Legal Tea

Send us Fan Mail Tune in for an episode on “Current Trends” – you may have heard some reports about Jay Leno's wife's, Mavis Leno, dementia diagnosis and because of it, Jay attempting to become her conservator. Let's talk about it, as well as guardianships and conservatorships (what are they, why they're needed, etc.).Sources and episode transcript can be found at: LegalTeaPodc...

Send us Fan Mail Tune in for a “Cautionary Tales" episode! Unfortunately, there are "bad eggs" in every profession, right? The financial advisor/financial services industry is no different. Tune in to hear about a few real-life stories that prove this to be true. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the iconic Price is Right host, Bob Barker. Come on down! Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Send us Fan Mail Tune in for an episode on “Current Trends” – this episode shares a story about an Indiana man who left his $13 Million Dollar Estate to various charitable organizations (that his Executor got to pick). It's a feel-good story, so tune in! Sources and episode transcript can be found at: LegalTeaPodcast.com.

Send us Fan Mail Tune in for a “Cautionary Tales" episode! This episode is about a couple that created an Irrevocable Life Insurance Trust, which is an estate planning tool often used by those that exceed the estate tax exclusion amount. Something went wrong - tune in to hear what happened. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of our Margaritaville friend, Jimmy Buffett. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Send us Fan Mail Tune in for an episode on “Current Trends” – this episode dives into a new law impacting business owners called the Corporate Transparency Act. If you own a business or will be starting a business, this episode is for you! Sources and episode transcript can be found at: LegalTeaPodcast.com.

Send us Fan Mail Tune in for a “Cautionary Tales" episode! On this episode, we share a story about a young lady that inherited a Trust from her parents (at her parents' passing). Her brother was named the Trustee and inadvertently failed to follow the terms of the Trust. Let's talk about what happened in this story, then discuss factors to consider when naming people in various esta...

Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the infamous David Bowie. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Send us Fan Mail Tune in for an episode on “Current Trends” – Inspired by a video game called Starfield and specifically the Last Will and Testament Quest (a level in the video game), let's talk about a real-life story about a lost and missing estate plan - and what you can do to avoid making that mistake! Sources and episode transcript can be found at: LegalTeaPodcast.com.

Send us Fan Mail Tune in for an episode on “Cautionary Tales." On this episode, we share a story about a woman, who while attempting to do her own estate planning, learned about something that should have been "cleaned up" after her mother passed away 10+ years ago. Now, it may be too late. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the actor and entrepreneur, Paul Newman. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Send us Fan Mail Tune in for an episode on “Current Trends” – Often, during the holidays, we see family members and loved ones we have not seen in a while and may notice they have physically or cognitively declined. This episode dives into some resources, tools, and tips/tricks if you happen to notice something like this. Sources and episode transcript can be found at: LegalTeaPodcast.com.

Send us Fan Mail Tune in for an episode on “Cautionary Tales." On this *Halloween* episode, we discuss your options as it relates to funeral planning (pre-planning, state forms, not planning at all) - and share a few stories of real-life clients' wishes as it relates to this topic. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" – some may not consider him a "celebrity" but he sure is well-known, so let's count it! This episode is on Warren Burger, former Chief Justice on the US Supreme Court, and his estate. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Send us Fan Mail Tune in for an episode on “Current Trends” – specifically, this episode dives into taxes, which is not the most fun topic in the world! Though, as we near 2025/2026, the topic of estate taxes (and whether they'll automatically decrease due to a sunset provision in the Tax Cuts and Jobs Act) will become a more and more popular one. Tune in to hear the scoop! Tune in! Sources a...

Send us Fan Mail Tune in for an episode on “Cautionary Tales." On this episode, we dive into a real-life client that did not put their children in any estate planning roles - we discuss "why" they did that and also, things to consider when picking "who" you want in various roles. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" – specifically, this episode is on the actor who played Tony Soprano on The Sopranos, James Gandolfini. You'll be surprised to hear who was the biggest beneficiary of his Estate! Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Send us Fan Mail Tune in for an episode on “Current Trends” – specifically, this episode dives into what has happened to the "real-life" people from the movie, The Blind Side, recently. Michael Oher has a thing or two to say about Sean and Leigh Ann Tuohy being his Conservators. Tune in! Sources and episode transcript can be found at: LegalTeaPodcast.com.

Send us Fan Mail Tune in for an episode on “Cautionary Tales." On this episode, we dive into a real-life story where a family was not arguing over money after someone passed away, but arguing about who got to be in control (who got to be the executor). Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" – specifically, this episode is on Casey Kasem, which is a name and face you may not immediately recognize, but you'd sure recognize his voice - especially since he was the voice of Shaggy on Scooby Doo! Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Send us Fan Mail 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.

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.

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.

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.