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

3 days ago

One of our favorite ways to bring you estate planning education on the show is by answering your questions! In today's episode, Rich asks about the annual limits for tax-free gifting, gifting to trusts with protections, and common mistakes regarding estate and lifetime GST tax returns. Elaine asks for advice on leaving a portion of her IRA to her new spouse while ensuring that her children receive whatever remains.
 
Contact:  
513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ 

Thursday May 09, 2024

The 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/ 

Thursday Apr 25, 2024

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/ 
 

Thursday Apr 11, 2024

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/ 

Thursday Mar 28, 2024

Our 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/ 

Thursday Mar 14, 2024

You've probably heard the old saying, "What you don't know can't hurt you." But when it comes to inheritance conversations with your children, that isn't entirely true. Stay tuned as we share some crucial considerations for navigating these estate-planning conversations with your loved ones. 
 
Contact:  
513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ 

Thursday Feb 29, 2024

With home prices continuing to climb, a house ends up being the most valuable asset for many families. However, it can also be the most difficult to deal with in an inheritance after someone passes away. One of the biggest issues people run into is the owner passing away while the house still has a mortgage or a line of credit against it.
 
Contact:  
513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ 

Thursday Feb 22, 2024

The Corporate Transparency Act (which was enacted in January of 2021) has taken effect as of January 2024. Under the new law, small businesses have new disclosure and reporting requirements with the Financial Crimes Enforcement Network. This law is retroactive and includes businesses that were already in existence BEFORE the CTA went into effect. Along with the new requirements, there are significant fines/penalties for being in violation of the law. Listen in as we talk about what you need to know!
 
Contact:  
513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ 

No Money, Still Problems

Thursday Jan 18, 2024

Thursday Jan 18, 2024

Many people automatically think of how to handle or “plan” for their assets when estate planning comes to mind. However, inheriting someone’s assets is only one piece of the puzzle. This is why someone asking “How much money do I need to have before I create an estate plan?” is always the wrong question. Let’s cover a number of estate planning goals that have nothing to do with someone’s assets.
 
Contact:  
513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ 

Thursday Jan 04, 2024

An important (and often overlooked) part of estate planning involves arranging for a person to have their medical needs taken care of. This usually involves a combination of appointing a decision maker (your power of attorney agent or surrogate, depending on the state you live in) and using an advanced directive to affirmatively state your wishes. Most states include certain decisions where you can either make the decision yourself or leave the decision to your healthcare decision-maker.
 
Contact:  
513-463-6789  
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ 

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