people have multiple credit cards nowadays. Many have bills and subscriptions automatically being paid each month. Some accrue rewards/perks such as cash back, points, or frequent flyer miles. One thing they all have in common is the late fees, penalties, and interest charges if payments are missed. What happens to all of this when the cardholder dies? Should you worry about identity theft? How are things handled? Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2021-05-0630 min

Complete Estate PlanningEp 31: Estate Planning Issues For Business OwnersBusiness owners are particularly vulnerable to some misconceptions and false assumptions about their estate plan. There are a lot of items you need to have in place for the transfer of a business to go smoothly, so that your employees still get their paychecks and your business doesn't get sent to probate. Nick will discuss some ground rules business owners should have in place for that inevitable transfer of power and important nuances to keep in mind. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2021-04-1520 min

Complete Estate PlanningEp 30: Why Owning A Home May Complicate Your Estate PlanThere's no doubt that a home is one of the biggest asset we will own in our lifetime. Unfortunately, after we pass away, the home is not a quick and easy transfer to your beneficiary. There are a lot of nuances involved and you want to make sure you do it correctly to avoid probate and other pain points. Nick talks about some of the ways you can transfer your home after you pass and the easiest ways to do it. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2021-04-0121 min

Complete Estate PlanningEp 29: Larry King – Secret, Handwritten Will, Probate Contests, An (almost) ex-wife, and Unfunded TrustsLarry King recently died. He was worth estimated $144 million. Most of the assets are to be settled privately, un-contested, and safely through various trusts (that we will never know about. So why the heck are we hearing about a $2 million probate, his wife (Shawn King), who he was in the middle of divorcing, contesting a secret, hand-written last will & testament? And why the heck is it public record and we’re hearing all about it? Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2021-03-2522 min

Complete Estate PlanningEp 28: Britney Spears – A Lesson In Bad Estate PlanningAfter her “acting out” episodes that began in 2007 (including her randomly shaving off all her own hair), her father (Jamie Spears) applied to become her conservator, which was granted in 2008. Today Nick gives us a rundown of how Britney Spears's conservatorship became so complicated and why we're still talking about it after more than a decade. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2021-03-0424 min

Complete Estate PlanningEp 27: I’ve Moved. Does My Estate Plan Still Work?I get this question ALL THE TIME. Whether you get a new job, get tired of cold weather, just retire, or want to be closer to the grandkids (that you probably like more than your kids), people need to be aware of how this may affect your estate plan. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2021-02-1822 min

Complete Estate PlanningEp 26: There Will Be Fighting After I’m Gone. What Do I Do?Sometimes, you can’t avoid family fighting after you’re gone. You might even expect it. When that happens, many families sadly bury their heads in the sand and do nothing. They think they are helpless and leave a disaster for their children to clean up after they are gone. However, there are a few options on the table and we'll discuss them on this show. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2021-02-0426 min

Complete Estate PlanningEp 25: What to Do If Your Attorney is Hiding from Your or Missing in Action?Sadly, most attorneys view estate planning as a 1-time transaction. You give them money, they give you paperwork, that is it. Obviously this is a bad idea and can lead to trouble down the road. Nick discusses times he has come across this situation in his practice and some red flags to look out for. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2021-01-2124 min

Complete Estate PlanningEp 24: What to Do After Someone Passes AwayAfter a loved one passes away, the days and weeks that follow after can be difficult and very emotional. You may feel overwhelmed with all of the things that now need to be taken care of and it's a process that can be tough to begin if you have no idea where to start. Nick talks about the affairs that should be taken care of when someone passes away. He discusses what needs rather immediate action and what can wait for a little while if you need time to gather yourself. Contact: 513-463-6789 2021-01-0728 min

Complete Estate PlanningEp 23: When Your Attorney's Price SHOULD Scare YouEveryone loves a deal. Saving money is great. We all know that you get what you pay for, but we’ll go behind the scenes of what it takes to get an estate plan prepared the right way. Then, we’ll examine some situations (low cost) and uncover the industry secrets for the low-bidders in the industry so the public can make informed decisions. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2020-12-1731 min

