57 episodes

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.

Complete Estate Planning Nick Rosenbauer

    • Business
    • 4.7 • 12 Ratings

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.

    Ep 57: Filling The Box - How To Make Sure Your Trust Actually Protects Your Assets

    Ep 57: Filling The Box - How To Make Sure Your Trust Actually Protects Your Assets

    Setting up a trust is a great way to protect your loved ones after you’re gone. However, just signing the legal documents is only HALF of the job. You not only have to establish the trust, but you have to make sure your trust will actually control and protect your assets the way you want.

    Contact:

    513-463-6789

    info@CincinnatiEstatePlan.com

    • 28 min
    Ep 56: Why Every Trust Needs A Will

    Ep 56: Why Every Trust Needs A Will

    Many families choose a trust as the best way to manage and distribute their inheritance after they pass away. However, people are surprised to find out that they still need a will EVEN IF they have a trust.

    Contact:

    513-463-6789

    info@CincinnatiEstatePlan.com

    • 22 min
    Ep 55: When Should I Give My Children Their Money?

    Ep 55: When Should I Give My Children Their Money?

    It is impossible to predict the future. However, families with underage beneficiaries often have to work with their attorney to do just that. When it comes to leaving an inheritance to children, grandchildren, etc., a good attorney won’t just ask “how much” to give each person. He or she will also ask “when”, “why”, and “what for”.

    Contact:

    513-463-6789

    info@CincinnatiEstatePlan.com

    • 26 min
    Ep 54: What If Someone Puts You In Charge Of Their Estate Plan?

    Ep 54: What If Someone Puts You In Charge Of Their Estate Plan?

    Most of the focus on this show is about properly setting up your own plan to protect your family and your life savings. However, many people find themselves on the other side of the equation. What should you do if someone names you in their own estate plan?

    Contact:

    513-463-6789

    info@CincinnatiEstatePlan.com

    • 23 min
    Ep 53: Estate Planning Battle Royale: The Commodity vs. The Professional Service

    Ep 53: Estate Planning Battle Royale: The Commodity vs. The Professional Service

    There are two schools of thought on estate planning. The first (which we disagree with) is that estate planning is merely a commodity. All plans are the same. The second (and proper viewpoint) is that estate planning is a professional service. Let’s outline the differences.

    Contact:

    513-463-6789

    info@CincinnatiEstatePlan.com

    • 25 min
    Ep 52: Student Loans After You Die

    Ep 52: Student Loans After You Die

    With tuition costs continuing to rise, more and more families are taking out student loans to pay for higher education. Many times, the student AND the parent both have loans. What happens to them when you die?


    Contact:


    513-463-6789


    info@CincinnatiEstatePlan.com

    • 24 min

Customer Reviews

4.7 out of 5
12 Ratings

12 Ratings

carter billingsley ,

Great podcast

I recently graduated law school and plan on practicing estate planning and estate administration. I listen to this podcast everyday, and even though I am familiar with many of the topics discussed, I find Nick’s explanations and analogies immensely helpful. So thank you guys for putting this out and sorry in advance for stealing some of your phrases to explain these topics to my clients!

Rebate Check ,

Great Podcast

A lot of information is shared through this podcast. I feel better equipped and prepared to tackle estate planning. Thank you.

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