by Nick Rosenbauer
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.
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🇺🇲
Publishing Since
1/24/2020
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April 24, 2025
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 multiple children? You can’t exactly slice a house in half. Would they be forced to sell it? Today, we’ll walk through the practical and legal considerations of dividing an asset like this, offering insight into different approaches depending on whether the home is to be sold, kept, or passed on with sentimental value in mind. Here’s some of what we discuss in this episode: 💡 What to do if one heir wants to keep the house 🧾 Options for equalizing inheritance when a home is involved ⚖️ Why co-ownership among siblings can create future conflict 📋 Why every plan needs flexibility and clear communication Our website: https://cincinnatiestateplan.com/ Phone: 513-463-6789 Contact our team: [email protected] 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?sub_confirmation=1
April 17, 2025
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? An estate plan will utilize two primary approaches to resolving these loans, and we’ll discuss the pros and cons to each. Here’s some of what we discuss in this episode: ⚖️ The pros and cons of forgiving vs. equalizing through inheritance 📜 Why documentation and clarity in your estate plan are essential 🤝 Avoiding family conflict with open communication and planning 🧾 The importance of promissory notes and written records Our website: https://cincinnatiestateplan.com/ Phone: 513-463-6789 Contact our team: [email protected] 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?sub_confirmation=1
April 10, 2025
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 episode: 🏠 What happens when you're a co-owner on a parent’s bank account or home 🛡️ How to avoid family conflict with a clear, customized estate plan Our website: https://cincinnatiestateplan.com/ Phone: 513-463-6789 Contact our team: [email protected] 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?sub_confirmation=1
Michael Pevney
Benjamin Brandt CFP®, RICP®
Taylor Schulte, CFP®
Christopher Small
James Conole, CFP®
Jason Parker
Ari Taublieb, CFP®, MBA
Jim Saulnier, CFP® & Chris Stein, CFP®
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
Audacy
Andy Panko
Devin Carroll, CFP® & John Ross, JD
Wade Pfau & Alex Murguia
Morningstar
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