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Complete Estate Planning

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 we teach you about protecting your family legacy through better estate planning.

Podcast · By Nick Rosenbauer · English · Official site

Indexed episodes, last 90 days
10
Latest publication
Sep 25, 2026
Audience
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Earliest in this view
Jul 9, 2026

Latest episodes

  1. Episode · Sep 25, 2026

    Dad Is in Hospice With No Estate Plan. Is It Too Late? (opens the original)

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    Your father has entered hospice, the doctor says he may have only days to live and then you discover he never completed an estate plan. What can you still do? Nick explains what emergency estate planning can look like when time is running out. And there's another question families shouldn't overlook: even if you can scramble to get documents completed, is that how your loved one and family want to spend those final days? Here’s some of what we discuss in this episode: ⏳ Mental capacity determine

  2. Episode · Sep 17, 2026

    Mom Just Had A Stroke, But She Has No Estate Plan. Can We Make One For Her? (opens the original)

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    This is one of the most difficult estate planning situations because the person who needs the plan may now be unable to make it. Nick explains what can happen when someone dies without a valid estate plan and walks through possible emergency options involving trusts, beneficiary designations, and jointly owned assets. The key is knowing what legal authority already exists and getting qualified help quickly before assuming there’s nothing that can be done. Here’s some of what we discuss in this e

  3. Episode · Sep 3, 2026

    Can I Get Paid For Being Executor or Trustee? SHOULD I Get Paid? (opens the original)

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    Being named executor or trustee might sound like an honor, but it can also become a serious job involving months of paperwork, financial decisions, family questions, and potential legal liability. So, should you get paid for doing it? Nick explains how executor and trustee compensation works and why he generally recommends being compensated for the work you’re actually doing. And if taking the full fee doesn’t feel right, there may be a middle ground worth considering. Here’s some of what we dis

  4. Episode · Aug 27, 2026

    Who Should You Name as Executor? What Matters Most (opens the original)

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    Choosing an executor can feel intimidating, especially when the people you trust most do not have legal or financial back-grounds. Nick explains why follow-through often matters more than technical expertise. You’ll also hear how an executor can bring in professional help when the estate becomes more complicated. The key is choosing someone you trust to make sure the job gets done right. Here’s some of what we discuss in this episode: ✅ Trust & Responsibility 🧠 Good Judgment ⚖️ Professional Supp

  5. Episode · Aug 20, 2026

    My Spouse or Parent Died Years Ago and I Never Changed the House or Accounts. Is That a Problem? (opens the original)

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    When someone dies, leaving everything untouched can feel easier than dealing with the legal process right away. In this episode, Nick explains why that decision can quietly create much bigger problems years later. What seems harmless today may become a major obstacle when a family eventually needs to sell, transfer, or access property. The longer these loose ends remain, the harder they can be to untangle. Here’s some of what we discuss in this episode: 🏠 Delayed Administration: Property ownersh

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