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 10: 4 Things New Parents MUST Do With Their Estate Planning
Things obviously get pretty overwhelming when a new child comes into your family. Usually, parents end up dealing with the immediate needs of the new baby that are right in front of them. However, all new parents should make sure their estate plan is reviewed (or established) and we'll walk through the four things you need to address now....
Ep 9: The Right (and Wrong) Way To Avoid The Probate Process
Probate court can be a very time-consuming and expensive process so it's easier on everyone in your family if you can avoid going that route with your estate. Let's look at the three ways that you can accomplish that along with a few of the scenarios that might throw your plan off. Contact: 513-463-6789 info@CincinnatiEstatePlan.com
Ep 8: The Problems with Do It Yourself Online Estate Planning
During this uncertain time, many people are realizing the importance of creating an estate plan, and acthey're turning to online DIY websites to get things done quickly and cheaply. But what are the risks of using these websites? Nick will discuss how these DIY websites work, and what essential parts of estate planning they overlook. Contact:...
Ep 7: The 5 Steps to the Probate Process
Quite often, estates end up going through probate court for one reason or another, but do you know what that process looks like? Let's take a detailed look at the five steps of the probate process so you'll know everything it takes to eventually close the estate. Contact: 513-463-6789 info@CincinnatiEstatePlan.com
Ep 6: How to Protect Your Child’s Inheritance from Their Spouse
While parents must ultimately accept their child's choice of spouse, they do not need to accept the fate that many families have fallen victim to: watching their child's partner waste their hard-earned money (or even worse, take it away during a later divorce)! Luckily, families who think ahead and make sure that their estate plan protects...
Ep 5: Comparing A Last Will & Testament To A Living Trust
If you wish to pass down your estate to your heirs, it is important to distinguish the difference a will and a trust. They both share the same goal, but both accomplish this in a very different manner. Nick will break down the main differences between these two items and help you gain some clarity on which one may be right for you. Blog:...
Ep 4: The 3 Mistakes Most Attorneys Make With Clients’ Trusts
There are many attorneys that do a great job of setting up a client with a solid, reliable trust. Unfortunately, there are some attorneys out there that do not do such a spectacular job and leave clients to tie up the loose ends for themselves. Nick will run down the most common mistakes dealing with trusts that he has seen in his career and how...
Ep 3: 3 Questions to Ask Before Hiring an Estate Planning Attorney
Before you decide to hire any attorney to help get your estate planning affairs in order, make sure to ask them the following questions. Contact: 513-463-6789 info@CincinnatiEstatePlan.com
Ep 2: The 5 Essential Documents of a Complete Estate Plan
Each family has different needs and therefore needs an estate plan customized by an experienced estate planning attorney. However, regardless of income, assets, age, or other family circumstances, every complete estate plan must have the following five documents. Contact: 513-463-6789 info@CincinnatiEstatePlan.com
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513-463-6789
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