PODCAST · education
Legacy Lawyers
by Voyant Legal, Mike Haslam, Nathan Croxford
We talk about the juicy details of cases that our law firm has dealt with. (Of course changing the names and details to protect attorney client privilege) Without using lawyer talk and legalese, we dive into what options our clients were faced with to fix their situation.
Episodes
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Protecting a Loved One From Scams in Utah: What Your Estate Plan Can (and Can’t) Do [Ep. 142]
Americans 60 and older reported $7.75 billion in losses to the FBI in 2025, up 59% in a single year. The newest scams (AI voice clones, fake government calls, gold couriers) are built to fool careful people, which means “just be careful” isn’t a plan anymore. In this episode, Michael Haslam and...
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Planning for Dementia in Utah: What to Do Before You Can't Decide for Yourself [Ep. 141]
An estimated 7.4 million Americans age 65 and older are living with Alzheimer's or dementia, about 1 in 9. Chances are good you know someone, and chances are also good their family didn't plan for how fast it can move. In this episode, Nathan Croxford and Taylor Stone explain what to put in place...
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Estate Planning in Utah: How to Spot an Expert [Ep. 140]
Not all estate plans are created equal, and most people have no way to tell the difference until it's too late. In this roundtable episode, Michael Haslam, Taylor Stone, Brian Edwards, and Cody Millward get candid about what separates real expertise from checkbox planning. They walk through what...
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The AI Estate Planning Question Your Clients Are Already Asking [Ep. 139]
In one year, the share of Americans who trust AI more than an attorney for estate planning jumped from 20% to 30%, the biggest single-year shift Trust & Will has measured in six years of surveying. Among Gen Z, that number is 46%. In this episode, Michael Haslam and Brian Edwards break down what...
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Trump Accounts: What Utah Families Need to Know About the New Children's Savings Vehicle [Ep. 138]
A brand new federal savings account for kids just opened, with a free $1,000 attached for a lot of families. Most parents have heard the headline and none of the fine print. In this episode, Nathan Croxford and Taylor Stone break down what a Trump Account actually is (hint: it's not a 529, it's...
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Protecting Your Retirement Accounts from the SECURE Act Traps Nobody Told You About [Ep.137]
87% of people who inherit an IRA make a mistake that can destroy up to half the account's value. Most of them have never heard of the rule they broke. In this episode, Michael Haslam and Brian Edwards break down what actually happens after an IRA or 401(k) gets inherited. The old "stretch IRA"…
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Gen X: You're the Most Financially Exposed Generation and Nobody Is Talking to You [Ep. 136]
62% of Gen X adults have zero estate planning documents — a higher rate than Gen Z, Millennials, or Baby Boomers. The generation carrying the most financial complexity is the least protected, and almost nobody is saying it out loud. In this episode, Nathan Croxford and Taylor Stone break down the...
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Your Kid Just Turned 18: The 3 Documents Every Parent Needs Before College [Ep. 135]
The moment your child turns 18, you lose all legal access to their medical records, school records, and financial accounts — not some access, all of it. Most parents find this out in a hospital waiting room, when it's too late to fix. In this episode, Nathan Croxford and Brian Edwards break down...
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6 Legal Ways to Reduce Your Taxes (That Most People Don't Know About) [Ep. 134]
Selling a highly appreciated business, property, or investment usually means writing a big check to the IRS — but the tax code offers legitimate ways to reduce or eliminate that bill. Most people either don't know these strategies exist, or assume they're only for the ultra-wealthy. In this...
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The Utah Domestic Asset Protection Trust: A Tool Most States Don't Have [Ep. 133]
Most people assume asset protection is for the ultra-wealthy — offshore trusts, Cayman Islands, $50,000 to set up. It's not. And for Utah residents, there's a tool right at home that delivers the same core protection at a fraction of the cost. In this episode, Nathan Croxford and Brian Edwards...
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How to Fund a Living Trust in Utah (Step-by-Step) [Ep. 132]
A living trust that was never funded doesn't avoid probate — it just delays it. Most Utah families who go through probate anyway had a trust sitting in a filing cabinet the whole time. The document isn't the plan. The funding is. In this episode, Nathan Croxford and Taylor Stone walk through...
