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 Nick Rosenbauer teaches you about protecting your family legacy through better estate planning.

Our Latest Episodes

Can a Fantasy Football Team Be Inherited?

Nov 5, 2026

https://youtu.be/hQbkE5_aICQ Fantasy football and estate planning may sound like completely separate worlds, but one listener’s question brings them together in a surprisingly practical way. Can a long-running fantasy team, especially in a keeper league, actually be passed down to someone else? In this episode, Nick...

What’s the Point of Estate Planning if I Don’t Have Much of an Estate?

Oct 22, 2026

https://youtu.be/lX3UFowJq6s It’s easy to assume estate planning is only for people with significant wealth, but that can overlook some of the most important reasons to have a plan in the first place. Today, Nick explains why estate planning is also about protecting yourself during incapacity and making sure the...

My Brother Says I’m Getting an Inheritance. Can I Just Cash the Check?

Oct 15, 2026

https://youtu.be/LPFoCjYIIwY A sibling calls and tells you that you're getting an inheritance from your parents. Great news, but how do you know you're getting the right amount? In this episode, Nick explains why beneficiaries shouldn’t feel uncomfortable wanting clarity on their role along the way. He shares what...

Estate Planning for Blended Families

Oct 1, 2026

https://youtu.be/ZJ9OYuGmxAA Blended families often have to balance shared assets with money or property they still want to keep connected to their own children. In this episode, Nick explains why those situations can make estate planning more complicated and why there may be more than one workable way to structure...

Dad Is in Hospice With No Estate Plan. Is It Too Late?

Sep 25, 2026

https://youtu.be/Iakr6XNiRaA Your father has entered hospice, the doctor says he may have only days to live and then you discover he never completed an estate plan. What can you still do? Nick Rosenbauer explains what emergency estate planning can look like when time is running out. If a person still has the...

Mom Just Had A Stroke, But She Has No Estate Plan. Can We Make One For Her?

Sep 17, 2026

https://youtu.be/tMwsxcpuYH0 This is one of the most difficult estate planning situations because the person who needs the plan may now be unable to make it. Nick explains what can happen when someone dies without a valid estate plan and walks through possible emergency options involving trusts, beneficiary...

Can I Get Paid For Being Executor or Trustee? SHOULD I Get Paid?

Sep 3, 2026

https://youtu.be/fcDis0qsnxM Being named executor or trustee might sound like an honor, but it can also become a serious job involving months of paperwork, financial decisions, family questions, and potential legal liability. So, should you get paid for doing it? Nick explains how executor and trustee compensation...

Who Should You Name as Executor? What Matters Most

Aug 27, 2026

https://youtu.be/bj05G7jZ36U Choosing an executor can feel intimidating, especially when the people you trust most do not have legal or financial backgrounds. Nick explains why follow-through often matters more than technical expertise. You’ll also hear how an executor can bring in professional help when the estate...

My Spouse or Parent Died Years Ago and I Never Changed the House or Accounts. Is That a Problem?

Aug 20, 2026

https://youtu.be/0XVzqhFKO88 When someone dies, leaving everything untouched can feel easier than dealing with the legal process right away. In this episode, Nick explains why that decision can quietly create much bigger problems years later. What seems harmless today may become a major obstacle when a family...