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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.
Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
Amanda Rocha is an estate planning and probate attorney in California. The podcast discusses common questions in these areas as well as key tips. You can expect topics on wills, trusts, conservatorships, probate, asset management, guardianships, financial tips, and more.
Estate Planning Weekly is the plain english explanation of all things Estate Planning. Hosted by Donald Rolfe, owner of Northwest Legal Planning, LLC, Estate Planning Weekly answers the most common Estate Planning questions.
Show all about estate planning, retirement planning, life insurance, financial planning, life insurance, legacy, charitable giving, estate taxes, taxes, IRA, 401(k), business, business succession, family owned businesses, and everything in between.
Financial Moments with Tom Copland presents: Estate Planning
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Navigating Estate Planning with Caress Law
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Navigating Estate Planning with Caress Law
Tammi Caress
Learn how to protect yourself and your loved ones as we help you navigate the estate planning process.
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The Strongroom Radio - Estate Planning Conversations
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The Strongroom Radio - Estate Planning Conversations
The MacMillan Estate Planning Team
Listen to MacMillan Estate Planning's regular podcasts, as featured on CHQR's Talk to the Experts, to understand all the ins and outs of estate planning to effectively safeguard your significance. MacMillan Estate Planning offers a holistic approach to estate planning with all the people, processes, and technology that you need to plan your estate – either in person or virtually. Our team of lawyers, accountants, financial planners and counsellors offer a refreshing alternative to the banks, ...
http://theestateattorneyatlanta.com/ Nationally Recognized Atlanta Estate Planning Attorney and Best Selling Author Shane Smith shares expert advice on how to Protect Your Family, Your Assets, and Your Peace of Mind
Attorney Barry Gardiner discusses legal issues relating to estate planning, wills and trusts, federal taxation, elder law, and other corporate and business law topics, especially as they relate to people and businesses in New York and New Jersey.
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SMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax Planning
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SMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax Planning
Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also h ...
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Women and Wills: Estate Planning. Expained.
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Women and Wills: Estate Planning. Expained.
Liza Hanks
Most women think estate planning is boring, too technical, all about taxes, or somebody else's problem. Don't be one of them. Women tend to outlive men--so they end of either living with plans that they didn't prepare, find themselves without a plan when they need it most, or caring for someone with no plan at all. Join me, Liza Hanks, and my fascinating guests for in-depth, relevant conversations about how to get your plans in order and why it matters to the people and organizations that yo ...
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BCG Women in Focus Podcast Series: Women in Business | Financial Planning | Investing | Superannuation | Estate Planning
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BCG Women in Focus Podcast Series: Women in Business | Financial Planning | Investing | Superannuation | Estate Planning
Sarah Power: Director of Business Concepts Group, Financial Planner and Accountant;
The Women in Focus (WIF) Podcast series is hosted by Sarah Power from Business Concepts Group (BCG). The eight-part podcast series goes through the various financial issues facing women, how they impact on their finances and what can be done to get them in order. The series covers the latest news in Financial Planning, Investing, Superannuation, Estate Planning, Financial Health, Debt Management and Women in Business. Sarah also hosts the News and Views podcast and joins BCG’s Chris Reed in ...
