Claim OwnershipLegal Tea
Subscribed: 5Played: 23
Subscribe
© All rights reserved
Description
Legal Tea is a podcast devoted to promoting awareness of estate and elder law – in an educational, yet entertaining way. A new episode drops weekly on Tuesday. Hosted by Indiana Attorney, Jenny Rozelle. #DoYourEstatePlan
142 Episodes
Reverse
Tune in for a “Cautionary Tales" episode!
This week's episode is a "cautionary tale" where we talk about the surviving spouse or partner (in a couple) changing their Will after their spouse or partner's death. With more planning (than just a Will), this "cautionary tale" could have been avoided.
Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the music icon, Aretha Franklin, and specifically, what has happened even recently in her Estate (after her passing in 2018).
Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Tune in for an episode on “Current Trends” – This week's episode dives into a gentleman by the name of Mark Roesler, the founder and CEO of CMG Worldwide, who is a lawyer and publicist by trade - but you'll never guess his clients! Dead celebrities.
Sources and episode transcript can be found at: LegalTeaPodcast.com.
Tune in for a “Cautionary Tales" episode!
This week's episode is a "cautionary tale" where an Executor had to navigate the probate process for an Estate full of debts and creditors. The Executor sure had her hands full!
Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the Miami Dolphins founder, Joe Robbie.
Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Tune in for an episode on “Current Trends” – This week's episode is highlighting the "good" of social media, specifically TikTok, when it helps people with things like caregiving. Inspired by a specific account, @MollyBellDeaton, this episode dives into utilizing TikTok to highlight a caregiving journey. Tune in!
Sources and episode transcript can be found at: LegalTeaPodcast.com.
Tune in for a “Cautionary Tales" episode!
Medicare, Medicaid, the differences, oh my! This week's episode dives into 3 common misconceptions of Medicaid - to help you better understand the program and its rules.
Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of Susan Buffett, the first wife of Warren Buffett.
Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Tune in for an episode on “Current Trends” – This week's episode is on online platforms for estate planning documents. As an estate and elder law attorney, I have thoughts - and they may surprise you. Tune in!
Sources and episode transcript can be found at: LegalTeaPodcast.com.
Tune in for a “Cautionary Tales" episode!
Do you or a loved one have a timeshare and wondered how it may impact an estate plan? Or, what happens to a timeshare after the owner (of the timeshare) passes away? This is the episode for you!
Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the well-known author, Stieg Larsson. You may not recognize his name, but you'll surely recognize his book, The Girl with the Dragon Tattoo (and the subsequent books in the series!).
Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Tune in for an episode on “Current Trends” – you may have heard some reports about Jay Leno's wife's, Mavis Leno, dementia diagnosis and because of it, Jay attempting to become her conservator. Let's talk about it, as well as guardianships and conservatorships (what are they, why they're needed, etc.).
Sources and episode transcript can be found at: LegalTeaPodcast.com.
Tune in for a “Cautionary Tales" episode!
Unfortunately, there are "bad eggs" in every profession, right? The financial advisor/financial services industry is no different. Tune in to hear about a few real-life stories that prove this to be true.
Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the iconic Price is Right host, Bob Barker. Come on down!
Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Tune in for an episode on “Current Trends” – this episode shares a story about an Indiana man who left his $13 Million Dollar Estate to various charitable organizations (that his Executor got to pick). It's a feel-good story, so tune in!
Sources and episode transcript can be found at: LegalTeaPodcast.com.
Tune in for a “Cautionary Tales" episode!
This episode is about a couple that created an Irrevocable Life Insurance Trust, which is an estate planning tool often used by those that exceed the estate tax exclusion amount. Something went wrong - tune in to hear what happened.
Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of our Margaritaville friend, Jimmy Buffett.
Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Tune in for an episode on “Current Trends” – this episode dives into a new law impacting business owners called the Corporate Transparency Act. If you own a business or will be starting a business, this episode is for you!
Sources and episode transcript can be found at: LegalTeaPodcast.com.
Tune in for a “Cautionary Tales" episode!
On this episode, we share a story about a young lady that inherited a Trust from her parents (at her parents' passing). Her brother was named the Trustee and inadvertently failed to follow the terms of the Trust. Let's talk about what happened in this story, then discuss factors to consider when naming people in various estate planning roles.
Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the infamous David Bowie. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Comments
Download from Google Play
Download from App Store
United States