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Blended Family Estate Planning: Protecting Spouse & Kids [Ep. 131]
Leaving everything to your spouse and "trusting them to do right by your kids" isn't a plan—it's a wish. In a blended family, a standard will is a ticking time bomb. Under Utah law, a surviving spouse who inherits outright has full legal ownership and can completely disinherit your biological...
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Estate Planning When You Don't Have Kids: The Solo Ager Playbook [Ep. 130]
Roughly 1 in 4 Americans over 50 has no children. That translates to 22 million adults aged 60+ living alone without a traditional family support system—the highest rate in the world. Despite these numbers, the estate planning industry remains stuck in the past. Nearly every YouTube case study…
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Your Trust Is Set Up. But Is Your Home Still Insured? [Ep. 129]
A family wakes up to smoke filling their home. They escape safely. The fire department saves part of the structure. They file an insurance claim expecting help rebuilding. Then the surprise: only their personal belongings are covered. The house itself is denied. Why? The home had been transferred...
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A Family Office: Coordinate Your Legal, Tax, and Financial Decisions in One Place [Ep. 128]
In this episode, Michael Haslam and Brian Edwards discuss why your legacy deserves the same level of professional coordination as a successful business or a championship sports team. For too long, families have suffered from a "fragmented team" approach, where CPAs, attorneys, and financial...
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New Federal Reporting Rule for Real Estate? What You Need to Know [Ep. 127]
A new federal reporting rule is changing how some real estate transactions are reported to the government. But what does it actually mean for homeowners and estate planning? In this episode of the Legacy Lawyers Podcast, we break down FinCEN’s new real estate reporting requirements, why the rule...
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Nonprofits Done Right: Mission First, Structure Second [Ep. 126]
Starting a nonprofit takes more than good intentions. In this episode, we break down what it really means to build a 501(c)(3) the right way, from clarifying the mission to setting up the proper structure and governance. We discuss why mission should always come first, how structure supports long...
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Section 8 Housing, Inheritances, and the Planning Mistakes That Cost Families Benefits [Ep. 125]
Section 8 housing rules can be confusing, especially when an inheritance is involved. In this episode, Mike Haslam and Taylor Stone discuss how subsidized housing works, what changed under the new regulations, and why inheritances can create serious problems for people receiving government...
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Retirement Trusts: Protecting Your Legacy [Ep. 124]
Retirement accounts don’t always go where you expect, especially when cognitive decline becomes an issue. Nathan and Brian discuss how beneficiary designations, tax rules, and retirement trusts intersect, and how the right planning can protect both the assets and the people relying on them.
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Navigating Utah's New Healthcare Directive Law [Ep. 123]
In this podcast episode, hosts Michael Haslam and Brian Edwards discuss the recent changes to Utah's healthcare directive law, including the new standardized form and its implications for healthcare decision-making. They explore the importance of having a healthcare directive, the changes in the...
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The Will That Appeared: Tony Hsieh's Estate Plan and Why Communication is Key [Ep. 122]
In this episode, Nathan Croxford and Taylor Stone discuss the legacy of Tony Hsieh, the founder of Zappos, and the implications of his estate planning decisions following his untimely death. They explore the discovery of a will five years after his passing, the complexities surrounding it, and…
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The Personal Asset Risks of Not Properly Maintaining Your LLC [Ep. 121]
In a Halloween-themed discussion, Mike and Brian talk about the “scary” consequences of not properly maintaining an LLC, focusing on a real-life case where an owner lost personal liability protection.
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Lawyer vs ChatGPT Round 2. Can AI create an estate plan? [Ep. 120]
🎙️ AI vs. Attorneys: Can ChatGPT Replace a Lawyer? Mike Haslam and Taylor Stone revisit their popular “Is AI Smarter Than a Lawyer?” challenge to see how far artificial intelligence has come since their first test in 2023. They quiz ChatGPT on Utah estate planning questions—trusts, small estate...