Complete Estate PlanningEp 22: A Local Organization Providing Grief SupportToday we sit down with the founder of Companions on a Journey, Sheila Munafo-Kanoza. Shelia tells us about her personal story of dealing with loss and how these events led her to start this organization. We also discuss the different ways people may grieve and some helpful tips for this holiday season with COVID-19 upon us. Contact: 513-463-6789 info@CincinnatiEstatePlan.com Companions on a Journey Number: 513-870-9108 Companions on a Journey Website: http://companionsonajourney.org/ Shelia's Email: sheila@companionsonajourney.org 2020-12-0333 min

Complete Estate PlanningEp 21: Estate Planning for Blended FamiliesOn this episode, Nick takes on a difficult conversation of how blended families can plan for the future when it comes to their kids. He presents a number of different examples of situations couples can find themselves in, as well as a few solutions that will help make the process much smoother when it comes to distributing assets. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2020-11-1935 min

Complete Estate PlanningEp 20: Case Study - Not Very Power of AttorneyOn this episode, we take a look at the estate planning of one of Nick's clients. This plan was completed 11 years ago, but unfortunately the client no longer has the mental capacity to make decisions by herself. Nick walks us through the plan she had in place, the roadblocks that came up, and what changes that could have been made to make the plan more thorough. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2020-11-0530 min

Complete Estate PlanningEp 19: Estate Planning For The Self-MadeWe've all heard incredible stories of people that went from rags to riches and built their success from the ground up. But how should they pass along that wealth to their children, or family that haven't had to put in all the hard work? Nick discusses a few options to pass along a great amount of wealth and it's imperative that a self-made person gets an estate plan in place. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2020-10-1529 min

Complete Estate PlanningEp 18: My Estate Plan Is Done. Who Needs To Know About It?No one is required to know about your plan. However, there are certain people that it is a good idea to inform them of certain aspects.. When it is time for your family and your decision-makers to step in, it is because they can no longer ask you what you want. Don’t leave it to chance, don’t leave them guessing how you want to be treated and how you want your family to be taken care of. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2020-10-0125 min

Complete Estate PlanningEp 17: Estate Planning Is Under AttackWe've reiterated many times on this show how you want your estate planning to be done correctly, but there are still many companies out there that try to cut corners when it comes to putting your plan together. In many instances, the estate plan is put together by a computer algorithm that does not actually consider your needs. Nick will talk to us about how certain companies and professionals minimize the importance of estate planning and red flags to look out for. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2020-09-1729 min

Complete Estate PlanningEp 16: When Is The Best Time To Get Estate Plan Done?There are times in life that you may have to make a rushed decision and be able to perform under pressure. Your estate planning should be one of those rushed decisions. It's important to be able to make each decision with a clear head with plenty of time. Nick will walk us through why getting your estate plan done sooner than later is crucial. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2020-09-0325 min

Complete Estate PlanningEp 15: Does You Estate Plan Need A Check-Up?An estate plan is not something you can just set and forget about. The plan has to change when certain situations in your life get altered. Nick will talk about when you may want to make some tweaks to your estate plan, so it stays relevant to your life and situation. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2020-08-2025 min

Complete Estate PlanningEp 14: An Insider’s Look At The Dangers Of ARAG And Other Legal Insurance PlansARAG is a popular legal insurance plan that has become popular among employers. At face value, this can seem like a great deal that will save you a lot of time and money. Nick will pull back the curtain and break down how this works from an attorney's perspective and other considerations you should be aware of. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2020-08-0626 min

Complete Estate PlanningEp 13: Why Young Adults Need Estate PlanningWhen it comes to estate planning, most people correlate it with older adults who have accumulated a lot of assets throughout their life. But estate planning is just as important for young adults too. Nick goes over what rights that parents no longer have when their child turns 18 and some steps you can take in order to get important information in a critical situation. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2020-07-1618 min

Complete Estate PlanningEp 12: You Might Want To Run Away From Your Lawyer If…Not all attorneys are created equal. Most are (hopefully) honest, hard-working, ethical people. Some might even know what the heck they are doing. However, there are numerous situations where you, the client, should proceed with caution. Here are a few situations where you might want to run right out the door! Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2020-07-0233 min

