Shows
Legacy LawyersThe Will That Appeared: Tony Hsieh's Estate Plan and Why Communication is Key [Ep. 122]In this episode, Nathan Croxford and Taylor Stone discuss the legacy of Tony Hsieh, the founder of Zappos, and the implications of his estate planning decisions following his untimely death. They explore the discovery of a will five years after his passing, the complexities surrounding it, and the lessons that can be learned about estate planning. The conversation emphasizes the importance of early and thorough estate planning, involving family in discussions, and the potential pitfalls of neglecting these crucial decisions.
2025-12-1535 minLegacy LawyersWhat Can the Prince of Darkness Teach Us About Good Estate Planning? [Ep. 118]In this episode of the Legacy Lawyers Podcast, Nathan Croxford and Brian Edwards look at the estate of rock legend Ozzy Osbourne to uncover valuable lessons in planning ahead. They talk about how Sharon Osbourne helped structure his assets and likeness, why it is important to keep an estate plan updated over time, and how trusts can provide for children without turning them into “trust fund babies.” Along the way, they compare Ozzy’s approach with other celebrity cases including Prince, Robin Williams, and Philip Seymour Hoffman to show both the mistakes and the successes that families can learn from to pro...
2025-08-2533 minLegacy LawyersShould Your Kids Be On Your Bank Accounts [Ep. 117]In today’s episode, Nathan Croxford and Connor Cottle discuss the best way to handle your bank accounts when planning for the future. They explain why keeping your accounts in your name provides clarity, protection, and ease for your loved ones. Tune in to learn the proper approach and how it can simplify things for everyone involved.
2025-07-2145 minLegacy LawyersTrust Or No Trust, Check Your Real Estate Deeds [Ep. 116]In this episode, attorneys Brian Edwards and Nathan Croxford discuss a case where a man and his girlfriend bought a house together, but the deed didn’t specify joint tenancy or list a trust. Legally, that meant they likely held the property as tenants in common, each owning 50% without survivorship rights. When the girlfriend died intestate—without a will or trust—her share had to go through probate and be divided among her children. Brian and Nathan explain how failing to align your deed with a clear estate plan can create major legal and financial complications.
2025-07-0929 minLegacy LawyersConnor Cottle's OriginIn this episode Nathan Introduces Connor Cottle, and gets more on his background. Listen to Connor and Nathan, as Connor talks about his journey into becoming a lawyer, then his time before joining the Voyant legal team. Connor talks about his path into estate planning law and his role at Voyant Legal. He talks about personal experiences and knowledge from past experiences.
2025-05-2241 minLegacy LawyersLearn how to Avoid Probate over Medical Records [110]In this episode of Legacy Lawyers, Nathan and Mike explore the complexities of HIPAA laws and their effects on families coping with the loss of a loved one. They discuss a real-life case where parents sought medical information following their adult child's untimely death and the legal challenges they encountered due to HIPAA protections. With a blend of humor, insight, and practical advice, Nathan and Mike emphasize the importance of estate planning and HIPAA waivers in order to avoid unnecessary complications during emotionally difficult times.
2025-01-0322 minLegacy LawyersLearn About The New Legacy IRA [EP. 102]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.
2024-01-0420 minLegacy LawyersDon't Let Estate Fraud Happen To You [Ep. 101]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.
2023-11-0222 minLegacy LawyersDid the IRS Just Change the Tax Rules for ALL Irrevocable Trusts! Nope [Ep. 100]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.
2023-10-2518 minLegacy LawyersGet Free Insurance on Your Bank Account Using a Trust [Ep. 99]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.
2023-10-2027 minLegacy LawyersDon't Get Blindsided By A Conservatorship [Ep. 98]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.
2023-09-0131 minLegacy LawyersCan You Protect Your Estate Plan From Attacks? [Ep. 97]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.
2023-08-1737 minLegacy LawyersThe Queen of Soul Made a Mess With Her Handwritten Wills [Ep. 96]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.
2023-07-2221 minLegacy LawyersCan an ESOP Allow You to Sell Your Business Tax Free? [Ep. 95]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.
2023-07-1727 minLegacy LawyersWhat Went Wrong With The Kouri Richins Prenup? [Ep. 94]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.
