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

Trust Was Done Right and Funded — Do I Really Need a Lawyer?

Jun 11, 2026

https://youtu.be/s95j9_uez04 Your parents created a trust. The trust was funded correctly. The inheritance is simple. Everything appears to have been done right. So, do you really need a lawyer? Nick answers a question many successor trustees eventually face: if the trust is working exactly as intended, can you...

Dead or Alive: What Estate Planning Documents Help When Someone Is Sick and What Only Works After You Die?

Jun 4, 2026

https://youtu.be/xvWwWYWD8L0 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,...

My Dad Passed Away… But We Can’t Find a Will

May 28, 2026

https://youtu.be/5DgZWYafa04 Nick answers a difficult question many families unexpectedly face: what happens if a parent passes away and no one can find a will? He explains what families should do during the search process and how missing paperwork can create major complications during probate. Need help protecting...

How To Leave Money To My Grandkids When Each Family Size Is Different?

May 21, 2026

https://youtu.be/LSd2RrxdY3k Nick tackles a surprisingly complicated estate planning question: how do you leave money to grandkids when each of your children has a different-sized family? What sounds simple on the surface quickly becomes a conversation about fairness, equality, future grandchildren, and family...

I Was Named Executor… Do I Have to Say Yes?

May 14, 2026

https://youtu.be/YXSj0MVNSVM Being named executor might feel like an obligation, but it’s not always one you have to accept. Nick walks through what happens if you’re unexpectedly chosen, what your options are, and how to properly step away if it’s not something you want to take on. Make an informed decision before you act, because handling it...

Can My Kids Inherit My Season Tickets?

May 7, 2026

https://youtu.be/B_7XkH3p8tQ For a lot of families, season tickets are more than just seats, they’re traditions, memories, and something worth passing down. But when it comes to actually leaving them to your kids, things get more complicated than most people expect. Nick walks through how these situations really work and what you need to think...

My Parents Won’t Do Their Estate Plan. Can I Do It For Them?

Apr 23, 2026

https://youtu.be/3-InrJY5ko4 Getting your parents to plan their estate can be one of the toughest financial conversations to have. While most of us are proactive with our own plans, it’s a different story when it comes to helping our parents get theirs in order. Can you start their estate plan without them? Unfortunately, the answer isn’t simple....

Can You Name a Minor as Executor, Trustee, or Power of Attorney?

Apr 16, 2026

https://youtu.be/cJsKOfMsXnQ It sounds like smart planning… naming your child or grandchild as your executor, trustee, or power of attorney now so you don’t have to update your documents later. But when that person is still under 18, things aren’t as simple as they seem. Today, Nick explains that while the idea comes from a good place, it can...

The Hidden Risks of Outdated Estate Plans

Apr 9, 2026

https://youtu.be/g4cTKD138c4 You created your estate plan years ago and your wishes haven’t changed, so why is your attorney telling you it’s outdated? Nick breaks down why older estate documents can create friction, delays, or even roadblocks when your family needs them most. The truth is, even if your intentions stay the same, the laws...