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

    The Prodigal Son Approach: Advancing an Inheritance While You Are Still Alive

    📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ This question has been trending and on the rise: “Why wait until we’re gone to help the people we love?” Nick explores the “Prodigal Son” approach, advancing an inheritance while you’re still alive, and why it’s becoming more common. You’ll also hear how generosity today can be done thoughtfully, without creating unintended problems tomorrow. Here’s some of what we discuss in this episode: 🎄 Seasonal Update: Winter Sports and Year-end planning 💸 Inheritance Advance: What it actually means for you ⚠️ Pitfalls: Fairness, documentation, and family tension 🧾 Ways to Do It: Let’s take a look at gifts, loans structured options ⚖️ Legal Planning: Protecting everyone involved   Our website: https://cincinnatiestateplan.com/ Phone: 513-463-6789 Contact our team: info@CincinnatiEstatePlan.com 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

    30 min

  2. 12/23/2025

    What If Your Adult Kids Can’t Handle Money?

    📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ What do you do when your adult children aren’t responsible with money but you still want to make sure they’re taken care of after you’re gone? Today we answer a question facing many parents about what estate planning options are available when you’re worried about handing over an inheritance to kids who will likely mishandle it. Nick explains the practical, realistic options parents have when an adult child may never be “money-ready.” Whether the concern is financial immaturity, addiction, or lifelong poor habits, we’ll show you why “controlling from the grave” isn’t negative and often the most loving choice. Here’s some of what we discuss in this episode: 🎯 Not “controlling”, protecting - Supportive guardrails, not punishment. 📝 Trust rules matter - Income-only, installments, or full discretion — you choose. 🧑‍⚖️ Pick the right trustee - The job must match the complexity. 🏦 Corporate trustees are options - Especially when oversight is lifelong. 🔍 Define needs before picking people - Build the rules, then choose who enforces them.   Our website: https://cincinnatiestateplan.com/ Phone: 513-463-6789 Contact our team: info@CincinnatiEstatePlan.com 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

    11 min

  3. 12/18/2025

    Common Executor Mistakes When Handling A Probate Estate

    📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Serving as an executor can feel like being dropped into the middle of a complicated project without a clear instruction manual. The role comes with legal duties, financial responsibilities, and emotional pressure, often during a time of grief. Many executors start the job with good intentions but make avoidable mistakes simply because they do not know the rules. This episode breaks down the most common pitfalls so first-time executors can understand what causes problems and how to steer clear of them. Here’s some of what we discuss in this episode: 🏡 Protect the assets - Secure the home, valuables, insurance, utilities. 📜 Follow court rules - Missing deadlines = real consequences. 💸 Never mix money - Separate estate account only. 🧾 Track every expense - Receipts, statements, documentation. 💀 Understand debts & taxes - IRS, final returns, estate income — all unavoidable.   Our website: https://cincinnatiestateplan.com/ Phone: 513-463-6789 Contact our team: info@CincinnatiEstatePlan.com 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

    35 min

  4. 12/11/2025

    When the Bank Says No: Executor Roadblocks & Probate Solutions

    📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ A heartbreaking moment becomes even more stressful when an executor walks into the bank with a will and death certificate, only to be told they can’t access a parent’s accounts. In this episode, Nick tackles a common scenario that trips up many families settling estates. Discover the hidden steps and expert guidance that can make all the difference. Here’s some of what we discuss in this episode: 🏦 When the Bank Says No: why your will and death certificate aren’t enough 📜 Court Approval Required: the legal steps missing before you can access accounts ⚖️ Get Legal Guidance: why an estate attorney must be part of the process 📚 What To Do Next: practical steps and resources for new executors   Our website: https://cincinnatiestateplan.com/ Phone: 513-463-6789 Contact our team: info@CincinnatiEstatePlan.com 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 min

