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. 4d ago

    Selling a House That’s Stuck in Probate

    Selling a home after a loved one passes away isn't as simple as putting up a "For Sale" sign. Nick explains why probate can delay the sale of estate real estate, what legal steps must happen before a home can be listed, and the common mistakes that create even longer delays. Whether you're serving as an executor or helping settle a loved one's estate, Nick helps you understand what to expect and how to keep the process moving. Here’s some of what we discuss in this episode: 🏠 Probate Process: Why homes get stuck ⚖️ Legal Requirements: Authority before selling 📝 Selling Steps: Getting to closing day ⏳ Realistic Timeline: What to expect 👨‍👩‍👧 Family Sales: Fair market value matters 🧭 Executor Guidance: Avoid costly delays   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

  2. Jul 9

    No Inheritance For Sibling: Am I Legally Obligated To Tell Her?

    📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/   “My dad left everything to me... but do I have to tell my sister she was left out?” It's a difficult situation that blends legal obligations with family relationships. Nick explains when the law requires disclosure, when it doesn't, and why the answer often depends on whether probate is involved. Before having a difficult family conversation or deciding not to, it's important to understand what your responsibilities actually are. Here’s some of what we discuss in this episode: ⚖️ Probate Rules: When the law requires heirs to receive notice 📜 Trust Privacy: How trusts and beneficiary designations change disclosure requirements ❤️ Family Dynamics: Balancing legal obligations with personal relationships 👨‍👩‍👧 Sibling Relationships: How inheritance decisions can affect the future 💬 Practical Guidance: Questions to consider before deciding what to share   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

  3. Jul 2

    Can You Really Disinherit Someone? Myths, Rights, and Better Alternatives

    Many people believe disinheriting someone is as simple as writing them out of the will or leaving them one dollar. In reality, certain family members have legal rights that cannot always be eliminated, while others may still receive notice of the probate process even if they inherit nothing. Understanding the difference can help create an estate plan that better accomplishes your goals. Here’s some of what we discuss in this episode: ⚖️ Who Can Be Disinherited: Which family members can—and can't—be easily excluded 👨‍👩‍👧 Built-In Legal Protections: Why spouses and children often have special rights 💵 The "$1 Inheritance" Myth: Why this popular strategy usually backfires 📋 Smarter Planning Options: How trusts and beneficiary designations can help avoid probate 🤝 Protecting Your Wishes: Why proper legal guidance makes all the difference   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

  4. Jun 25

    Your Child Turned 18… Is Your Estate Plan Still Valid?

    Your child just turned 18—does that blow up your old estate plan? Nick breaks down what really happens to guardianship instructions once your child becomes a legal adult. You’ll learn why your plan doesn’t automatically self-destruct, but why milestones like an 18th birthday are powerful prompts to review roles and documents. Use this conversation as a checklist moment to make sure your documents still match your family’s reality. Here’s some of what we discuss in this episode: 👨‍👦 Adult Child: Estate plan after turning 18 📋 Inheritance Review: Reassessing beneficiary readiness 🔔 Life Events: Good review opportunities ✅ Plan Checkup: Keeping documents current   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

  5. Jun 18

    What Happens If a Beneficiary Passes Away Before You?

    Most people spend time deciding who should inherit their assets. Far fewer consider what happens if that person isn't around to receive them. In this episode, Nick tackles one of the most overlooked estate planning questions: what happens when a beneficiary passes away before you do? If your estate plan hasn't been reviewed in years, or if you've never thought about these "what if" scenarios, this conversation highlights why future-proofing matters. Here’s some of what we discuss in this episode: 🔄 Backup Planning: Preparing for life's unexpected turns 👨‍👩‍👧 Future-Proofing: Accounting for future generations 📜 Inheritance Paths: Where assets go when plans change 🏆 Survivor Rules: Common beneficiary backup strategies 💍 In-Law Questions: Navigating family dynamics 🔍 Regular Reviews: Keeping plans current over time   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

  6. Jun 11

    Trust Was Done Right and Funded — Do I Really Need a Lawyer?

    Your parents created a trust. The trust was funded correctly. The inheritance is simple. Everything appears to have been done right. So, do you really need a lawyer? Nick answers a question many successor trustees eventually face: if the trust is working exactly as intended, can you simply distribute the assets and move on? Nick explains why even straightforward trusts can involve legal responsibilities and discusses when professional guidance may be helpful. 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

  7. Jun 4

    Dead or Alive: What Estate Planning Documents Help When Someone Is Sick and What Only Works After You Die?

    Most people think estate planning is simply deciding who gets their assets after they die. In reality, a complete estate plan answers two very different questions: who can help if you're still alive but unable to manage your affairs, and who takes over after you're gone. In this episode, Nick breaks down the key documents that apply during life versus after death and provides a practical roadmap to understanding the complete estate planning picture. Here’s some of what we discuss in this episode: 🔍 Planning for Life: Powers of attorney and medical decisions 📋 Financial Authority: Who can act on your behalf 🏥 Medical Directives: Making healthcare wishes known 🛡️ Trust Protection: Planning for incapacity and inheritance 📜 Wills & Guardianship: Decisions after death   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

  8. May 28

    My Dad Passed Away… But We Can’t Find a Will

    Nick answers a difficult question many families unexpectedly face: what happens if a parent passes away and no one can find a will? He explains what families should do during the search process and how missing paperwork can create major complications during probate. Need help protecting your loved ones from unnecessary chaos? Tune in for Nick’s practical tips on estate planning and organization. Here’s some of what we discuss in this episode: 🔍 No National Database Exists 📄 Clues Matter ⏳ Don’t Wait Forever ⚖️ No Will Creates Problems 🧭 Organization Protects Family   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

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4.6
out of 5
46 Ratings

About

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.

Information

  • Creator
    Nick Rosenbauer
  • Years Active
    2020 - 2026
  • Episodes
    189
  • Rating
    Clean
  • Copyright
    © Copyright Nick Rosenbauer 2022
  • Show Website
    Complete Estate Planning

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