
81 episodes

Complete Estate Planning Nick Rosenbauer
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- Business
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4.8 • 16 Ratings
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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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Ep 81: High Risk, High Reward Shortcuts For Real Estate (do NOT try this at home!)
While there is NEVER a substitute for a complete, well-thought-out estate plan, shortcuts and alternative ways to transfer your assets DO exist. Many types of assets allow beneficiary designations, transfer-on-death or pay-on-death designations, succession plans for businesses, etc. One of the most popular questions that clients often ask is about what to do with real estate. Because real estate is usually one of the most valuable assets that families will ever own, choosing the appropriate way to transfer real estate upon passing is very high risk, high reward.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com -
Ep 80: What To Do With Digital Assets
When people think of their “estate” within estate planning, many common assets come to mind. There are proper protocols and procedures for transferring bank accounts, investments, retirement accounts, vehicles, real estate, etc. However, a new type of asset has come into play in the 21st century: digital assets. While the law has tried to play catch-up on how to handle digital assets, there are certain things that can be done now to make sure this part of your estate is properly handled if you become ill or pass away.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com -
Ep 79: For Those Who Live In Multiple States Or Travel Frequently
In most circumstances, it is best to work with an estate planning attorney who is local and understands the laws of the state you live in. However, special consideration needs to be given to people who have a residence in multiple states and those who travel frequently. What if you set up your plan in your “home state” but something happens to you while you are living at your second home on the other side of the country? What if you travel for work and are always in a different place? If that sounds like you, stay tuned.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com -
Ep 78: Watch Out For Financial Abuse!
As people age, they tend to rely on others to help out. Spouses, children, and other family members often step in to help handle everything from the finances to cutting the grass. If there are no family members that are trustworthy and capable, many look to service providers, caregivers, and other “outside” options. Unfortunately, as people age and become reliant on others, that can make them targets for financial abuse.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com -
Ep 77: Should You Micromanage Your Trustee?
Different types of estate plans allow different levels of flexibility. When setting up a trust, the Trustmaker usually has an opportunity to get extremely detailed in the instructions left for the Trustee to follow when distributing your estate after you pass away. The rules you put in place (and how much discretion you want to leave for your Trustee) should be careful considered. It is impossible to think of every situation that could arise after you pass away. However, there are ways to set rules, boundaries, and guidelines while “future-proofing” your estate and planning for the unexpected after you pass away.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com -
Ep 76: Preparing For Your Estate Plan Review Meeting
Many families (and their attorneys) treat estate planning as a one-time transaction. They “set it and forget it.” However, you are ahead of the game! You have decided to have a review meeting with your estate planning attorney to make sure your plan still works the way you intended it to work. Just like having a check up at the doctor, there are certain things you should do to prepare for the meeting.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
Customer Reviews
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!
Great Podcast
A lot of information is shared through this podcast. I feel better equipped and prepared to tackle estate planning. Thank you.