  5. 12/04/2025

    So…You’re In Charge of Administering Your Parents’ Trust

    📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Nick digs into what it really feels like to be handed the responsibility of administering a parent’s trust, something most people assume will be simple until they’re the one in charge. This conversation puts the process into plain language, easing the fear and confusion that often comes with suddenly being “the one” who has to handle everything. It’s a down-to-earth reminder that the job is doable, especially when you understand what matters most. Here’s some of what we discuss in this episode: 📘 Trust Administration Basics: what it means to be “the one in charge” 🏛️ Trusts vs. Probate: why a trust avoids court but still requires work 📢 Beneficiary Notices: what must be shared and why you can’t skip it 💼 Managing Assets: securing accounts, property, and everything in between 🧾 Taxes & Record-Keeping: final filings, surprise forms, and why timing matters   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

    28 min

  6. 11/26/2025

    Outdated Wills: What Happens When You’re Named Executor Unexpectedly?

    📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Ready for a surprise in estate planning? Imagine picking up the phone to learn you’re now responsible for an old family will, one you barely remember, for someone you hardly see. What now? Nick talks about what happens when you’re named executor of a will you never expected to handle and what your real options are. It’s a reminder that roles in an estate plan are voluntary, flexible, and meant to reflect current relationships, not old assumptions. You may have far more freedom here than you think. Here’s some of what we discuss in this episode: 🙅 Voluntary Roles: being an executor or trustee is a choice, not an obligation 🚪 You Can Step Down: executors can resign or decline without legal penalty 👤 Check the Backup: knowing who’s next in line helps you decide wisely 🔄 Update Regularly: wills should evolve as families grow and circumstances change 🗣️ Communicate Early: talk through executor roles as adult children become capable   Our website: https://cincinnatiestateplan.com/ Phone: 513-463-6789 Contact our team: info@CincinnatiEstatePlan.com 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

    10 min

  7. 11/20/2025

    When Siblings Inherit a House and Can’t Agree: What Happens Next?

    📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ When siblings inherit a house, conflicting ideas about its future can turn a family asset into a source of tension. In this episode, Nick explains the importance of clear communication, fair valuations, and formal legal steps to avoid disputes. Tune in to discover practical strategies to resolve differences and protect relationships while handling a shared inheritance. Here’s some of what we discuss in this episode: 💰 Buyouts Explained: how to fairly compensate each heir ⚖️ Legal Remedies: what a partition action means and how it works 📈 Rental Potential: turning an inherited home into an investment 🧾 Fair Valuation: why professional appraisals are critical 🤝 Family Harmony: how clear communication can prevent future disputes   Our website: https://cincinnatiestateplan.com/ Phone: 513-463-6789 Contact our team: info@CincinnatiEstatePlan.com 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

    12 min

  8. 11/13/2025

    Estate Planning for First-Timers: What to Expect & How to Prepare

    📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Estate planning can feel overwhelming, especially when it’s unclear what’s expected of you and what your attorney will handle.  In this episode, Nick demystifies the estate planning process and explains exactly what to expect. You’ll learn how to prepare, what decisions are most important, and how to work together for the best results. Ready to take the guesswork out of estate planning? Tune in and get a better understanding of your role in the process. Here’s some of what we discuss in this episode: ⚖️ Attorney’s Role: How your attorney shapes your estate plan with legal expertise 📋 Client Responsibilities: What you need to bring and share with your attorney 🗣️ Open Communication: The importance of transparency and honesty during the process 🏡 Family Dynamics: Understanding the role of family and asset distribution in your plan 👨‍⚖️ Partnering for Success: Estate planning is a partnership—what you bring and what your attorney provides   Our website: https://cincinnatiestateplan.com/ Phone: 513-463-6789 Contact our team: info@CincinnatiEstatePlan.com 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

    33 min
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4.6
out of 5
45 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 - 2025
  • Episodes
    163
  • Rating
    Clean
  • Copyright
    © Copyright Nick Rosenbauer 2022
  • Show Website
    Complete Estate Planning

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