Complete Estate Planning
Business & Finance
About
Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.
Episodes
- I Was Named Executor… Do I Have to Say Yes?
Being named executor might feel like an obligation, but it’s not always one you have to accept. Nick walks through what happens if you’re unexpectedly chosen, what your options are, and how to properly step away if it’s not something you w…
- Can My Kids Inherit My Season Tickets?
For a lot of families, season tickets are more than just seats, they’re traditions, memories, and something worth passing down. But when it comes to actually leaving them to your kids, things get more complicated than most people expect. N…
- My Parents Won’t Do Their Estate Plan. Can I Do It For Them?
Getting your parents to plan their estate can be one of the toughest financial conversations to have. While most of us are proactive with our own plans, it’s a different story when it comes to helping our parents get theirs in order. Can y…
- Can You Name a Minor as Executor, Trustee, or Power of Attorney?
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ It sounds like smart planning… naming your child or grandchild as your execut…
- The Hidden Risks of Outdated Estate Plans
You created your estate plan years ago and your wishes haven’t changed, so why is your attorney telling you it’s outdated? Nick breaks down why older estate documents can create friction, delays, or even roadblocks when your family needs t…
- Siblings, Partners, and Parents: When Property Ownership Gets Complicated
Co-owning property can feel like a practical solution, whether it is family inheritance, investment opportunities, or helping someone buy a home. But when the co-owner is not your spouse, you are stepping outside the legal “default rules”…
- What Happens to Your Pets When You Die?
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ When people think about estate planning, they focus on their kids, assets, an…
- Dad Just Got Diagnosed With Dementia? Is It Too Late To Do His Estate Plan?
Nick tackles what happens when cognitive decline enters the picture and estate planning still isn’t done. He explains how mental capacity is assessed in real life and why waiting for a health scare can seriously limit your options. Don’t w…
- What Happens to Your Debt When You Pass Away?
Debt doesn’t magically disappear when someone passes away, but it doesn’t always work the way people assume, either. Nick answers a common question: will what you owe reduce what your children receive? The reality depends on how your estat…
- Do I Really NEED A Lawyer To Prepare My Estate Plan? It’s Just Documents!
It’s tempting to think estate planning is just filling out forms and moving on. But when something happens, those papers have to perform under pressure. Nick expands on why estate planning is bigger than documents and why professional guid…
- Separate Finances, One Estate Plan? What Couples Need to Know
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ More couples today keep their finances separate, especially in second marriag…
- I Just Asked for a Will. Why Is My Lawyer Preparing All These Other Documents?
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ You come in asking for a will and suddenly the conversation gets a lot bigger…
- Do You Really Need a Trust or Is a Will Enough?
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ You walk into an attorney’s office asking for a simple will, and suddenly you…
- Do I Really NEED A Lawyer To Handle My Probate Case?
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ You’re legally allowed to do probate without an attorney, but should you? Pro…
- Are Trust Verification Letters from Your Bank Legit? What You Need to Know
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Have you received a letter asking you to “verify” your trust information and…
- Trustee's Guide: What Goes Through Probate (and What Doesn't)
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Navigating probate can be daunting for any trustee or executor. In this episo…
- How to Protect Your Home From Property Deed Fraud
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Worried about scams targeting your property? How real is this threat, and how…
- The Prodigal Son Approach: Advancing an Inheritance While You Are Still Alive
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ This question has been trending and on the rise: “Why wait until we’re gone t…
- What If Your Adult Kids Can’t Handle Money?
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ What do you do when your adult children aren’t responsible with money but you…
- Common Executor Mistakes When Handling A Probate Estate
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Serving as an executor can feel like being dropped into the middle of a compl…
- When the Bank Says No: Executor Roadblocks & Probate Solutions
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ A heartbreaking moment becomes even more stressful when an executor walks int…
- So…You’re In Charge of Administering Your Parents’ Trust
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Nick digs into what it really feels like to be handed the responsibility of a…
- Outdated Wills: What Happens When You’re Named Executor Unexpectedly?
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Ready for a surprise in estate planning? Imagine picking up the phone to lear…
- When Siblings Inherit a House and Can’t Agree: What Happens Next?
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ When siblings inherit a house, conflicting ideas about its future can turn a…
- Estate Planning for First-Timers: What to Expect & How to Prepare
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Estate planning can feel overwhelming, especially when it’s unclear what’s ex…
- How Do I Protect My New Wife Without Disinheriting the Kids?
