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.
Listen on:
Episodes
Thursday Aug 06, 2020
Thursday Aug 06, 2020
ARAG is a popular legal insurance plan that has become popular among employers. At face value, this can seem like a great deal that will save you a lot of time and money. Nick will pull back the curtain and break down how this works from an attorney's perspective and other considerations you should be aware of.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
Thursday Jul 16, 2020
Thursday Jul 16, 2020
When it comes to estate planning, most people correlate it with older adults who have accumulated a lot of assets throughout their life. But estate planning is just as important for young adults too. Nick goes over what rights that parents no longer have when their child turns 18 and some steps you can take in order to get important information in a critical situation.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
Thursday Jul 02, 2020
Thursday Jul 02, 2020
Not all attorneys are created equal. Most are (hopefully) honest, hard-working, ethical people. Some might even know what the heck they are doing. However, there are numerous situations where you, the client, should proceed with caution. Here are a few situations where you might want to run right out the door!
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
Thursday Jun 18, 2020
Thursday Jun 18, 2020
It is never easy to talk with your parents about their own affairs. After all, you are their child. However, people NEED to know certain things about their parents’ estate planning, especially if they will be the ones left taking care of things when their parents become ill or pass away.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
Thursday Jun 04, 2020
Thursday Jun 04, 2020
Things obviously get pretty overwhelming when a new child comes into your family. Usually, parents end up dealing with the immediate needs of the new baby that are right in front of them. However, all new parents should make sure their estate plan is reviewed (or established) and we'll walk through the four things you need to address now.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
Thursday May 21, 2020
Thursday May 21, 2020
Probate court can be a very time-consuming and expensive process so it's easier on everyone in your family if you can avoid going that route with your estate. Let's look at the three ways that you can accomplish that along with a few of the scenarios that might throw your plan off.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
Thursday May 07, 2020
Thursday May 07, 2020
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
Thursday Apr 16, 2020
Thursday Apr 16, 2020
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
Thursday Apr 02, 2020
Thursday Apr 02, 2020
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
Thursday Mar 19, 2020
Thursday Mar 19, 2020
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