104 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
    • 4.6 • 33 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.

    The Estate Battle After OJ Simpson's Death

    The Estate Battle After OJ Simpson's Death

    The recent passing of O.J. Simpson has stirred up a legal storm that we're going to unpack in today's episode. Simpson's estate is a convoluted web of trusts, lawsuits, and debts that Nick will try to help us untangle from an estate planning perspective. He'll also take us through the possible scenarios that could unfold as the estate proceedings continue.
     
    Contact:  
    513-463-6789  
    info@CincinnatiEstatePlan.com
    https://cincinnatiestateplan.com/contact/ 

    • 21 min
    Settling A Trust After Death (Part 2)

    Settling A Trust After Death (Part 2)

    Last episode, we started a special two-part series where Nick guided us through the steps involved when someone passes away. We're here to finish up this discussion today. Listen in as Nick talks about what it looks like to settle a trust after death in Ohio. Although trusts can vary widely in complexity depending on the terms of the document, this episode will give you a good idea of how settling a trust differs from the probate process.
     
    Contact:  
    513-463-6789  
    info@CincinnatiEstatePlan.com
    https://cincinnatiestateplan.com/contact/ 
     

    • 20 min
    The Probate Process From Start To Finish (Part 1)

    The Probate Process From Start To Finish (Part 1)

    We've talked about probate here on the show before, but what does the process look like from start to finish? Join us for a special two-part series, where Nick will guide us through the steps involved when someone passes away. In this episode, we'll outline the key stages of the probate process (based in Ohio). Don't miss our next episode, where Nick will walk through the process of settling a trust!
     
    Contact:  
    513-463-6789  
    info@CincinnatiEstatePlan.com
    https://cincinnatiestateplan.com/contact/ 

    • 24 min
    I'm Single With No Children- Do I Need An Estate Plan? Mailbag Episode

    I'm Single With No Children- Do I Need An Estate Plan? Mailbag Episode

    Our podcast listeners frequently send in questions for Nick. In today's show, we've chosen a few questions to chat about on the air. For example, one listener asks if they need an estate plan since they're single, childless, and have a financially independent family. Another asks if there is a way to assist their aging mother with her finances without entirely removing her independence through estate planning. Stay tuned for some valuable insights here on Complete Estate Planning!
     
    Contact:  
    513-463-6789  
    info@CincinnatiEstatePlan.com
    https://cincinnatiestateplan.com/contact/ 

    • 28 min
    Inheritance Conversations With Your Children: What They Don’t Know CAN Hurt Them

    Inheritance Conversations With Your Children: What They Don’t Know CAN Hurt Them

    You've probably heard the old saying, "What you don't know can't hurt you." But when it comes to inheritance conversations with your children, that isn't entirely true. Stay tuned as we share some crucial considerations for navigating these estate-planning conversations with your loved ones. 
     
    Contact:  
    513-463-6789  
    info@CincinnatiEstatePlan.com
    https://cincinnatiestateplan.com/contact/ 

    • 25 min
    The House I Inherited Has A Mortgage. Do I Have To Pay It?

    The House I Inherited Has A Mortgage. Do I Have To Pay It?

    With home prices continuing to climb, a house ends up being the most valuable asset for many families. However, it can also be the most difficult to deal with in an inheritance after someone passes away. One of the biggest issues people run into is the owner passing away while the house still has a mortgage or a line of credit against it.
     
    Contact:  
    513-463-6789  
    info@CincinnatiEstatePlan.com
    https://cincinnatiestateplan.com/contact/ 

    • 21 min

Customer Reviews

4.6 out of 5
33 Ratings

33 Ratings

NotABamaFan ,

Informative for industry professionals and clients alike

As a banker who deals with trust/estate accounts often, and an hopeful future law student, I highly recommend this podcast to clients and colleagues alike. On several occasions I’ve incorporated some of the “work arounds” to help my client accomplish what they need to without making their life unnecessarily stressful.

My only complaint is that Nick is an android guy. Very disappointing. 😂

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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