Complete Estate Planning
By Nick Rosenbauer
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Subscribers: 13
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Episodes: 180
Description
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.
| Episode | Date |
|---|---|
|
I Was Named Executor… Do I Have to Say Yes?
|
May 14, 2026 |
|
Can My Kids Inherit My Season Tickets?
|
May 07, 2026 |
|
My Parents Won’t Do Their Estate Plan. Can I Do It For Them?
|
Apr 23, 2026 |
|
Can You Name a Minor as Executor, Trustee, or Power of Attorney?
|
Apr 16, 2026 |
|
The Hidden Risks of Outdated Estate Plans
|
Apr 09, 2026 |
|
Siblings, Partners, and Parents: When Property Ownership Gets Complicated
|
Apr 02, 2026 |
|
What Happens to Your Pets When You Die?
|
Mar 26, 2026 |
|
Dad Just Got Diagnosed With Dementia? Is It Too Late To Do His Estate Plan?
|
Mar 19, 2026 |
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What Happens to Your Debt When You Pass Away?
|
Mar 12, 2026 |
|
Do I Really NEED A Lawyer To Prepare My Estate Plan? It’s Just Documents!
|
Mar 05, 2026 |
|
Separate Finances, One Estate Plan? What Couples Need to Know
|
Feb 26, 2026 |
|
I Just Asked for a Will. Why Is My Lawyer Preparing All These Other Documents?
|
Feb 19, 2026 |
|
Do You Really Need a Trust or Is a Will Enough?
|
Feb 12, 2026 |
|
Do I Really NEED A Lawyer To Handle My Probate Case?
|
Feb 05, 2026 |
|
Are Trust Verification Letters from Your Bank Legit? What You Need to Know
|
Jan 22, 2026 |
|
Trustee's Guide: What Goes Through Probate (and What Doesn't)
|
Jan 15, 2026 |
|
How to Protect Your Home From Property Deed Fraud
|
Jan 08, 2026 |
|
The Prodigal Son Approach: Advancing an Inheritance While You Are Still Alive
|
Dec 31, 2025 |
|
What If Your Adult Kids Can’t Handle Money?
|
Dec 23, 2025 |
|
Common Executor Mistakes When Handling A Probate Estate
|
Dec 18, 2025 |
|
When the Bank Says No: Executor Roadblocks & Probate Solutions
|
Dec 11, 2025 |
|
So…You’re In Charge of Administering Your Parents’ Trust
|
Dec 04, 2025 |
|
Outdated Wills: What Happens When You’re Named Executor Unexpectedly?
|
Nov 26, 2025 |
|
When Siblings Inherit a House and Can’t Agree: What Happens Next?
|
Nov 20, 2025 |
|
Estate Planning for First-Timers: What to Expect & How to Prepare
|
Nov 13, 2025 |
|
How Do I Protect My New Wife Without Disinheriting the Kids?
|
Nov 06, 2025 |
|
My Parents Refuse to Write a Will — What Happens When They’re Gone?
|
Oct 30, 2025 |
|
Beneficiaries, TODs, PODs, and Joint Ownership, How They Interact With Wills and Trusts
|
Oct 23, 2025 |
|
Getting Hospitals & Banks To Actually Honor Your Estate Plan
|
Oct 16, 2025 |
|
Choosing Which Child Should Be Your Executor
|
Sep 25, 2025 |
|
Springing vs. Immediate Power of Attorney – Watch Out For The Wrong Choice
|
Sep 18, 2025 |
|
Who Chooses Your Kids’ Guardian If You Don’t?
|
Sep 11, 2025 |
|
Why Some Inheritances Happen Early
|
Sep 04, 2025 |
|
Dementia & Estate Planning: How Late Is Too Late?
|
Aug 28, 2025 |
|
When Your Children Are Bad with Money – What You Can Do About It?
|
Aug 21, 2025 |
|
Do I Need a Trust or Is the Lawyer Just After Money?
