Best Don T Sell The Farm Podcast Podcasts (2024)

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

9d ago19:00

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…

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

27d ago18:01

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://cinci…

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

1M ago24:41

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/…

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

2M ago24:05

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 …

1
Taxes Executors or Trustees Need to be Aware of When Settling an Estate 26:39

3M ago26:39

26:39

When it comes to estate planning, one of the biggest concerns is taxes. What will be owed? How will these taxes be paid? How much can actually be passed along to your heirs? Join us as we dive into the various taxes trustees and executors need to be aware of when settling an estate. Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincin…

1
Considerations for Executors or Trustees When Selling Estate Assets 18:37

3M ago18:37

18:37

When it's time to settle an estate and start selling off assets, you might have friends and family looking for good deals. But is it wise to make deals? How should you go about selling these assets? What’s the best way to document and transfer everything? Today on Complete Estate Planning, we'll break down these questions and offer some important c…

1
Considerations and Options for Passing a Family Business or Farm to One Child 25:19

3M ago25:19

25:19

In today's episode, we're talking about passing down valuable assets such as family businesses and farms. Whether you're unsure how to divide your estate among multiple children or want to ensure your legacy is preserved, this episode is for you. We'll explore key considerations, essential questions, and how Nick goes about this with his clients. C…

1
The Pros & Cons of Itemizing Invidiual Accounts vs. Dividing a Percentage of the Entire Estate 25:29

4M ago25:29

25:29

In this episode, we're exploring two different paths you can take when designating benefits. We focus on the pros and cons of itemizing individual accounts versus dividing a percentage of your entire estate. We also look at how each approach can impact your financial legacy. Tune in as we break down these strategies to help you choose the best path…

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Mailbag: Lifetime Gifts, Beneficiary Designations, and Retirement Account Planning 25:47

5M ago25:47

25:47

One of our favorite ways to bring you estate planning education on the show is by answering your questions! In today's episode, Rich asks about the annual limits for tax-free gifting, gifting to trusts with protections, and common mistakes regarding estate and lifetime GST tax returns. Elaine asks for advice on leaving a portion of her IRA to her n…

1
The Estate Battle After OJ Simpson's Death 21:37

5M ago21:37

21:37

The recent passing of O.J. Simpson has stirred up a legal storm that we're going to unpack in today's episode. Simpson's estate is a convoluted web of trusts, lawsuits, and debts that Nick will try to help us untangle from an estate planning perspective. He'll also take us through the possible scenarios that could unfold as the estate proceedings c…

1
Settling A Trust After Death (Part 2) 20:17

6M ago20:17

20:17

Last episode, we started a special two-part series where Nick guided us through the steps involved when someone passes away. We're here to finish up this discussion today. Listen in as Nick talks about what it looks like to settle a trust after death in Ohio. Although trusts can vary widely in complexity depending on the terms of the document, this…

1
The Probate Process From Start To Finish (Part 1) 24:06

6M ago24:06

24:06

We've talked about probate here on the show before, but what does the process look like from start to finish? Join us for a special two-part series, where Nick will guide us through the steps involved when someone passes away. In this episode, we'll outline the key stages of the probate process (based in Ohio). Don't miss our next episode, where Ni…

1
I'm Single With No Children- Do I Need An Estate Plan? Mailbag Episode 28:34

6M ago28:34

28:34

Our podcast listeners frequently send in questions for Nick. In today's show, we've chosen a few questions to chat about on the air. For example, one listener asks if they need an estate plan since they're single, childless, and have a financially independent family. Another asks if there is a way to assist their aging mother with her finances with…

1
Inheritance Conversations With Your Children: What They Don’t Know CAN Hurt Them 25:34

7M ago25:34

25:34

You've probably heard the old saying, "What you don't know can't hurt you." But when it comes to inheritance conversations with your children, that isn't entirely true. Stay tuned as we share some crucial considerations for navigating these estate-planning conversations with your loved ones. Contact: 513-463-6789 info@CincinnatiEstatePlan.com https…

1
The House I Inherited Has A Mortgage. Do I Have To Pay It? 21:33

7M ago21:33

21:33

With home prices continuing to climb, a house ends up being the most valuable asset for many families. However, it can also be the most difficult to deal with in an inheritance after someone passes away. One of the biggest issues people run into is the owner passing away while the house still has a mortgage or a line of credit against it. Contact: …

