Complete Estate Planning

By Nick Rosenbauer

What's Complete Estate Planning 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.

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Complete Estate Planning episodes:

06.27.2024
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....
06.21.2024
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...
05.23.2024
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...
05.09.2024
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...
04.25.2024
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...
04.11.2024
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....
03.28.2024
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...
03.14.2024
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...
02.29.2024
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...
02.22.2024
The Corporate Transparency Act (CTA): New Fines & Rules For Business Owners To Follow
The Corporate Transparency Act (which was enacted in January of 2021) has taken effect as of January 2024. Under the new law, small businesses have new disclosure and reporting requirements with the Financial Crimes Enforcement Network. This law is retroactive...
01.18.2024
No Money, Still Problems
Many people automatically think of how to handle or “plan” for their assets when estate planning comes to mind. However, inheriting someone’s assets is only one piece of the puzzle. This is why someone asking “How much money do I...
01.04.2024
Medical Decisions: Is It Smart To Rely On Others?
An important (and often overlooked) part of estate planning involves arranging for a person to have their medical needs taken care of. This usually involves a combination of appointing a decision maker (your power of attorney agent or surrogate, depending...
12.21.2023
Partial Business Ownership, Donations to Charity, and More: Mailbag Episode
We have listeners from all over the country reach out and ask us estate planning questions, so we thought it would be helpful to answer some of those questions on the podcast today. One listener asks how to handle partial...
12.07.2023
The Path Of Least Resistance – When Institutions Hassle You During Trust Funding
We’ve spent many episodes discussing how important trust funding is to your estate plan (assuming a trust is a part of your plan). However, the process can be tedious at times. Many attorneys don’t handle the trust funding for the...
11.16.2023
Stock Options, Family Businesses, and Other Restricted Interests
Have you ever wondered what happens to assets that you don't have full control over, like stock options or family businesses? Listen in as we chat about the complexities of assets that come with strings attached. What can you do...
11.02.2023
What Other Arrangements Should I Make After My Estate Planning Documents Are Complete?
Picture this: You leave your lawyer's office after completing your estate planning documents. You might think this is the end of the process, but that's not necessarily the case. Stay tuned as we discuss the arrangements you need to make...
10.19.2023
I’m Dead. Should My Spouse Keep Everything?
Many couples automatically assume that, after one spouse passes away, the survivor will retain control of everything. Certainly, that is the “default." However, certain factors can complicate matters. Issues of trust, control, blended families, and separate finances mean it is...
10.05.2023
I Have Assets In A Land Far, Far Away
In our increasingly interconnected world, it's becoming more common for individuals to own assets not just in their local area but across state lines and even international borders. Join us as we explore this scenario that has been coming up...
09.21.2023
How To Handle Rare Or Expensive Gifts?
Over a lifetime, people can accumulate a lot of “stuff”. This can ultiply as families have children and later inherit from parents or grandparents who pass away. While many accounts and assets have a rather “straightforward” process to pass on,...
09.07.2023
How Many Backups Do I Need?
One of the most important parts of the estate planning process is choosing the right people as “fiduciaries” to handle affairs on your behalf if you get sick or pass away. This can include medical, financial, and legal decisions while...
08.17.2023
Should Your Lawyer Store Your Estate Planning Documents For You?
Once estate planning documents are signed, it is important to keep them both safe AND accessible. Many people do not consider the importance of where to store your documents after they are prepared. One option that some people use is...
08.03.2023
The Last Will & Testament in Aretha Franklin’s Couch
Aretha Franklin, known by many as the “Queen of Soul,” died back in 2018. While she has been gone for a number of years, there have been a number of mysteries surrounding her estate. This has included a lawsuit concerning...
07.21.2023
Common Pot Trusts: The Fairest of Them All?
When thinking about an inheritance, most families visualize individual “shares” for each beneficiary (whether a $ amount or % of the overall estate). For families with children, they very often create equal shares for each child. Sounds fair, right? Well,...
07.06.2023
Settlement Reached In Lisa Marie Presley’s Estate
Lisa Marie Presley (who was the only child of Elvis Presley) died back on January 12 th , 2023. She left behind her mother (Priscilla Presley), and her daughter (Riley Keough). Her son (Benjamin Keough) passed away a couple of...
06.22.2023
The False Sense of Security with Joint Ownership
There are a lot of misconceptions when it comes to joint ownership and how it applies to certain situations. In this episode, Nick will be discussing some pitfalls that can happen when there's an asset with joint ownership and why...
06.08.2023
Do You Really Need to Like Your Attorney?
When you develop a relationship with any professional in a specific industry, it's common knowledge that you do not have to be close friends in order to work together. But should you at least like the person you're working with?...
05.18.2023
Ep 81: High Risk, High Reward Shortcuts For Real Estate (do NOT try this at home!)
While there is NEVER a substitute for a complete, well-thought-out estate plan, shortcuts and alternative ways to transfer your assets DO exist. Many types of assets allow beneficiary designations, transfer-on-death or pay-on-death designations, succession plans for businesses, etc. One of...
05.05.2023
Ep 80: What To Do With Digital Assets
When people think of their “estate” within estate planning, many common assets come to mind. There are proper protocols and procedures for transferring bank accounts, investments, retirement accounts, vehicles, real estate, etc. However, a new type of asset has come...
