Legacy Lawyers

In this episode, Nathan and Michael discuss a case in which the ownership of physical pieces of artwork is questioned. If you are an artist or have purchased original artwork, listen to this episode to learn more about what additional steps you need to take in your estate planning.

Lisa Marie shows us exactly why you should always consult a trusted legal advisor about amending your trust. Join Nathan and Michael in this episode as they discuss where Lisa Marie went wrong and why it is important to handle your trust correctly with an estate planning attorney.

A 529 is a great way to save money for your child's higher education. But, what happens if they choose not to go to college? In this episode, Michael and Nathan discuss more about the Secure Act 2.0 and some new laws regarding 529 accounts and Roth IRA's.

In today's episode, Nathan and Michael put Artificial Intelligence program ChatGPT to the test to see if AI can do what an Estate Planning Attorney does. While AI can be impressive, it may not know specifics. You should always consult a trusted attorney for legal advice on your specific situation.

The Secure Act 2.0 recently passed, and it may have an effect on how you handle your finances. In this episode, Nathan and Michael discuss the Secure Act 2.0 in depth to help listeners have a better understanding of what this act is and how they may benefit from it. Always talk to trusted legal and financial advisors to learn more about how this act may impact you individually.

If you own a business, this is an episode you need to listen to immediately! Michael and Nathan discuss a recent tax law that was introduced in Utah and some other states that can help business owners save thousands of dollars if paid before the new year. This episode discusses more about tax planning and what this new tax law could do for you.

In this episode, Nathan and Michael discuss the ins and outs of fractional ownership when it comes to vacation homes. While fractional ownership can be a less expensive way to own a vacation home, are the fees and associated risks worth it? Find out by listening to this deep dive into how some of the companies behind these homes work and why you should always hire a legal consultant before enterin...

Mortgages can be expensive and confusing, especially if you're looking to purchase a new home and haven't sold your old house yet. In this episode, Nathan and Michael discuss a method called loan recasting, which can help reduce mortgage payments when you're moving. They expand on a story from a recent client and explain why it's important to read the terms to your loan and have a trusted legal ad...

What exactly is an In Terrorum Clause? That's precisely what Nathan and Michael explain in this episode. This type of clause is better known as a no contest clause and can help protect your family from greedy beneficiaries after you pass. This episode educates listeners on what a no contest clause does and why you should have one in your living will.

Nathan and Michael understand that, at times, it's easier to do things yourself. When it comes to legal issues, however, that is something you do not want to DIY. In this episode, they discuss a recent legal case where a man chose to represent himself in court and the consequences of doing things yourself when you need a skilled professional.

In this episode, Nathan and Michael discuss a tax planning strategy that can benefit those that own more than one property. With property value and taxes increasing, this episode educates listeners on what reverse gifting is and how it may save you money when discussed and planned with a trusted legal advisor.

You may be surprised to find that many celebrities have no legal plans set forth for their estate after they pass. Nathan and Michael discuss the recent death of a celebrity, Anne Heche, that didn't have a living will. The implications of which have caused stress and contention among her surviving family members. This episode helps educate why creating a living will with a trusted legal advisor is...

Have you ever wondered what your family might say about you after you've passed? In this episode, Nathan and Michael discuss a very interesting obituary written by a family member. With many uncertainties after death, they address the importance of writing documents such as an obituary, living will, and an advance directive with a trusted legal advisor.

In this episode, Nathan and Michael discuss many different reasons why you should never put someone else's name on the deed of your home. From horror stories of theft and eviction to normal situations that face tax repercussions, this episode helps educate individuals on why getting a trusted advisor before making these decisions is crucial.

Were you affected by COVID-19? In this episode, Nathan and Michael go over employee retention credit. Whether you are an employer or employee, it is important to understand what is accessible to you and how it all works. They discuss deadlines, how the refunds work, and recommendations for moving forward.

In this episode, Nathan and Michael discuss the differences between the 17th century and present-day law regarding old money, trusts, and inheritance. Understanding the importance of a trusted legal advisor can help protect your money and family for years to come.

In this episode, Nathan and Michael take you a little bit deeper into the life of Britney Spears to uncover legal procedures going on in her life. Things really do not get easier when a celebrity is involved in legal procedures.

Do you ever feel like someone is listening to you? What about Alexa, Google, and Siri? What if you could listen to a deceased family member's voice again? Well, it might soon be possible with Amazon's Alexa. The advancement of technology is bringing significant benefits, but there also comes great challenges.

Who becomes responsible for your significant other's debt when they pass away? You may be surprised that credit card companies will come after you, expecting to be paid. Always be extremely careful when signing onto a credit card with someone because you are also responsible for all the debts on that card.

What happens legally when a Mother of 8 decides to have her daughter's child? A mother chooses to be a surrogate for her daughter who struggles with infertility. That decision was a very gracious one, but defining this grandchild/child becomes challenging.

Do you know if an ex-spouse can get life insurance at death? Mike and Nathan will give you the answer in this episode when they talk about a case where this situation came up.

Legacy Lawyers, Mike and Nathan discuss an interesting law Australia has for ashes from cremation and how it's different in the United States. Are you familiar with what can legally be done with your ashes if you choose to be cremated?

If you have ever applied for Medicaid, or helped a loved one apply then the title of this episode probably resonates with you. It might even strike a nerve. Mike and Nathan discuss what applying for Medicaid is like, the issues that can come up and how to make it a smooth and successful experience.

Are you the Trustee of someone's trust? Do you know the crucial first steps you should be taking when someone passes away? Are you the beneficiary of a trust? Do you know what the Trustee should be doing? Being the Trustee comes with a lot of legal obligation. Listen to this episode to learn what to do as a Trustee to avoid drama and lawsuits.

Mike and Nathan explain what a buy-sell agreement is, as it's commonly mistaken as a contract to sell a business. Learn what you need to know about this agreement and what triggers it.