Legacy Sips & Tips with Lindsay

We’re diving into an important but often tricky topic in this week’s podcast episode. Let’s face it—conversations about death or estate planning aren’t easy. But avoiding them? That can lead to confusion, stress, and even heartache down the road. This episode is packed with tips and strategies to make these discussions a little less awkward and a lot more meaningful.  💡 What you'll learn: Ho...

Enjoy this episode in which Lindsay discusses being a business owner and estate planning. Learn how running your business and having a revocable living trust go hand in hand, and how having the proper power of attorney documents in place can ensure your business continues to run when you're not able to be in charge. This is a good episode to listen to if you are a business owner, entrepreneur...

Welcome to the Halloween Episode. This is a fun episode about Halloween, trick or treating, traditions, and spirits.  Wine Talk: Viking Blod Nordic Honey Wine 1700 recipe  - - Follow Lindsay on IG @ SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay              For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online Want to learn more? Check out our...

Lindsay pulls back the curtain on the real estate industry and discuss why many realtors often prioritize quick commissions over genuine client care. While closing deals is important, building lasting relationships with clients is what truly sets successful realtors apart. Join Lindsay as she explores the unique idea of gifting estate planning services as a closing gift. She discusses how this tho...

In this episode, Lindsay tackles a crucial question: when is the right time to create your estate plan? Whether you're starting a family, acquiring assets, or simply approaching a new life stage, Lindsay highlights the key moments that signal it’s time to take action. Learn the importance of getting your wishes in order and how proactive planning can provide peace of mind for you and your lov...

Join Lindsay as she uncovers the surprising truth: Estate Planning is not as permanent as you might think! Explore how life changes; from new family members to evolving financial situations, and how those key moments can prompt a fresh look at your plan. Discover the flexibility of revocable living trusts, which allow you to amend Your Estate Plan whenever necessary. Learn how this powerful tool g...

Say What? Ever been confused as to who a Settlor is? What does intestate mean? In today's episode, Lindsay describes the different terms and words you may encounter when planning or creating Your Estate Plan and why words matter. After this episode, you will be able to read legal estate planning documents confidently and know who's who, and what all that convoluted legal jargon actually...

So, you’ve been appointed as a trustee of a trust. AKA you’re a Successor Trustee and now it is your job to manage, administer, and implement the terms and conditions of a trust.  In this Episode, Lindsay walks you through step-by-step on how to navigate your new role as a trustee. How to secure the estate, inventory, notifying beneficiaries, managing finances, selling a home, and more.  Wine Talk...

- - Follow Lindsay on IG @ SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay              For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online Want to learn more? Check out our [Free] Webinar HERE Get started with our Cover Your A$$ets Workbook Create Your Estate Plan HERE

Learn all about the probate process in the episode and why you will absolutely want to avoid it. Lindsay discusses the complexity (over 20 filings and several appearances with the court), time consuming (think 18 months), and expensive (average cost of $28k+) process of probate. You will be well versed in what probate actually is and how the process works after listening to this episode.  Wine Tal...

Oooo look a squirrel!! Today’s episode is all about the wonders of having ADHD (attention deficit hyperactivity disorder). Lindsay discusses the pros and cons of having ADHD and why she doesn’t think it’s really a disorder. But more how it’s like having your very own superpower 🦸🏻‍♀️ As always, this isn’t medical or clinical advice but a fun discussion of how Lindsay navigates her own ADHD and s...

Look who has a birthday today!! In this Episode, Lindsay discusses her birthday, getting older, knee injections, and her bucket list trip to Peru! Yes, there will be a discussion of Alpacas 🦙, Machu Pichu, and the Galapagos Islands 🐢.  Learn and enjoy mini retirements and not waiting until it’s too late to travel and check off some of those bucket list items. Also, be sure to get Your Estate Pla...

In this episode, Lindsay is preparing for a bucket list trip to Peru to hike Machu Picchu! Listen as she describes her packing style, travel tips, and favourite places to go. Rothys Shoes: https://rothys.com/ Wine Talk: 2021 Dillian Semillon  Plymouth, California -Amador County  - - Follow Lindsay on IG @ SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay              For more resources and...

