Complete Estate Planning

Ep 8: The Problems with Do It Yourself Online Estate Planning

During 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.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 7: The 5 Steps to the Probate Process

Quite 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.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 6: How to Protect Your Child's Inheritance from Their Spouse

While 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

Ep 5: Comparing A Last Will & Testament To A Living Trust

If 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
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 4: The 3 Mistakes Most Attorneys Make With Clients’ Trusts

There 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
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 3: 3 Questions to Ask Before Hiring an Estate Planning Attorney

Before you decide to hire any attorney to help get your estate planning affairs in order, make sure to ask them the following questions.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 2: The 5 Essential Documents of a Complete Estate Plan

Each 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.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com

Ep 1: Getting to Know Nick & the Podcast

Before we roll out the first official episode, we wanted to get to know Nick Rosenbauer, his business, and what to expect from this podcast.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com