Biz and Tech Podcasts > Business > Complete Estate Planning
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 we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.
Last Episode Date: 29 August 2024
Total Episodes: 111
In today’s episode, we’re breaking down the differences between two types of power of attorney: springing and immediate. What sets them apart? And why might choosing an immediate power of attorney be the smarter option for you? Stay tuned to find out! Contact: 513-...
Most people want to leave their money to their children. But what happens if the primary beneficiary isn’t around to receive it? In that case, the gift lapses and a backup beneficiary is designated. A common question is whether to name your child’s spouse as the backup b...
When it comes to estate planning, one of the biggest concerns is taxes. What will be owed? How will these taxes be paid? How much can actually be passed along to your heirs? Join us as we dive into the various taxes trustees and executors need to be aware of when settling an...
When it's time to settle an estate and start selling off assets, you might have friends and family looking for good deals. But is it wise to make deals? How should you go about selling these assets? What’s the best way to document and transfer everything? Today on Complete...
In today's episode, we're talking about passing down valuable assets such as family businesses and farms. Whether you're unsure how to divide your estate among multiple children or want to ensure your legacy is preserved, this episode is for you. We'll explore key considerat...
In this episode, we're exploring two different paths you can take when designating benefits. We focus on the pros and cons of itemizing individual accounts versus dividing a percentage of your entire estate. We also look at how each approach can impact your financial legacy....
One of our favorite ways to bring you estate planning education on the show is by answering your questions! In today's episode, Rich asks about the annual limits for tax-free gifting, gifting to trusts with protections, and common mistakes regarding estate and lifetime GST t...
The recent passing of O.J. Simpson has stirred up a legal storm that we're going to unpack in today's episode. Simpson's estate is a convoluted web of trusts, lawsuits, and debts that Nick will try to help us untangle from an estate planning perspective. He'll also take us t...
Last episode, we started a special two-part series where Nick guided us through the steps involved when someone passes away. We're here to finish up this discussion today. Listen in as Nick talks about what it looks like to settle a trust after death in Ohio. Although trusts...
We've talked about probate here on the show before, but what does the process look like from start to finish? Join us for a special two-part series, where Nick will guide us through the steps involved when someone passes away. In this episode, we'll outline the key stages of...
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