Law Days & Lattes

Show Notes for Episode 24 of Law Days and Lattes Title: Let’s Talk Business: 7 Reasons Your Trust Should Own Your LLC Welcome to Law Days and Lattes! Host: Sidney Wheelan Sponsored by: The Wheelan Law Firm of Moberly, Missouri Episode Number: 24 Episode Overview: In this episode, we begin a series of shorter discussions focusing on leading your business and family into a secure future. We'll explo...

August 6th Primary Election: Choose Carefully Sponsored by: Wheelan Law Firm of Moberly, Missouri Hosted by: Sidney Wheelan Episode Summary: In this episode, Sidney Wheelan dives deep into the upcoming Missouri Primary Election on August 6th. Learn about the primary election process, qualifications for candidates, and how to find more information on campaigns and the voting process. Key Topics Cov...

Law Days and Lattes: Episode 22 - Candidate Forum Moberly/Randolph Co. League of Women Voters Sponsored by: Wheelan Law Firm Host: Sidney Wheelan Description: This episode features the Candidate Forum recorded July 25th, 2024, hosted by the Moberly/Randolph County League of Women Voters. It's a great opportunity to learn about the candidates and the issues facing Randolph County. Time Stamps: (02:...

Episode 21: Car Insurance Demystified Host: Sidney Wheelan Topic: Essential Car Insurance Coverages Key points: Car insurance protects you financially after a collision. There are many coverages, but four are essential. Liability coverage: Covers injuries/damages you cause to others (required by most states). Minimum limits may not be enough. Consider buying more protection. Uninsured motorist cov...

Episode 20 - 15 Tips to a Strong Second Half Host: Sidney Wheelan Sponsored by: The Wheelan Law Firm, LLC of Moberly, Missouri Welcome back to Law Days and Lattes! This episode is your mid-year reminder to take charge and make the most of the remaining six months. Host Sidney Wheelan shares 15 actionable tips to strengthen your finances, healthcare, and legal matters. Here are some key takeaways:...

Episode 19 - Wrongful Death Explained Host: Sidney Wheelan Sponsored by: The Wheelan Law Firm, LLC of Moberly, Missouri This episode covers: What is a wrongful death claim? Elements of a wrongful death claim: Duty of care Breach of duty Causation Damages Eligibility to file Time limits for filing wrongful death claims (Missouri specific) Common scenarios for wrongful death claims The process of fi...

Host: Sidney Wheelan Sponsor: Wheelan Law Firm of Moberly, Missouri Contact: WheelanLaw.com Episode Number: 18 Title: Elections--Campaigns and Convictions Summary: Sidney discusses the intricacies of running for political office, voting regulations, and recent legal challenges involving political candidates. Key Topics Covered Campaign Season Observations Sidney shares thoughts on the current camp...

Estate Planning Bloopers: Ten Common Mistakes In this episode, you'll learn about ten common estate planning mistakes to avoid, including: Choosing the wrong executor/personal representative. Naming the wrong agent on your power of attorney or trustee on your trust. Not funding your trust properly. Overcomplicating your estate plan. Relying solely on a will. Making mistakes with beneficiary design...

Episode 16: Mediation: Could It Help My Legal Case? Host: Sidney Wheelan Introduction: Welcome to episode 16! Today's topic is mediation as an alternative dispute resolution (ADR) method for legal issues. Understanding mediation can be crucial for anyone involved in a legal dispute. Mediation can save time, money, and stress compared to going to court. What is Mediation? A neutral third party (med...

Law Days and Lattes: Episode 15 – Understanding Jury Duty: A Civic Responsibility Host: Sidney Wheelan, Attorney at Wheelan Law Firm, Moberly, Missouri Topic: Importance of Jury Duty and Citizens' Role in the Legal System Key Points: Jury duty is a fundamental aspect of the American legal system, ensuring fair trials by a representative group of citizens. Serving on a jury is an educational exper...

Episode 14: Mid-Year Tax Planning for Entrepreneurs Host: Sidney Wheelan Sponsor: Wheelan Law Firm of Moberly, Missouri Key takeaways: This episode focuses on tax planning strategies for entrepreneurs, specifically those related to business structures, retirement accounts, and health savings accounts (HSAs). Business structures: LLCs are popular for startups due to their simplicity and pass-throug...

Advice for New Graduates Lifelong Learning Graduates should understand their education is just the beginning and lifelong learning is essential. Asking questions is encouraged, and as knowledge grows, so does the ability to ask insightful questions. Recognizing Red Flags Learning to identify potential problems allows graduates to react effectively and minimize negative consequences. Legal Rights a...

