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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.
 
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.
 
Topics and conversation about estate planning and how to ensure your family, your wealth and your legacy are truly protected, no matter what happens. We'll discuss tools and techniques for complete planning, common misconceptions and mis-steps that cost families countless heartache, headaches and money, and we'll feature guests for a variety of topics and viewpoints surrounding estate planning, legacy, asset preservation and asset protection.
 
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, ...
 
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 ...
 
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 ...
 
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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Fancy estate planning binders are a distraction. -- 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 es…
 
Setting up a trust is a great way to protect your loved ones after you’re gone. However, just signing the legal documents is only HALF of the job. You not only have to establish the trust, but you have to make sure your trust will actually control and protect your assets the way you want. Contact: 513-463-6789 info@CincinnatiEstatePlan.com…
 
Estate Planning is not just about planning for your death. Just as important are documents that allow someone to help if you become incapacitated. Learn about the most important documents every young adult should have in place. Links and Resources Blog: Advance Directives, Power of Attorney & Other Estate Planning Documents Your College Student Nee…
 
"I’ll let them sort it out" - I hear it often, and there is nothing wrong with leaving the details to your beneficiaries, however, how you leave it to them to sort it out matters. Listen for more information and to see a very special little guest at the end of this one! www.amandarochalaw.com/contact-us -- I love helping people and make these podca…
 
Donate Your Brain To Science: Tish Hevel, Brain Donor Project In this episode of Women & Wills, Tish Hevel, CEO and Founder of the Brain Donor Project, explains why donating brain tissue for basic research is an incredible gift, helping researchers working to treat and cure neurological, neuropsychiatric, and neurodevelopmental disorders such as de…
 
Do you need a business power of attorney? -- 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 pl…
 
"I’ll let them sort it out" - I hear it often, and there is nothing wrong with leaving the details to your beneficiaries, however, how you leave it to them to sort it out matters. Listen for more information and to see a very special little guest at the end of this one! www.amandarochalaw.com/contact-us -- I love helping people and make these podca…
 
Estate Taxes Explained (again) -- 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…
 
Sheri MacMillan joined Wayne Nelson for Talk to the Experts on Global News radio to discuss the recent federal budget, income tax changes, and how wealthy families can protect their assets.Bởi The MacMillan Estate Planning Team
 
Alternative to probate to transfer real estate -- 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 esta…
 
How to avoid probate with real estate -- 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…
 
Many people make a will and think they have ensured their loved ones will inherit their assets at death. In this episode, we will go over title of assets and the effect it has on how assets pass at death. You will be surprised at the results! Connect with Tammi Caress https://caresslaw.estate/ https://www.linkedin.com/in/caresslaw/…
 
What is portability? -- 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://estat…
 
How to transfer NFTs to heirs -- 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: http…
 
Join Attorney Kevin Davidson as he sits down for a fascinating chat with Certified Aging Life Care Manager Sue Coyle of Coyle Care Management And Consulting, LLC. As Sue shares a an explanation of the role of a certified Aging Life Care Professional, and some of her experiences in the field. Lear about this exceptional resource that nearly every fa…
 
It is impossible to predict the future. However, families with underage beneficiaries often have to work with their attorney to do just that. When it comes to leaving an inheritance to children, grandchildren, etc., a good attorney won’t just ask “how much” to give each person. He or she will also ask “when”, “why”, and “what for”. Contact: 513-463…
 
You may have heard of probate, but do you know what it is? Many people do not understand the probate process when it is required at death and if your estate will be subject to it. In this episode, we break down the probate process, when probate is required at death, and the documents that go through probate or will avoid probate at death. Connect w…
 
How much asset protection do you need? -- 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 plann…
 
Attorney Davidson discusses the 5 biggest estate planning misconceptions that prevent people from doing right by their families. These myths and mistakes are so pervasive and prevalent we see or hear at least one of these nearly every day! The unfortunate part is that those left behind to deal with the mess that these false beliefs create are the o…
 
The biggest creditor your estate will face -- 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 p…
 
Some articles circulating on the internet suggest that divorce could be used to avoid a long-term-care spend down. What people won't put themselves through to avoid doing things the right way! A divorce is not a quick and easy process, so not a great solution. If done for the sole purpose of avoiding a long-term-care spend down, it could be challen…
 
Most of the focus on this show is about properly setting up your own plan to protect your family and your life savings. However, many people find themselves on the other side of the equation. What should you do if someone names you in their own estate plan? Contact: 513-463-6789 info@CincinnatiEstatePlan.com…
 
Have you been told you need a trust but don't understand why or what a trust is? Do you think a Will avoids probate? This episode breaks down the differences between a Will and a Trust and why you may need one, or both, and discusses the effect each has on you and your loved ones Links and Resources Mentioned Estate Planning Primer: https://caressl…
 
A barrier that often prevents people from putting the best protections in place for themselves and their families is that "it's too complicated" and they don't understand all the legal complexities. Attorney Davidson discusses this issue, why you really only need to understand the big picture, and why it is important to let the experts worry about …
 
Who gets to see a will? -- 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…
 
How long do your estate planning docs last -- 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 p…
 
There are two schools of thought on estate planning. The first (which we disagree with) is that estate planning is merely a commodity. All plans are the same. The second (and proper viewpoint) is that estate planning is a professional service. Let’s outline the differences. Contact: 513-463-6789 info@CincinnatiEstatePlan.com…
 
What is a dynasty 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: https://es…
 
Is your estate plan tax deductible? -- 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, please hit the subscribe button, rate and review! It helps other people access the podc…
 
Join attorney Kevin Davidson and Dr. Robert Gibson for some fascinating insight as they discuss the health care power of attorney, advance directives and the DNR (do not resuscitate) order from the perspective of the patient's treating physician, and how important it is to have your wishes documented, and how important it is to discuss these wishes…
 
Estate planning document storage tips -- 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…
 
Don’t give your house to your kids to beat Medicaid -- 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…
 
Why I’m rethinking my stance on medicaid trusts. -- 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 es…
 
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