107 episodes
Complete Estate Planning Nick Rosenbauer
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- Business
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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Considerations and Options for Passing a Family Business or Farm to One Child
In today's episode, we're talking about passing down valuable assets such as family businesses and farms. Whether you're unsure how to divide your estate among multiple children or want to ensure your legacy is preserved, this episode is for you. We'll explore key considerations, essential questions, and how Nick goes about this with his clients.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ -
The Pros & Cons of Itemizing Invidiual Accounts vs. Dividing a Percentage of the Entire Estate
In this episode, we're exploring two different paths you can take when designating benefits. We focus on the pros and cons of itemizing individual accounts versus dividing a percentage of your entire estate. We also look at how each approach can impact your financial legacy. Tune in as we break down these strategies to help you choose the best path for your estate planning goals.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ -
Mailbag: Lifetime Gifts, Beneficiary Designations, and Retirement Account Planning
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/ -
The Estate Battle After OJ Simpson's Death
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/ -
Settling A Trust After Death (Part 2)
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/
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The Probate Process From Start To Finish (Part 1)
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/
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