Send us a text Tune in for a "Current Trends" episode! Many are wondering what will happen with estate taxes (and the sunsetting of the exemption levels at the end of 2025) with Trump getting reelected. Tune in for an episode exploring estate taxes and what the future may hold. Sources and episode transcript can be found at: LegalTeaPodcast.com.…

Send us a text Tune in for a “Cautionary Tales" episode! This week's episode dives into "why" many folks, including families that have average net worths, choose to have their kids or beneficiaries receive their inheritance "inside" a Trust. You may be surprised!Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast…

Send us a text Tune in for this new episode! This week's episode is a bit different because it falls during the week of a holiday and rather than talking about incapacity and death (ha!), the host, Jenny, goes through five things she is personally super grateful for.Sources and episode transcript can be found at: https://www.legalteapodcast.com/pod…

Send us a text Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the former President and Owner of Campbell Soup Company, John Dorrance, and what happened following his death estate-wise.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.…

Send us a text Tune in for a "Current Trends" episode! This week's episode is about the Corporate Transparency Act and Beneficial Ownership Information (BOI) reporting. The Act became effective on January 1, 2024 and has some serious deadlines that business owners should be aware of. Tune in!Sources and episode transcript can be found at: LegalTeaP…

Send us a text Tune in for a “Cautionary Tales" episode! With the holidays quickly approaching, we will soon be around family and friends, who we may not have seen in a while. If you notice someone has declined, whether physically or cognitively, remember this episode!Sources and episode transcript can be found at: https://www.legalteapodcast.com/p…

Send us a text Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of football great, Frank Gifford, and what happened estate-wise following his death.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.…

Send us a text Tune in for a "Current Trends" episode! This week's episode's goal is to bring attention to living will declarations and health care decisions in an estate plan. Some may remember Terri Schiavo. Some may have heard of Josh Barras. Both stories have the same lesson. Tune in to learn about their stories.Sources and episode transcript c…

Send us a text Tune in for a “Cautionary Tales" episode! This week's episode is a "cautionary tale" where we talk about successful stories where people have chosen to disinherit a loved one (i.e. a child) in an estate plan.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.…

Send us a text Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of Joan Rivers and what happened estate-wise following her death.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.Por Legal Tea

Send us a text Tune in for a "Current Trends" episode! This week's episode is on something called "deed theft." You may have seen scary ads or jarring commercials about "protecting your house's deed and title!" Well, this episode is about that topic - what does it mean? Is it real? Tune in!Sources and episode transcript can be found at: LegalTeaPod…

Send us a text Tune in for a “Cautionary Tales" episode! This week's episode is a "cautionary tale" where we talk about when it becomes "too late" to sign an estate plan like a Last Will and Testament.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.Por Legal Tea

Send us a text Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the baseball legend, Yogi Berra, and what we can learn from Yogi's legal and financial choices.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.…

Send us a text Tune in for a "Current Trends" episode! Have you ever considered that college students could benefit from basic estate planning documents? This week, we dive into "why" it is important to consider getting documents in place for college students. Sources and episode transcript can be found at: LegalTeaPodcast.com.…

Send us a text Tune in for a “Cautionary Tales" episode!This week's episode is a "cautionary tale" where we chat about various considerations when selecting an estate or elder law attorney for you or your family. Walk away with tips to make sure you work with a qualified estate or elder law attorney!Sources and episode transcript can be found at: h…

Send us a text Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the famous golfer in the 80s and 90s, Payne Stewart, and what happened estate-wise following his unexpected death.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.…

Send us a text Tune in for a "Current Trends" episode! This week, we dive into a story where a Florida law firm abruptly closed leaving clients confused, work not being done, and more questions than answered. We also talk tips about what you can do to protect yourself as a client.Sources and episode transcript can be found at: LegalTeaPodcast.com.…

Send us a text Tune in for a “Cautionary Tales" episode!This week's episode is a "cautionary tale" where we dive into a case where failure to modify assets appropriately to support a Living Trust (process called funding) caused a family to have to clean up a mess after their loved one passed away.Sources and episode transcript can be found at: http…

Send us a text Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the iconic boxer, Muhammad Ali, and what happened estate-wise following his death.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.…

Send us a text Tune in for a "Current Trends" episode! In a recent interview with The Hollywood Reporter, Sharon Stone shared that after suffering a stroke and brain bleed, she was "taken advantage of" and lost approximately $18 Million Dollars. Tune in to hear more about the story!Sources and episode transcript can be found at: LegalTeaPodcast.com…

Send us a text Tune in for a “Cautionary Tales" episode!This week's episode is a "cautionary tale" about two siblings who, after their Mom's death, get into a dispute over who gets Mom's wedding ring - wait until you hear how the story ends!Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.…

Send us a text Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the iconic model and actor, Marilyn Monroe, and what happened estate-wise following her death.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.…

Send us a text Tune in for a "Current Trends" episode! Inspired by the lyrics in a Taylor Swift song, "I have this dream my daughter-in-law kills me for the money, She thinks I left them in the Will" ... we talk a little thing called the Slayer's Rule that would apply in the "real world" (outside of Taylor Swift's song!).Sources and episode transcr…

Send us a text Tune in for a “Cautionary Tales" episode!This week's episode is a "cautionary tale" where we dive into estate planning for farmers - and the unique challenges, decisions, and considerations they have to face. Tune in!Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.…

Send us a text Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the beloved actor, Robin Williams, and what happened estate-wise following his death.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.…