04.20.2023
Ep 79: For Those Who Live In Multiple States Or Travel Frequently
In most circumstances, it is best to work with an estate planning attorney who is local and understands the laws of the state you live in. However, special consideration needs to be given to people who have a residence in...
04.06.2023
Ep 78: Watch Out For Financial Abuse!
As people age, they tend to rely on others to help out. Spouses, children, and other family members often step in to help handle everything from the finances to cutting the grass. If there are no family members that are...
03.16.2023
Ep 77: Should You Micromanage Your Trustee?
Different types of estate plans allow different levels of flexibility. When setting up a trust, the Trustmaker usually has an opportunity to get extremely detailed in the instructions left for the Trustee to follow when distributing your estate after you...
03.02.2023
Ep 76: Preparing For Your Estate Plan Review Meeting
Many families (and their attorneys) treat estate planning as a one-time transaction. They “set it and forget it.” However, you are ahead of the game! You have decided to have a review meeting with your estate planning attorney to make...
02.16.2023
Ep 75: When Your Child Has A Drug Or Alcohol Problem
When putting together your estate plan, you want to make sure that your assets are going to causes and people you care about. This can be difficult if someone you would like to pass assets down to struggles with drugs,...
02.03.2023
Ep 74: The Fight Over Lisa Marie Presley’s Estate Plan
You may have heard about this in the news, but Lisa Marie Presley died on January 12th (2023), at the age of 54. Lisa was the only child of Elvis Presley. She left behind her mother, Priscilla Presley, and her...
01.19.2023
Ep 73: What The *** Am I Going To Do With My House?
If you own a home (or multiple homes), you understand that it may be difficult to have multiple co-owners on a property. For many families, the home is also one of the largest assets. Let’s walk through some different scenarios...
01.05.2023
Ep 72: Should Everyone Get An Equal Share?
When leaving an inheritance to children or grandchildren, many families prefer to treat everyone the same. Each child (or grandchild) will receive an equal share of the inheritance. While it is the “default” answer, it is not always the right...
12.15.2022
Ep 71: ”I Didn’t Realize There Would Be a Medical Test!”
Many people go through the estate planning process in order to provide for their loved ones and/or to allow someone to make decisions on their behalf if they fall ill. However, there are also specific decisions (usually medical) that a...
12.01.2022
Ep 70: When the End is Near...
Estate planning (like many things) is always best handled LONG before it is needed. However, even a well-thought-out estate plan should be reviewed periodically. If the family is aware that “the end is near”, it is always a good idea...
11.17.2022
Ep 69: Giving Gifts As We Approach The Holidays
The holiday season is upon us and many people start to feel charitable this time of year. With that in mind, we wanted to discuss some of the parameters around charitable giving and how it might affect you on this...
11.03.2022
Ep 68: Acquiring New Assets AFTER You Set Up Your Estate Plan
It can be challenging to ensure that your estate plan is up to date and that all of your assets are included. We will discuss what you should do about adding new assets to your plan for today's show. Contact: 513-463-6789 [email protected]
10.20.2022
Ep 67: Show Me The Money……Later? Advantages To Leaving Your Inheritance In Trust
After someone passes away, the executor or trustee is responsible for carrying out the wishes of the deceased person and settling the estate. This could include paying bills, settling debts, filing taxes, selling assets, etc. Eventually, it is time for...
09.30.2022
Ep 66: What Happens When The First Spouse Dies? (The False Sense Of Security)
When someone passes away, the “what happens next” is usually dictated by the decedent’s estate plan (if they had one), or by state law, if there was no plan. However, there are special circumstances that apply when a married person...
09.15.2022
Ep 65: Does Your Estate Plan Have An Expiration Date?
Very few things in life last forever. Cars break down, cell phones become out of date, food goes bad, even a good bourbon can spoil if you don’t store it properly. Sadly, many people look at estate planning as a...
09.01.2022
Ep 64: Future-Proofing Your Estate Plan
Many consider estate planning as the art of setting out your wishes while also trying to predict all of the “what ifs” that may or may not happen in the future. Obviously, unless you have a crystal ball, it is...
08.18.2022
Ep 63: Mailbag Episode: Questions Submitted From Audience
We dedicate this show to answer some mailbag questions that have come in from our listeners. We will discuss protecting a company's assets, if a trust is necessary for one retirement account, and liability protection. Contact: 513-463-6789 [email protected]
08.04.2022
Ep 62: How To Attack/Challenge A Vulnerable Estate Plan
On this episode, we’ll talk about various ways to challenge, undo, or override an estate plan. We’ll also discuss the circumstances when this might be appropriate. Contact: 513-463-6789 [email protected]
07.21.2022
Ep 61: When Death = Taxes
Everyone has heard the famous quote from Benjamin Franklin “In this world, nothing is certain except death and taxes.” Although taxes are often discussed with a financial advisor and CPA, many families don’t consider the tax consequences of their estate...
07.07.2022
Ep 60: Beneficiary Designations: The Halfway House Estate Plan
Many types of accounts allow the owner to designate beneficiaries to receive the account after the owner dies. This can be a quick, easy, and no-cost way to pass on the account after someone dies. However, the ease of setting...
06.16.2022
Ep 59: Using a Trust as a Utility Knife
Most times, people look towards setting up a trust as a flexible, efficient, private, customized way to manage an inheritance plan for their loved ones. However, because of its flexibility, a trust can be used as a “utility knife” and...
06.02.2022
Ep 58: Why Your Investments Matter in Your Estate Plan
It is always prudent to work with experts who specialize in a certain area. Use your estate planning attorney for your estate plan, your financial advisor for your investments, your CPA for your taxes, etc. Although all of your professionals...