|
Aug 14, 2025 |
|
Free Wills from Your Bank - What Will It Actually Cost You?
|
Aug 07, 2025 |
|
Mailbag: Can I Disinherit a Child Without Causing Drama?
|
Jul 24, 2025 |
|
What to Do When You Receive Court Paperwork After a Family Member Dies
|
Jul 17, 2025 |
|
Mailbag: Big Changes Coming—Should You Wait To Make Future Plans?
|
Jul 10, 2025 |
|
Trouble in Margaritaville – The Jimmy Buffett $275 Million Estate Dispute
|
Jul 03, 2025 |
|
When Your Beneficiary Dies First - What Happens Now?
|
Jun 26, 2025 |
|
How to Pass On a Family Business Without Creating a Family Feud
|
Jun 19, 2025 |
|
Mailbag: Can My Daughter Handle Everything?
|
Jun 12, 2025 |
|
What to Do With Your Estate Plan After Losing a Spouse
|
Jun 05, 2025 |
|
Building Flexibility Into a Trust for Life Milestones
|
May 29, 2025 |
|
Why You Need Two Powers of Attorney -- Not Just One
|
May 22, 2025 |
|
Who Should Be Your Corporate Trustee?
|
May 15, 2025 |
|
What Happens to Bills and Debts After Someone Dies? (A Guide for Families and Executors)
|
May 08, 2025 |
|
What Options Do You Have for Dividing Your Home?
|
Apr 24, 2025 |
|
One of My Children Owes Me Money—How Do I Account for That in My Estate Plan?
|
Apr 17, 2025 |
|
Ethical vs. Legal: The Co-Owner Inheritance Debate
|
Apr 10, 2025 |
|
Do I Really Need an Estate Plan If I Only Have One Heir?
|
Apr 03, 2025 |
|
Estate Planning Mistakes: When Assets in Your Name Aren’t Really Yours
|
Mar 27, 2025 |
|
Mistakes Your Attorney Might Be Making – What You Need to Watch Out For
|
Mar 20, 2025 |
|
Estate Planning: Fairness vs Equality for Your Kids
|
Mar 13, 2025 |
|
Joint Trust vs. Separate Trusts – Which is Right for Married Couples?
|
Mar 06, 2025 |
|
5 Ways To Screw Up When Receiving An Inheritance
|
Feb 20, 2025 |
|
When It Might Be A Good Time To “Upgrade” To A Trust
|
Feb 06, 2025 |
|
Do I Still Need A Special Needs Trust If My Child Is Not Receiving Social Security Disability Benefits?
|
Jan 23, 2025 |
|
I Want To Take Care Of My Partner, But We Aren’t Going To Get Married
|
Jan 10, 2025 |
|
I’m About To Have Surgery, What If I Don’t Make It?
|
Dec 26, 2024 |
|
My Spouse Passed Away, What Do I Do Now?
