Stephen Lacey

Legacy Liftoff

Education EN ↓ 8 episodes

Legacy Liftoff is the podcast from Lacey Rezanka Law Firm for Florida families and high-net-worth individuals who want straight answers—and a plan that actually holds up when life gets complicated. We cut through the noise around avoiding probate, protecting assets, and minimizing tax exposure, with clear, practical guidance you can use to make confident decisions. Hosted by the attorneys at Lacey Rezanka, each episode tackles the questions we hear every day—what you can do now to protect what you’ve built, how trusts really work, what triggers probate problems, and how to avoid costly mistake...

Author

Stephen Lacey

Category

Education

Podcast website

legacy-liftoff.captivate.fm

Latest episode

Jul 9, 2026

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Episodes

007: Shielding Your Wealth from Creditors: Florida's Best-Kept Legal Advantages - Part 1 09.07.2026

Protecting wealth isn’t just about making money — it’s about keeping it when life gets messy. In part 1, we walk through how high‑earning Florida professionals can proactively guard what they’ve built. We explore why relying solely on insurance is a risky bet, as policies have exclusions, limits, and can be quickly exhausted in catastrophic events. Listeners learn why timing matters: once a lawsui...

006: Reviewing Documents: Turning an Estate “Plan” from Checked Box to Real Protection 25.06.2026

Decades of hard work can be undone by an outdated estate plan. In this episode, we walk through what really happens when Florida families assume a dusty trust binder means their legacy is secure. We explore the most common breakdowns: unfunded trusts that still force heirs through probate, beneficiary designations that quietly override a carefully drafted plan, and outdated trustees or health care...

005: DIY Wills, Powers of Attorney, and Florida Homestead Laws: What Really Puts Your Family at Risk 11.06.2026

Most estate planning mistakes don’t start with bad intentions; they start with bad information. In this episode, we walk through the myths that quietly cost Florida families tens of thousands of dollars and, in some cases, fracture relationships beyond repair. The conversation digs into why DIY estate planning so often backfires, especially in Florida. Pulling a power of attorney or will off the i...

004: Florida Estate Planning Myths That Cost Families Thousands (And How to Avoid Them) 28.05.2026

Most Florida families have an estate plan built on bad information. In this episode, Stephen Lacey breaks down the myths that quietly drain estates, delay inheritances, and tear families apart, starting with the one that surprises almost everyone: a will does not avoid probate. Stephen brings 25 years of Florida estate planning experience to the conversation. He covers why middle-class families ne...

003: Lady Bird Deeds in Florida: What They Are, How They Work, and When to Use One 14.05.2026

Florida homeowners have a powerful tool for passing property to their loved ones without the cost and delay of probate court. But without thoughtful planning, this tool can have devastating long-term consequences. Stephen Lacey, a Florida estate planning attorney, breaks down exactly how Lady Bird deeds work, why retained control sets them apart from traditional life estate deeds, and the situatio...

002: How to Avoid Probate in Florida: Trusts, Beneficiary Designations, and What Most Families Get Wrong 30.04.2026

Probate in Florida can drag on for nine months to a year, cost families 3% of their assets in attorney's fees alone, and leave grieving relatives waiting 45–60 days just to access basic funds. Estate planning attorney Stephen Lacey breaks down exactly why that happens — and what to do before it does. He covers revocable trusts, beneficiary designations, joint ownership pitfalls, and Florida's home...

001: Too Much Misinformation, Not Enough Plain English: Why Legacy Liftoff Exists 30.04.2026

Stephen Lacey grew up watching his parents treat people from all walks of life with the same level of care and respect. That early lesson, that character matters more than credentials, shaped the attorney he became, and it's the reason 3-2-1 Legacy Liftoff exists. In this first episode, Stephen traces his path from Mercer Law School to a University of Florida tax LL.M. to a desk hidden behind a bo...

Welcome to Legacy Liftoff! 04.03.2026

Legacy Liftoff is the podcast from Lacey Rezanka Law Firm for Florida families and high-net-worth individuals who want straight answers—and a plan that actually holds up when life gets complicated. We cut through the noise around avoiding probate, protecting assets, and minimizing tax exposure, with clear, practical guidance you can use to make confident decisions. Hosted by the attorneys at Lacey...

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