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All Episodes

Legacy Lawyers — 134 episodes

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Title
1

6 Legal Ways to Reduce Your Taxes (That Most People Don't Know About) [Ep. 134]

2

The Utah Domestic Asset Protection Trust: A Tool Most States Don't Have [Ep. 133]

3

How to Fund a Living Trust in Utah (Step-by-Step) [Ep. 132]

4

Blended Family Estate Planning: Protecting Spouse & Kids [Ep. 131]

5

Estate Planning When You Don't Have Kids: The Solo Ager Playbook [Ep. 130]

6

Your Trust Is Set Up. But Is Your Home Still Insured? [Ep. 129]

7

A Family Office: Coordinate Your Legal, Tax, and Financial Decisions in One Place [Ep. 128]

8

New Federal Reporting Rule for Real Estate? What You Need to Know [Ep. 127]

9

Nonprofits Done Right: Mission First, Structure Second [Ep. 126]

10

Section 8 Housing, Inheritances, and the Planning Mistakes That Cost Families Benefits [Ep. 125]

11

Retirement Trusts: Protecting Your Legacy [Ep. 124]

12

Navigating Utah's New Healthcare Directive Law [Ep. 123]

13

The Will That Appeared: Tony Hsieh's Estate Plan and Why Communication is Key [Ep. 122]

14

The Personal Asset Risks of Not Properly Maintaining Your LLC [Ep. 121]

15

Lawyer vs ChatGPT Round 2. Can AI create an estate plan? [Ep. 120]

16

From Conflict to Tradition: How to Pass Down the Family Cabin [Ep. 119]

17

What Can the Prince of Darkness Teach Us About Good Estate Planning? [Ep. 118]

18

Should Your Kids Be On Your Bank Accounts [Ep. 117]

19

Trust Or No Trust, Check Your Real Estate Deeds [Ep. 116]

20

What is the "The One, Big, Beautiful Bill" and what are the tax implications on my Estate Planning [Ep. 115]

21

Joint Tenancy - New Rules You Should Know

22

Brian Edwards Bio

23

Can A Probate Court Hijack Your Estate?

24

Learn how to Avoid Probate over Medical Records [110]

25

Did the Federal Government Just Nullify My Non-Compete Agreement? [109]

26

Victoria's Story: Not Having a Will or a Trust can be Scary [108]

27

Can You Use a Trust to Sell Your Business to Avoid Paying Taxes? What's a 643 B Trust? [EP 107]

28

Does Your Buy-Sell Agreement Contain A Hidden Tax Trap [EP 106]

29

Taylor Stone Origin Story [Ep. 105]

30

Have You Ever Accidentally Laundered Money? [Ep. 104]

31

The Corporate Transparency Act: a new reporting mandate for all business [EP. 103]

32

Learn About The New Legacy IRA [EP. 102]

33

Don't Let Estate Fraud Happen To You [Ep. 101]

34

Did the IRS Just Change the Tax Rules for ALL Irrevocable Trusts! Nope [Ep. 100]

35

Get Free Insurance on Your Bank Account Using a Trust [Ep. 99]

36

Don't Get Blindsided By A Conservatorship [Ep. 98]

37

Can You Protect Your Estate Plan From Attacks? [Ep. 97]

38

The Queen of Soul Made a Mess With Her Handwritten Wills [Ep. 96]

39

Can an ESOP Allow You to Sell Your Business Tax Free? [Ep. 95]

40

What Went Wrong With The Kouri Richins Prenup? [Ep. 94]

41

What to Know Before You Sue a Sibling Over Your Inheritance [Ep. 93]

42

What to Do to Avoid Abuse by a Power of Attorney [Ep. 92]

43

How Long Should You Keep Working, Another Case of Elder Fraud, and More Options for Assisted Suicide [Ep. 91]

44

A New Way to Fight Elder Abuse [Ep. 90]

45

Why a Two Week Trial Over a Ski Accident Relates to Your Estate Planning [Ep. 89]

46

How Much Does a Will or Trust Cost [Ep. 88]

47

Be Like Kobe - Mamba Estate Planning [Ep. 87]

48

You Could Be Financially Liable for Your Partner’s Fraud Without This Planning [Ep. 86]

49

Don't Let a Romance Scam Ruin Your Estate Plan [Ep. 85]

50

If You Have Any Artwork, Then, Please Take These Extra Steps in Your Trust Planning [Ep. 84]

51

What Lisa Marie Taught Us About Amending a Trust [Ep. 83]

52

The 529 Has Become the Best Investment Vehicle of Them All [Ep. 82]

53

Can AI Replace an Estate Planning Attorney? [Ep. 81]

54

What Everyone Needs to Know about the Secure Act 2.0 [Ep. 80]

55

The Tax Law Every Business Owner Needs to Know Before New Year's Eve [Ep. 79]

56

Are You Buying Fractional Ownership of a Vacation Home? [Ep. 78]

57

Fight Inflation by Recasting your Mortgage [Ep. 77.]

58

Does your will have an In Terrorum Clause? (AKA no contest clause) [Ep. 76.]

59

When DIY is NOT the Best Option! [Ep. 75.]

