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 Nick Rosenbauer teaches you about protecting your family legacy through better estate planning.
Our Latest Episodes
Ep 42: Estate Planning If You Hate Your Family
Most of what we talk about is how to make the best of a tough situation (getting sick, passing away), and how to make sure things go smoothly. Good estate planning is a selfless act, you want to make sure things are set up properly and easily for those you leave behind. But…what if you DON’T want to make things easier for your family? What would...
Ep 41: Estate Planning If You’re Already Dead
Might seem counter-intuitive to what we’ve already discussed, but, dead people do have an estate plan (even if they didn’t write one themselves before passing). Each state has a default formula to fall back on if there is no plan. However, it usually doesn’t go the way you want it to. Contact: 513-463-6789 info@CincinnatiEstatePlan.com
Ep 40: Hidden Dangers From Probate & Real Estate: Scams, Rip-Offs, and Identity Theft
There are tons of scams/rip offs, etc. out there. However, for someone dealing with a probate case or buying/selling a house, they seem to get bombarded. Why is this happening, how do they get your information, and what can you do to protect yourself? Contact: 513-463-6789 info@CincinnatiEstatePlan.com
Ep 39: You Might Want To Avoid Probate Court If…
We rip on probate court a lot in this podcast. What can I say, it is a government-run inheritance program? It does have its purpose, and it is certainly needed as a backup. However, here are some specific situations where the headaches of probate can be amplified (and when it might be important to look at ways to avoid probate). Contact:...
Ep 38: Your Estate Planning Documents Are The Same As Your Kitchen Appliances: How All The Pieces Work Together
There are a lot of moving parts (and documents) in a COMPLETE estate plan. Many families get into trouble by randomly picking one-off documents while neglecting others, or not by making sure everything is reviewed and put together at the same time with the same overall plan. Just like kitchen appliances, you don’t want to get your dishwasher,...
Ep 37: Planning During an Emergency
Throughout the years, Nick has seen many situations where families come in to start estate planning during a crisis. Sometimes he's able to help out these families, but sometimes it's too late to put together a plan. We will discuss different crisis scenarios on today's show and what solutions might be present in each situation. Contact:...
Ep 36: What If Charitable Giving is a Priority for You?
Before you pass away, you may decide to allocate some money to a charity of your choice. There are numerous strategies and ways to implement a plan like this, so we will discuss a few strategies and the reasons behind each method. Contact: 513-463-6789 info@CincinnatiEstatePlan.com
Ep 35: Estate Planning For Families Without Children
Whether you're planning to have children in the future or you choose not to at all, it's important to have a plan in place for what happens to your estate when you pass. Nick discusses ways you can make sure your assets go where you want them to when that day comes. Contact: 513-463-6789 info@CincinnatiEstatePlan.com
Ep 34: When To Consider Using A Professional Trustee Or Executor
A lot of discussions on this show revolve around putting together a comprehensive estate plan. But now we need to discuss who puts that estate plan in action once you pass away. There are many complex situations that might require you to hire a professional executor to carry out your wishes and we will go over some of these reasons today....
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513-463-6789
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