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

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...

Who Should Be Your Corporate Trustee?

May 15, 2025

When you set up a trust but don’t have a friend or family member you trust to manage it, what’s your next move? In this episode, we answer a question on a sensitive and critical decision in estate planning: how to choose the right corporate trustee? Should you go with a big national firm or a smaller local institution? Does it matter if you...

What Happens to Bills and Debts After Someone Dies? (A Guide for Families and Executors)

May 8, 2025

https://youtu.be/bR55uyuFV5s When someone passes away, their bills and debts don’t just disappear, but that doesn’t mean their family has to rush to pay everything immediately. In this episode, we explain how debts are handled after death, what families (especially executors) need to do, and what to expect if no one has access to the deceased’s...

What Options Do You Have for Dividing Your Home?

Apr 24, 2025

https://youtu.be/040lJcMQNo8 Most parents try to split up everything evenly for their children but how do you do that with a home? While bank accounts and retirement funds can be easily divided, a house poses unique challenges. It’s a very common estate planning discussion in our office and one that we recently got asked about. What are the...