109 episodes
Complete Estate Planning Nick Rosenbauer
-
- Business
-
-
4.6 • 35 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.
-
Taxes Executors or Trustees Need to be Aware of When Settling an Estate
When it comes to estate planning, one of the biggest concerns is taxes. What will be owed? How will these taxes be paid? How much can actually be passed along to your heirs? Join us as we dive into the various taxes trustees and executors need to be aware of when settling an estate.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ -
Considerations for Executors or Trustees When Selling Estate Assets
When it's time to settle an estate and start selling off assets, you might have friends and family looking for good deals. But is it wise to make deals? How should you go about selling these assets? What’s the best way to document and transfer everything? Today on Complete Estate Planning, we'll break down these questions and offer some important considerations.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ -
Considerations and Options for Passing a Family Business or Farm to One Child
In today's episode, we're talking about passing down valuable assets such as family businesses and farms. Whether you're unsure how to divide your estate among multiple children or want to ensure your legacy is preserved, this episode is for you. We'll explore key considerations, essential questions, and how Nick goes about this with his clients.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ -
The Pros & Cons of Itemizing Invidiual Accounts vs. Dividing a Percentage of the Entire Estate
In this episode, we're exploring two different paths you can take when designating benefits. We focus on the pros and cons of itemizing individual accounts versus dividing a percentage of your entire estate. We also look at how each approach can impact your financial legacy. Tune in as we break down these strategies to help you choose the best path for your estate planning goals.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ -
Mailbag: Lifetime Gifts, Beneficiary Designations, and Retirement Account Planning
One of our favorite ways to bring you estate planning education on the show is by answering your questions! In today's episode, Rich asks about the annual limits for tax-free gifting, gifting to trusts with protections, and common mistakes regarding estate and lifetime GST tax returns. Elaine asks for advice on leaving a portion of her IRA to her new spouse while ensuring that her children receive whatever remains.
Contact:
513-463-6789
info@CincinnatiEstatePlan.com
https://cincinnatiestateplan.com/contact/ -
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/
Customer Reviews
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. 😂
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.
Top Podcasts In Business
You Might Also Like