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From Conflict to Tradition: How to Pass Down the Family Cabin [Ep. 119]
Family cabins carry deep memories but they can also create conflict if not planned for carefully. In this episode Mike Haslam and Connor Cottle share five key considerations to help families preserve their cabins, avoid disputes, and keep traditions alive for future generations.
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What Can the Prince of Darkness Teach Us About Good Estate Planning? [Ep. 118]
In this episode of the Legacy Lawyers Podcast, Nathan Croxford and Brian Edwards look at the estate of rock legend Ozzy Osbourne to uncover valuable lessons in planning ahead. They talk about how Sharon Osbourne helped structure his assets and likeness, why it is important to keep an estate plan...
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Should Your Kids Be On Your Bank Accounts [Ep. 117]
In today’s episode, Nathan Croxford and Connor Cottle discuss the best way to handle your bank accounts when planning for the future. They explain why keeping your accounts in your name provides clarity, protection, and ease for your loved ones. Tune in to learn the proper approach and how it can...
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Trust Or No Trust, Check Your Real Estate Deeds [Ep. 116]
In this episode, attorneys Brian Edwards and Nathan Croxford discuss a case where a man and his girlfriend bought a house together, but the deed didn’t specify joint tenancy or list a trust. Legally, that meant they likely held the property as tenants in common, each owning 50% without…
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What is the "The One, Big, Beautiful Bill" and what are the tax implications on my Estate Planning [Ep. 115]
Today in this podcast we break down complex estate planning topics into clear, actionable insights. In today’s episode, we’re diving into 'The One, Big, Beautiful Bill' — what it is, how it could reshape the estate planning landscape, and most importantly, what it means for your taxes. Whether...
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Joint Tenancy - New Rules You Should Know
In this episode Nathan speaks with Taylor Stone, on unpacking the latest changes in the law around joint tenancy. If you co-own property with someone—whether it's your partner, a friend, or a business partner—these new rules could have a big impact on your rights and responsibilities. We break…
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Brian Edwards Bio
This episode consists of Brian Edwards introduction and who he is. We talk about his background and knowledge.
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Learn how to Avoid Probate over Medical Records [110]
In this episode of Legacy Lawyers, Nathan and Mike explore the complexities of HIPAA laws and their effects on families coping with the loss of a loved one. They discuss a real-life case where parents sought medical information following their adult child's untimely death and the legal challenges...
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Did the Federal Government Just Nullify My Non-Compete Agreement? [109]
In this episode, Nathan welcomes Tyler Moss, a new partner at Voyant Legal specializing in litigation, to discuss the significance of non-compete agreements for businesses. They explore the purpose of non-competes in safeguarding confidential information, client lists, and staff from being…
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Victoria's Story: Not Having a Will or a Trust can be Scary [108]
In this episode of Legacy Lawyers, we discuss the importance of a will or trust to protect your family. We hear a real Voyant Legal story about our client's experience of losing a loved one without a trust or will in place and how our team was able to step in and help navigate the steps forward…
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Can You Use a Trust to Sell Your Business to Avoid Paying Taxes? What's a 643 B Trust? [EP 107]
In the latest episode of the Legacy Lawyer podcast, the hosts share their humorous experiences with technical difficulties during recording. They delve into a detailed analysis of a questionable tax strategy involving Section 643B trusts, which claim to eliminate capital gains taxes on the sale…
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Does Your Buy-Sell Agreement Contain A Hidden Tax Trap [EP 106]
Do you run a small business with partners? In this episode, our team discusses a new Supreme Court ruling that could affect your buy-sell agreement and tips for protecting your family in case the worst happens.
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Taylor Stone Origin Story [Ep. 105]
In this podcast, we explore the background and history of our attorney, William Taylor Stone, at Voyant Legal.
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Have You Ever Accidentally Laundered Money? [Ep. 104]
Have You Ever Accidentally Laundered Money? In this episode, we talk about the different kinds of money laundering and how scammers can take advantage of innocents.
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The Corporate Transparency Act: a new reporting mandate for all business [EP. 103]
Nathan and Michael dive deep into the new Corporate Transparency Act. Learn more about this new reporting mandate for all businesses, what the steps are for your business, and the implications going forward.
