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

One of My Children Owes Me Money—How Do I Account for That in My Estate Plan?

Apr 17, 2025

https://youtu.be/ETmK4Xrgq1s Lending money to a child is common, whether it's for buying a home, starting a business, or getting through a tough financial patch. But when it comes time to plan your estate, that unpaid loan can create real complications. Should you forgive the debt when you die? Or treat it as an advance on that child’s...

Ethical vs. Legal: The Co-Owner Inheritance Debate

Apr 10, 2025

https://youtu.be/lSTyj9SZoOE What happens when your name is on a parent’s bank account or home as a co-owner, yet their will says everything should be split among the three siblings? That’s the situation we’re addressing in this video to help the co-owner understand what options you have when it comes to splitting the inheritance up. Nick...

Do I Really Need an Estate Plan If I Only Have One Heir?

Apr 3, 2025

https://www.youtube.com/watch?v=wzsU-9WFEYM Even if you’re planning to leave everything to just one person, like an only child, it might feel like you don’t need an estate plan. After all, what could be simpler than passing everything on to a single heir? But estate planning isn’t just about how many people you’re leaving assets to. It’s about...

Estate Planning Mistakes: When Assets in Your Name Aren’t Really Yours

Mar 27, 2025

https://youtu.be/KJewCFv4-9I What happens when you have assets in your name but you don’t really consider them yours? It’s not that uncommon to work with people who need to account for things like a parent’s home or a child’s bank account in their estate plan. In this episode, Nick answers a listener’s question about how to handle assets that...

Mistakes Your Attorney Might Be Making – What You Need to Watch Out For

Mar 20, 2025

https://youtu.be/YZ-gFonwKT8 A well-drafted trust should protect your assets, ensure your wishes are followed, and make things easier for your loved ones. However, even estate planning attorneys can make mistakes that lead to costly problems. In this episode, we’ll cover four major mistakes attorneys make when drafting trusts—so you can recognize...

Estate Planning: Fairness vs Equality for Your Kids

Mar 13, 2025

https://youtu.be/JCjBpSR3zKI?si=2R2Fw6RP_NZ1yTh7 When it comes to children’s inheritance, should they all receive their share at the same time, or should each child wait until they reach a specific age? In this episode of Complete Estate Planning, Nick answers a common question: Is it fair for older children to receive their inheritance while...

Joint Trust vs. Separate Trusts – Which is Right for Married Couples?

Mar 6, 2025

https://youtu.be/yoCXnAVS9iw One of the biggest decisions a married couple faces when setting up an estate plan is whether to create a joint trust or separate trusts. The right choice depends on several factors, including how they manage their finances, asset ownership, and estate planning goals. In this episode, we’ll break down the pros and...

5 Ways To Screw Up When Receiving An Inheritance

Feb 20, 2025

We talk a lot about estate planning on this show, but what about the other side of the equation- inheritance? Today, we’re diving into how people screw it up. There are plenty of ways to go wrong, but we’re breaking down the five biggest mistakes Nick sees people make when they receive an inheritance. Contact: 513-463-6789 ...

When It Might Be A Good Time To “Upgrade” To A Trust

Feb 6, 2025

Many people start out with a will, but is there a time when it makes sense to upgrade to a trust? Is it possible, and what does that process look like? We’ll walk you through the steps, share when it might be the right time to make the switch, and explain how to make it happen in today's show. Contact: 513-463-6789 ...