|
Dec 12, 2024 |
|
How Many “What If”s Do I Need? - Understanding Contingencies in Estate Planning
|
Nov 26, 2024 |
|
Your Estate Planning Attorney Might Be Screwing These Things Up
|
Nov 14, 2024 |
|
Dangers of DIY Estate Planning (not everything is in plain sight)
|
Oct 31, 2024 |
|
Harris vs. Trump: Estate Planning Concerns & The 2024 Election
|
Oct 18, 2024 |
|
When to Review and Update Your Estate Plan: Keeping it Current for Life's Changes
|
Sep 26, 2024 |
|
Estate Planning for Privacy: Strategies to Protect Your Family's Confidentiality
|
Sep 12, 2024 |
|
Springing Power of Attorney vs Immediate Power of Attorney: Why Immediate Might Be the Better Choice
|
Aug 29, 2024 |
|
Leaving an Inheritance to Your Child's Spouse: Pros and Cons as a Lapse Beneficiary
|
Aug 16, 2024 |
|
Taxes Executors or Trustees Need to be Aware of When Settling an Estate
|
Jul 25, 2024 |
|
Considerations for Executors or Trustees When Selling Estate Assets
|
Jul 11, 2024 |
|
Considerations and Options for Passing a Family Business or Farm to One Child
|
Jun 27, 2024 |
|
The Pros & Cons of Itemizing Invidiual Accounts vs. Dividing a Percentage of the Entire Estate
|
Jun 21, 2024 |
|
Mailbag: Lifetime Gifts, Beneficiary Designations, and Retirement Account Planning
|
May 23, 2024 |
|
The Estate Battle After OJ Simpson's Death
|
May 09, 2024 |
|
Settling A Trust After Death (Part 2)
|
Apr 25, 2024 |
|
The Probate Process From Start To Finish (Part 1)
|
Apr 11, 2024 |
|
I'm Single With No Children- Do I Need An Estate Plan? Mailbag Episode
|
Mar 28, 2024 |
|
Inheritance Conversations With Your Children: What They Don’t Know CAN Hurt Them
|
Mar 14, 2024 |
|
The House I Inherited Has A Mortgage. Do I Have To Pay It?
|
Feb 29, 2024 |
|
The Corporate Transparency Act (CTA): New Fines & Rules For Business Owners To Follow
|
Feb 22, 2024 |
|
No Money, Still Problems
|
Jan 18, 2024 |
|
Medical Decisions: Is It Smart To Rely On Others?
|
Jan 04, 2024 |
|
Partial Business Ownership, Donations to Charity, and More: Mailbag Episode
|
Dec 21, 2023 |
|
The Path Of Least Resistance – When Institutions Hassle You During Trust Funding
|
Dec 07, 2023 |
|
Stock Options, Family Businesses, and Other Restricted Interests
|
Nov 16, 2023 |
|
What Other Arrangements Should I Make After My Estate Planning Documents Are Complete?
|
Nov 02, 2023 |
|
I’m Dead. Should My Spouse Keep Everything?
|
Oct 19, 2023 |
|
I Have Assets In A Land Far, Far Away
|
Oct 05, 2023 |
|
How To Handle Rare Or Expensive Gifts?
|
Sep 21, 2023 |
|
How Many Backups Do I Need?
|
Sep 07, 2023 |
|
Should Your Lawyer Store Your Estate Planning Documents For You?
|
Aug 17, 2023 |
|
The Last Will & Testament in Aretha Franklin’s Couch
|
Aug 03, 2023 |
|
Common Pot Trusts: The Fairest of Them All?
|
Jul 21, 2023 |
|
Settlement Reached In Lisa Marie Presley’s Estate
|
Jul 06, 2023 |
|
The False Sense of Security with Joint Ownership
|
Jun 22, 2023 |
|
Do You Really Need to Like Your Attorney?
|
Jun 08, 2023 |
|
Ep 81: High Risk, High Reward Shortcuts For Real Estate (do NOT try this at home!)
|
May 18, 2023 |
|
Ep 80: What To Do With Digital Assets
|
May 05, 2023 |
|
Ep 79: For Those Who Live In Multiple States Or Travel Frequently
|
Apr 20, 2023 |
|
Ep 78: Watch Out For Financial Abuse!
|
Apr 06, 2023 |
|
Ep 77: Should You Micromanage Your Trustee?
|
Mar 16, 2023 |
|
Ep 76: Preparing For Your Estate Plan Review Meeting
|
Mar 02, 2023 |
|
Ep 75: When Your Child Has A Drug Or Alcohol Problem
|
Feb 16, 2023 |
|
Ep 74: The Fight Over Lisa Marie Presley’s Estate Plan
|
Feb 03, 2023 |
|
Ep 73: What The *** Am I Going To Do With My House?
|
Jan 19, 2023 |
|
Ep 72: Should Everyone Get An Equal Share?