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Learn About The New Legacy IRA [EP. 102]
In the latest episode, Nathan and Michael explore the advantages of Legacy IRA, particularly for individuals who have retired around the age of 70-71. They shed light on a beneficial option within the tax code that provides a tax-efficient strategy for retirees engaged in charitable giving.
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Don't Let Estate Fraud Happen To You [Ep. 101]
In this new episode, Michael and Nathan discuss a potential estate fraud of a wealthy man with no living heirs. This episode walks you through the situation and how to avoid possible fraud by writing your estate plan.
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Did the IRS Just Change the Tax Rules for ALL Irrevocable Trusts! Nope [Ep. 100]
Nathan and Micheal talk about Irrevocable trust. This episode clears up confusion some financial advisers and media sources shared about the recent interpretation sent out by the IRS for irrevocable trusts.
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Get Free Insurance on Your Bank Account Using a Trust [Ep. 99]
In this episode, Nathan and Michael discuss more about trusts, banks, and money. If you're looking to leave money to your family, you'll want to listen to this episode to discover how you can possibly get insurance on your bank account for free.
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Don't Get Blindsided By A Conservatorship [Ep. 98]
Nathan and Michael discuss an ongoing conservatorship case that has caught the attention of many. That's right, in this episode they talk about a recent filing from Michael Oher, whose story was shown in the popular movie "The Blind Side." Listen to this episode to learn more about the case and...
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Can You Protect Your Estate Plan From Attacks? [Ep. 97]
In this new episode, Michael and Nathan discuss the ins and outs of protecting your estate plan. From who you tell about your plan, to who you should or shouldn't cut out, this episode covers it all. Learn more about who you should have your estate plan written by, where you should keep it, and...
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The Queen of Soul Made a Mess With Her Handwritten Wills [Ep. 96]
Handwriting your living will may seem like a good idea. However, without the assistance of a trusted legal advisor, it could cause more trouble for your family. In this episode, Nathan and Michael discuss the handwritten wills of Aretha Franklin, which led to an extensive court case over many...
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Can an ESOP Allow You to Sell Your Business Tax Free? [Ep. 95]
In this episode, Nathan and Michael discuss an Employee Stock Ownership Plan (ESOP), which can allow business owners to sell their company in a way that saves on taxes. An ESOP is a very articulate plan that can have benefits for your future generations. Learn more about employee stock ownership...
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What Went Wrong With The Kouri Richins Prenup? [Ep. 94]
Nathan and Michael dive deeper into the Richins case in this fascinating episode. Learn more about prenups, wills, and the slayer statute through this ongoing case.
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What to Know Before You Sue a Sibling Over Your Inheritance [Ep. 93]
The actual cost of litigation of inheritance is revealed in the episode Nathan and Micheal discuss what you should know before you sue a sibling. Learn more about how proper estate planning can prevent ugly litigation from happening and how to determine if litigation is necessary.
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What to Do to Avoid Abuse by a Power of Attorney [Ep. 92]
In this new episode, Nathan and Michael discuss a case where a power of attorney went wrong. It's important to be cautious with who you choose as your power of attorney and be educated on your options. However, a power of attorney is a great tool you are able to use. Learn all about this case and...
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ABOUT THIS SHOW
We talk about the juicy details of cases that our law firm has dealt with. (Of course changing the names and details to protect attorney client privilege) Without using lawyer talk and legalese, we dive into what options our clients were faced with to fix their situation.
HOSTED BY
Voyant Legal, Mike Haslam, Nathan Croxford
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Frequently Asked Questions
How many episodes does Legacy Lawyers have?
Legacy Lawyers currently has 142 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Legacy Lawyers about?
We talk about the juicy details of cases that our law firm has dealt with. (Of course changing the names and details to protect attorney client privilege) Without using lawyer talk and legalese, we dive into what options our clients were faced with to fix their situation.
How often does Legacy Lawyers release new episodes?
Legacy Lawyers publishes regularly with 142 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Legacy Lawyers?
You can listen to Legacy Lawyers on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Legacy Lawyers?
Legacy Lawyers is created and hosted by Voyant Legal, Mike Haslam, Nathan Croxford.
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