Best Nick Rosenbauer Podcasts (2026)

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The Prodigal Son Approach: Advancing an Inheritance While You Are Still Alive 29:38

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7d ago29:38

29:38

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ This question has been trending and on the rise: “Why wait until we’re gone to help the people we love?” Nick explores the “Prodigal Son” approach, advancing an inheritance while you’re still…

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What If Your Adult Kids Can’t Handle Money? 10:49

15d ago10:49

10:49

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ What do you do when your adult children aren’t responsible with money but you still want to make sure they’re taken care of after you’re gone? Today we answer a question facing many parents a…

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Common Executor Mistakes When Handling A Probate Estate 35:04

20d ago35:04

35:04

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Serving as an executor can feel like being dropped into the middle of a complicated project without a clear instruction manual. The role comes with legal duties, financial responsibilities, a…

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When the Bank Says No: Executor Roadblocks & Probate Solutions 6:51

27d ago6:51

6:51

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ A heartbreaking moment becomes even more stressful when an executor walks into the bank with a will and death certificate, only to be told they can’t access a parent’s accounts. In this episo…

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So…You’re In Charge of Administering Your Parents’ Trust 28:18

1M ago28:18

28:18

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Nick digs into what it really feels like to be handed the responsibility of administering a parent’s trust, something most people assume will be simple until they’re the one in charge. This c…

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Outdated Wills: What Happens When You’re Named Executor Unexpectedly? 9:39

1M ago9:39

9:39

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Ready for a surprise in estate planning? Imagine picking up the phone to learn you’re now responsible for an old family will, one you barely remember, for someone you hardly see. What now? Ni…

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When Siblings Inherit a House and Can’t Agree: What Happens Next? 11:51

2M ago11:51

11:51

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ When siblings inherit a house, conflicting ideas about its future can turn a family asset into a source of tension. In this episode, Nick explains the importance of clear communication, fair …

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Estate Planning for First-Timers: What to Expect & How to Prepare 32:40

2M ago32:40

32:40

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Estate planning can feel overwhelming, especially when it’s unclear what’s expected of you and what your attorney will handle. In this episode, Nick demystifies the estate planning process an…

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How Do I Protect My New Wife Without Disinheriting the Kids? 11:36

2M ago11:36

11:36

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Remarriage can bring joy, companionship, and a fresh start, but it also raises complicated financial and family questions. Nick tackles one of the most common challenges blended families face…

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My Parents Refuse to Write a Will — What Happens When They’re Gone? 12:37

2M ago12:37

12:37

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Most people know they should have a will, but over half of Americans never get around to it. In this episode, Nick breaks down what really happens when someone passes away without one, and th…

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Beneficiaries, TODs, PODs, and Joint Ownership, How They Interact With Wills and Trusts 19:29

3M ago19:29

19:29

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Even the best-written will or trust can be undermined if your beneficiary designations, account titles, or ownership structures aren’t in sync. In this episode, Nick breaks down how these cri…

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Getting Hospitals & Banks To Actually Honor Your Estate Plan 32:16

3M ago32:16

32:16

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Navigating the world of power of attorney isn’t as simple as waving a piece of paper, institutions don’t always just take your word for it. Nick breaks down what you need to prepare in advanc…

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Choosing Which Child Should Be Your Executor 8:48

3M ago8:48

8:48

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ In today's episode, we're tackling a common dilemma: "How do you pick the right executor when you have multiple children?" This question often arises in families with multiple adult children,…

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Springing vs. Immediate Power of Attorney – Watch Out For The Wrong Choice 27:19

4M ago27:19

27:19

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ When it comes to estate planning, one document can make all the difference in protecting your family and finances: the power of attorney. But not all POAs are the same. In this episode, Nick …

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Who Chooses Your Kids’ Guardian If You Don’t? 8:18

4M ago8:18

8:18

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ When parents pass away without naming a guardian, who decides what happens to their children? In this episode, Nick explains why leaving this decision blank in your will—or not having a will …

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Why Some Inheritances Happen Early 34:50

4M ago34:50

34:50

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ When parents or spouses pass down an inheritance while they’re still alive, families can quickly find themselves in tricky territory. Parents helping with a down payment or a loan to a child …