1
The Corporate Transparency Act (CTA): New Fines & Rules For Business Owners To Follow 19:25

8M ago19:25

19:25

The Corporate Transparency Act (which was enacted in January of 2021) has taken effect as of January 2024. Under the new law, small businesses have new disclosure and reporting requirements with the Financial Crimes Enforcement Network. This law is retroactive and includes businesses that were already in existence BEFORE the CTA went into effect. A…

1
No Money, Still Problems 24:13

9M ago24:13

24:13

Many people automatically think of how to handle or “plan” for their assets when estate planning comes to mind. However, inheriting someone’s assets is only one piece of the puzzle. This is why someone asking “How much money do I need to have before I create an estate plan?” is always the wrong question. Let’s cover a number of estate planning goal…

1
Medical Decisions: Is It Smart To Rely On Others? 25:53

9M ago25:53

25:53

An important (and often overlooked) part of estate planning involves arranging for a person to have their medical needs taken care of. This usually involves a combination of appointing a decision maker (your power of attorney agent or surrogate, depending on the state you live in) and using an advanced directive to affirmatively state your wishes. …

1
Partial Business Ownership, Donations to Charity, and More: Mailbag Episode 26:43

10M ago26:43

26:43

We have listeners from all over the country reach out and ask us estate planning questions, so we thought it would be helpful to answer some of those questions on the podcast today. One listener asks how to handle partial business ownership interest in a small business. Another listener asks about the most effective and beneficial way to leave a do…

1
The Path Of Least Resistance – When Institutions Hassle You During Trust Funding 23:56

10M ago23:56

23:56

We’ve spent many episodes discussing how important trust funding is to your estate plan (assuming a trust is a part of your plan). However, the process can be tedious at times. Many attorneys don’t handle the trust funding for the clients (or only provide minimal guidance), which can lead to further trouble. On top of that, various banks, employers…

1
Stock Options, Family Businesses, and Other Restricted Interests 24:40

11M ago24:40

24:40

Have you ever wondered what happens to assets that you don't have full control over, like stock options or family businesses? Listen in as we chat about the complexities of assets that come with strings attached. What can you do with these while you're alive, and what happens when you're gone? Tune in for those answers and more on today's show! Con…

1
What Other Arrangements Should I Make After My Estate Planning Documents Are Complete? 24:37

11M ago24:37

24:37

Picture this: You leave your lawyer's office after completing your estate planning documents. You might think this is the end of the process, but that's not necessarily the case. Stay tuned as we discuss the arrangements you need to make beyond the legal paperwork to ensure your affairs are in order. Contact: 513-463-6789 info@CincinnatiEstatePlan.…

1
I’m Dead. Should My Spouse Keep Everything? 31:40

12M ago31:40

31:40

Many couples automatically assume that, after one spouse passes away, the survivor will retain control of everything. Certainly, that is the “default." However, certain factors can complicate matters. Issues of trust, control, blended families, and separate finances mean it is important to understand all of your options before deciding on the best …

1
I Have Assets In A Land Far, Far Away 28:16

1y ago28:16

28:16

In our increasingly interconnected world, it's becoming more common for individuals to own assets not just in their local area but across state lines and even international borders. Join us as we explore this scenario that has been coming up a lot at the Rosenbauer Law Office. Listen in as we discuss the challenges and strategies for effectively ha…

1
How To Handle Rare Or Expensive Gifts? 33:11

1y ago33:11

33:11

Over a lifetime, people can accumulate a lot of “stuff”. This can ultiply as families have children and later inherit from parents or grandparents who pass away. While many accounts and assets have a rather “straightforward” process to pass on, some unique, rare, collectible, and/or expensive personal effects require more care in handling. We’ll wa…

1
How Many Backups Do I Need? 28:19

1y ago28:19

28:19

One of the most important parts of the estate planning process is choosing the right people as “fiduciaries” to handle affairs on your behalf if you get sick or pass away. This can include medical, financial, and legal decisions while living as well as managing your estate (and possibly children) after you are gone. While most understand the need t…

1
Should Your Lawyer Store Your Estate Planning Documents For You? 25:00

1y ago25:00

25:00

Once estate planning documents are signed, it is important to keep them both safe AND accessible. Many people do not consider the importance of where to store your documents after they are prepared. One option that some people use is allowing their attorney to store the original documents at their office. Tune in as Nick discusses what this looks l…

