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

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...

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...