60

What do Reverse Gifting, Chuck Norris and Protein Shakes Have in Common? [ Ep. 74 ]

61

Why Don't Celebrities Have a Will? [Ep. 73]

62

Write Your Own Obituary or This Could Happen to You! [Ep. 72]

63

Never, Never, Never Add Someone Else's Name to Your Home's Deed [Ep. 71]

64

You Can Still Qualify for the Employers Retention Credit [Ep. 70]

65

Can Anyone Leave Wealth for Generations [Ep. 69]

66

Don't Make The Same Mistakes As Britney Spear's Guardian [Ep. 68]

67

Email After You Die [Ep. 67]

68

Pay Your Parent's Debt [Ep. 66]

69

Mother Gives Birth to Daughter's Child [Ep. 65]

70

Can an ex-spouse get life insurance at death? [Ep. 64]

71

What Happens with Cremation Ashes in Australia? [Ep. 63]

72

Medicaid. Being Lost In A Desert Wasteland. [Ep.62]

73

The First Thing A Trustee Should Do After A Death [Ep. 61]

74

What Triggers A Buy-Sell Agreement? [Ep. 60]

75

The Mystery of Tokenized Real Estate [Ep. 59]

76

Did Physician Assisted Suicide Just Get Easier? [Ep. 58]

77

Don't Make This Common Mistake with Your Bank Account [Ep. 57]

78

If you leave money to a charity, don't make these mistakes. [Ep. 56]

79

How Someone Can Commit Home Theft Without You Knowing Until It's Too Late [Ep. 55]

80

Crypto and Blockchain Still Has Risk [Ep. 54]

81

Are Trustees Safe After A Settlement Agreement? [Ep. 53]

82

Should Everyone Have A Blockchain Estate Plan? [Ep. 52]

83

An Update on Tony, Prince and Britney. Would you have settled? [Ep. 51]

84

What Every Responsible Parent Should Do Before They Travel [Ep. 50]

85

Is estate planning even possible with crypto currency! [Ep. 49]

86

Are You Bunny Wailer's Heir? [Ep. 48]

87

The fallout from Britney Spear's conservatorship ending [Ep. 47]

88

Utah Attorney Pleads Guilty To Embezzling Millions [Ep. 46]

89

Who should you leave assets to? [Ep. 45]

90

What you should know about your LLC [Ep. 44]

91

Why using pig anatomy in human surgeries affects your estate plan. [Ep. 43]

92

Do you need to worry about the generation skipping tax? [Ep.42]

93

One of The Largest Treasure Hunts Is for A Trust [Ep.41]

94

Why Every 529 Plan Should Be Owned By A Trust [Ep.40]

95

The family business can cause the most taxes at death. [Ep.39]

96

Do you need a will or a trust? [Ep.38]

97

Britney Spears' father files to end her guardianship...is that all it takes? [Ep.37]

98

Don't remarry without talking about the P word. [Ep.36]

99

What happens to a lawsuit if the person dies? [Ep.35]

100

The one website that will immediately improve family relationships . . . or not [Ep.34]

101

When do beneficiaries need to pay taxes on their inheritance? [EP.33]

102

What the latest headlines about the Britney Spears case really mean. [Ep.32]

103

How Undue Influence or Duress Can Cause A Will or Trust to Be Challenged [Ep.31]

104

Who really has capacity to sign a will or trust. [Ep.30]

105

What every divorced parent should know about protecting their children. [Ep. 29]

106

Your children can be protected even if you're not around to protect them. [Ep.28]

107

Can a Post-It® Note become a contract your heirs must pay? [Ep.27]

108

Can my trustee just quit? [Ep.26]

109

Britney Spears Finally Gets To Speak #FreeBritney [Ep.25]

110

Don't set your trustee up for failure. [Ep.24]

111

Are your assets exposed?... Do your own self assessment. [Ep.23]

112

Anyone can sue you anytime for any reason . . . and there IS something you can do about it! [Ep.22]

113

Are you ready for the proposed tax changes? [Ep.21]

114

The secret to how your grandchildren can retire even if social security is gone. [Ep.20]

115

Veterans can get a massive ROI on their planning investment! [Ep.19]

116

Britney Spears fights back!! #FreeBritney [Ep.18]

117

The tricky thing about planning with IRAs. [Ep.17]

118

Why you should know what a special needs trust is for. [Ep.16]

119

Can you protect a child's inheritance from divorce? [Ep.15]

120

How to protect your spendthrift child. [Ep.14]

121

How can you protect your spouse from fraud after you pass away? [Ep.13]

122

Can your spouse change your trust after you pass away? [Ep.12]

123

How much can three little words cost you? Part 2 [Ep.11]

124

How much can three little words cost you? [Ep.10]

125

Britney Spears - Oops I Did It Again #FreeBritney [Ep.9]

126

What happened to Britney Spears could happen to you. #FreeBritney [Ep.8]

127

The Refinance Trap [Ep.7]

128

Medicaid's Dirty Little Secret [Ep.6]

129

When is it okay to let an adult child move in? [Ep.5]

130

Tony Hsieh. Am I too young to have an estate plan? [Ep.4]

131

Title Theft. Is It Real? [Ep.3]

132

Nathan Croxford's Story [Ep.2]

133

Mike Haslam's Story [Ep.1]

134

Introducing Legacy Lawyers