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

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...

One of My Children Owes Me Money—How Do I Account for That in My Estate Plan?

Apr 17, 2025

https://youtu.be/ETmK4Xrgq1s Lending money to a child is common, whether it's for buying a home, starting a business, or getting through a tough financial patch. But when it comes time to plan your estate, that unpaid loan can create real complications. Should you forgive the debt when you die? Or treat it as an advance on that child’s...

Ethical vs. Legal: The Co-Owner Inheritance Debate

Apr 10, 2025

https://youtu.be/lSTyj9SZoOE What happens when your name is on a parent’s bank account or home as a co-owner, yet their will says everything should be split among the three siblings? That’s the situation we’re addressing in this video to help the co-owner understand what options you have when it comes to splitting the inheritance up. Nick...

Do I Really Need an Estate Plan If I Only Have One Heir?

Apr 3, 2025

https://www.youtube.com/watch?v=wzsU-9WFEYM Even if you’re planning to leave everything to just one person, like an only child, it might feel like you don’t need an estate plan. After all, what could be simpler than passing everything on to a single heir? But estate planning isn’t just about how many people you’re leaving assets to. It’s about...

Estate Planning Mistakes: When Assets in Your Name Aren’t Really Yours

Mar 27, 2025

https://youtu.be/KJewCFv4-9I What happens when you have assets in your name but you don’t really consider them yours? It’s not that uncommon to work with people who need to account for things like a parent’s home or a child’s bank account in their estate plan. In this episode, Nick answers a listener’s question about how to handle assets that...

Mistakes Your Attorney Might Be Making – What You Need to Watch Out For

Mar 20, 2025

https://youtu.be/YZ-gFonwKT8 A well-drafted trust should protect your assets, ensure your wishes are followed, and make things easier for your loved ones. However, even estate planning attorneys can make mistakes that lead to costly problems. In this episode, we’ll cover four major mistakes attorneys make when drafting trusts—so you can recognize...

Estate Planning: Fairness vs Equality for Your Kids

Mar 13, 2025

https://youtu.be/JCjBpSR3zKI?si=2R2Fw6RP_NZ1yTh7 When it comes to children’s inheritance, should they all receive their share at the same time, or should each child wait until they reach a specific age? In this episode of Complete Estate Planning, Nick answers a common question: Is it fair for older children to receive their inheritance while...