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

Are Trust Verification Letters from Your Bank Legit? What You Need to Know

Jan 22, 2026

https://youtu.be/82y_VGA5i7I Have you received a letter asking you to “verify” your trust information and wondered if it was legitimate or a scam? Nick breaks down why these letters are becoming more common, what they actually mean, and how trustees should respond without putting themselves at risk. It’s a conversation every trustee and trust...

Trustee’s Guide: What Goes Through Probate (and What Doesn’t)

Jan 15, 2026

https://youtu.be/x_w_3U3iIrw Navigating probate can be daunting for any trustee or executor. In this episode, Nick offers crucial guidance to help you understand your responsibilities and avoid common pitfalls. Learn why simply relying on paperwork isn’t enough and why careful attention is essential. If you’ve been named a trustee or executor,...

How to Protect Your Home From Property Deed Fraud

Jan 8, 2026

https://youtu.be/tHqpITmxdVU Worried about scams targeting your property? How real is this threat, and how worried should you actually be? In this episode, Nick explains how property deed scams work and walks through simple, free steps you can take today to monitor your property and protect yourself without panic. Tune in to get clarity on this...

The Prodigal Son Approach: Advancing an Inheritance While You Are Still Alive

Dec 31, 2025

https://youtu.be/NcVPdDydEc8 This question has been trending and on the rise: “Why wait until we’re gone to help the people we love?” Nick explores the “Prodigal Son” approach, advancing an inheritance while you’re still alive, and why it’s becoming more common. You’ll also hear how generosity today can be done thoughtfully, without creating...

What If Your Adult Kids Can’t Handle Money?

Dec 23, 2025

https://youtu.be/7eGZx_Ryg18 Serving as an executor can feel like being dropped into the middle of a complicated project without a clear instruction manual. What do you do when your adult children aren’t responsible with money but you still want to make sure they’re taken care of after you’re gone? Today we answer a question facing many parents...

Common Executor Mistakes When Handling A Probate Estate

Dec 18, 2025

https://youtu.be/00IYDF6s6YM 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...

When the Bank Says No: Executor Roadblocks & Probate Solutions

Dec 11, 2025

https://youtu.be/uSwdqOipi0Y A heartbreaking moment becomes even more stressful when an executor walks into the bank with a will and death certificate, only to be told they can’t access a parent’s accounts. In this episode, Nick tackles a common scenario that trips up many families settling estates. Discover the hidden steps and expert guidance...

So…You’re In Charge of Administering Your Parents’ Trust

Dec 4, 2025

https://youtu.be/KFxrIe2uIMA Nick digs into what it really feels like to be handed the responsibility of administering a parent’s trust, something most people assume will be simple until they’re the one in charge. This conversation puts the process into plain language, easing the fear and confusion that often comes with suddenly being “the one”...

Outdated Wills: What Happens When You’re Named Executor Unexpectedly?

Nov 26, 2025

https://youtu.be/vaCu57TtwTA Ready for a surprise in estate planning? Imagine picking up the phone to learn you’re now responsible for an old family will, one you barely remember, for someone you hardly see. What now? Nick talks about what happens when you’re named executor of a will you never expected to handle and what your real options are....