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Artwork for Complete Estate Planning

Complete Estate Planning

Nick Rosenbauer
Estate Planning
Inheritance
Power Of Attorney
Probate Process
Trusts
Probate
Legal Advice
Rosenbauer Law Office
Guardianship
Cincinnati
Family Business
Wills
Family Dynamics
Inheritance Advancement
Ohio
Financial Planning
Trust
Powers Of Attorney
Executor Responsibilities
Probate Estate

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.

PublishesWeeklyEpisodes184Founded6 years ago
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Artwork for Complete Estate Planning

Latest Episodes

Your parents created a trust. The trust was funded correctly. The inheritance is simple. Everything appears to have been done right. So, do you really need a lawyer?

Nick answers a question many successor trustees eventually face: if the trust is wo... more

Most people think estate planning is simply deciding who gets their assets after they die. In reality, a complete estate plan answers two very different questions: who can help if you're still alive but unable to manage your affairs, and who takes ov... more

YouTube

Nick answers a difficult question many families unexpectedly face: what happens if a parent passes away and no one can find a will? He explains what families should do during the search process and how missing paperwork can create major complications... more

YouTube

Nick tackles a surprisingly complicated estate planning question: how do you leave money to grandkids when each of your children has a different-sized family? What sounds simple on the surface quickly becomes a conversation about fairness, equality, ... more

YouTube

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Hosts

Ben George
Host of the show; affiliated with Rosenbauer Law Office
Nick Rosenbauer
Attorney and host; primary facilitator of the discussions

Reviews

4.7 out of 5 stars from 62 ratings
  • Really helpful

    My parents attorney set up their trust and I found out it wasn’t funded. Basically useless. They have met with him 3 times. 4th time I am going with them and he is getting fired. This podcast is a lifesaver and I really enjoyed the thoughtfulness they put into these conversations.

    Apple Podcasts
    5
    JRR Mamma
    United Statesa month ago
  • 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 States2 years 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 States5 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 States6 years ago

Listeners Say

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

Reviews highlight the host duo's knowledge and accessible delivery for both professionals and clients.
Listeners praise the clarity and practicality of explanations for complex topics.
Audiences value concrete actions and step-by-step guidance in estate planning.

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Talking Points

Recent interactions between the hosts and their guests.

I Was Named Executor… Do I Have to Say Yes?
Q: What are the main duties of an executor to avoid liability?
Preserve and safeguard assets, pay debts and taxes, and manage distributions carefully; neglect or mismanagement can lead to personal liability for the executor.
I Was Named Executor… Do I Have to Say Yes?
Q: What happens if there is no backup named in the will?
There will typically be a probate process where a volunteer or appointed successor steps forward, and the court may appoint the next suitable person to handle the estate.
I Was Named Executor… Do I Have to Say Yes?
Q: If someone is named executor and wants to decline, what should they do?
They should consult an attorney, sign a document acknowledging they are declining, and follow the legal process to step down, ensuring there is a named backup or a court-approved successor.
My Parents Won’t Do Their Estate Plan. Can I Do It For Them?
Q: How involved should the parents be, and how proactive can the worried child be in moving this forward?
The host emphasizes that while the child can facilitate, the parents must be willing to come in, answer questions, and decide to proceed; the child can report back and set up meetings, but cannot hire or finalize on behalf of the parent without their buy-in.
My Parents Won’t Do Their Estate Plan. Can I Do It For Them?
Q: Here's the question, Nick. My parents still need to get their estate plan done, but they don't seem to care. Can I just get it started without them?
The host explains that you cannot proceed without the parents' active involvement; you can help prepare and guide conversations, but the plan must be driven by the person it's for, and decisions require their consent and participation.

Audience Metrics

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

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Frequently Asked Questions About Complete Estate Planning

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

The show centers on practical, lawyer-guided estate planning with a focus on protecting family legacies and navigating common real-life scenarios. Across episodes, topics regularly cover guardianship, executors and trustees, probate, trusts versus wills, and how to handle unique assets like season tickets or pets. The hosts bring actionable guidance, real-world examples, and clear warnings about common pitfalls, often tying advice to Cincinnati-area laws and institutions. A notable strength is the emphasis on working with qualified attorneys to tailor plans to individual family dynamics, life stages, and assets, making it useful for both clients and professionals seeking practical talking points for estate planning discussions.

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Which podcasts are similar to Complete Estate Planning?

These podcasts share a similar audience with Complete Estate Planning:

1. Estate Planning Strategies
2. Retire With Style
3. The Retirement and IRA Show
4. ChooseFI | Financial Independence Podcast
5. Big Picture Retirement®

How many episodes of Complete Estate Planning are there?

Complete Estate Planning launched 6 years ago and published 184 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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