Complete Estate Planning

Jan 23 2025 121 ep. 25 mins 56
Complete Estate Planning Podcast artwork

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.

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Do I Still Need A Special Needs Trust If My Child Is Not Receiving Social Security Disability Benefits?

Jan 23 2025 22 mins  
Understanding whether a Special Needs Trust is necessary can be complex, especially if your child isn’t receiving Social Security Disability benefits. In this episode, we explore the purpose of Special Needs Trusts, how they work, and why they might still be a crucial part of your financial plan. Don't miss these valuable insights to help secure your child’s long-term care and

I Want To Take Care Of My Partner, But We Aren’t Going To Get Married

Jan 10 2025 21 mins  
Estate planning covers a wide range of scenarios, and most often, it involves taking care of your family or spouse. But what happens if you’re not married and still want to ensure your partner is provided for? In this episode, we’ll explore key considerations, differences, and arrangements to keep in mind when planning for such situations. Contact: 513-463-6789 info@Cincinn

I’m About To Have Surgery, What If I Don’t Make It?

Dec 26 2024 30 mins  
Life is unpredictable, and sometimes the unexpected can happen. Today, we’re discussing a tough scenario: what if you undergo surgery and don’t make it? Tune in as we explore key estate planning precautions you can take to prepare for such situations. Contact: 513-463-6789 [email protected] https://cincinnatiestateplan.com/contact/

My Spouse Passed Away, What Do I Do Now?

Dec 12 2024 32 mins  
What happens when your spouse passes away? What comes next? In today's show, we'll discuss some important action steps to take, key estate planning documents to review, beneficiary designations to consider, and much more. Contact: 513-463-6789 [email protected] https://cincinnatiestateplan.com/contact/

How Many “What If”s Do I Need? - Understanding Contingencies in Estate Planning

Nov 26 2024 26 mins  
How many 'what-ifs' do you need within your estate plan? In this episode, we’ll dive into the importance of contingencies in estate planning and walk you through the step-by-step process Nick and his team follow to ensure every detail is covered. Contact: 513-463-6789 [email protected] https://cincinnatiestateplan.com/contact/

Your Estate Planning Attorney Might Be Screwing These Things Up

Nov 14 2024 29 mins  
We’re always talking about how important it is to have an estate planning attorney. But what if your attorney is actually screwing some things up? Today, we’re diving into 8 ways they might be getting it wrong. Contact: 513-463-6789 [email protected] https://cincinnatiestateplan.com/contact/

Dangers of DIY Estate Planning (not everything is in plain sight)

Oct 31 2024 23 mins  
Are you considering tackling your estate plan on your own? While it's certainly possible, the dangers of DIY estate planning often hide beneath the surface. In today's episode, we're going to bring some of those issues to the forefront and share why working with an estate planning attorney is well worth it. Contact: 513-463-6789 [email protected] https://cincinnatie

Harris vs. Trump: Estate Planning Concerns & The 2024 Election

Oct 18 2024 27 mins  
As the election approaches, many are wondering how the outcome might affect their finances and taxes- but have you thought about your estate plan? In this episode, Nick covers some of the potential estate planning implications of both candidates and what their policies could mean for you. Tune in to stay informed and prepared. Contact: 513-463-6789 [email protected]

When to Review and Update Your Estate Plan: Keeping it Current for Life's Changes

Sep 26 2024 19 mins  
You’ve established your estate plan- does that mean you’re all set? Not quite! Regularly reviewing and updating your estate plan is important. But when should you do this? In today’s episode, we’ll discuss some key moments in life that call for updates and guide you through the regular review process. Contact: 513-463-6789 [email protected] https://cincinnat

Estate Planning for Privacy: Strategies to Protect Your Family's Confidentiality

Sep 12 2024 18 mins  
Is privacy a concern for you in estate planning? In this episode, we dive into essential strategies to protect both your family's confidentiality and your estate. Tune in to learn how proactive planning can shield your family from the public eye and avoid complications down the road. Contact: 513-463-6789 [email protected] https://cincinnatiestateplan.com/contact/