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Artwork for Complete Estate Planning

Complete Estate Planning

Nick Rosenbauer
Estate Planning
Probate Process
Inheritance
Trust Funding
Corporate Transparency Act
Banks
Trust Settlement
Rosenbauer Law Office
Ohio
Investment Accounts
Customer Service
Beneficiary Designations
Vehicles
Business Entity Ownership
Medical Decision-Making
Trusts
Debts
Cincinnati
Family Dynamics
Guardianship

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.

PublishesWeeklyEpisodes153Founded6 years ago
Number of ListenersCategories
RelationshipsSociety & CultureBusiness

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Artwork for Complete Estate Planning

Latest Episodes

📞 📅 Schedule Your No-Cost Consultation: cincinnatiestateplan.com/contact/

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cincinnatiestateplan.com/workshops/

Even the best-written will or trust can be undermined if your beneficiary designation... more

📞 📅 Schedule Your No-Cost Consultation: cincinnatiestateplan.com/contact/

🎓 Join Us for Our Next Workshop:

cincinnatiestateplan.com/workshops/

Navigating the world of power of attorney isn’t as simple as waving a piece of paper,... more

YouTube

📞 📅 Schedule Your No-Cost Consultation: cincinnatiestateplan.com/contact/

🎓 Join Us for Our Next Workshop:

cincinnatiestateplan.com/workshops/

In today's episode, we're tackling a common dilemma: "How do you pick the right execu... more

YouTube

📞 📅 Schedule Your No-Cost Consultation: cincinnatiestateplan.com/contact/

🎓 Join Us for Our Next Workshop:

cincinnatiestateplan.com/workshops/

When it comes to estate planning, one document can make all the difference in protect... more

YouTube

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Host

Nick Rosenbauer
Attorney at the Rosenbauer Law Office, with extensive experience in estate planning and family law, and host of Complete Estate Planning, providing practical legal advice.

Reviews

4.7 out of 5 stars from 60 ratings
  • Five Stars

    The effort to share reliable and informative information to help and entertain listeners is obvious in every episode.

    Apple Podcasts
    5
    Who is afraid of a giant bat?
    United Statesa year ago
  • Informative for industry professionals and clients alike

    As a banker who deals with trust/estate accounts often, and an hopeful future law student, I highly recommend this podcast to clients and colleagues alike. On several occasions I’ve incorporated some of the “work arounds” to help my client accomplish what they need to without making their life unnecessarily stressful.

    My only complaint is that Nick is an android guy. Very disappointing. 😂

    Apple Podcasts
    5
    NotABamaFan
    United States2 years ago
  • Great podcast

    I recently graduated law school and plan on practicing estate planning and estate administration. I listen to this podcast everyday, and even though I am familiar with many of the topics discussed, I find Nick’s explanations and analogies immensely helpful. So thank you guys for putting this out and sorry in advance for stealing some of your phrases to explain these topics to my clients!

    Apple Podcasts
    5
    carter billingsley
    United States4 years ago
  • Great Podcast

    A lot of information is shared through this podcast. I feel better equipped and prepared to tackle estate planning. Thank you.

    Apple Podcasts
    5
    Rebate Check
    United States5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners emphasize the effectiveness of the host's explanations and practical advice, with many expressing gratitude for the guidance received.
Listeners appreciate the informative and reliable insights shared in each episode, indicating a strong effort to make complex legal matters approachable.
The content is regarded as particularly beneficial for professionals in the industry, as well as clients navigating estate planning issues.

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Talking Points

Recent interactions between the hosts and their guests.

Who Chooses Your Kids’ Guardian If You Don’t?
Q: Is this something you discuss? Do you say, okay, let's check back in a year and discuss it again?
Nick recommends checking in every three to four years to review decisions about guardianship and any changes in circumstances.
Dementia & Estate Planning: How Late Is Too Late?
Q: Is he still allowed to make changes or are we too late?
It depends on the state of the family member's mental capacity; if they still know who they are and what they own, it may not be too late to make changes.
Trouble in Margaritaville – The Jimmy Buffett $275 Million Estate Dispute
Q: What's the difference, Tyler, between an investment scam and these phishing or the other types of scams?
Investment scams specifically involve attempts to defraud individuals by persuading them to invest in non-existent or worthless securities, often through misleading communication.
Mailbag: Can My Daughter Handle Everything?
Q: If I name my daughter as the executor of my will, can she also be my health care power of attorney?
It depends on the person and their ability to handle both responsibilities; it's common to assign multiple roles to trusted family members.
Who Should Be Your Corporate Trustee?
Q: Is this something someone is expected to have or to know before they come in and meet with you, or is this something you kind of help guide them through?
This is not something that should be on the client to figure out up front; the attorney and client work together to determine what is best for their situation.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Complete Estate Planning

What is Complete Estate Planning about and what kind of topics does it cover?

The content focuses on crucial aspects of estate planning and legacy protection, with expert insights on various legal processes involved. Episodes cover a diverse range of topics such as powers of attorney, guardianship for children, inheritance dynamics, and practical strategies for managing family businesses through estate transitions. Listeners can expect to find guidance on navigating complex family legacies, ensuring compliance with legal standards, and making informed decisions during emotional times. The emphasis on real-life scenarios and proactive estate planning strategies sets this content apart, providing valuable resources for individuals faced with difficult family decisions regarding their future and that of their beneficiar... more

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Which podcasts are similar to Complete Estate Planning?

These podcasts share a similar audience with Complete Estate Planning:

1. Everything Estate Planning
2. Estate Planning Strategies
3. Ready For Retirement
4. Sound Retirement Radio
5. Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

How many episodes of Complete Estate Planning are there?

Complete Estate Planning launched 6 years ago and published 153 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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