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Complete Estate Planning

Nick Rosenbauer
Estate Planning
Probate Process
Inheritance
Trust Funding
Corporate Transparency Act
Banks
Trust Settlement
Rosenbauer Law Office
Ohio
Customer Service
Investment Accounts
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.

PublishesWeeklyEpisodes162Founded6 years ago
Number of ListenersCategories
Society & CultureRelationshipsBusiness

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Artwork for Complete Estate Planning

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Serving as an executor can feel like being dropped into the middle of a complicated p... more

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

🎓 Join Us for Our Next Workshop:

cincinnatiestateplan.com/workshops/

A heartbreaking moment becomes even more stressful when an executor walks into the ba... more

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

🎓 Join Us for Our Next Workshop:

cincinnatiestateplan.com/workshops/

Nick digs into what it really feels like to be handed the responsibility of administe... more

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

🎓 Join Us for Our Next Workshop:

cincinnatiestateplan.com/workshops/

Ready for a surprise in estate planning? Imagine picking up the phone to learn you’re... more

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Host

Complete Estate Planning Podcast
This podcast covers topics that revolve around estate planning, helping people understand the often complex process of ensuring their loved ones are provided for after their passing. With a focus on the legalities and necessary preparations for estate management, listeners gain insights that are particularly beneficial for first-timers navigating these waters.

Reviews

4.7 out of 5 stars from 61 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.

Some listeners humorously note personal preferences, such as technology choices, indicating a light-hearted engagement with the content.
Professionals in banking and law recommend it for its practical advice and clear explanations.
Listeners appreciate the informative and insightful content, finding it beneficial for understanding estate planning intricacies.
Many express gratitude for the host's approachable style, making complex topics easier to grasp.

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Talking Points

Recent interactions between the hosts and their guests.

When the Bank Says No: Executor Roadblocks & Probate Solutions
Q: Are they breaking the law?
No, the bank is doing exactly what they're supposed to do; they need court approval to access the accounts.
Outdated Wills: What Happens When You’re Named Executor Unexpectedly?
Q: What should I do if I find out I'm the executor but don't want to handle it?
You can refuse the role and resign if you haven't officially taken the job. It's also wise to check who the backup executor is to ensure responsibilities are managed properly.
Beneficiaries, TODs, PODs, and Joint Ownership, How They Interact With Wills and Trusts
Q: What are some common coordination mistakes that happen in estate planning?
Common mistakes include having out-of-date or missing beneficiaries, not using secondary or contingent beneficiaries, failing to fund trusts properly, and naming co-owners on accounts without understanding the risks involved.
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.

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?

Focused on guiding listeners through the intricacies of estate planning, this show offers valuable insights to ensure that individuals make informed decisions about their legacy and family future. With discussions that span the challenges faced by executors, the nuances of trust administration, and the hard truths about outdated wills, the host provides practical advice that is both accessible and educational. The content is particularly relevant for first-time planners, helping them navigate complex legal language and emotional decisions, ensuring their loved ones are protected and informed.

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How many listeners does Complete Estate Planning get?

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What are the audience demographics for Complete Estate Planning?

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How many subscribers and views does Complete Estate Planning have?

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Which podcasts are similar to Complete Estate Planning?

These podcasts share a similar audience with Complete Estate Planning:

1. Passing It On: Estate Planning for Families
2. Everything Estate Planning
3. Estate Planning Strategies
4. Your Money, Your Wealth
5. Big Picture Retirement®

How many episodes of Complete Estate Planning are there?

Complete Estate Planning launched 6 years ago and published 162 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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