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

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 ...

Do I Still Need A Special Needs Trust If My Child Is Not Receiving Social Security Disability Benefits?

Jan 23, 2025

Understanding whether a Special Needs Trust is necessary can be complex, especially if your child isn’t receiving Social Security Disability benefits. In this episode, we explore the purpose of Special Needs Trusts, how they work, and why they might still be a crucial part of your financial plan. Don't miss these valuable insights to help secure...

I Want To Take Care Of My Partner, But We Aren’t Going To Get Married

Jan 10, 2025

Estate planning covers a wide range of scenarios, and most often, it involves taking care of your family or spouse. But what happens if you’re not married and still want to ensure your partner is provided for? In this episode, we’ll explore key considerations, differences, and arrangements to keep in mind when planning for such situations....

I’m About To Have Surgery, What If I Don’t Make It?

Dec 26, 2024

Life is unpredictable, and sometimes the unexpected can happen. Today, we’re discussing a tough scenario: what if you undergo surgery and don’t make it? Tune in as we explore key estate planning precautions you can take to prepare for such situations. Contact: 513-463-6789 info@CincinnatiEstatePlan.com...

My Spouse Passed Away, What Do I Do Now?

Dec 12, 2024

What happens when your spouse passes away? What comes next? In today's show, we'll discuss some important action steps to take, key estate planning documents to review, beneficiary designations to consider, and much more. Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/