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Estate Planning Strategies
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#290 3 reasons not to leave your kids an inheritance
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3 reasons not to leave your kids an inheritance -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about est…
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California Estate Planning and Probate
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Funding Your Trust With a Life Insurance Policy
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Should you fund your trust with your life insurance policy? OR should your life insurance policy be owned by your trust? OR should you do neither? Listen to learn about which, if any, option is best for you! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a…
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Complete Estate Planning
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Ep 48: Hidden Dangers With Transfer-on-Death and Beneficiary Designations
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Setting a transfer on death (aka TOD or POD) or a beneficiary designation on an account can be an easy way to direct the inheritance after you’re gone. It is quick, (usually) easy, and best of all, you don’t need to hire a professional to do it! However, there are a number of pitfalls to watch out for and situations where they may not go as planned…
Credit Shelter Trust in Pictures -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: h…
Welcome to 2022! -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemee…
Should you fund your trust with your IRA? Just because you can, does not mean you should! Listen to learn more about whether it’s a good idea to fund your trust with your IRA. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you …
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California Estate Planning and Probate
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What to do when someone passes away with a Trust
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What to do when someone who had a trust passes away, also known as trust administration. If you are someone’s trustee, or if you have a family member who passed away who had a trust, this is important information! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you …
How to Fund a Testamentary Trust -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: h…
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Complete Estate Planning
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Ep 47: What to Do With the Family Vacation Home
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Passing property along can be a challenge, but trying to do so with multiple parties involved gets even more difficult. Today we're going to run through a long list of considerations and questions we pose to clients that want to include a vacation home in their estate plan. Contact: 513-463-6789 info@CincinnatiEstatePlan.com…
Another IRA + Estate Tax Strategy -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: …
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California Estate Planning and Probate
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Estate Planning Considerations for Non Citizens
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Estate Planning considerations for non US citizens: If you are a non-citizen or plan to use a non-citizen as a trustee for your trust...please listen to this pod! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of th…
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Estate Planning Strategies
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#285 How to stretch an IRA with a charitable remainder trust
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How to stretch an IRA with a charitable remainder trust. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more …
How do vehicles pass upon your death? This podcast explains how to pass along your vehicles with and without an estate plan. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something…
Letters of Intent Is it a good or bad idea to draft a letter to your beneficiaries when you have an estate plan in place? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, p…
What is a springing power? If you’ve heard about a springing power of attorney, but aren’t sure what that means, this is for you! If you have a power of attorney or are an agent for someone else, this is important information to know. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d …
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Estate Planning Strategies
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#284 What is the Unlimted Marital Deduction?
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What is the Unlimted Marital Deduction? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate plan…
Trusts are great estate planning tools for families but is one enough? Is there ever a situation where you might need more than one? We'll dive into the scenarios on this episode. Contact: 513-463-6789 info@CincinnatiEstatePlan.comAv Nick Rosenbauer
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Estate Planning Strategies
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#283 Real estate in trust - how to sell or refi.
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Real estate in trust - how to sell or refi. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate …
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Complete Estate Planning
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Ep 45: Planning For A Child With Special Needs
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This episode is all about how to build an estate plan if you have a child with special needs. You may wish to leave them an inheritance, or set up proper care for them once you pass. Careful planning beforehand is absolutely crucial in this area especially if the child is receiving assistance from the government. Nick will talk about some efficient…
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Estate Planning Strategies
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#282 Estate Taxes and the Unlimited Marital Deduction.
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Estate Taxes and the Unlimited Marital Deduction. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about e…
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Estate Planning Strategies
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#281 Foreign Assets and US Estate Planning.
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Foreign Assets and US Estate Planning -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planni…
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Estate Planning Strategies
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#280 What is a QTIP Trust and Can It Help With Estate Taxes?
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What is a QTIP Trust and Can It Help With Estate Taxes? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more a…
Creating a video for your loved ones to accompany your will or trust, known as a legacy video, is a way in which you can make your estate plan more personal. Legacy videos are popular in movies about people who receive an inheritance, but they actually exist! To learn about how to make a legacy video on your own, listen to this episode! -- I love h…
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Complete Estate Planning
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Ep 44: Facebook & Bitcoin - Estate Planning For Your Digital Assets
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Social media accounts are as popular as ever. Most people in USA have accounts on many different platforms. Cryptocurrency has gotten a lot of press recently (Bitcoin being the most popular). However, it brings up a broader question about digital assets and how they work within your estate plan. While electronic/digital accounts, banking, etc. can …
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Estate Planning Strategies
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#279 Update on Biden’s Proposed Estate Tax Law Changes
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Update on Biden’s Proposed Estate Tax Law Changes. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about …
Let’s save your money! An estate plan has the ability to save you (and your beneficiaries) many thousands of dollars. To learn about how estate planning can save you money, listen to this episode. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to …
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California Estate Planning and Probate
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Which estate planning documents are good after you move?
