Legal Tea

Latest Episodes:

Ep. No. 110. Current Trends - Terminating a Trust Aug 29, 2023

Show notes

Tune in for an episode on “Current Trends” – specifically, this episode is inspired by something the host, Jenny, heard on the popular show, The Summer I Turned Pretty, on Prime Video. On the show, an inheritance was received in-Trust and they considered trying to get the Trust terminated. Tune in! Sources and episode transcript can be found at: LegalTeaPodcast.com.

Ep. No. 109. Cautionary Tales - Issues with Beneficiary Designations Aug 22, 2023

Show notes

Send us Fan Mail

Tune in for an episode on “Cautionary Tales." On this episode, we dive into real-life client stories where beneficiary designations have (or could have had) caused significant issues. Lots of tidbits to learn! Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Ep. No. 108. Celebrity Estate Planning - Paul Walker Aug 15, 2023

Show notes

Send us Fan Mail

Tune in for an episode on “Celebrity Estate Planning" – specifically, this episode is on well-known actor, Paul Walker. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Ep. No. 107. Current Trends - If You Win the Lottery... Aug 08, 2023

Show notes

Send us Fan Mail

Tune in for an episode on “Current Trends” – specifically, this episode is about winning the lottery! Imagine you look at your ticket and find that you are the lucky winner - this episode is for you. Tune in! Sources and episode transcript can be found at: LegalTeaPodcast.com.

Ep. No. 106. Cautionary Tales - Post-Divorce Collaborative Estate Planning Aug 01, 2023

Show notes

Send us Fan Mail

Tune in for an episode on “Cautionary Tales." On this episode, we chat about a couple that was once-married, now-divorced that decided to do their estate planning as a collaborative venture to support and protect their mutual children. Tune in! Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Ep. No. 105. Celebrity Estate Planning - Michael Crichton Jul 25, 2023

Show notes

Send us Fan Mail

Tune in for an episode on “Estate Planning of the Rich and Famous" – specifically, this episode is on Michael Crichton, who is perhaps most known for his authorship of Jurassic Park. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Ep. No. 104. Current Trends - Wealthy Cats in Florida Jul 18, 2023

Show notes

Send us Fan Mail

Tune in for an episode on “Current Trends” – specifically, this episode shares a story out of Tampa, Florida where 7 persian cats inherited (yes, inherited) from their owner, Nancy Sauer. We then talk about how to incorporate planning for animals/pets in an estate plan. Tune in! Sources and episode transcript can be found at: LegalTeaPodcast.com.

Ep. No. 103. Cautionary Tales - Emergency Medicaid Qualification Jul 11, 2023

Show notes

Send us Fan Mail

Tune in for an episode on “Cautionary Tales." On this episode, we dive into a real-life client/story where Medicaid planning needed to happen FAST - and unfortunately, without any estate planning in place, things got complicated quickly. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Ep. No. 102. Celebrity Estate Planning - Tina Turner Jun 27, 2023

Show notes

Send us Fan Mail

Tune in for an episode on “Estate Planning of the Rich and Famous" – specifically, this episode is on Tina Turner! Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Ep. No. 101. Current Trends - Blended Families Jun 20, 2023

Show notes

Send us Fan Mail

Tune in for an episode on “Current Trends” – specifically, this episode dives into planning for blended families -- and the often-cited goals/concerns that clients have when doing estate planning as part of a blended family. Sources and episode transcript can be found at: LegalTeaPodcast.com.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected