Legacy Lawyers

In the latest episode, Nathan and Michael explore the advantages of Legacy IRA, particularly for individuals who have retired around the age of 70-71. They shed light on a beneficial option within the tax code that provides a tax-efficient strategy for retirees engaged in charitable giving.

In this new episode, Michael and Nathan discuss a potential estate fraud of a wealthy man with no living heirs. This episode walks you through the situation and how to avoid possible fraud by writing your estate plan.

Nathan and Micheal talk about Irrevocable trust. This episode clears up confusion some financial advisers and media sources shared about the recent interpretation sent out by the IRS for irrevocable trusts.

In this episode, Nathan and Michael discuss more about trusts, banks, and money. If you're looking to leave money to your family, you'll want to listen to this episode to discover how you can possibly get insurance on your bank account for free.

Nathan and Michael discuss an ongoing conservatorship case that has caught the attention of many. That's right, in this episode they talk about a recent filing from Michael Oher, whose story was shown in the popular movie "The Blind Side." Listen to this episode to learn more about the case and conservatorships.

In this new episode, Michael and Nathan discuss the ins and outs of protecting your estate plan. From who you tell about your plan, to who you should or shouldn't cut out, this episode covers it all. Learn more about who you should have your estate plan written by, where you should keep it, and more.

Handwriting your living will may seem like a good idea. However, without the assistance of a trusted legal advisor, it could cause more trouble for your family. In this episode, Nathan and Michael discuss the handwritten wills of Aretha Franklin, which led to an extensive court case over many years. It is always smart to consult a lawyer regarding your will.

In this episode, Nathan and Michael discuss an Employee Stock Ownership Plan (ESOP), which can allow business owners to sell their company in a way that saves on taxes. An ESOP is a very articulate plan that can have benefits for your future generations. Learn more about employee stock ownership plans in this educational and entertaining episode.

Nathan and Michael dive deeper into the Richins case in this fascinating episode. Learn more about prenups, wills, and the slayer statute through this ongoing case.

The actual cost of litigation of inheritance is revealed in the episode Nathan and Micheal discuss what you should know before you sue a sibling. Learn more about how proper estate planning can prevent ugly litigation from happening and how to determine if litigation is necessary.

In this new episode, Nathan and Michael discuss a case where a power of attorney went wrong. It's important to be cautious with who you choose as your power of attorney and be educated on your options. However, a power of attorney is a great tool you are able to use. Learn all about this case and power of attorneys in this educational episode.

In this episode, Nathan and Michael discuss a few recent cases they have learned about. Learn more about how waiting for retirement may benefit you, how to protect yourself and your family from elder fraud, and new legislature regarding assisted suicide in this all-inclusive episode.

Elder abuse is becoming more prominent in today's world, which is a concern for all of us. In this episode, Nathan and Michael discuss a new way that parents and grandparents can be protected from elder abuse and undue influence. Listen to this episode to learn more!

In this episode, Nathan and Michael discuss a recent trial that occurred in Park City, Utah involving actress Gwyneth Paltrow. Accidents can occur at any time, and being prepared is the best thing to do. This case highlights why it is important to discuss estate planning with a trusted legal advisor. Listen to find out more!

Pricing is a very important part of will or trust planning. In this episode, Nathan and Michael explain why certain attorneys charge what they do and what you are receiving for that price. If you're looking into having a will or trust drafted up by an estate planning attorney, this is an episode you will want to hear first!

In this episode, Nathan and Michael discuss the trust of well known basketball player Kobe Bryant. While his trust was well executed for the most part, there was a mistake in his estate planning that his family had to correct after his death. This episode helps explain why it's important to always consult a trusted estate planning lawyer.

Entering a business partnership can be very beneficial, however, it can also hold you liable for your partners mistakes, including fraud. In this new episode, Michael and Nathan discuss a recent case where an individual attempted to claim bankruptcy but wasn't able to because their partner committed fraud. It's important to be careful who you do business with!

The internet and social media can be a scary place, especially for seniors and those vulnerable to scams. In this episode, Michael and Nathan discuss a few cases where individuals have fallen victim to online scamming and the effects it has had on numerous families. By making a plan with a trusted legal advisor, you and your loved ones can better shield yourself from the effects of frauds on the internet.

In this episode, Nathan and Michael discuss a case in which the ownership of physical pieces of artwork is questioned. If you are an artist or have purchased original artwork, listen to this episode to learn more about what additional steps you need to take in your estate planning.

Lisa Marie shows us exactly why you should always consult a trusted legal advisor about amending your trust. Join Nathan and Michael in this episode as they discuss where Lisa Marie went wrong and why it is important to handle your trust correctly with an estate planning attorney.