Legal Tea

Legal Tea
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Nov 8, 2022 • 16min

Ep. No. 69. Cautionary Tales - Listing a Bank as Executor/Trustee

Send us a textTune in for an episode on “Cautionary Tales” – specifically, this episode shares a story/case about someone who had designated a bank as the Executor/Trustee in their estate plan, which was fine and dandy, until it came time for the bank to serve - and the bank didn't want to serve! Ouch!Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
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Nov 1, 2022 • 16min

Ep. No. 68. Celebrity Estate Planning - Anne Heche

Send us a textTune in for an episode on “Estate Planning of the Rich and Famous" – specifically, this episode is quite the timely one as the celebrity we're talking about is Anne Heche, who very recently passed away in August 2022. Even though it's been just a couple of months, there's been so much that has gone on/went down. Tune in! Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
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Oct 25, 2022 • 16min

Ep. No. 67. Current Trends - Aaron Judge, Home Runs, and Taxes

Send us a textTune in for an episode on “Current Trends” – specifically, this episode is about the fan that caught Aaron Judge's 62nd home run ball. There's some talk about whether or not the fan will get hit with any taxes for catching the home run baseball - or in the future, gifting or selling the baseball. Tune in! Sources and episode transcript can be found at: LegalTeaPodcast.com.
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Oct 11, 2022 • 15min

Ep. No. 66. Cautionary Tales - Estate Planning (With A Dose Of Drama)

Send us a textTune in for an episode on “Cautionary Tales” – specifically, this episode dives into what we (as well as our client) discovered about the attorney that had drafted their existing estate plan. All around, it was ... not good.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
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Oct 4, 2022 • 14min

Ep. No. 65. Celebrity Estate Planning - Queen Elizabeth

Send us a textTune in for an episode on “Estate Planning of the Rich and Famous" – specifically, this episode is quite the timely one. This episode dives into what is likely to happen estate-wise/inheritance-wise following Queen Elizabeth's death. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
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Sep 27, 2022 • 15min

Ep. No. 64. Current Trends - Inflation & Long-Term Care Costs

Send us a textTune in for an episode on “Current Trends” – specifically, this episode is about the cost of long-term care and how some experts/sources are saying that long-term care may get even more expensive soon, due to inflation and rising costs. Tune in! Sources and episode transcript can be found at: LegalTeaPodcast.com.
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Sep 20, 2022 • 16min

Ep. No. 63. Cautionary Tales - Issues with POAs

Send us a textTune in for an episode on “Cautionary Tales” – specifically, this episode is dissecting what POAs are (there are many types!) and then, we chat about an issue our host, an attorney, keeps seeing with a certain type of POA. Tune in, so you don't make the same mistake as many have!While those professionals' intentions are usually pure, sometimes, due to the lack of communication, clients end up confused in the middle. So, let's talk about it - and how we can all, including attorneys, do better. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
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Sep 13, 2022 • 15min

Ep. No. 62. Celebrity Estate Planning - Naomi Judd

Send us a textTune in for an episode on “Estate Planning of the Rich and Famous" – specifically, this episode is on one of the most well-known, decorated country music stars, Naomi Judd. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
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Sep 6, 2022 • 16min

Ep. No. 61. Current Trends - Aging in Place

Send us a textTune in for an episode on “Current Trends” – specifically, this episode is about the term of art, aging in place, and what you can do now to make "aging in place" a likely reality. Tune in! Sources and episode transcript can be found at: LegalTeaPodcast.com.
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Aug 30, 2022 • 16min

Ep. No. 60. Cautionary Tales - "Simple" Last Will & Testament

Send us a textTune in for an episode on “Cautionary Tales” – specifically, this episode dives into why our podcast host doesn't exactly love when people say, "Jenny, I just need a *really* simple Will." She has her reasons - and you'll have to tune in to find out what they are!Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

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