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Remarriage can bring joy, companionship, and a fresh start, but it also raise…
- My Parents Refuse to Write a Will — What Happens When They’re Gone?
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Most people know they should have a will, but over half of Americans never ge…
- Beneficiaries, TODs, PODs, and Joint Ownership, How They Interact With Wills and Trusts
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Even the best-written will or trust can be undermined if your beneficiary des…
- Getting Hospitals & Banks To Actually Honor Your Estate Plan
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Navigating the world of power of attorney isn’t as simple as waving a piece o…
- Choosing Which Child Should Be Your Executor
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ In today's episode, we're tackling a common dilemma: "How do you pick the rig…
- Springing vs. Immediate Power of Attorney – Watch Out For The Wrong Choice
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ When it comes to estate planning, one document can make all the difference in…
- Who Chooses Your Kids’ Guardian If You Don’t?
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ When parents pass away without naming a guardian, who decides what happens to…
- Why Some Inheritances Happen Early
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ When parents or spouses pass down an inheritance while they’re still alive, f…
- Dementia & Estate Planning: How Late Is Too Late?
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ More families are facing the difficult reality of cognitive decline in parent…
- When Your Children Are Bad with Money – What You Can Do About It?
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Leaving an inheritance to a child who struggles financially can feel like wal…
- Do I Need a Trust or Is the Lawyer Just After Money?
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ In this episode, Nick tackles a listener question about estate planning: Is i…
- Free Wills from Your Bank - What Will It Actually Cost You?
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Fifth Third Bank recently made headlines offering “free wills” to customers t…
- Mailbag: Can I Disinherit a Child Without Causing Drama?
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ It’s a tough topic, but a common one. In this episode, Nick answers a listene…
- What to Do When You Receive Court Paperwork After a Family Member Dies
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ A family member dies, and sometime later, you receive legal paperwork in the…
- Mailbag: Big Changes Coming—Should You Wait To Make Future Plans?
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Thinking about starting your estate plan but holding off because you might bu…
- Trouble in Margaritaville – The Jimmy Buffett $275 Million Estate Dispute
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Jimmy Buffett left behind a $275 million legacy, a boatload of beach vibes, a…
- When Your Beneficiary Dies First - What Happens Now?
Here’s a situation most people don’t really think about: what happens if one of your beneficiaries dies before you do? It’s not just a legal formality, it’s a scenario that can create confusion, delay, and unintended consequences for your…
- How to Pass On a Family Business Without Creating a Family Feud
A family business is often more than just an asset—it’s a legacy. But passing it on after the death of the owner can create big challenges, especially when some heirs want to keep it running and others want out. In this episode, we dig int…
- Mailbag: Can My Daughter Handle Everything?
When it comes to estate planning, assigning roles to your loved ones can feel overwhelming, especially when you're considering putting one person in charge of multiple responsibilities. In this mailbag episode, Nick addresses a common list…
- What to Do With Your Estate Plan After Losing a Spouse
Losing a spouse is an emotionally overwhelming experience, and in the midst of grief, legal and financial matters often feel like the last thing anyone wants to think about. But making sure your estate plan reflects your new reality is one…
- Building Flexibility Into a Trust for Life Milestones
Today, Nick answers a thoughtful question from parents trying to strike the right balance: they want their kids to receive their inheritance at age 25, but also want to carve out early access for a first car or a home down payment. The cat…
- Why You Need Two Powers of Attorney -- Not Just One
When people hear the term “power of attorney,” they often assume it’s a one-size-fits-all document that gives someone authority to handle everything if they become incapacitated. There are actually two completely different types of powers…
- Who Should Be Your Corporate Trustee?
When you set up a trust but don’t have a friend or family member you trust to manage it, what’s your next move? In this episode, we answer a question on a sensitive and critical decision in estate planning: how to choose the right corporat…
- What Happens to Bills and Debts After Someone Dies? (A Guide for Families and Executors)
When someone passes away, their bills and debts don’t just disappear, but that doesn’t mean their family has to rush to pay everything immediately. In this episode, we explain how debts are handled after death, what families (especially ex…
- What Options Do You Have for Dividing Your Home?
Most parents try to split up everything evenly for their children but how do you do that with a home? While bank accounts and retirement funds can be easily divided, a house poses unique challenges. It’s a very common estate planning discu…