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

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The Hidden Risks of Outdated Estate Plans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You created your estate plan years ago and your wishes haven’t changed, so why is your attorney telling you it’s outdated?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...

Siblings, Partners, and Parents: When Property Ownership Gets Complicated

Apr 2, 2026

https://youtu.be/KYwg22mm4tE Co-owning property can feel like a practical solution, whether it is family inheritance, investment opportunities, or helping someone buy a home. But when the co-owner is not your spouse, you are stepping outside the legal “default rules” that typically protect married couples. That means more risk, more potential...

What Happens to Your Pets When You Die?

Mar 26, 2026

https://youtu.be/xH0xC91hgR4 When people think about estate planning, they focus on their kids, assets, and legacy, but what about their pets? In this episode, Nick explains what really happens to animals when someone passes away and how a simple plan can protect them (and avoid awkward family situations). He walks through how to make sure your...

Dad Just Got Diagnosed With Dementia? Is It Too Late To Do His Estate Plan?

Mar 19, 2026

https://youtu.be/xfjNXJGKQR8 Today, Nick tackles what happens when cognitive decline enters the picture and estate planning still isn’t done. He explains how mental capacity is assessed in real life and why waiting for a health scare can seriously limit your options. Don’t wait until your loved ones are left in a crisis, because acting early can...

What Happens to Your Debt When You Pass Away?

Mar 12, 2026

https://youtu.be/TCeNHXOKk18 Debt doesn’t magically disappear when someone passes away, but it doesn’t always work the way people assume, either. Nick answers a common question: will what you owe reduce what your children receive? The reality depends on how your estate is structured and what type of obligations you’re dealing with. Tune in to...