|
Jan 05, 2023 |
|
Ep 71: ”I Didn’t Realize There Would Be a Medical Test!”
|
Dec 15, 2022 |
|
Ep 70: When the End is Near...
|
Dec 01, 2022 |
|
Ep 69: Giving Gifts As We Approach The Holidays
|
Nov 17, 2022 |
|
Ep 68: Acquiring New Assets AFTER You Set Up Your Estate Plan
|
Nov 03, 2022 |
|
Ep 67: Show Me The Money……Later? Advantages To Leaving Your Inheritance In Trust
|
Oct 20, 2022 |
|
Ep 66: What Happens When The First Spouse Dies? (The False Sense Of Security)
|
Sep 30, 2022 |
|
Ep 65: Does Your Estate Plan Have An Expiration Date?
|
Sep 15, 2022 |
|
Ep 64: Future-Proofing Your Estate Plan
|
Sep 01, 2022 |
|
Ep 63: Mailbag Episode: Questions Submitted From Audience
|
Aug 18, 2022 |
|
Ep 62: How To Attack/Challenge A Vulnerable Estate Plan
|
Aug 04, 2022 |
|
Ep 61: When Death = Taxes
|
Jul 21, 2022 |
|
Ep 60: Beneficiary Designations: The Halfway House Estate Plan
|
Jul 07, 2022 |
|
Ep 59: Using a Trust as a Utility Knife
|
Jun 16, 2022 |
|
Ep 58: Why Your Investments Matter in Your Estate Plan
|
Jun 02, 2022 |
|
Ep 57: Filling The Box - How To Make Sure Your Trust Actually Protects Your Assets
|
May 19, 2022 |
|
Ep 56: Why Every Trust Needs A Will
|
May 05, 2022 |
|
Ep 55: When Should I Give My Children Their Money?
|
Apr 21, 2022 |
|
Ep 54: What If Someone Puts You In Charge Of Their Estate Plan?
|
Apr 07, 2022 |
|
Ep 53: Estate Planning Battle Royale: The Commodity vs. The Professional Service
|
Mar 31, 2022 |
|
Ep 52: Student Loans After You Die
|
Mar 03, 2022 |
|
Ep 51: “Thanks But No Thanks”… The Worst Assets To Inherit
|
Feb 17, 2022 |
|
Ep 50: What Should I Tell My Executors, Trustees, Power of Attorney Agents, and Guardians?
|
Feb 03, 2022 |
|
Ep 49: Who Can You Trust? Picking Guardians, Trustees, Executors, and Agents
|
Jan 20, 2022 |
|
Ep 48: Hidden Dangers With Transfer-on-Death and Beneficiary Designations
|
Jan 06, 2022 |
|
Ep 47: What to Do With the Family Vacation Home
|
Dec 16, 2021 |
|
Ep 46: How Many Trusts Do I Need?
|
Dec 02, 2021 |
|
Ep 45: Planning For A Child With Special Needs
|
Nov 18, 2021 |
|
Ep 44: Facebook & Bitcoin - Estate Planning For Your Digital Assets
|
Nov 04, 2021 |
|
Ep 43: Save The Animals: Estate Planning For Pets
|
Oct 21, 2021 |
|
Ep 42: Estate Planning If You Hate Your Family
|
Oct 07, 2021 |
|
Ep 41: Estate Planning If You’re Already Dead
|
Sep 23, 2021 |
|
Ep 40: Hidden Dangers From Probate & Real Estate: Scams, Rip-Offs, and Identity Theft
|
Sep 09, 2021 |
|
Ep 39: You Might Want To Avoid Probate Court If…
|
Aug 19, 2021 |
|
Ep 38: Your Estate Planning Documents Are The Same As Your Kitchen Appliances: How All The Pieces Work Together
|
Aug 05, 2021 |
|
Ep 37: Planning During an Emergency
|
Jul 15, 2021 |
|
Ep 36: What If Charitable Giving is a Priority for You?