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Which estate planning documents are good after you move? If you move from state to state, some of your documents will no longer work for you, while others may remain active and good. Listen to find out which documents are good through a move. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concep…
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Estate Planning Strategies
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#278 How to Give Retirement Accounts to Charity the Right Way
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How to Give Retirement Accounts to Charity the Right Way -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more …
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California Estate Planning and Probate
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How Estate Planning and Financial Planning Work Together
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How Estate Planning and Financial Planning Work Together If you have ever met with either an estate planning attorney or a financial advisor, you’ll know that there are areas of overlap, however, they do not accomplish the same goal. This podcast is to help you understand the role of each and how they work together to help you protect your assets. …
Avoid Giving Your Ex an Inheritance If you think it’s as easy as splitting up, think again! Watch to learn how to avoid unintentionally giving your ex some or all of your assets when you pass away. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to…
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Complete Estate Planning
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Ep 43: Save The Animals: Estate Planning For Pets
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Many people have pets. Sometimes, they love them more than their own children (or at least they are better behaved). Some require more specialized care or attention than others. Some are expensive to care for. Many families are worried about their pets going to a shelter if no one wants to take care of them (hopefully at least a no-kill shelter). C…
Estate Planning for Unmarried Couples: Did you know that there is no such thing as a common law marriage in California? If you pass away without an estate plan most, if not all, of your property will go to someone other than your significant other. The only exception is when you jointly own certain kinds of property. In addition, your significant o…
Top 5 Estate Planning Mistakes Here are the most common estate planning mistakes, shared in the hopes that you don’t make them yourself! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learn…
What is a Ladybird Deed -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://es…
Trust Distributions Gone Wrong -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: htt…
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Complete Estate Planning
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Ep 42: Estate Planning If You Hate Your Family
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Most of what we talk about is how to make the best of a tough situation (getting sick, passing away), and how to make sure things go smoothly. Good estate planning is a selfless act, you want to make sure things are set up properly and easily for those you leave behind. But…what if you DON’T want to make things easier for your family? What would yo…
Probate: Inventory and Appraisal Form If you are going to file a probate case you will have to submit an inventory and appraisal form. This episode gives you a short overview of what types of assets are included on this form. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciat…
The Info Source Matters -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://es…
Probate: A 30,000 ft. View Here is an overview of the probate process with more detail than the "What is Probate" episode. If you are curious as to how a probate case proceeds, here is some insight for you! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a …
Business Succession Planning 101 -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: h…
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California Estate Planning and Probate
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New or expecting parents, what do you NEED when your child is born?
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New or expecting parents, what do you NEED when your child is born? When it comes to having a child, there is so much to think about. One area that often goes unnoticed is estate planning. There are 4-5 documents that are CRUCIAL for parents to have, regardless of their children’s ages, however the sooner the better. -- I love helping people and ma…
Right Place Wrong Time -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://est…
How to Choose a Trustee -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://es…
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Complete Estate Planning
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Ep 41: Estate Planning If You’re Already Dead
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Might seem counter-intuitive to what we’ve already discussed, but, dead people do have an estate plan (even if they didn’t write one themselves before passing). Each state has a default formula to fall back on if there is no plan. However, it usually doesn’t go the way you want it to. Contact: 513-463-6789 info@CincinnatiEstatePlan.com…
Green Card Holders and Probate -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: htt…
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California Estate Planning and Probate
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What College Students Need to Know About Estate Planning
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What College Students Need to Know About Estate Planning If you have a college (aged) child or are in college, listen up! WHEN YOU TURN 18, THERE ARE LEGAL IMPACTS! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of …
What rights do beneficiaries have? If you are the beneficiary of a trust, do you have any rights and what are your rights? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, …
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California Estate Planning and Probate
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How to find out if someone had a will or trust
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How to find out if someone had a will or trust- If you suspect that you may be a beneficiary of a will or trust but do not have a copy, how do you go about getting a copy? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thou…
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Estate Planning Strategies
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#270 Avoid the Estate Planning Rabbit Hole
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Avoid the Estate Planning Rabbit Hole -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planni…