We live in a digital world, so why wouldn't you need to provide for what happens to your digital assets when you're gone? Today Lindsay discusses why you need to protect your digital assets and provide access to your digital photos, facebook accounts, phones, computers, emails, and more. Learn how you can provide instant access for your loved ones in an emergency or when you've pass...

A homestead exemption is a legal provision that protects a homeowner's primary residence from being seized to pay off debts, except for certain types of debts such as property taxes or mortgage obligations. It can also reduce the taxable value of the property, providing a property tax reduction for the homeowner. This exemption varies by state and jurisdiction. In some states, homestead prote...

Lindsay discusses just what an Estate Plan is and the importance of comprehensive estate planning to avoid probate (gross!) and ensure the smooth transfer of assets after death (preserve your legacy!). Learn about the necessary documents, such as a pour-over will, what is a trust exactly, and how to word beneficiary designations. Also hear about the role of a successor trustee, executor, and perso...

Join Lindsay and Chance Claxton on his unique perspective on why and how to set up life insurance for you and your family. Listen to Chance's life story of the death of his parents when he was a teenager and his military service as an alternative to being homeless at 18. This is an important discussion on the significance of estate planning and life insurance for ensuring financial security a...

Lindsay discusses the growing trend of individuals opting for fur babies instead of traditional children and why it is just as important to provide for them in Your Estate Plan as you would for your human children. Learn how to ensure the well-being of your pets after your passing, ensure they don't end up at a shelter, and listen to some fun celebrity pet inheritance provisions.  Wine Talk:...

Lindsay discusses the unexpected and hidden costs of death. It's a lot more than you may realize. Who gets stuck with the bill? Can you prepurchase your own funeral and lock in today's rates? What about new alternative ways of handling your body after you're gone? Do you have instructions for when you're gone as to what you want and where you want to go? Listen in to learn abou...

Estate Planning Nightmares. . . and how to avoid them with Jonathan Braddock.  Join Lindsay for a fun discussion with Your Life and Wishes founder, Jonathan Braddock on how important it is to set up a Legacy Vault so your loved ones can access all your important information and documents after you pass or are incapacitated.  If you want to get Your Legacy Vault set up. Your Estate Plan offers life...

In this episode, Lindsay talks about what happens when your darling babies now turn 18 and graduate from high school. Are they still your kids? Are they adults? Are you able to take care of things for them at that point? What if they were in an accident? What if they were hurt? What if you needed to take care of bills for them? Could you help your kids? The answer is no! Unless you have them get a...

Lindsay shares her love for reading and its transformative impact on her life. Listen as she discusses how books provide escape, education, and personal growth, and highlight diverse genres and authors. Lindsay will share her favorite books, including "Name of the Wind, "Shadow of the Wind" and "King of the Wind" (a theme perhaps?). Reading has the power to inspire new per...

In this episode, Lindsay diverges from the normal stuff to talk about the enlightening and heavy subject of mental health. Listen as Lindsay describes her struggles with ADHD, depression, and some tools that have helped her.  Trigger Warning: Discussions regarding death, dying, suicide, substance abuse.  Suicide and Crisis Prevention hotline: 988 - - Follow Lindsay on IG @ SipsAndTipsWithLindsay a...

Join Lindsay for a conversation with Jorge Serrano of High Sierra Insurance about the importance of insurance for small businesses and why you need it. Learn how to find the right policy to protect your hard earned assets and ensure financial stability.  Also listen to their experiences as entrepreneurs, the challenges of balancing work and family life, and the significance of hard work, delegatio...

Lindsay discusses the pros and cons of entrepreneurship, emphasizing the personal freedom and autonomy that comes with it, as well as the challenges of financial instability and long work hours, the importance of understanding the benefits and difficulties of entrepreneurship and developing the necessary skills and mindset to succeed in this field. She also talks about the importance of setting up...