Legal Tea

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Ep. No. 130. Cautionary Tales - Under the Microscope: Financial Advisors Feb 06, 2024

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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.

Ep. No. 129. Celebrity Estate Planning - Bob Barker Jan 30, 2024

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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.

Ep. No. 128. Current Trends - Indianapolis Man Leaves Hefty Estate to Charities Jan 23, 2024

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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.

Ep. No. 127. Cautionary Tales - Irrevocable Life Insurance Trust Gone Wrong Jan 16, 2024

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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.legalteapodcast.com/podcast.

Ep. No. 126. Celebrity Estate Planning - Jimmy Buffett Jan 09, 2024

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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.

Ep. No. 125. Current Trends - Corporate Transparency Act Jan 02, 2024

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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.

Ep. No. 124. Cautionary Tales - Mistakes Made by a Trustee Dec 19, 2023

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Tune in for a “Cautionary Tales" episode!On this episode, we share a story about a young lady that inherited a Trust from her parents (at her parents' passing). Her brother was named the Trustee and inadvertently failed to follow the terms of the Trust. Let's talk about what happened in this story, then discuss factors to consider when naming people in various estate planning roles.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Ep. No. 123. Celebrity Estate Planning - David Bowie Dec 12, 2023

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Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the infamous David Bowie. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Ep. No. 122. Current Trends - Quest to Locate a Lost/Missing Last Will and Testament Dec 05, 2023

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Tune in for an episode on “Current Trends” – Inspired by a video game called Starfield and specifically the Last Will and Testament Quest (a level in the video game), let's talk about a real-life story about a lost and missing estate plan - and what you can do to avoid making that mistake!Sources and episode transcript can be found at: LegalTeaPodcast.com.

Ep. No. 121. Cautionary Tales - Estate Mistakes that Linger... Nov 28, 2023

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Tune in for an episode on “Cautionary Tales." On this episode, we share a story about a woman, who while attempting to do her own estate planning, learned about something that should have been "cleaned up" after her mother passed away 10+ years ago. Now, it may be too late. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

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