1
The Last Will & Testament in Aretha Franklin’s Couch 26:48

1y ago26:48

26:48

Aretha Franklin, known by many as the “Queen of Soul,” died back in 2018. While she has been gone for a number of years, there have been a number of mysteries surrounding her estate. This has included a lawsuit concerning the validity of a handwritten Last Will & Testament that was found after she passed away. Contact: 513-463-6789 info@CincinnatiE…

1
Common Pot Trusts: The Fairest of Them All? 15:56

1y ago15:56

15:56

When thinking about an inheritance, most families visualize individual “shares” for each beneficiary (whether a $ amount or % of the overall estate). For families with children, they very often create equal shares for each child. Sounds fair, right? Well, what would happen if there was a large age difference in the children? Are there ways that can…

1
Settlement Reached In Lisa Marie Presley’s Estate 23:21

1+ y ago23:21

23:21

Lisa Marie Presley (who was the only child of Elvis Presley) died back on January 12 th , 2023. She left behind her mother (Priscilla Presley), and her daughter (Riley Keough). Her son (Benjamin Keough) passed away a couple of years ago. Since her passing, there has been a significant court battle over Lisa’s estate plan. We did a previous podcast …

1
The False Sense of Security with Joint Ownership 21:02

1+ y ago21:02

21:02

There are a lot of misconceptions when it comes to joint ownership and how it applies to certain situations. In this episode, Nick will be discussing some pitfalls that can happen when there's an asset with joint ownership and why you need a comprehensive estate plan to be fully covered. Contact: 513-463-6789 info@CincinnatiEstatePlan.com…

1
Do You Really Need to Like Your Attorney? 22:21

1+ y ago22:21

22:21

When you develop a relationship with any professional in a specific industry, it's common knowledge that you do not have to be close friends in order to work together. But should you at least like the person you're working with? Today, Nick will be discussing why you need to be comfortable with your attorney and some of the different relationship d…

1
Ep 81: High Risk, High Reward Shortcuts For Real Estate (do NOT try this at home!) 26:12

1+ y ago26:12

26:12

While there is NEVER a substitute for a complete, well-thought-out estate plan, shortcuts and alternative ways to transfer your assets DO exist. Many types of assets allow beneficiary designations, transfer-on-death or pay-on-death designations, succession plans for businesses, etc. One of the most popular questions that clients often ask is about …

1
Ep 80: What To Do With Digital Assets 26:00

1+ y ago26:00

26:00

When people think of their “estate” within estate planning, many common assets come to mind. There are proper protocols and procedures for transferring bank accounts, investments, retirement accounts, vehicles, real estate, etc. However, a new type of asset has come into play in the 21st century: digital assets. While the law has tried to play catc…

1
Ep 79: For Those Who Live In Multiple States Or Travel Frequently 23:32

1+ y ago23:32

23:32

In most circumstances, it is best to work with an estate planning attorney who is local and understands the laws of the state you live in. However, special consideration needs to be given to people who have a residence in multiple states and those who travel frequently. What if you set up your plan in your “home state” but something happens to you …

1
Ep 78: Watch Out For Financial Abuse! 23:04

1+ y ago23:04

23:04

As people age, they tend to rely on others to help out. Spouses, children, and other family members often step in to help handle everything from the finances to cutting the grass. If there are no family members that are trustworthy and capable, many look to service providers, caregivers, and other “outside” options. Unfortunately, as people age and…

1
Ep 77: Should You Micromanage Your Trustee? 20:29

1+ y ago20:29

20:29

Different types of estate plans allow different levels of flexibility. When setting up a trust, the Trustmaker usually has an opportunity to get extremely detailed in the instructions left for the Trustee to follow when distributing your estate after you pass away. The rules you put in place (and how much discretion you want to leave for your Trust…

1
Ep 76: Preparing For Your Estate Plan Review Meeting 25:06

1+ y ago25:06

25:06

Many families (and their attorneys) treat estate planning as a one-time transaction. They “set it and forget it.” However, you are ahead of the game! You have decided to have a review meeting with your estate planning attorney to make sure your plan still works the way you intended it to work. Just like having a check up at the doctor, there are ce…

1
Ep 75: When Your Child Has A Drug Or Alcohol Problem 19:24

1+ y ago19:24

19:24

When putting together your estate plan, you want to make sure that your assets are going to causes and people you care about. This can be difficult if someone you would like to pass assets down to struggles with drugs, or alcohol. Today we will discuss the questions you should be asking yourself in order to create a plan that is suitable for you an…

