32 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
    • 5.0 • 4 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 32: Dealing With Credit Cards After Death

    Ep 32: Dealing With Credit Cards After Death

    Most people have multiple credit cards nowadays. Many have bills and subscriptions automatically being paid each month. Some accrue rewards/perks such as cash back, points, or frequent flyer miles. One thing they all have in common is the late fees, penalties, and interest charges if payments are missed. What happens to all of this when the cardholder dies? Should you worry about identity theft? How are things handled?
    Contact:
    513-463-6789
    info@CincinnatiEstatePlan.com

    • 30 min
    Ep 31: Estate Planning Issues For Business Owners

    Ep 31: Estate Planning Issues For Business Owners

    Business owners are particularly vulnerable to some misconceptions and false assumptions about their estate plan. There are a lot of items you need to have in place for the transfer of a business to go smoothly, so that your employees still get their paychecks and your business doesn't get sent to probate. Nick will discuss some ground rules business owners should have in place for that inevitable transfer of power and important nuances to keep in mind.
    Contact:
    513-463-6789
    info@CincinnatiEstatePlan.com

    • 20 min
    Ep 30: Why Owning A Home May Complicate Your Estate Plan

    Ep 30: Why Owning A Home May Complicate Your Estate Plan

    There's no doubt that a home is one of the biggest asset we will own in our lifetime. Unfortunately, after we pass away, the home is not a quick and easy transfer to your beneficiary. There are a lot of nuances involved and you want to make sure you do it correctly to avoid probate and other pain points. Nick talks about some of the ways you can transfer your home after you pass and the easiest ways to do it.
    Contact:
    513-463-6789
    info@CincinnatiEstatePlan.com

    • 21 min
    Ep 29: Larry King – Secret, Handwritten Will, Probate Contests, An (almost) ex-wife, and Unfunded Trusts

    Ep 29: Larry King – Secret, Handwritten Will, Probate Contests, An (almost) ex-wife, and Unfunded Trusts

    Larry King recently died. He was worth estimated $144 million. Most of the assets are to be settled privately, un-contested, and safely through various trusts (that we will never know about. So why the heck are we hearing about a $2 million probate, his wife (Shawn King), who he was in the middle of divorcing, contesting a secret, hand-written last will & testament? And why the heck is it public record and we’re hearing all about it?
    Contact:
    513-463-6789
    info@CincinnatiEstatePlan.com

    • 22 min
    Ep 28: Britney Spears – A Lesson In Bad Estate Planning

    Ep 28: Britney Spears – A Lesson In Bad Estate Planning

    After her “acting out” episodes that began in 2007 (including her randomly shaving off all her own hair), her father (Jamie Spears) applied to become her conservator, which was granted in 2008. Today Nick gives us a rundown of how Britney Spears's conservatorship became so complicated and why we're still talking about it after more than a decade.
    Contact:
    513-463-6789
    info@CincinnatiEstatePlan.com

    • 24 min
    Ep 27: I’ve Moved. Does My Estate Plan Still Work?

    Ep 27: I’ve Moved. Does My Estate Plan Still Work?

    I get this question ALL THE TIME. Whether you get a new job, get tired of cold weather, just retire, or want to be closer to the grandkids (that you probably like more than your kids), people need to be aware of how this may affect your estate plan.
    Contact:
    513-463-6789
    info@CincinnatiEstatePlan.com

    • 22 min

Customer Reviews

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4 Ratings

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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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