Legal Tea

Send us a textIn this episode and in honor of Pride Month, we tackle the unique estate planning challenges facing same-sex couples and reveal why having the right legal documents matters. Learn how thoughtful planning creates an unshakeable foundation for your relationship that works regardless of changing legal landscapes. Sources and an episode transcript can be found at: LegalTeaPodcast.com.

Send us a textTune in for a “Cautionary Tales" episode!  Navigating the delicate balance of family compounds: how proper legal structures and thoughtful estate planning can protect your multi-generational property from unforeseen challenges while preserving family harmony for decades to come. 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" on the estate of famous actor, Marlon Brando.  We explore the tumultuous aftermath of Marlon Brando's death, revealing how even a Hollywood legend like Marlon is not immune to estate planning pitfalls—from heated battles over verbal promises to sevral estate claims—and extract practical lessons every family can use to avoid similar drama.  Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Send us a textIn this episode, we explore the growing practice of pacemaker recycling—where used devices are donated, reconditioned, and sent to patients in need around the world. Tune in for a discussion of the life-saving potential of giving medical devices a second chance and the legacy it leaves behind. Sources and an episode transcript can be found at: LegalTeaPodcast.com.

Send us a textTune in for a “Cautionary Tales" episode! What happens when a business owner passes away without the right legal documents in place? In this episode, we dive into a real-life story that shows how easily a thriving business can be thrown into chaos—and what every business owner needs to do to avoid it. 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" on the estate of Sam Simon, the co-creator of the famous sitcom, The Simpsons. Sam turned his terminal diagnosis into purpose by directing his mega fortune to causes he loved. Discover how his proactive estate planning created a meaningful legacy and why it's never too late to shape your own. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Send us a textTune in for a "Current Trends" episode!  As long-term care costs rise and Medicaid budget cuts loom, Medicaid's future is in question. We're breaking down the proposed federal budget cuts, the long-term care crisis, and why this matters to everyone, not just those currently enrolled. Tune in!Sources and an episode transcript can be found at: LegalTeaPodcast.com.

Send us a textTune in for a “Cautionary Tales" episode! Taxes can be a silent wealth killer—especially if you don’t plan ahead.  Whether you’re planning your own estate or advising clients, this episode is packed with valuable insights on gift taxes, estate taxes, and inheritance taxes. Don’t miss this episode, so you make tax-smart decisions.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" –   This episode delves into the complex legal aftermath when Gene Hackman and Betsy Arikawa died in close succession. Discover how this rare timing scenario created a perfect storm from an estate planning perspective.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Discover the evolving landscape of estate planning for college athletes in the NIL era. With newfound opportunities to monetize their personal brands, financial planning has never been more vital. The podcast delves into the challenges and responsibilities young athletes face as they navigate wealth management. It also underscores the necessity of understanding their financial and legal obligations, paving the way for future discussions on celebrity estate planning cases. Tune in to explore how athletes can safeguard their earnings amidst these changes!