|
Jul 01, 2021 |
|
Ep 35: Estate Planning For Families Without Children
|
Jun 17, 2021 |
|
Ep 34: When To Consider Using A Professional Trustee Or Executor
|
Jun 03, 2021 |
|
Ep 33: Estate Planning For Unmarried Partners
|
May 20, 2021 |
|
Ep 32: Dealing With Credit Cards After Death
|
May 06, 2021 |
|
Ep 31: Estate Planning Issues For Business Owners
|
Apr 15, 2021 |
|
Ep 30: Why Owning A Home May Complicate Your Estate Plan
|
Apr 01, 2021 |
|
Ep 29: Larry King – Secret, Handwritten Will, Probate Contests, An (almost) ex-wife, and Unfunded Trusts
|
Mar 25, 2021 |
|
Ep 28: Britney Spears – A Lesson In Bad Estate Planning
|
Mar 04, 2021 |
|
Ep 27: I’ve Moved. Does My Estate Plan Still Work?
|
Feb 18, 2021 |
|
Ep 26: There Will Be Fighting After I’m Gone. What Do I Do?
|
Feb 04, 2021 |
|
Ep 25: What to Do If Your Attorney is Hiding from Your or Missing in Action?
|
Jan 21, 2021 |
|
Ep 24: What to Do After Someone Passes Away
|
Jan 07, 2021 |
|
Ep 23: When Your Attorney's Price SHOULD Scare You
|
Dec 17, 2020 |
|
Ep 22: A Local Organization Providing Grief Support
|
Dec 03, 2020 |
|
Ep 21: Estate Planning for Blended Families
|
Nov 19, 2020 |
|
Ep 20: Case Study - Not Very Power of Attorney
|
Nov 05, 2020 |
|
Ep 19: Estate Planning For The Self-Made
|
Oct 15, 2020 |
|
Ep 18: My Estate Plan Is Done. Who Needs To Know About It?
|
Oct 01, 2020 |
|
Ep 17: Estate Planning Is Under Attack
|
Sep 17, 2020 |
|
Ep 16: When Is The Best Time To Get Estate Plan Done?
|
Sep 03, 2020 |
|
Ep 15: Does You Estate Plan Need A Check-Up?
|
Aug 20, 2020 |
|
Ep 14: An Insider’s Look At The Dangers Of ARAG And Other Legal Insurance Plans
|
Aug 06, 2020 |
|
Ep 13: Why Young Adults Need Estate Planning
|
Jul 16, 2020 |
|
Ep 12: You Might Want To Run Away From Your Lawyer If…
|
Jul 02, 2020 |
|
Ep 11: 5 Things You Needs To Know About Your Parents’ Estate Plan
|
Jun 18, 2020 |
|
Ep 10: 4 Things New Parents MUST Do With Their Estate Planning
|
Jun 04, 2020 |
|
Ep 9: The Right (and Wrong) Way To Avoid The Probate Process
|
May 21, 2020 |
|
Ep 8: The Problems with Do It Yourself Online Estate Planning
|
May 07, 2020 |
|
Ep 7: The 5 Steps to the Probate Process
|
Apr 16, 2020 |
|
Ep 6: How to Protect Your Child's Inheritance from Their Spouse
|
Apr 02, 2020 |
|
Ep 5: Comparing A Last Will & Testament To A Living Trust
|
Mar 19, 2020 |
|
Ep 4: The 3 Mistakes Most Attorneys Make With Clients’ Trusts
|
Mar 05, 2020 |
|
Ep 3: 3 Questions to Ask Before Hiring an Estate Planning Attorney
|
Feb 20, 2020 |
|
Ep 2: The 5 Essential Documents of a Complete Estate Plan
|
Feb 04, 2020 |
|
Ep 1: Getting to Know Nick & the Podcast
|
Jan 24, 2020 |