1
Ep 74: The Fight Over Lisa Marie Presley’s Estate Plan 22:18

1+ y ago22:18

22:18

You may have heard about this in the news, but Lisa Marie Presley died on January 12th (2023), at the age of 54. Lisa was the only child of Elvis Presley. She left behind her mother, Priscilla Presley, and her daughter, Riley Keough. Lisa’s son Benjamin Keough passed away a couple of years ago. While sad in its own right, the news has been filled w…

1
Ep 73: What The *** Am I Going To Do With My House? 19:20

1+ y ago19:20

19:20

If you own a home (or multiple homes), you understand that it may be difficult to have multiple co-owners on a property. For many families, the home is also one of the largest assets. Let’s walk through some different scenarios and options on how to handle the house. Contact: 513-463-6789 info@CincinnatiEstatePlan.com…

1
Ep 72: Should Everyone Get An Equal Share? 24:41

2y ago24:41

24:41

When leaving an inheritance to children or grandchildren, many families prefer to treat everyone the same. Each child (or grandchild) will receive an equal share of the inheritance. While it is the “default” answer, it is not always the right answer. We will discuss some situations where it might not be ideal to leave an equal share to everyone. Co…

1
Ep 71: ”I Didn’t Realize There Would Be a Medical Test!” 20:41

2y ago20:41

20:41

Many people go through the estate planning process in order to provide for their loved ones and/or to allow someone to make decisions on their behalf if they fall ill. However, there are also specific decisions (usually medical) that a person will need to address during the process. For those who are blindsided by this process, it can feel like a m…

1
Ep 70: When the End is Near... 24:52

2y ago24:52

24:52

Estate planning (like many things) is always best handled LONG before it is needed. However, even a well-thought-out estate plan should be reviewed periodically. If the family is aware that “the end is near”, it is always a good idea to review certain aspects of the plan and the wishes of the person who is about to pass away. Contact: 513-463-6789 …

1
Ep 69: Giving Gifts As We Approach The Holidays 20:03

2y ago20:03

20:03

The holiday season is upon us and many people start to feel charitable this time of year. With that in mind, we wanted to discuss some of the parameters around charitable giving and how it might affect you on this episode. Contact: 513-463-6789 info@CincinnatiEstatePlan.comBy Nick Rosenbauer

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Ep 68: Acquiring New Assets AFTER You Set Up Your Estate Plan 28:35

2y ago28:35

28:35

It can be challenging to ensure that your estate plan is up to date and that all of your assets are included. We will discuss what you should do about adding new assets to your plan for today's show. Contact: 513-463-6789 info@CincinnatiEstatePlan.comBy Nick Rosenbauer

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Ep 67: Show Me The Money……Later? Advantages To Leaving Your Inheritance In Trust 27:53

2y ago27:53

27:53

After someone passes away, the executor or trustee is responsible for carrying out the wishes of the deceased person and settling the estate. This could include paying bills, settling debts, filing taxes, selling assets, etc. Eventually, it is time for the beneficiaries to receive their inheritance. While it may be tempting to “take the money and r…

1
Ep 66: What Happens When The First Spouse Dies? (The False Sense Of Security) 22:17

2y ago22:17

22:17

When someone passes away, the “what happens next” is usually dictated by the decedent’s estate plan (if they had one), or by state law, if there was no plan. However, there are special circumstances that apply when a married person passes away but their spouse is still alive. Often times, a family may end up getting “lucky” and avoid some of the ma…

1
Ep 65: Does Your Estate Plan Have An Expiration Date? 24:11

2y ago24:11

24:11

Very few things in life last forever. Cars break down, cell phones become out of date, food goes bad, even a good bourbon can spoil if you don’t store it properly. Sadly, many people look at estate planning as a one-time activity (set it and forget it). While your estate plan might technically not have an expiration date, there are many times when …

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Ep. 17 - Evangelist Micah Wright 1:58:44

2y ago1:58:44

1:58:44

I sat down with Evangelist Wright to discuss his life and ministry. This episode is hilarious and fun. Evangelist Wright gives some great insight into discipleship and ministry with a great sense of humor to carry you through. Enjoy this episode.

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Don T Sell The Farm Podcast

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