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

Why Some Inheritances Happen Early

Sep 4, 2025

https://youtu.be/yyU41mYooxQ When parents or spouses pass down an inheritance while they’re still alive, families can quickly find themselves in tricky territory. Parents helping with a down payment or a loan to a child can feel generous in the moment, but often raises hard questions. What’s fair? How do we keep the peace? In this episode, Nick...

Dementia & Estate Planning: How Late Is Too Late?

Aug 28, 2025

https://youtu.be/IhPVjJZl3to More families are facing the difficult reality of cognitive decline in parents or loved ones. What happens if dementia sets in before an estate plan is updated? Can changes still be made, and how do you know when it’s too late? In this episode, Nick breaks down testamentary capacity, the legal standard for whether...

When Your Children Are Bad with Money – What You Can Do About It?

Aug 21, 2025

https://youtu.be/lzEKxLj0y0s Leaving an inheritance to a child who struggles financially can feel like walking a tightrope. You want to provide support, but you don’t want your hard-earned legacy wasted, mismanaged, or taken advantage of. In this episode, Nick unpacks practical strategies to help parents strike the right balance and explains how...

Do I Need a Trust or Is the Lawyer Just After Money?

Aug 14, 2025

https://youtu.be/czvVtKDFN4g In this episode, Nick tackles a listener question about estate planning: Is it necessary to set up a trust to impose conditions on how an inheritance is distributed? Is their lawyer just trying to upsell them with unnecessary services? Nick breaks down when a will is sufficient and when a trust becomes essential for...

Free Wills from Your Bank – What Will It Actually Cost You?

Aug 7, 2025

https://youtu.be/1tvOrzO0_hM Fifth Third Bank recently made headlines offering “free wills” to customers through an online partner. Sounds great… but as Nick explains, this offer may be more dangerous than helpful. In this episode, Nick breaks down the fine print of the program, reveals how these DIY wills are often riddled with problems, and...

Mailbag: Can I Disinherit a Child Without Causing Drama?

Jul 24, 2025

https://youtu.be/YOP2pnNOfI8 It’s a tough topic, but a common one. In this episode, Nick answers a listener question: Can I disinherit one of my children without creating problems for the others? Nick walks through the right way to do this, and spoiler: leaving them $1 (like in the movies) isn’t the best strategy. In fact, that move could...

What to Do When You Receive Court Paperwork After a Family Member Dies

Jul 17, 2025

https://youtu.be/i-UC4xAcBgU A family member dies, and sometime later, you receive legal paperwork in the mail from a probate attorney or court. Maybe you were expecting an inheritance, maybe you weren't—but now you're staring at documents asking you to sign waivers, consents, or acknowledgments. You're unsure what they're for, whether you're...

Mailbag: Big Changes Coming—Should You Wait To Make Future Plans?

Jul 10, 2025

https://youtu.be/Ec_UjkUBhOg Thinking about starting your estate plan but holding off because you might buy a business, inherit money, or move across the country? According to Nick, waiting is a mistake, and he’s got a great analogy to explain why. In this episode, he walks through what to do when you know big life changes are on the horizon....

Trouble in Margaritaville – The Jimmy Buffett $275 Million Estate Dispute

Jul 3, 2025

https://youtu.be/lxgHagSDado Jimmy Buffett left behind a $275 million legacy, a boatload of beach vibes, and surprise, surprise, a full-blown legal mess. In this episode, Nick digs into the estate drama brewing between Buffett’s wife and his longtime business manager. On paper, it looked like a smart setup: a co-trustee arrangement designed to...