Scam Alert!! Senior Scams Exposed Host: Sidney Wheelan Topic: Protecting Seniors from Scams Summary: This episode discusses common scams targeting seniors and offers tips to help families keep their loved ones safe. Key Points: Seniors are vulnerable to various scams, including grandparent scams, tech support scams, healthcare fraud, romance scams, lottery/sweepstakes scams, investment scams, home...

Estate Planning Tips for Blended Families Host: Sidney Wheelan Topic: Estate Planning for Blended Families Key Points: Blended families: Defined as families formed when individuals with children from previous relationships come together. Examples include remarried couples with children, widowed parents with children remarrying, etc. Importance of estate planning for blended families: Protects love...

Losing a spouse is a heartbreaking experience. This episode offers compassionate legal guidance for those who are recently widowed. In this episode, you will learn: How to take care of yourself emotionally during this difficult time. What immediate legal steps to take after your spouse's death. The importance of estate planning to avoid probate. Different options for avoiding probate, such as rev...

Episode 9: Building a Better Tomorrow - Leaving a Legacy Host: Sidney Wheelan This episode explores the concept of legacy building through community service, charitable giving, and estate planning. Key Points: Legacy giving goes beyond financial impact; it's about leaving a lasting impression that inspires others. There are many ways to give back, including volunteering, donating time or money, an...

Episode 8 - Is the Nursing Home Take My House? Host: Sidney Wheelan, Elder Law Attorney Topic: Paying for Nursing Home Care Key Points: Average cost of nursing home care in Missouri:  $5400 - $6000 per month (varies by location, amenities, level of care) Options for paying:  Long-term care insurance, Medicaid Medicaid eligibility:  Income and asset limits Asset limits: Excluded asse...

Law Days and Lattes: Episode 7 - Navigating Probate Host: Sidney Wheelan Topic: Probate Process in Missouri Introduction: Explains the importance of avoiding probate if possible. Discusses what to do if there is no estate planning and probate is necessary. What is Probate? Court-supervised process of transferring legal ownership of a deceased person's property (decedent) to their heirs or benefici...

Host: Sidney Wheelan Episode Title: Guardianships and Conservatorships Sponsor: The Wheelan Law Firm of Moberly, Missouri Main Points: Guardianships and conservatorships are legal proceedings to protect the rights and well-being of vulnerable individuals. Guardians make personal and medical decisions for someone else (ward). Conservators make financial decisions for someone else (protectee). Guard...

Host: Sidney Wheelan Episode Summary: This episode explores Limited Liability Companies (LLCs) as a business structure, highlighting the advantages they offer compared to other options like sole proprietorships. Key takeaways include: Limited Liability Protection:  Protects owners' personal assets from business debts and liabilities. Operating Agreement:  Essential legal document outlini...

Topic: Talking to Your Parents About Estate Planning Host: Sidney Wheelan Key Points: Why this conversation is important:  Even though it can be difficult, discussing estate planning with your parents ensures their wishes are known and avoids potential conflict among family members. When to have the conversation:  There's no perfect time, but don't wait until a crisis. Choose a calm and...

Topic: Wills and Estate Planning Key Points: We previously discussed probate and its purpose in settling estates. ( Episode 1 : Avoiding Probate! ) This episode focuses on Wills and why having a Will, though requiring probate, is still valuable for estate planning. What is a Will? A last Will and Testament is a legal document outlining a person's wishes for their assets after death. It provides sp...

What is a Revocable Trust? A revocable trust is a legal agreement that allows you to manage your assets during your lifetime and distribute them efficiently after your death, bypassing the probate court process. Think of it as a framework that holds your assets and dictates how they should be handled in the future. You, the grantor (or settlor), transfer ownership of your assets to the trust, but...

Avoiding Probate! Introduction Welcome to today’s episode where we delve into a topic that affects all of us, whether we’re seasoned planners, prospective clients, or individuals navigating the complex web of financial decisions. Picture this: You’re living your best life, building your dreams, and suddenly the unexpected happens. It’s a stark reality we often overlook—the need for a solid estate...

Welcome to Law Days & Lattes, a unique blend of law, business, and a warm cup of wisdom. Your host, Sidney Wheelan, is not just an attorney but also a real estate investor and entrepreneur. This podcast is your one-stop source for legal insights, business strategies, and so much more. Whether you’re a seasoned professional, an ambitious entrepreneur, or someone seeking guidance, Law Days &...