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So…You’re In Charge of Administering Your Parents’ Trust

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Manage episode 522606081 series 2608961
Content provided by Nick Rosenbauer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Rosenbauer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/

🎓 Join Us for Our Next Workshop:
https://cincinnatiestateplan.com/workshops/

Nick digs into what it really feels like to be handed the responsibility of administering a parent’s trust, something most people assume will be simple until they’re the one in charge. This conversation puts the process into plain language, easing the fear and confusion that often comes with suddenly being “the one” who has to handle everything. It’s a down-to-earth reminder that the job is doable, especially when you understand what matters most.

Here’s some of what we discuss in this episode:

📘 Trust Administration Basics: what it means to be “the one in charge”

🏛️ Trusts vs. Probate: why a trust avoids court but still requires work

📢 Beneficiary Notices: what must be shared and why you can’t skip it

💼 Managing Assets: securing accounts, property, and everything in between

🧾 Taxes & Record-Keeping: final filings, surprise forms, and why timing matters

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

  continue reading

159 episodes

Artwork
iconShare
 
Manage episode 522606081 series 2608961
Content provided by Nick Rosenbauer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Rosenbauer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/

🎓 Join Us for Our Next Workshop:
https://cincinnatiestateplan.com/workshops/

Nick digs into what it really feels like to be handed the responsibility of administering a parent’s trust, something most people assume will be simple until they’re the one in charge. This conversation puts the process into plain language, easing the fear and confusion that often comes with suddenly being “the one” who has to handle everything. It’s a down-to-earth reminder that the job is doable, especially when you understand what matters most.

Here’s some of what we discuss in this episode:

📘 Trust Administration Basics: what it means to be “the one in charge”

🏛️ Trusts vs. Probate: why a trust avoids court but still requires work

📢 Beneficiary Notices: what must be shared and why you can’t skip it

💼 Managing Assets: securing accounts, property, and everything in between

🧾 Taxes & Record-Keeping: final filings, surprise forms, and why timing matters

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

  continue reading

159 episodes

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