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 Bought My Son a House—How Do I Keep the Inheritance Fair?

Aug 13, 2026

https://youtu.be/JW-a7YuZuk4 Helping a child buy a home can be generous, but it can also create complications later. Nick walks through a real-world estate planning question about ownership, equity, and keeping things fair between siblings. The challenge is making sure prior assistance is accounted for without...

If Every Account Has a Beneficiary, Do I REALLY Need an Estate Plan?

Aug 9, 2026

https://youtu.be/gCDzNaVnxfg Think your beneficiary forms have your estate plan covered? Nick explains why naming beneficiaries is important but may still leave gaps in how your wishes are carried out. He looks at the bigger picture of estate planning and why having the right pieces working together can make things...

The Hardest Estate Planning Decision for New Parents

Jul 23, 2026

https://youtu.be/tNNvnuNkEFg Choosing a guardian for your child is one of the most emotional—and important—decisions you'll make as a parent. But should you choose the people you trust most today, or the people who will be best equipped years from now? In this episode, Nick explains why guardianship is a long-term...

Selling a House That’s Stuck in Probate

Jul 16, 2026

https://youtu.be/F9Oid1ChlP8 Selling a home after a loved one passes away isn't as simple as putting up a "For Sale" sign. Nick explains why probate can delay the sale of estate real estate, what legal steps must happen before a home can be listed, and the common mistakes that create even longer delays. Whether...

No Inheritance For Sibling: Am I Legally Obligated To Tell Her?

Jul 9, 2026

https://youtu.be/gjMDEqR1NQo “My dad left everything to me... but do I have to tell my sister she was left out?” It's a difficult situation that blends legal obligations with family relationships. Nick explains when the law requires disclosure, when it doesn't, and why the answer often depends on whether probate is...

Can You Really Disinherit Someone? Myths, Rights, and Better Alternatives

Jul 2, 2026

https://youtu.be/Zn4W1JBhUZI Many people believe disinheriting someone is as simple as writing them out of the will or leaving them one dollar. In reality, certain family members have legal rights that cannot always be eliminated, while others may still receive notice of the probate process even if they inherit...

Your Child Turned 18… Is Your Estate Plan Still Valid?

Jun 25, 2026

https://youtu.be/JMu4Ql-tonQ Your child just turned 18—does that blow up your old estate plan? Nick breaks down what really happens to guardianship instructions once your child becomes a legal adult. You’ll learn why your plan doesn’t automatically self-destruct, but why milestones like an 18th birthday are powerful...

What Happens If a Beneficiary Passes Away Before You?

Jun 18, 2026

https://youtu.be/3JLKvW4J9f0 Most people spend time deciding who should inherit their assets. Far fewer consider what happens if that person isn't around to receive them. In this episode, Nick tackles one of the most overlooked estate planning questions: what happens when a beneficiary passes away before you do? If...

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...