Best Nick Rosenbauer Podcasts (2025)

1
Building Flexibility Into a Trust for Life Milestones 9:08

3d ago9:08

9:08

Today, Nick answers a thoughtful question from parents trying to strike the right balance: they want their kids to receive their inheritance at age 25, but also want to carve out early access for a first car or a home down payment. The catch? They’re worried about getting the numbers wrong, especially with inflation, rising costs, and the unpredict…

1
Why You Need Two Powers of Attorney -- Not Just One 24:14

10d ago24:14

24:14

When people hear the term “power of attorney,” they often assume it’s a one-size-fits-all document that gives someone authority to handle everything if they become incapacitated. There are actually two completely different types of powers of attorney. In this episode, Nick breaks down how each one has its own purpose, responsibilities, and potentia…

1
Who Should Be Your Corporate Trustee? 9:13

17d ago9:13

9:13

When you set up a trust but don’t have a friend or family member you trust to manage it, what’s your next move? In this episode, we answer a question on a sensitive and critical decision in estate planning: how to choose the right corporate trustee? Should you go with a big national firm or a smaller local institution? Does it matter if you already…

1
What Happens to Bills and Debts After Someone Dies? (A Guide for Families and Executors) 29:02

24d ago29:02

29:02

When someone passes away, their bills and debts don’t just disappear, but that doesn’t mean their family has to rush to pay everything immediately. In this episode, we explain how debts are handled after death, what families (especially executors) need to do, and what to expect if no one has access to the deceased’s money yet. We’ll also clear up c…

1
What Options Do You Have for Dividing Your Home? 6:42

1M ago6:42

6:42

Most parents try to split up everything evenly for their children but how do you do that with a home? While bank accounts and retirement funds can be easily divided, a house poses unique challenges. It’s a very common estate planning discussion in our office and one that we recently got asked about. What are the options for splitting a home between…

1
One of My Children Owes Me Money—How Do I Account for That in My Estate Plan? 26:42

1M ago26:42

26:42

Lending money to a child is common, whether it's for buying a home, starting a business, or getting through a tough financial patch. But when it comes time to plan your estate, that unpaid loan can create real complications. Should you forgive the debt when you die? Or treat it as an advance on that child’s inheritance and reduce what they receive?…

1
Ethical vs. Legal: The Co-Owner Inheritance Debate 7:19

2M ago7:19

7:19

What happens when your name is on a parent’s bank account or home as a co-owner, yet their will says everything should be split among the three siblings? That’s the situation we’re addressing in this video to help the co-owner understand what options you have when it comes to splitting the inheritance up. Here’s some of what we discuss in this epis…

1
Do I Really Need an Estate Plan If I Only Have One Heir? 28:54

2M ago28:54

28:54

Even if you’re planning to leave everything to just one person, like an only child, it might feel like you don’t need an estate plan. After all, what could be simpler than passing everything on to a single heir? But estate planning isn’t just about how many people you’re leaving assets to. It’s about how you leave things, making sure your wishes ar…

1
Estate Planning Mistakes: When Assets in Your Name Aren’t Really Yours 6:51

2M ago6:51

6:51

What happens when you have assets in your name but you don’t really consider them yours? It’s not that uncommon to work with people who need to account for things like a parent’s home or a child’s bank account in their estate plan. In this episode, Nick answers a listener’s question about how to handle assets that fall into this category while avoi…

1
Mistakes Your Attorney Might Be Making – What You Need to Watch Out For 24:15

2M ago24:15

24:15

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 and avoid them in your own est…

1
Estate Planning: Fairness vs Equality for Your Kids 9:32

3M ago9:32

9:32

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 younger siblings wait? Here are some of the key topics…

1
Joint Trust vs. Separate Trusts – Which is Right for Married Couples? 23:20

3M ago23:20

23:20

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 cons of each option and discuss wh…

1
5 Ways To Screw Up When Receiving An Inheritance 22:18

3M ago22:18

22:18

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 info@CincinnatiEstatePlan…

1
When It Might Be A Good Time To “Upgrade” To A Trust 21:14

4M ago21:14

21:14

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 [email protected] htt…

1
Do I Still Need A Special Needs Trust If My Child Is Not Receiving Social Security Disability Benefits? 22:00

4M ago22:00

22:00

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 yo…

1
I Want To Take Care Of My Partner, But We Aren’t Going To Get Married 21:23

5M ago21:23

21:23

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. Contact:…

1
I’m About To Have Surgery, What If I Don’t Make It? 30:26

5M ago30:26

30:26

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 [email protected] https://cincinnatiestateplan.com/contact/…

1
My Spouse Passed Away, What Do I Do Now? 32:25

6M ago32:25

32:25

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 [email protected] https://cincinnatiestateplan.com/contact/…

1
How Many “What If”s Do I Need? - Understanding Contingencies in Estate Planning 26:24

6M ago26:24

26:24

How many 'what-ifs' do you need within your estate plan? In this episode, we’ll dive into the importance of contingencies in estate planning and walk you through the step-by-step process Nick and his team follow to ensure every detail is covered. Contact: 513-463-6789 [email protected] https://cincinnatiestateplan.com/contact/…

