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All Episodes

Legacy Lawyers — 136 episodes

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Title
1

Gen X: You're the Most Financially Exposed Generation and Nobody Is Talking to You [Ep. 136]

2

Your Kid Just Turned 18: The 3 Documents Every Parent Needs Before College [Ep. 135]

3

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

4

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

5

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

6

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

7

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

8

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

9

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

10

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

11

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

12

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

13

Retirement Trusts: Protecting Your Legacy [Ep. 124]

14

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

15

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

16

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

17

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

18

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

19

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

20

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

21

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

22

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

23

Joint Tenancy - New Rules You Should Know

24

Brian Edwards Bio

25

Can A Probate Court Hijack Your Estate?

26

Learn how to Avoid Probate over Medical Records [110]

27

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

28

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

29

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

30

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

31

Taylor Stone Origin Story [Ep. 105]

32

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

33

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

34

Learn About The New Legacy IRA [EP. 102]

35

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

36

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

37

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

38

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

39

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

40

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

41

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

42

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

43

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

44

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

45

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

46

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

47

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

48

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

49

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

50

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

51

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

52

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

53

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

54

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

55

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

56

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

57

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

58

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

59

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

60

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

61

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

62

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

63

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

64

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

65

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

66

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

67

Can Anyone Leave Wealth for Generations [Ep. 69]

68

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

69

Email After You Die [Ep. 67]

70

Pay Your Parent's Debt [Ep. 66]

71

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

72

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

73

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

74

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

75

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

76

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

77

The Mystery of Tokenized Real Estate [Ep. 59]

78

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

79

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

80

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

81

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

82

Crypto and Blockchain Still Has Risk [Ep. 54]

83

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

84

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

85

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

86

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

87

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

88

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

89

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

90

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

91

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

92

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

93

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

94

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

95

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

96

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

97

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

98

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

99

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

100

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

101

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

102

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

103

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

104

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

105

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

106

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

107

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

108

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

109

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

110

Can my trustee just quit? [Ep.26]

111

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

112

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

113

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

114

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

115

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

116

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

117

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

118

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

119

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

120

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

121

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

122

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

123

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

124

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

125

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

126

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

127

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

128

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

129

The Refinance Trap [Ep.7]

130

Medicaid's Dirty Little Secret [Ep.6]

131

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

132

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

133

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

134

Nathan Croxford's Story [Ep.2]

135

Mike Haslam's Story [Ep.1]

136

Introducing Legacy Lawyers