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 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 info@CincinnatiEstatePlan.com
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...
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...
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...
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....
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...
Ep 21: Estate Planning for Blended Families
On this episode, Nick takes on a difficult conversation of how blended families can plan for the future when it comes to their kids. He presents a number of different examples of situations couples can find themselves in, as well as a few solutions that will help make the process much smoother when it comes to distributing assets. Contact:...
Ep 21: Estate Planning for Blended Families
On this episode, Nick takes on a difficult conversation of how blended families can plan for the future when it comes to their kids. He presents a number of different examples of situations couples can find themselves in, as well as a few solutions that will help make the process much smoother when it comes to distributing assets. Contact:...
Ep 20: Case Study – Not Very Power of Attorney
On this episode, we take a look at the estate planning of one of Nick's clients. This plan was completed 11 years ago, but unfortunately the client no longer has the mental capacity to make decisions by herself. Nick walks us through the plan she had in place, the roadblocks that came up, and what changes that could have been made to make the...
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513-463-6789
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