All Episodes
Legacy Lawyers — 130 episodes
Estate Planning When You Don't Have Kids: The Solo Ager Playbook [Ep. 130]
Your Trust Is Set Up. But Is Your Home Still Insured? [Ep. 129]
A Family Office: Coordinate Your Legal, Tax, and Financial Decisions in One Place [Ep. 128]
New Federal Reporting Rule for Real Estate? What You Need to Know [Ep. 127]
Nonprofits Done Right: Mission First, Structure Second [Ep. 126]
Section 8 Housing, Inheritances, and the Planning Mistakes That Cost Families Benefits [Ep. 125]
Retirement Trusts: Protecting Your Legacy [Ep. 124]
Navigating Utah's New Healthcare Directive Law [Ep. 123]
The Will That Appeared: Tony Hsieh's Estate Plan and Why Communication is Key [Ep. 122]
The Personal Asset Risks of Not Properly Maintaining Your LLC [Ep. 121]
Lawyer vs ChatGPT Round 2. Can AI create an estate plan? [Ep. 120]
From Conflict to Tradition: How to Pass Down the Family Cabin [Ep. 119]
What Can the Prince of Darkness Teach Us About Good Estate Planning? [Ep. 118]
Should Your Kids Be On Your Bank Accounts [Ep. 117]
Trust Or No Trust, Check Your Real Estate Deeds [Ep. 116]
What is the "The One, Big, Beautiful Bill" and what are the tax implications on my Estate Planning [Ep. 115]
Joint Tenancy - New Rules You Should Know
Brian Edwards Bio
Can A Probate Court Hijack Your Estate?
Learn how to Avoid Probate over Medical Records [110]
Did the Federal Government Just Nullify My Non-Compete Agreement? [109]
Victoria's Story: Not Having a Will or a Trust can be Scary [108]
Can You Use a Trust to Sell Your Business to Avoid Paying Taxes? What's a 643 B Trust? [EP 107]
Does Your Buy-Sell Agreement Contain A Hidden Tax Trap [EP 106]
Taylor Stone Origin Story [Ep. 105]
Have You Ever Accidentally Laundered Money? [Ep. 104]
The Corporate Transparency Act: a new reporting mandate for all business [EP. 103]
Learn About The New Legacy IRA [EP. 102]
Don't Let Estate Fraud Happen To You [Ep. 101]
Did the IRS Just Change the Tax Rules for ALL Irrevocable Trusts! Nope [Ep. 100]
Get Free Insurance on Your Bank Account Using a Trust [Ep. 99]
Don't Get Blindsided By A Conservatorship [Ep. 98]
Can You Protect Your Estate Plan From Attacks? [Ep. 97]
The Queen of Soul Made a Mess With Her Handwritten Wills [Ep. 96]
Can an ESOP Allow You to Sell Your Business Tax Free? [Ep. 95]
What Went Wrong With The Kouri Richins Prenup? [Ep. 94]
What to Know Before You Sue a Sibling Over Your Inheritance [Ep. 93]
What to Do to Avoid Abuse by a Power of Attorney [Ep. 92]
How Long Should You Keep Working, Another Case of Elder Fraud, and More Options for Assisted Suicide [Ep. 91]
A New Way to Fight Elder Abuse [Ep. 90]
Why a Two Week Trial Over a Ski Accident Relates to Your Estate Planning [Ep. 89]
How Much Does a Will or Trust Cost [Ep. 88]
Be Like Kobe - Mamba Estate Planning [Ep. 87]
You Could Be Financially Liable for Your Partner’s Fraud Without This Planning [Ep. 86]
Don't Let a Romance Scam Ruin Your Estate Plan [Ep. 85]
If You Have Any Artwork, Then, Please Take These Extra Steps in Your Trust Planning [Ep. 84]
What Lisa Marie Taught Us About Amending a Trust [Ep. 83]
The 529 Has Become the Best Investment Vehicle of Them All [Ep. 82]
Can AI Replace an Estate Planning Attorney? [Ep. 81]
What Everyone Needs to Know about the Secure Act 2.0 [Ep. 80]
The Tax Law Every Business Owner Needs to Know Before New Year's Eve [Ep. 79]
Are You Buying Fractional Ownership of a Vacation Home? [Ep. 78]
Fight Inflation by Recasting your Mortgage [Ep. 77.]
Does your will have an In Terrorum Clause? (AKA no contest clause) [Ep. 76.]
When DIY is NOT the Best Option! [Ep. 75.]
