About this episode

Nick Rosenbauer discusses the essential estate planning documents needed for both incapacity and after death.

Most people think estate planning is simply deciding who gets their assets after they die. In reality, a complete estate plan answers two very different questions: who can help if you're still alive but unable to manage your affairs, and who takes over after you're gone. In this episode, Nick breaks down the key documents that apply during life versus after death and provides a practical roadmap to understanding the complete estate planning picture. Here’s some of what we discuss in this episode: 🔍 Planning for Life: Powers of attorney and medical decisions 📋 Financial Authority: Who can act on your behalf 🏥 Medical Directives: Making healthcare wishes known 🛡️ Trust Protection: Planning for incapacity and inheritance 📜 Wills & Guardianship: Decisions after death 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…

People in this episode

Host: Nick Rosenbauer

Topics covered

• estate planning
• powers of attorney
• medical directives
• financial authority
• wills
• guardianship

Keywords

• estate planning
• powers of attorney
• medical decisions
• financial authority
• medical directives
• trust protection
• wills
• guardianship

Mentioned in this episode

Organizations: Cincinnati Estate Plan

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