Complete Estate Planning podcast

Player FM - Internet Radio Done Right

21 subscribers

Dodano five lat temu

Treść dostarczona przez Nick Rosenbauer. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Nick Rosenbauer lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

Standup Comedy "Your Host and MC"

1
Mack Dryden "Dentist Visit" Bonus Show #119 7:46

8 dni temu7:46

Na później

Listy

Polub

Polubione

7:46

Send us a text On this very funny short Bonus Show, standup comic Mack Dryden shares his story about going to the Dentist...you'll never believe what happens...Hilarious! Look for Mack Dryden's "NEW" Dry Bar Comedy Special... Please Listen, Enjoy, and Share where you can...Thanks!! Support the show Standup Comedy Podcast Network.co www.StandupComedyPodcastNetwork.com Free APP on all Apple & Android phones....check it out, podcast, jokes, blogs, and More! For short-form standup comedy sets, listen to: "Comedy Appeteasers" , available on all platforms. New YouTube site: https://www.youtube.com/@standupcomedyyourhostandmc/videos Videos of comics live on stage from back in the day. Please Write a Review: in-depth walk-through for leaving a review. Interested in Standup Comedy? Check out my books on Amazon... "20 Questions Answered about Being a Standup Comic" "Be a Standup Comic...or just look like one"…

Complete Estate Planning

Udostępnij

Źródło serii•Feed

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.

124 odcinków

#Society #Relationship #Business #Nick Rosenbauer

Complete Estate Planning

21 subscribers

updated 8 godzin temu

Udostępnij

Źródło serii•Feed

124 odcinków

#Society #Relationship #Business #Nick Rosenbauer

Wszystkie odcinki

Complete Estate Planning

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

8 hours temu23:20

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 when a joint trust makes sense versus when separate trusts are the better choice. A joint trust can be ideal for couples with shared finances and assets, simplifying estate management. On the other hand, separate trusts offer more flexibility and protection, particularly for couples with different financial situations, blended families, or distinct estate goals. We’ll break down the key scenarios for each choice and provide insight into how your specific needs can influence the right decision. Here’s what we discuss in this episode: 0:00 – Intro 0:39 – Show update 4:37 – Joint trust 7:17 – Separate trust 11:25 – What do clients choose? 13:31 – Can you change after? 16:57 – Key takeaways 💻Our website: https://cincinnatiestateplan.com/ ☎️Phone: 513-463-6789 📱Contact our team: info@CincinnatiEstatePlan.com ⏰Schedule your no-cost consultation: https://cincinnatiestateplan.com/contact/ 🗓Join us for our next workshop: https://cincinnatiestateplan.com/workshops/ 📚Check out our free resources here: https://cincinnatiestateplan.com/free-resources/ Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA Facebook: https://www.facebook.com/CincinnatiEstatePlan/ LinkedIn: https://www.linkedin.com/company/rosenbauer-law-office-llc/…

Complete Estate Planning

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

14 dni temu22:18

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.com https://cincinnatiestateplan.com/contact/…

Complete Estate Planning

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

28 dni temu21:14

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 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/…

Complete Estate Planning

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

6 weeks temu22:00

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 your child’s long-term care and financial stability. Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/…

Complete Estate Planning

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

8 weeks temu21:23

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: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/…

Complete Estate Planning

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

10 weeks temu30:26

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 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/…

Complete Estate Planning

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

12 weeks temu32:25

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 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/…

Complete Estate Planning

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

14 weeks temu26:24

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 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/…

Complete Estate Planning

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

16 weeks temu29:06

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 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/…

Complete Estate Planning

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

18 weeks temu23:20

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@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/…

Complete Estate Planning

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

20 weeks temu27:44

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 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/…

Complete Estate Planning

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

23 weeks temu19:00

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.com https://cincinnatiestateplan.com/contact/…

Complete Estate Planning

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

25 weeks temu18:01

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 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/…

Complete Estate Planning

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

27 weeks temu24:41

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 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/…

Complete Estate Planning

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

29 weeks temu24:05

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 this decision. Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/…

Zapraszamy w Player FM

Odtwarzacz FM skanuje sieć w poszukiwaniu wysokiej jakości podcastów, abyś mógł się nią cieszyć już teraz. To najlepsza aplikacja do podcastów, działająca na Androidzie, iPhonie i Internecie. Zarejestruj się, aby zsynchronizować subskrypcje na różnych urządzeniach.