Shows
Complete Estate PlanningSeparate Finances, One Estate Plan? What Couples Need to Know📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 thoughtfully, transparently, and in a way that aligns with their comfort level.
Here’s some of what we discuss in this episode:
⚖️ Inheritance Coord...
2026-02-2607 minComplete Estate PlanningI Just Asked for a Will. Why Is My Lawyer Preparing All These Other Documents?📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 means and why those extra conversations matter.
Here’s some of what we discuss in this episode:
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2026-02-1924 minComplete Estate PlanningDo You Really Need a Trust or Is a Will Enough?📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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, to watch for in your own estate planning conversations.
Here’s some of what we discuss in this e...
2026-02-1208 minComplete Estate PlanningDo I Really NEED A Lawyer To Handle My Probate Case?📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 costly mistakes. He helps clarify when probate can be handled alone, and when professional guidance protects more than just the estate.
Here’s some of...
2026-02-0524 minComplete Estate PlanningAre Trust Verification Letters from Your Bank Legit? What You Need to Know📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 banks tighten verification procedures. Knowing what to do next could save you from a costly mistake.
Here’s some of wh...
2026-01-2208 minComplete Estate PlanningTrustee's Guide: What Goes Through Probate (and What Doesn't)📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 must-listen.
Here’s some of what we discuss in this episode:
đź“‚ Getting Organized: Sorting assets before mistakes are made
🔍 Pr...
2026-01-1526 minComplete Estate PlanningHow to Protect Your Home From Property Deed Fraud📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 easy ways to protect yourself.
Here’s some of what we discuss in this episode:
🏠Property Scam Ba...
2026-01-0810 minComplete Estate PlanningThe Prodigal Son Approach: Advancing an Inheritance While You Are Still Alive📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 tomorrow.
Here’s some of what we discuss in this episode:
🎄 Seasonal Update: Winter Sports and Year-end planning
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2025-12-3129 minComplete Estate PlanningWhat If Your Adult Kids Can’t Handle Money?📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 explains the practical, realistic options parents have when an adult child may never be “money-ready.” W...
2025-12-2310 minComplete Estate PlanningWhen the Bank Says No: Executor Roadblocks & Probate Solutions📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 difference.
Here’s some of what we discuss in this episode:
🏦 When the Bank Says No: why yo...
2025-12-1106 minComplete Estate PlanningSo…You’re In Charge of Administering Your Parents’ Trust📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 everything. It’s a down-to-earth reminder that the job is doable, especially when you understand what matters most.
Here’s some of...
2025-12-0428 minComplete Estate PlanningOutdated Wills: What Happens When You’re Named Executor Unexpectedly?📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 roles in an estate plan are voluntary, flexible, and meant to reflect current relationships, no...
2025-11-2609 minComplete Estate PlanningWhen Siblings Inherit a House and Can’t Agree: What Happens Next?📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 handling a shared inheritance.
Here’s some of what we discuss in this episode:
đź’° Buyouts Explained: how to fairly compensate each heir
2025-11-2011 minComplete Estate PlanningEstate Planning for First-Timers: What to Expect & How to Prepare📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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. Ready to take the guesswork out of estate planning? Tune in and get a better understanding of your role in the process.
2025-11-1332 minComplete Estate PlanningHow Do I Protect My New Wife Without Disinheriting the Kids?📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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, prevent future conflicts, and give you peace of mind knowing your loved ones are secure.
Here’s some of what we discuss in this episode...
2025-11-0611 minComplete Estate PlanningMy Parents Refuse to Write a Will — What Happens When They’re Gone?📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 how his firm helps families navigate these complex situations.
Here’s some of what we discuss in this episo...
2025-10-3012 minComplete Estate PlanningBeneficiaries, TODs, PODs, and Joint Ownership, How They Interact With Wills and Trusts📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 plan works together seamlessly, so your wishes don’t fall by the wayside.
Here’s some of what we discuss in thi...
2025-10-2319 minComplete Estate PlanningGetting Hospitals & Banks To Actually Honor Your Estate Plan📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 ready when it matters most.
Here’s some of what we discuss...
2025-10-1632 minComplete Estate PlanningChoosing Which Child Should Be Your Executor📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 to someone capable is essential for a smooth estate process.
Here’s some of what we discuss in this episode:
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2025-09-2508 minComplete Estate PlanningSpringing vs. Immediate Power of Attorney – Watch Out For The Wrong Choice📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 family frustrated, delayed, and even financially vulnerable.
Here’s some of what we discuss in this episode...