Complete Estate PlanningEp 11: 5 Things You Needs To Know About Your Parents’ Estate PlanIt is never easy to talk with your parents about their own affairs. After all, you are their child. However, people NEED to know certain things about their parents’ estate planning, especially if they will be the ones left taking care of things when their parents become ill or pass away. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2020-06-1824 min

Complete Estate PlanningEp 10: 4 Things New Parents MUST Do With Their Estate PlanningThings obviously get pretty overwhelming when a new child comes into your family. Usually, parents end up dealing with the immediate needs of the new baby that are right in front of them. However, all new parents should make sure their estate plan is reviewed (or established) and we'll walk through the four things you need to address now. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2020-06-0431 min

Complete Estate PlanningEp 9: The Right (and Wrong) Way To Avoid The Probate ProcessProbate court can be a very time-consuming and expensive process so it's easier on everyone in your family if you can avoid going that route with your estate. Let's look at the three ways that you can accomplish that along with a few of the scenarios that might throw your plan off. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2020-05-2125 min

Complete Estate PlanningEp 8: The Problems with Do It Yourself Online Estate PlanningDuring this uncertain time, many people are realizing the importance of creating an estate plan, and acthey're turning to online DIY websites to get things done quickly and cheaply. But what are the risks of using these websites? Nick will discuss how these DIY websites work, and what essential parts of estate planning they overlook. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2020-05-0737 min

Complete Estate PlanningEp 7: The 5 Steps to the Probate ProcessQuite often, estates end up going through probate court for one reason or another, but do you know what that process looks like? Let's take a detailed look at the five steps of the probate process so you'll know everything it takes to eventually close the estate. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2020-04-1637 min

Complete Estate PlanningEp 6: How to Protect Your Child's Inheritance from Their SpouseWhile parents must ultimately accept their child's choice of spouse, they do not need to accept the fate that many families have fallen victim to: watching their child's partner waste their hard-earned money (or even worse, take it away during a later divorce)! Luckily, families who think ahead and make sure that their estate plan protects against all possible contingencies are able to protect their nest egg from transferring outside of the family. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2020-04-0227 min

Complete Estate PlanningEp 5: Comparing A Last Will & Testament To A Living TrustIf you wish to pass down your estate to your heirs, it is important to distinguish the difference a will and a trust. They both share the same goal, but both accomplish this in a very different manner. Nick will break down the main differences between these two items and help you gain some clarity on which one may be right for you. Blog: https://www.cincinnatiestateplan.com/single-post/2017/08/29/Comparing-a-Will-and-a-Trust Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2020-03-1933 min

Complete Estate PlanningEp 4: The 3 Mistakes Most Attorneys Make With Clients’ TrustsThere are many attorneys that do a great job of setting up a client with a solid, reliable trust. Unfortunately, there are some attorneys out there that do not do such a spectacular job and leave clients to tie up the loose ends for themselves. Nick will run down the most common mistakes dealing with trusts that he has seen in his career and how they can leave a significant impact on you if you do not fix them. Blog: https://www.cincinnatiestateplan.com/single-post/2018/02/21/The-Three-Mistakes-Your-Other-Estate-Planning-Attorney-Made-With-Your-Trust Contact: 513-463-6789 info@CincinnatiEstatePlan...2020-03-0522 min

Complete Estate PlanningEp 3: 3 Questions to Ask Before Hiring an Estate Planning AttorneyBefore you decide to hire any attorney to help get your estate planning affairs in order, make sure to ask them the following questions. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2020-02-2024 min

Complete Estate PlanningEp 2: The 5 Essential Documents of a Complete Estate PlanEach family has different needs and therefore needs an estate plan customized by an experienced estate planning attorney. However, regardless of income, assets, age, or other family circumstances, every complete estate plan must have the following five documents. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2020-02-0524 min

Complete Estate PlanningEp 1: Getting to Know Nick & the PodcastBefore we roll out the first official episode, we wanted to get to know Nick Rosenbauer, his business, and what to expect from this podcast. Contact: 513-463-6789 info@CincinnatiEstatePlan.com 2020-01-2429 min