1
Your Estate Planning Attorney Might Be Screwing These Things Up 29:06

7M ago29:06

29:06

We’re always talking about how important it is to have an estate planning attorney. But what if your attorney is actually screwing some things up? Today, we’re diving into 8 ways they might be getting it wrong. Contact: 513-463-6789 [email protected] https://cincinnatiestateplan.com/contact/…

1
Dangers of DIY Estate Planning (not everything is in plain sight) 23:20

7M ago23:20

23:20

Are you considering tackling your estate plan on your own? While it's certainly possible, the dangers of DIY estate planning often hide beneath the surface. In today's episode, we're going to bring some of those issues to the forefront and share why working with an estate planning attorney is well worth it. Contact: 513-463-6789 info@CincinnatiEsta…

1
Harris vs. Trump: Estate Planning Concerns & The 2024 Election 27:44

8M ago27:44

27:44

As the election approaches, many are wondering how the outcome might affect their finances and taxes- but have you thought about your estate plan? In this episode, Nick covers some of the potential estate planning implications of both candidates and what their policies could mean for you. Tune in to stay informed and prepared. Contact: 513-463-6789…

1
When to Review and Update Your Estate Plan: Keeping it Current for Life's Changes 19:00

8M ago19:00

19:00

You’ve established your estate plan- does that mean you’re all set? Not quite! Regularly reviewing and updating your estate plan is important. But when should you do this? In today’s episode, we’ll discuss some key moments in life that call for updates and guide you through the regular review process. Contact: 513-463-6789 info@CincinnatiEstatePlan…

1
Estate Planning for Privacy: Strategies to Protect Your Family's Confidentiality 18:01

9M ago18:01

18:01

Is privacy a concern for you in estate planning? In this episode, we dive into essential strategies to protect both your family's confidentiality and your estate. Tune in to learn how proactive planning can shield your family from the public eye and avoid complications down the road. Contact: 513-463-6789 [email protected] https://cinci…

1
Springing Power of Attorney vs Immediate Power of Attorney: Why Immediate Might Be the Better Choice 24:41

9M ago24:41

24:41

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: 513-463-6789 [email protected] https://cincinnatiestateplan.com/contact/…

1
Leaving an Inheritance to Your Child's Spouse: Pros and Cons as a Lapse Beneficiary 24:05

10M ago24:05

24:05

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 beneficiary. In today’s episode, Nick will explore some of the pros and cons of …

1
Taxes Executors or Trustees Need to be Aware of When Settling an Estate 26:39

10M ago26:39

26:39

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 estate. Contact: 513-463-6789 [email protected] https://cincin…

1
Considerations for Executors or Trustees When Selling Estate Assets 18:37

11M ago18:37

18:37

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 Estate Planning, we'll break down these questions and offer some important c…

1
Considerations and Options for Passing a Family Business or Farm to One Child 25:19

11M ago25:19

25:19

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 considerations, essential questions, and how Nick goes about this with his clients. C…

1
The Pros & Cons of Itemizing Invidiual Accounts vs. Dividing a Percentage of the Entire Estate 25:29

11M ago25:29

25:29

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. Tune in as we break down these strategies to help you choose the best path…

1
Mailbag: Lifetime Gifts, Beneficiary Designations, and Retirement Account Planning 25:47

1y ago25:47

25:47

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 tax returns. Elaine asks for advice on leaving a portion of her IRA to her n…

1
The Estate Battle After OJ Simpson's Death 21:37

1y ago21:37

21:37

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 through the possible scenarios that could unfold as the estate proceedings c…

1
Settling A Trust After Death (Part 2) 20:17

1y ago20:17

20:17

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 can vary widely in complexity depending on the terms of the document, this…

1
The Probate Process From Start To Finish (Part 1) 24:06

1y ago24:06

24:06

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 the probate process (based in Ohio). Don't miss our next episode, where Ni…

1
I'm Single With No Children- Do I Need An Estate Plan? Mailbag Episode 28:34

1y ago28:34

28:34

Our podcast listeners frequently send in questions for Nick. In today's show, we've chosen a few questions to chat about on the air. For example, one listener asks if they need an estate plan since they're single, childless, and have a financially independent family. Another asks if there is a way to assist their aging mother with her finances with…

1
Inheritance Conversations With Your Children: What They Don’t Know CAN Hurt Them 25:34

1y ago25:34

25:34

You've probably heard the old saying, "What you don't know can't hurt you." But when it comes to inheritance conversations with your children, that isn't entirely true. Stay tuned as we share some crucial considerations for navigating these estate-planning conversations with your loved ones. Contact: 513-463-6789 [email protected] https…

1
The House I Inherited Has A Mortgage. Do I Have To Pay It? 21:33

1+ y ago21:33

21:33

With home prices continuing to climb, a house ends up being the most valuable asset for many families. However, it can also be the most difficult to deal with in an inheritance after someone passes away. One of the biggest issues people run into is the owner passing away while the house still has a mortgage or a line of credit against it. Contact: …