2023-07-0730 minLegacy LawyersWhat to Know Before You Sue a Sibling Over Your Inheritance [Ep. 93]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.
2023-06-3030 minLegacy LawyersWhat to Do to Avoid Abuse by a Power of Attorney [Ep. 92]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.
2023-06-1735 minLegacy LawyersHow Long Should You Keep Working, Another Case of Elder Fraud, and More Options for Assisted Suicide [Ep. 91]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.
2023-05-1924 minLegacy LawyersA New Way to Fight Elder Abuse [Ep. 90]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!
2023-05-0530 minLegacy LawyersWhy a Two Week Trial Over a Ski Accident Relates to Your Estate Planning [Ep. 89]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!
2023-04-2117 minLegacy LawyersHow Much Does a Will or Trust Cost [Ep. 88]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!
2023-04-1336 minLegacy LawyersBe Like Kobe - Mamba Estate Planning [Ep. 87]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.
2023-03-2120 minLegacy LawyersYou Could Be Financially Liable for Your Partner’s Fraud Without This Planning [Ep. 86]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!
2023-03-1528 minLegacy LawyersDon't Let a Romance Scam Ruin Your Estate Plan [Ep. 85]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.
2023-03-0138 minLegacy LawyersIf You Have Any Artwork, Then, Please Take These Extra Steps in Your Trust Planning [Ep. 84]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.
2023-02-2229 minLegacy LawyersWhat Lisa Marie Taught Us About Amending a Trust [Ep. 83]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.
2023-02-1526 minLegacy LawyersThe 529 Has Become the Best Investment Vehicle of Them All [Ep. 82]A 529 is a great way to save money for your child's higher education. But, what happens if they choose not to go to college? In this episode, Michael and Nathan discuss more about the Secure Act 2.0 and some new laws regarding 529 accounts and Roth IRA's.
2023-02-0725 minLegacy LawyersCan AI Replace an Estate Planning Attorney? [Ep. 81]In today's episode, Nathan and Michael put Artificial Intelligence program ChatGPT to the test to see if AI can do what an Estate Planning Attorney does. While AI can be impressive, it may not know specifics. You should always consult a trusted attorney for legal advice on your specific situation.
2023-02-0137 minLegacy LawyersWhat Everyone Needs to Know about the Secure Act 2.0 [Ep. 80]The Secure Act 2.0 recently passed, and it may have an effect on how you handle your finances. In this episode, Nathan and Michael discuss the Secure Act 2.0 in depth to help listeners have a better understanding of what this act is and how they may benefit from it. Always talk to trusted legal and financial advisors to learn more about how this act may impact you individually.
2023-01-2532 minLegacy LawyersThe Tax Law Every Business Owner Needs to Know Before New Year's Eve [Ep. 79]If you own a business, this is an episode you need to listen to immediately! Michael and Nathan discuss a recent tax law that was introduced in Utah and some other states that can help business owners save thousands of dollars if paid before the new year. This episode discusses more about tax planning and what this new tax law could do for you.
2022-12-1626 minLegacy LawyersAre You Buying Fractional Ownership of a Vacation Home? [Ep. 78]In this episode, Nathan and Michael discuss the ins and outs of fractional ownership when it comes to vacation homes. While fractional ownership can be a less expensive way to own a vacation home, are the fees and associated risks worth it? Find out by listening to this deep dive into how some of the companies behind these homes work and why you should always hire a legal consultant before entering a fractional ownership agreement.
2022-12-1433 minLegacy LawyersFight Inflation by Recasting your Mortgage [Ep. 77.]Mortgages can be expensive and confusing, especially if you're looking to purchase a new home and haven't sold your old house yet. In this episode, Nathan and Michael discuss a method called loan recasting, which can help reduce mortgage payments when you're moving. They expand on a story from a recent client and explain why it's important to read the terms to your loan and have a trusted legal advisor if issues arise.
2022-11-2933 minLegacy LawyersDoes your will have an In Terrorum Clause? (AKA no contest clause) [Ep. 76.]What exactly is an In Terrorum Clause? That's precisely what Nathan and Michael explain in this episode. This type of clause is better known as a no contest clause and can help protect your family from greedy beneficiaries after you pass. This episode educates listeners on what a no contest clause does and why you should have one in your living will.
