Complete Estate Planning
Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.
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Episodes
Thursday Feb 20, 2025
Thursday Feb 20, 2025
We 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/
Thursday Feb 06, 2025
Thursday Feb 06, 2025
Many people start out with a will, but is there a time when it makes sense to upgrade to a trust? Is it possible, and what does that process look like? We’ll walk you through the steps, share when it might be the right time to make the switch, and explain how to make it happen in today's show.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/
Thursday Jan 23, 2025
Thursday Jan 23, 2025
Understanding whether a Special Needs Trust is necessary can be complex, especially if your child isn’t receiving Social Security Disability benefits. In this episode, we explore the purpose of Special Needs Trusts, how they work, and why they might still be a crucial part of your financial plan. Don't miss these valuable insights to help secure your child’s long-term care and financial stability.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/
Friday Jan 10, 2025
Friday Jan 10, 2025
Estate planning covers a wide range of scenarios, and most often, it involves taking care of your family or spouse. But what happens if you’re not married and still want to ensure your partner is provided for? In this episode, we’ll explore key considerations, differences, and arrangements to keep in mind when planning for such situations.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/
Thursday Dec 26, 2024
Thursday Dec 26, 2024
Life is unpredictable, and sometimes the unexpected can happen. Today, we’re discussing a tough scenario: what if you undergo surgery and don’t make it? Tune in as we explore key estate planning precautions you can take to prepare for such situations.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/
Thursday Dec 12, 2024
Thursday Dec 12, 2024
What happens when your spouse passes away? What comes next? In today's show, we'll discuss some important action steps to take, key estate planning documents to review, beneficiary designations to consider, and much more.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/
Tuesday Nov 26, 2024
Tuesday Nov 26, 2024
How 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/
Thursday Nov 14, 2024
Thursday Nov 14, 2024
We’re always talking about how important it is to have an estate planning attorney. But what if your attorney is actually screwing some things up? Today, we’re diving into 8 ways they might be getting it wrong.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/
Thursday Oct 31, 2024
Thursday Oct 31, 2024
Are you considering tackling your estate plan on your own? While it's certainly possible, the dangers of DIY estate planning often hide beneath the surface. In today's episode, we're going to bring some of those issues to the forefront and share why working with an estate planning attorney is well worth it.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/
Friday Oct 18, 2024
Friday Oct 18, 2024
As 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/