1
The Corporate Transparency Act (CTA): New Fines & Rules For Business Owners To Follow 19:25

1+ y ago19:25

19:25

The Corporate Transparency Act (which was enacted in January of 2021) has taken effect as of January 2024. Under the new law, small businesses have new disclosure and reporting requirements with the Financial Crimes Enforcement Network. This law is retroactive and includes businesses that were already in existence BEFORE the CTA went into effect. A…

1
No Money, Still Problems 24:13

1+ y ago24:13

24:13

Many people automatically think of how to handle or “plan” for their assets when estate planning comes to mind. However, inheriting someone’s assets is only one piece of the puzzle. This is why someone asking “How much money do I need to have before I create an estate plan?” is always the wrong question. Let’s cover a number of estate planning goal…

1
Medical Decisions: Is It Smart To Rely On Others? 25:53

1+ y ago25:53

25:53

An important (and often overlooked) part of estate planning involves arranging for a person to have their medical needs taken care of. This usually involves a combination of appointing a decision maker (your power of attorney agent or surrogate, depending on the state you live in) and using an advanced directive to affirmatively state your wishes. …

1
Partial Business Ownership, Donations to Charity, and More: Mailbag Episode 26:43

1+ y ago26:43

26:43

We have listeners from all over the country reach out and ask us estate planning questions, so we thought it would be helpful to answer some of those questions on the podcast today. One listener asks how to handle partial business ownership interest in a small business. Another listener asks about the most effective and beneficial way to leave a do…

1
The Path Of Least Resistance – When Institutions Hassle You During Trust Funding 23:56

1+ y ago23:56

23:56

We’ve spent many episodes discussing how important trust funding is to your estate plan (assuming a trust is a part of your plan). However, the process can be tedious at times. Many attorneys don’t handle the trust funding for the clients (or only provide minimal guidance), which can lead to further trouble. On top of that, various banks, employers…

1
Stock Options, Family Businesses, and Other Restricted Interests 24:40

1+ y ago24:40

24:40

Have you ever wondered what happens to assets that you don't have full control over, like stock options or family businesses? Listen in as we chat about the complexities of assets that come with strings attached. What can you do with these while you're alive, and what happens when you're gone? Tune in for those answers and more on today's show! Con…

1
What Other Arrangements Should I Make After My Estate Planning Documents Are Complete? 24:37

1+ y ago24:37

24:37

Picture this: You leave your lawyer's office after completing your estate planning documents. You might think this is the end of the process, but that's not necessarily the case. Stay tuned as we discuss the arrangements you need to make beyond the legal paperwork to ensure your affairs are in order. Contact: 513-463-6789 info@CincinnatiEstatePlan.…

1
I’m Dead. Should My Spouse Keep Everything? 31:40

1+ y ago31:40

31:40

Many couples automatically assume that, after one spouse passes away, the survivor will retain control of everything. Certainly, that is the “default." However, certain factors can complicate matters. Issues of trust, control, blended families, and separate finances mean it is important to understand all of your options before deciding on the best …

1
I Have Assets In A Land Far, Far Away 28:16

1+ y ago28:16

28:16

In our increasingly interconnected world, it's becoming more common for individuals to own assets not just in their local area but across state lines and even international borders. Join us as we explore this scenario that has been coming up a lot at the Rosenbauer Law Office. Listen in as we discuss the challenges and strategies for effectively ha…

1
How To Handle Rare Or Expensive Gifts? 33:11

1+ y ago33:11

33:11

Over a lifetime, people can accumulate a lot of “stuff”. This can ultiply as families have children and later inherit from parents or grandparents who pass away. While many accounts and assets have a rather “straightforward” process to pass on, some unique, rare, collectible, and/or expensive personal effects require more care in handling. We’ll wa…

1
How Many Backups Do I Need? 28:19

1+ y ago28:19

28:19

One of the most important parts of the estate planning process is choosing the right people as “fiduciaries” to handle affairs on your behalf if you get sick or pass away. This can include medical, financial, and legal decisions while living as well as managing your estate (and possibly children) after you are gone. While most understand the need t…

1
Should Your Lawyer Store Your Estate Planning Documents For You? 25:00

2y ago25:00

25:00

Once estate planning documents are signed, it is important to keep them both safe AND accessible. Many people do not consider the importance of where to store your documents after they are prepared. One option that some people use is allowing their attorney to store the original documents at their office. Tune in as Nick discusses what this looks l…

1
The Last Will & Testament in Aretha Franklin’s Couch 26:48

2y ago26:48

26:48

Aretha Franklin, known by many as the “Queen of Soul,” died back in 2018. While she has been gone for a number of years, there have been a number of mysteries surrounding her estate. This has included a lawsuit concerning the validity of a handwritten Last Will & Testament that was found after she passed away. Contact: 513-463-6789 info@CincinnatiE…

Podcasts Worth a Listen

Nick Rosenbauer Podcasts

Podcasts Worth a Listen