What's Complete Estate Planning about?

Download our free app to listen on your phone

Complete Estate Planning episodes:

Considerations and Options for Passing a Family Business or Farm to One Child

The Pros & Cons of Itemizing Invidiual Accounts vs. Dividing a Percentage of the Entire Estate

Mailbag: Lifetime Gifts, Beneficiary Designations, and Retirement Account Planning

The Estate Battle After OJ Simpson's Death

Settling A Trust After Death (Part 2)

The Probate Process From Start To Finish (Part 1)

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

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

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

The Corporate Transparency Act (CTA): New Fines & Rules For Business Owners To Follow

No Money, Still Problems

Medical Decisions: Is It Smart To Rely On Others?

Partial Business Ownership, Donations to Charity, and More: Mailbag Episode

The Path Of Least Resistance – When Institutions Hassle You During Trust Funding

Stock Options, Family Businesses, and Other Restricted Interests

What Other Arrangements Should I Make After My Estate Planning Documents Are Complete?

I’m Dead. Should My Spouse Keep Everything?

I Have Assets In A Land Far, Far Away

How To Handle Rare Or Expensive Gifts?

How Many Backups Do I Need?

Should Your Lawyer Store Your Estate Planning Documents For You?

The Last Will & Testament in Aretha Franklin’s Couch

Common Pot Trusts: The Fairest of Them All?

Settlement Reached In Lisa Marie Presley’s Estate

The False Sense of Security with Joint Ownership

Do You Really Need to Like Your Attorney?

Ep 81: High Risk, High Reward Shortcuts For Real Estate (do NOT try this at home!)

Ep 80: What To Do With Digital Assets

Ep 79: For Those Who Live In Multiple States Or Travel Frequently

Ep 78: Watch Out For Financial Abuse!

Ep 77: Should You Micromanage Your Trustee?

Ep 76: Preparing For Your Estate Plan Review Meeting

Ep 75: When Your Child Has A Drug Or Alcohol Problem

Ep 74: The Fight Over Lisa Marie Presley’s Estate Plan

Ep 73: What The *** Am I Going To Do With My House?

Ep 72: Should Everyone Get An Equal Share?

Ep 71: ”I Didn’t Realize There Would Be a Medical Test!”

Ep 70: When the End is Near...

Ep 69: Giving Gifts As We Approach The Holidays

Ep 68: Acquiring New Assets AFTER You Set Up Your Estate Plan

Ep 67: Show Me The Money……Later? Advantages To Leaving Your Inheritance In Trust

Ep 66: What Happens When The First Spouse Dies? (The False Sense Of Security)

Ep 65: Does Your Estate Plan Have An Expiration Date?

Ep 64: Future-Proofing Your Estate Plan

Ep 63: Mailbag Episode: Questions Submitted From Audience

Ep 62: How To Attack/Challenge A Vulnerable Estate Plan

Ep 61: When Death = Taxes

Ep 60: Beneficiary Designations: The Halfway House Estate Plan

Ep 59: Using a Trust as a Utility Knife

Ep 58: Why Your Investments Matter in Your Estate Plan