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Dementia & Estate Planning: How Late Is Too Late? 8:53

4M ago8:53

8:53

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ More families are facing the difficult reality of cognitive decline in parents or loved ones. What happens if dementia sets in before an estate plan is updated? Can changes still be made, and…

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When Your Children Are Bad with Money – What You Can Do About It? 30:14

5M ago30:14

30:14

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Leaving an inheritance to a child who struggles financially can feel like walking a tightrope. You want to provide support, but you don’t want your hard-earned legacy wasted, mismanaged, or t…

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Do I Need a Trust or Is the Lawyer Just After Money? 9:50

5M ago9:50

9:50

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ In this episode, Nick tackles a listener question about estate planning: Is it necessary to set up a trust to impose conditions on how an inheritance is distributed? Is their lawyer just tryi…

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Free Wills from Your Bank - What Will It Actually Cost You? 25:24

5M ago25:24

25:24

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Fifth Third Bank recently made headlines offering “free wills” to customers through an online partner. Sounds great… but as Nick explains, this offer may be more dangerous than helpful. In th…

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Mailbag: Can I Disinherit a Child Without Causing Drama? 8:32

6M ago8:32

8:32

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ It’s a tough topic, but a common one. In this episode, Nick answers a listener question: Can I disinherit one of my children without creating problems for the others? Nick walks through the r…

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What to Do When You Receive Court Paperwork After a Family Member Dies 33:02

6M ago33:02

33:02

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ A family member dies, and sometime later, you receive legal paperwork in the mail from a probate attorney or court. Maybe you were expecting an inheritance, maybe you weren't—but now you're s…

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Mailbag: Big Changes Coming—Should You Wait To Make Future Plans? 6:21

6M ago6:21

6:21

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Thinking about starting your estate plan but holding off because you might buy a business, inherit money, or move across the country? According to Nick, waiting is a mistake, and he’s got a g…

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Trouble in Margaritaville – The Jimmy Buffett $275 Million Estate Dispute 36:12

6M ago36:12

36:12

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Jimmy Buffett left behind a $275 million legacy, a boatload of beach vibes, and—surprise, surprise—a full-blown legal mess. In this episode, Nick digs into the estate drama brewing between Bu…

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When Your Beneficiary Dies First - What Happens Now? 7:11

7M ago7:11

7:11

Here’s a situation most people don’t really think about: what happens if one of your beneficiaries dies before you do? It’s not just a legal formality, it’s a scenario that can create confusion, delay, and unintended consequences for your estate plan. If your plan doesn’t account for this possibility, state law might decide where the money goes, an…

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How to Pass On a Family Business Without Creating a Family Feud 28:57

7M ago28:57

28:57

A family business is often more than just an asset—it’s a legacy. But passing it on after the death of the owner can create big challenges, especially when some heirs want to keep it running and others want out. In this episode, we dig into the legal and practical issues of transferring ownership of a family business through an estate plan. We’ll l…

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Mailbag: Can My Daughter Handle Everything? 5:32

7M ago5:32

5:32

When it comes to estate planning, assigning roles to your loved ones can feel overwhelming, especially when you're considering putting one person in charge of multiple responsibilities. In this mailbag episode, Nick addresses a common listener question: Can my daughter be both the executor of my will and my healthcare power of attorney? Or is that …

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What to Do With Your Estate Plan After Losing a Spouse 25:36

7M ago25:36

25:36

Losing a spouse is an emotionally overwhelming experience, and in the midst of grief, legal and financial matters often feel like the last thing anyone wants to think about. But making sure your estate plan reflects your new reality is one of the most important steps you can take after a loss. This episode walks through the essential updates and re…

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Building Flexibility Into a Trust for Life Milestones 9:08

7M 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…

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

8M 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…

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Who Should Be Your Corporate Trustee? 9:13

8M 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…

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

8M 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…

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

9M 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…

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

9M 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?…

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

9M 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…

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

9M 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…

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

10M 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…

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

10M 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…

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

10M 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…

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

10M 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…

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

11M 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…

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

11M 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…

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

12M 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…

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

12M 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:…

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

1y 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/…

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

1y 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/…

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

1y 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/…

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

1y 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/…

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

1y 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…

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

1y 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…