What do Reverse Gifting, Chuck Norris and Protein Shakes Have in Common? [ Ep. 74 ]
Why Don't Celebrities Have a Will? [Ep. 73]
Write Your Own Obituary or This Could Happen to You! [Ep. 72]
Never, Never, Never Add Someone Else's Name to Your Home's Deed [Ep. 71]
You Can Still Qualify for the Employers Retention Credit [Ep. 70]
Can Anyone Leave Wealth for Generations [Ep. 69]
Don't Make The Same Mistakes As Britney Spear's Guardian [Ep. 68]
Email After You Die [Ep. 67]
Pay Your Parent's Debt [Ep. 66]
Mother Gives Birth to Daughter's Child [Ep. 65]
Can an ex-spouse get life insurance at death? [Ep. 64]
What Happens with Cremation Ashes in Australia? [Ep. 63]
Medicaid. Being Lost In A Desert Wasteland. [Ep.62]
The First Thing A Trustee Should Do After A Death [Ep. 61]
What Triggers A Buy-Sell Agreement? [Ep. 60]
The Mystery of Tokenized Real Estate [Ep. 59]
Did Physician Assisted Suicide Just Get Easier? [Ep. 58]
Don't Make This Common Mistake with Your Bank Account [Ep. 57]
If you leave money to a charity, don't make these mistakes. [Ep. 56]
How Someone Can Commit Home Theft Without You Knowing Until It's Too Late [Ep. 55]
Crypto and Blockchain Still Has Risk [Ep. 54]
Are Trustees Safe After A Settlement Agreement? [Ep. 53]
Should Everyone Have A Blockchain Estate Plan? [Ep. 52]
An Update on Tony, Prince and Britney. Would you have settled? [Ep. 51]
What Every Responsible Parent Should Do Before They Travel [Ep. 50]
Is estate planning even possible with crypto currency! [Ep. 49]
Are You Bunny Wailer's Heir? [Ep. 48]
The fallout from Britney Spear's conservatorship ending [Ep. 47]
Utah Attorney Pleads Guilty To Embezzling Millions [Ep. 46]
Who should you leave assets to? [Ep. 45]
What you should know about your LLC [Ep. 44]
Why using pig anatomy in human surgeries affects your estate plan. [Ep. 43]
Do you need to worry about the generation skipping tax? [Ep.42]
One of The Largest Treasure Hunts Is for A Trust [Ep.41]
Why Every 529 Plan Should Be Owned By A Trust [Ep.40]
The family business can cause the most taxes at death. [Ep.39]
Do you need a will or a trust? [Ep.38]
Britney Spears' father files to end her guardianship...is that all it takes? [Ep.37]
Don't remarry without talking about the P word. [Ep.36]
What happens to a lawsuit if the person dies? [Ep.35]
The one website that will immediately improve family relationships . . . or not [Ep.34]
When do beneficiaries need to pay taxes on their inheritance? [EP.33]
What the latest headlines about the Britney Spears case really mean. [Ep.32]
How Undue Influence or Duress Can Cause A Will or Trust to Be Challenged [Ep.31]
Who really has capacity to sign a will or trust. [Ep.30]
What every divorced parent should know about protecting their children. [Ep. 29]
Your children can be protected even if you're not around to protect them. [Ep.28]
Can a Post-It® Note become a contract your heirs must pay? [Ep.27]
Can my trustee just quit? [Ep.26]
Britney Spears Finally Gets To Speak #FreeBritney [Ep.25]
Don't set your trustee up for failure. [Ep.24]
Are your assets exposed?... Do your own self assessment. [Ep.23]
Anyone can sue you anytime for any reason . . . and there IS something you can do about it! [Ep.22]
Are you ready for the proposed tax changes? [Ep.21]
The secret to how your grandchildren can retire even if social security is gone. [Ep.20]
Veterans can get a massive ROI on their planning investment! [Ep.19]
Britney Spears fights back!! #FreeBritney [Ep.18]
The tricky thing about planning with IRAs. [Ep.17]
Why you should know what a special needs trust is for. [Ep.16]
Can you protect a child's inheritance from divorce? [Ep.15]
How to protect your spendthrift child. [Ep.14]
How can you protect your spouse from fraud after you pass away? [Ep.13]
Can your spouse change your trust after you pass away? [Ep.12]
How much can three little words cost you? Part 2 [Ep.11]
How much can three little words cost you? [Ep.10]
Britney Spears - Oops I Did It Again #FreeBritney [Ep.9]
What happened to Britney Spears could happen to you. #FreeBritney [Ep.8]
The Refinance Trap [Ep.7]
Medicaid's Dirty Little Secret [Ep.6]
When is it okay to let an adult child move in? [Ep.5]
Tony Hsieh. Am I too young to have an estate plan? [Ep.4]
Title Theft. Is It Real? [Ep.3]
Nathan Croxford's Story [Ep.2]
Mike Haslam's Story [Ep.1]
Introducing Legacy Lawyers