Send us a text Tune in for a "Current Trends" episode! This episode dives into common "triggers" that cause people to finally get their estate plan done or update it (after a long period of time). One of those being going on a big trip or vacation, which 'tis the summer season - when a lot of people head out of town.Also, tune in for a special anno…

Send us a text Tune in for a “Cautionary Tales" episode!This week's episode is a "cautionary tale" where we talk about simultaneous death provisions in an estate plan. Back-to-back deaths are infrequent, but they happen. The host, Jenny, shares a personal story where it personally impacted her family. Grab a kleenex and tune in!Sources and episode …

Send us a text Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of famous singer-songwriter, Amy Winehouse, and what happened estate-wise following her too-early death.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.…

Send us a text Tune in for an episode on “Current Trends” – This week's episode has a different spin! As an owner or manager of a business, it's important to keep employees happy as it directly impacts how they communicate with clients and other professionals, as well as the quality of their work. Tune in to hear some things Jenny has been up to in…

Send us a text Tune in for a “Cautionary Tales" episode!This week's episode is a "cautionary tale" where we talk about five mistakes that other (primarily, financial and tax) professionals make relating to estate planning. It's a good one!Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.…

Send us a text Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of famous comedian, George Carlin, and specifically how the Estate had to "deal" with A.I. sixteen years after George's death.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.…

Send us a text Tune in for an episode on “Current Trends” – This week's episode dives into a fairly large public health issue quietly getting bigger and bigger - aging without support. Often, those that are "aging without support" are called "elder orphans." Tune in!Sources and episode transcript can be found at: LegalTeaPodcast.com.…

Send us a text Tune in for a “Cautionary Tales" episode!This week's episode is a "cautionary tale" where we talk about the surviving spouse or partner (in a couple) changing their Will after their spouse or partner's death. With more planning (than just a Will), this "cautionary tale" could have been avoided.Sources and episode transcript can be fo…

Send us a text Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the music icon, Aretha Franklin, and specifically, what has happened even recently in her Estate (after her passing in 2018).Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.…

Send us a text Tune in for an episode on “Current Trends” – This week's episode dives into a gentleman by the name of Mark Roesler, the founder and CEO of CMG Worldwide, who is a lawyer and publicist by trade - but you'll never guess his clients! Dead celebrities. Sources and episode transcript can be found at: LegalTeaPodcast.com.…

Send us a text Tune in for a “Cautionary Tales" episode!This week's episode is a "cautionary tale" where an Executor had to navigate the probate process for an Estate full of debts and creditors. The Executor sure had her hands full! Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.…

Send us a text Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the Miami Dolphins founder, Joe Robbie.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.Por Legal Tea

Send us a text Tune in for an episode on “Current Trends” – This week's episode is highlighting the "good" of social media, specifically TikTok, when it helps people with things like caregiving. Inspired by a specific account, @MollyBellDeaton, this episode dives into utilizing TikTok to highlight a caregiving journey. Tune in!Sources and episode t…

Send us a text Tune in for a “Cautionary Tales" episode!Medicare, Medicaid, the differences, oh my! This week's episode dives into 3 common misconceptions of Medicaid - to help you better understand the program and its rules.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.…

Send us a text Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of Susan Buffett, the first wife of Warren Buffett. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.Por Legal Tea

Send us a text Tune in for an episode on “Current Trends” – This week's episode is on online platforms for estate planning documents. As an estate and elder law attorney, I have thoughts - and they may surprise you. Tune in!Sources and episode transcript can be found at: LegalTeaPodcast.com.Por Legal Tea

Send us a text Tune in for a “Cautionary Tales" episode!Do you or a loved one have a timeshare and wondered how it may impact an estate plan? Or, what happens to a timeshare after the owner (of the timeshare) passes away? This is the episode for you!Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.…

Send us a text Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the well-known author, Stieg Larsson. You may not recognize his name, but you'll surely recognize his book, The Girl with the Dragon Tattoo (and the subsequent books in the series!).Sources and episode transcript can b…

Send us a text Tune in for an episode on “Current Trends” – you may have heard some reports about Jay Leno's wife's, Mavis Leno, dementia diagnosis and because of it, Jay attempting to become her conservator. Let's talk about it, as well as guardianships and conservatorships (what are they, why they're needed, etc.).Sources and episode transcript c…

Send us a text Tune in for a “Cautionary Tales" episode!Unfortunately, there are "bad eggs" in every profession, right? The financial advisor/financial services industry is no different. Tune in to hear about a few real-life stories that prove this to be true. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.…

Send us a text Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the iconic Price is Right host, Bob Barker. Come on down!Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.Por Legal Tea

Send us a text Tune in for an episode on “Current Trends” – this episode shares a story about an Indiana man who left his $13 Million Dollar Estate to various charitable organizations (that his Executor got to pick). It's a feel-good story, so tune in!Sources and episode transcript can be found at: LegalTeaPodcast.com.…

Send us a text Tune in for a “Cautionary Tales" episode!This episode is about a couple that created an Irrevocable Life Insurance Trust, which is an estate planning tool often used by those that exceed the estate tax exclusion amount. Something went wrong - tune in to hear what happened.Sources and episode transcript can be found at: https://www.le…

Send us a text Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of our Margaritaville friend, Jimmy Buffett. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.Por Legal Tea

Send us a text Tune in for an episode on “Current Trends” – this episode dives into a new law impacting business owners called the Corporate Transparency Act. If you own a business or will be starting a business, this episode is for you!Sources and episode transcript can be found at: LegalTeaPodcast.com.…