Complete Estate Planning

By Nick RosenbauerSociety & Culture Business Relationships

Complete Estate Planning episodes

April 15, 2021 Ep 31: Estate Planning Issues For Business Owners
Business owners are particularly vulnerable to some misconceptions and false assumptions about their estate plan. There are a lot of items you need to have in place for the transfer of a business to go smoothly, so that your employees still get their paychecks and your business doesn't get sent to probate. Nick will discuss some ground rules business owners should have in place for that inevitable transfer of power and important nuances to keep in mind.
Contact:
513-463-6789
[email protected]
21 min
April 01, 2021 Ep 30: Why Owning A Home May Complicate Your Estate Plan
There's no doubt that a home is one of the biggest asset we will own in our lifetime. Unfortunately, after we pass away, the home is not a quick and easy transfer to your beneficiary. There are a lot of nuances involved and you want to make sure you do it correctly to avoid probate and other pain points. Nick talks about some of the ways you can transfer your home after you pass and the easiest ways to do it.
Contact:
513-463-6789
[email protected]
22 min
March 25, 2021 Ep 29: Larry King – Secret, Handwritten Will, Probate Contests, An (almost) ex-wife, and Unfunded Trusts
Larry King recently died. He was worth estimated $144 million. Most of the assets are to be settled privately, un-contested, and safely through various trusts (that we will never know about. So why the heck are we hearing about a $2 million probate, his wife (Shawn King), who he was in the middle of divorcing, contesting a secret, hand-written last will & testament? And why the heck is it public record and we’re hearing all about it?
Contact:
513-463-6789
[email protected]
23 min
March 04, 2021 Ep 28: Britney Spears – A Lesson In Bad Estate Planning
After her “acting out” episodes that began in 2007 (including her randomly shaving off all her own hair), her father (Jamie Spears) applied to become her conservator, which was granted in 2008. Today Nick gives us a rundown of how Britney Spears's conservatorship became so complicated and why we're still talking about it after more than a decade.
Contact:
513-463-6789
[email protected]
25 min
February 18, 2021 Ep 27: I’ve Moved. Does My Estate Plan Still Work?
I get this question ALL THE TIME. Whether you get a new job, get tired of cold weather, just retire, or want to be closer to the grandkids (that you probably like more than your kids), people need to be aware of how this may affect your estate plan.
Contact:
513-463-6789
[email protected]
23 min
February 04, 2021 Ep 26: There Will Be Fighting After I’m Gone. What Do I Do?
Sometimes, you can’t avoid family fighting after you’re gone. You might even expect it. When that happens, many families sadly bury their heads in the sand and do nothing. They think they are helpless and leave a disaster for their children to clean up after they are gone. However, there are a few options on the table and we'll discuss them on this show.
Contact:
513-463-6789
[email protected]
27 min
January 21, 2021 Ep 25: What to Do If Your Attorney is Hiding from Your or Missing in Action?
Sadly, most attorneys view estate planning as a 1-time transaction. You give them money, they give you paperwork, that is it. Obviously this is a bad idea and can lead to trouble down the road. Nick discusses times he has come across this situation in his practice and some red flags to look out for.
Contact:
513-463-6789
[email protected]
25 min
January 07, 2021 Ep 24: What to Do After Someone Passes Away
After a loved one passes away, the days and weeks that follow after can be difficult and very emotional. You may feel overwhelmed with all of the things that now need to be taken care of and it's a process that can be tough to begin if you have no idea where to start. Nick talks about the affairs that should be taken care of when someone passes away. He discusses what needs rather immediate action and what can wait for a little while if you need time to gather yourself.
Contact:
513-463-6789
[email protected]
29 min
December 17, 2020 Ep 23: When Your Attorney's Price SHOULD Scare You
Everyone loves a deal. Saving money is great. We all know that you get what you pay for, but we’ll go behind the scenes of what it takes to get an estate plan prepared the right way. Then, we’ll examine some situations (low cost) and uncover the industry secrets for the low-bidders in the industry so the public can make informed decisions.
Contact:
513-463-6789
[email protected]
32 min
December 03, 2020 Ep 22: A Local Organization Providing Grief Support
Today we sit down with the founder of Companions on a Journey, Sheila Munafo-Kanoza. Shelia tells us about her personal story of dealing with loss and how these events led her to start this organization. We also discuss the different ways people may grieve and some helpful tips for this holiday season with COVID-19 upon us.
Contact:
513-463-6789
[email protected]
Companions on a Journey Number: 513-870-9108
Companions on a Journey Website: http://companionsonajourney.org/
Shelia's Email: [email protected]
34 min

About Complete Estate Planning

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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…