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

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...

When Your Beneficiary Dies First – What Happens Now?

Jun 26, 2025

https://youtu.be/ovA2SIAKpg4 Here’s a situation most people don’t really think about: what happens if one of your beneficiaries dies before you do? It’s not just a legal formality, it’s a scenario that can create confusion, delay, and unintended consequences for your estate plan. If your plan doesn’t account for this possibility, state law might...

How to Pass On a Family Business Without Creating a Family Feud

Jun 19, 2025

https://youtu.be/Kz9R_zKgQEQ A family business is often more than just an asset—it’s a legacy. But passing it on after the death of the owner can create big challenges, especially when some heirs want to keep it running and others want out. In this episode, we dig into the legal and practical issues of transferring ownership of a family business...

Mailbag: Can My Daughter Handle Everything?

Jun 12, 2025

https://youtu.be/vlo38WJKV-k When it comes to estate planning, assigning roles to your loved ones can feel overwhelming, especially when you're considering putting one person in charge of multiple responsibilities. In this mailbag episode, Nick addresses a common listener question: Can my daughter be both the executor of my will and my healthcare...

What to Do With Your Estate Plan After Losing a Spouse

Jun 5, 2025

https://youtu.be/P1wU0PjgY94 Losing a spouse is an emotionally overwhelming experience, and in the midst of grief, legal and financial matters often feel like the last thing anyone wants to think about. But making sure your estate plan reflects your new reality is one of the most important steps you can take after a loss. This episode walks...

Building Flexibility Into a Trust for Life Milestones

May 29, 2025

https://youtu.be/8Ky7-EblSLc Today, Nick answers a thoughtful question from parents trying to strike the right balance: they want their kids to receive their inheritance at age 25, but also want to carve out early access for a first car or a home down payment. The catch? They’re worried about getting the numbers wrong, especially with inflation,...

Why You Need Two Powers of Attorney — Not Just One

May 22, 2025

When people hear the term “power of attorney,” they often assume it’s a one-size-fits-all document that gives someone authority to handle everything if they become incapacitated. There are actually two completely different types of powers of attorney. In this episode, Nick breaks down how each one has its own purpose, responsibilities, and...