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.
Throughout 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
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
Whether 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
A 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
Many 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
Most 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
Business 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
There'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
Larry 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
After 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
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
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
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
After 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
info@CincinnatiEstatePlan.com
Everyone 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
Today 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
On 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
On 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
We'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
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
