Complete Estate Planning

Nick Rosenbauer

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.

  1. HÁ 1 DIA

    What Happens to Your Debt When You Pass Away?

    Debt doesn’t magically disappear when someone passes away, but it doesn’t always work the way people assume, either. Nick answers a common question: will what you owe reduce what your children receive? The reality depends on how your estate is structured and what type of obligations you’re dealing with. Tune in to hear what happens to your money, and your bills, after you’re gone. Here’s some of what we discuss in this episode: 🎓 Student Loans – Federal vs private differences ⚖️ Probate Claims – How creditors get paid 🛡 Avoiding Probate – Structuring assets strategically 🏠 Debt Types – Secured versus unsecured debt ✅ Smart Planning – How to protect your estate   Our website: https://cincinnatiestateplan.com/ Phone: 513-463-6789 Contact our team: info@CincinnatiEstatePlan.com Schedule your no-cost consultation: https://cincinnatiestateplan.com/contact/   Join us for our next workshop: https://cincinnatiestateplan.com/workshops/ Check out our free resources here: https://cincinnatiestateplan.com/free-resources/   Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

    8min

  2. 5 DE MAR.

    Do I Really NEED A Lawyer To Prepare My Estate Plan? It’s Just Documents!

    It’s tempting to think estate planning is just filling out forms and moving on. But when something happens, those papers have to perform under pressure. Nick expands on why estate planning is bigger than documents and why professional guidance matters more than most people realize. The real value isn’t in printing paperwork, it’s in making sure your family isn’t left with confusion, stress, or costly problems later. Here’s some of what we discuss in this episode: 📜 Document Reality – Forms must function when tested 💻 Online Gaps – No legal review or guidance 📊 Higher Levels of Mistakes – High user error revealed, upwards of 80% 🔄 Ongoing Planning – Life and laws keep shifting   Our website: https://cincinnatiestateplan.com/ Phone: 513-463-6789 Contact our team: info@CincinnatiEstatePlan.com Schedule your no-cost consultation: https://cincinnatiestateplan.com/contact/ Join us for our next workshop: https://cincinnatiestateplan.com/workshops/ Check out our free resources here: https://cincinnatiestateplan.com/free-resources/ Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

    26min

  3. 26 DE FEV.

    Separate Finances, One Estate Plan? What Couples Need to Know

    📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ More couples today keep their finances separate, especially in second marriages or blended families. But when it comes time to create an estate plan, questions naturally follow. Can everything still be handled together? Does keeping assets separate create complications? In this episode, Nick explains how couples can approach estate planning thoughtfully, transparently, and in a way that aligns with their comfort level. Here’s some of what we discuss in this episode: ⚖️ Inheritance Coordination: Aligning plans without legal obligation 🏛 Joint vs Separate Trusts: Why joint trusts may be off the table 📞 Intro Call Process: Clarifying comfort and confidentiality   Our website: https://cincinnatiestateplan.com/ Phone: 513-463-6789 Contact our team: info@CincinnatiEstatePlan.com   Check out our free resources here: https://cincinnatiestateplan.com/free-resources/ Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

    8min

  4. 19 DE FEV.

    I Just Asked for a Will. Why Is My Lawyer Preparing All These Other Documents?

    📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ You come in asking for a will and suddenly the conversation gets a lot bigger. Powers of attorney, medical documents, trusts… it can feel overwhelming or even suspicious. In this episode, Nick lifts the fog and clearly explains why estate planning often involves more than you expected. It’s an honest look at what a complete plan really means and why those extra conversations matter. Here’s some of what we discuss in this episode: 📄 Beyond a Will: Why one document isn’t enough ❓ Misconceptions: Common assumptions people make ⚖️ What a Will Covers: And where it falls short 🏥 Healthcare Decisions: Planning for medical incapacity 🛡️ Trust Planning: When added protection makes sense   Our website: https://cincinnatiestateplan.com/ Phone: 513-463-6789 Contact our team: info@CincinnatiEstatePlan.com Check out our free resources here: https://cincinnatiestateplan.com/free-resources/ Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1 Facebook: https://www.facebook.com/CincinnatiEstatePlan/ LinkedIn: https://www.linkedin.com/company/rosenbauer-law-office-llc/

    25min

  5. 12 DE FEV.

    Do You Really Need a Trust or Is a Will Enough?

    📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ You walk into an attorney’s office asking for a simple will, and suddenly you’re being told you “need” a trust. Is that good advice… or just an upsell? Nick explains how estate planning recommendations should actually work, and why a trust isn’t always about complexity or cost. Listen through to discover the key red flags, and green flags, to watch for in your own estate planning conversations. Here’s some of what we discuss in this episode: 📄 Will vs. Trust: Understanding the real differences beyond the paperwork 🧩 When Trusts Make Sense: Situations where a will can fall short ⚖️ Fiduciary Responsibility: What a good attorney is required to do 🗣️ Asking Better Questions: How open conversations lead to better plans 🛡️ Protecting Intentions: Making sure assets pass the way you expect   Our website: https://cincinnatiestateplan.com/ Phone: 513-463-6789 Contact our team: info@CincinnatiEstatePlan.com Check out our free resources here: https://cincinnatiestateplan.com/free-resources/ Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

    9min

  6. 5 DE FEV.

    Do I Really NEED A Lawyer To Handle My Probate Case?

    📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ You’re legally allowed to do probate without an attorney, but should you?  Probate often looks simple at first glance—forms, checklists, and online instructions make it feel manageable. But the real risk shows up after the paperwork begins. Nick explains why many executors start confidently and end up overwhelmed, exposed, or stuck fixing costly mistakes. He helps clarify when probate can be handled alone, and when professional guidance protects more than just the estate. Here’s some of what we discuss in this episode: 🧾 Probate Basics: What probate actually involves beyond filing forms ⚖️ DIY Reality: Why legal permission doesn’t equal practical simplicity 🧠 Hidden Complexity: Local rules, deadlines, and unwritten expectations 🚧 Executor Risk: Personal liability that surprises most people 💰 Cost Tradeoffs: Legal fees versus the price of mistakes   Our website: https://cincinnatiestateplan.com/ Phone: 513-463-6789 Contact our team: info@CincinnatiEstatePlan.com Check out our free resources here: https://cincinnatiestateplan.com/free-resources/ Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

    25min

  7. 22 DE JAN.

    Are Trust Verification Letters from Your Bank Legit? What You Need to Know

    📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Have you received a letter asking you to “verify” your trust information and wondered if it was legitimate or a scam? Nick breaks down why these letters are becoming more common, what they actually mean, and how trustees should respond without putting themselves at risk. It’s a conversation every trustee and trust owner needs to hear as banks tighten verification procedures. Knowing what to do next could save you from a costly mistake. Here’s some of what we discuss in this episode: 🚨 Requests can look like scams but are often legitimate 🏦 Walking into a branch can also verify the request 🧠 Letters typically ask for trust name, date, trustees, and SSNs 📅 Requests may come years after your trust is created   Our website: https://cincinnatiestateplan.com/ Phone: 513-463-6789 Contact our team: info@CincinnatiEstatePlan.com Check out our free resources here: https://cincinnatiestateplan.com/free-resources/ Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

    8min

  8. 15 DE JAN.

    Trustee's Guide: What Goes Through Probate (and What Doesn't)

    📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Navigating probate can be daunting for any trustee or executor. In this episode, Nick offers crucial guidance to help you understand your responsibilities and avoid common pitfalls. Learn why simply relying on paperwork isn’t enough and why careful attention is essential. If you’ve been named a trustee or executor, this episode is a must-listen. Here’s some of what we discuss in this episode: 📂 Getting Organized: Sorting assets before mistakes are made 🔍 Probate vs. Non-Probate: Knowing what’s “stuck” and what isn’t 🏦 Accounts & Beneficiaries: Reading statements the right way 🛡️ Insurance & Annuities: Why beneficiary digging matters 💼 Retirement Plans & Pensions: What passes on and what doesn’t 🏠 Real Estate & Vehicles: Ownership rules that vary by state   Our website: https://cincinnatiestateplan.com/ Phone: 513-463-6789 Contact our team: info@CincinnatiEstatePlan.com Check out our free resources here: https://cincinnatiestateplan.com/free-resources/ Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

    27min
Ver tudo (172)

Sobre

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.

Informações

  • Criado por
    Nick Rosenbauer
  • Anos de atividade
    2020 - 2026
  • Episódios
    172
  • Classificação
    Livre
  • Copyright
    © Copyright Nick Rosenbauer 2022
  • Site do podcast
    Complete Estate Planning

Você também pode gostar de