Legal Tea

Send us a textTune 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 a textTune 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 a textTune 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 a textTune 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 and episode transcript can be found at: LegalTeaPodcast.com.

Send us a textTune 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 a textTune 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 a textTune 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 a textTune 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 a textTune 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 a textTune 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.