2025-09-1827 minComplete Estate PlanningWho Chooses Your Kids’ Guardian If You Don’t?📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 decisions to the court
📝 A “C+ choice” is better than no choice at all
2025-09-1108 minComplete Estate PlanningWhy Some Inheritances Happen Early📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 today’s decisions don’t spark tomorrow’s family feud.
Here’s some of what we discuss...
2025-09-0434 minComplete Estate PlanningDementia & Estate Planning: How Late Is Too Late?📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 update a will or trust, and shares what options families have when a loved one begins showing signs of decl...
2025-08-2808 minComplete Estate PlanningWhen Your Children Are Bad with Money – What You Can Do About It?📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 protects your children while preserving your peace of mind.
Here’s some of what we discuss in this episode:
2025-08-2130 minComplete Estate PlanningDo I Need a Trust or Is the Lawyer Just After Money?📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 inheritance process.
Here’s some of what we discuss in this episode:
đź“ť Inheritance Conditions: Why certain conditions need...
2025-08-1409 minComplete Estate PlanningFree Wills from Your Bank - What Will It Actually Cost You?📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 one-size-fits-all solution rarely works when it comes to your legacy. Nick shares firsthand stories about online estate documents gone wrong, and what to do instea...
2025-08-0725 minComplete Estate PlanningMailbag: Can I Disinherit a Child Without Causing Drama?📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 disinherited child legal rights you’re trying to avoid.
Here’s some of what we discuss i...
2025-07-2408 minComplete Estate PlanningMailbag: Big Changes Coming—Should You Wait To Make Future Plans?📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 minComplete Estate PlanningTrouble in Margaritaville – The Jimmy Buffett $275 Million Estate Dispute📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
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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 minComplete 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 minComplete 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 minComplete 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
đźš— Planning for car purchase...
2025-05-2909 minComplete 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 minComplete 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 minComplete 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:
đź’° 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 minComplete 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 minComplete 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.
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2025-02-2022 minComplete 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.
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2024-11-2626 minComplete 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.
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2024-10-1827 minComplete 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.
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2024-08-1624 minComplete 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.
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2024-06-2725 minComplete 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.
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2024-05-0921 minComplete 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.
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2024-04-2520 minComplete 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!
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2024-04-1124 minComplete 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!
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2024-03-2828 minComplete 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!
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2023-12-2126 minComplete 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.
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2023-10-0528 minComplete 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.Â
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2023-08-1725 minComplete 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.
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2023-06-2221 minComplete 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.
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2023-06-0822 minComplete 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?
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513-463-6789
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2022-02-0322 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2022-01-2025 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2022-01-0625 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2021-12-1626 minComplete 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.
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513-463-6789
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2021-12-0229 minComplete 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.
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513-463-6789
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2021-11-1823 minComplete 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.
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513-463-6789
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2021-11-0428 minComplete 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).
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513-463-6789
info@CincinnatiEstatePlan.com
2021-10-2123 minComplete 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.
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513-463-6789
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2021-10-0722 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2021-09-2326 minComplete 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?
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513-463-6789
info@CincinnatiEstatePlan.com
2021-09-0929 minComplete 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).
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513-463-6789
info@CincinnatiEstatePlan.com
2021-08-1929 minComplete 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.
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2021-08-0525 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2021-07-1519 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2021-07-0125 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2021-06-1722 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2021-06-0326 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2021-05-2024 minComplete 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?
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513-463-6789
info@CincinnatiEstatePlan.com
2021-05-0630 minComplete 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 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2021-04-0121 minComplete 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?
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2021-03-2522 minComplete 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.
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2021-03-0424 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2021-02-1822 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2021-02-0426 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2021-01-2124 minComplete 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.
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513-463-6789
2021-01-0728 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2020-12-1731 minComplete 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.
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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 minComplete 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 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2020-11-0530 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2020-10-1529 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2020-10-0125 minComplete 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 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2020-09-0325 minComplete 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 minComplete 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 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2020-07-1618 minComplete 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!
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513-463-6789
info@CincinnatiEstatePlan.com
2020-07-0233 minComplete 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 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2020-06-0431 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2020-05-2125 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2020-05-0737 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2020-04-1637 minComplete 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 minComplete 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
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2020-03-1933 minComplete 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
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2020-03-0522 minComplete 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.
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513-463-6789
info@CincinnatiEstatePlan.com
2020-02-2024 minComplete 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.
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2020-02-0524 minComplete 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.
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info@CincinnatiEstatePlan.com
2020-01-2429 min