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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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.
Common Executor Mistakes When Handling A Probate Estate
Complete Estate Planning
35 minutes
3 weeks ago
Common Executor Mistakes When Handling A Probate Estate
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Serving as an executor can feel like being dropped into the middle of a complicated project without a clear instruction manual. The role comes with legal duties, financial responsibilities, and emotional pressure, often during a time of grief. Many executors start the job with good intentions but make avoidable mistakes simply because they do not know the rules. This episode breaks down the most common pitfalls so first-time executors can understand what causes problems and how to steer clear of them.
Here’s some of what we discuss in this episode:
🏡 Protect the assets - Secure the home, valuables, insurance, utilities.
📜 Follow court rules - Missing deadlines = real consequences.
💸 Never mix money - Separate estate account only.
🧾 Track every expense - Receipts, statements, documentation.
💀 Understand debts & taxes - IRS, final returns, estate income — all unavoidable.
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Complete Estate Planning
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.