2022-11-2323 minLegacy LawyersWhen DIY is NOT the Best Option! [Ep. 75.]Nathan and Michael understand that, at times, it's easier to do things yourself. When it comes to legal issues, however, that is something you do not want to DIY. In this episode, they discuss a recent legal case where a man chose to represent himself in court and the consequences of doing things yourself when you need a skilled professional.
2022-11-0119 minLegacy LawyersWhat do Reverse Gifting, Chuck Norris and Protein Shakes Have in Common? [ Ep. 74 ]In this episode, Nathan and Michael discuss a tax planning strategy that can benefit those that own more than one property. With property value and taxes increasing, this episode educates listeners on what reverse gifting is and how it may save you money when discussed and planned with a trusted legal advisor.
2022-10-2537 minLegacy LawyersWhy Don't Celebrities Have a Will? [Ep. 73]You may be surprised to find that many celebrities have no legal plans set forth for their estate after they pass. Nathan and Michael discuss the recent death of a celebrity, Anne Heche, that didn't have a living will. The implications of which have caused stress and contention among her surviving family members. This episode helps educate why creating a living will with a trusted legal advisor is an important step to take.
2022-10-1126 minLegacy LawyersWrite Your Own Obituary or This Could Happen to You! [Ep. 72]Have you ever wondered what your family might say about you after you've passed? In this episode, Nathan and Michael discuss a very interesting obituary written by a family member. With many uncertainties after death, they address the importance of writing documents such as an obituary, living will, and an advance directive with a trusted legal advisor.
2022-09-2127 minLegacy LawyersNever, Never, Never Add Someone Else's Name to Your Home's Deed [Ep. 71]In this episode, Nathan and Michael discuss many different reasons why you should never put someone else's name on the deed of your home. From horror stories of theft and eviction to normal situations that face tax repercussions, this episode helps educate individuals on why getting a trusted advisor before making these decisions is crucial.
2022-09-1445 minLegacy LawyersYou Can Still Qualify for the Employers Retention Credit [Ep. 70]Were you affected by COVID-19? In this episode, Nathan and Michael go over employee retention credit. Whether you are an employer or employee, it is important to understand what is accessible to you and how it all works. They discuss deadlines, how the refunds work, and recommendations for moving forward.
2022-09-0842 minLegacy LawyersCan Anyone Leave Wealth for Generations [Ep. 69]In this episode, Nathan and Michael discuss the differences between the 17th century and present-day law regarding old money, trusts, and inheritance. Understanding the importance of a trusted legal advisor can help protect your money and family for years to come.
2022-08-3127 minLegacy LawyersDon't Make The Same Mistakes As Britney Spear's Guardian [Ep. 68]In this episode, Nathan and Michael take you a little bit deeper into the life of Britney Spears to uncover legal procedures going on in her life. Things really do not get easier when a celebrity is involved in legal procedures.
2022-08-1125 minLegacy LawyersCan an ex-spouse get life insurance at death? [Ep. 64]Do you know if an ex-spouse can get life insurance at death? Mike and Nathan will give you the answer in this episode when they talk about a case where this situation came up.
2022-06-0728 minLegacy LawyersWhat Happens with Cremation Ashes in Australia? [Ep. 63]Legacy Lawyers, Mike and Nathan discuss an interesting law Australia has for ashes from cremation and how it's different in the United States. Are you familiar with what can legally be done with your ashes if you choose to be cremated?
2022-05-2428 minLegacy LawyersMedicaid. Being Lost In A Desert Wasteland. [Ep.62]If you have ever applied for Medicaid, or helped a loved one apply then the title of this episode probably resonates with you. It might even strike a nerve. Mike and Nathan discuss what applying for Medicaid is like, the issues that can come up and how to make it a smooth and successful experience.
2022-05-1758 minLegacy LawyersWhat Triggers A Buy-Sell Agreement? [Ep. 60]Mike and Nathan explain what a buy-sell agreement is, as it's commonly mistaken as a contract to sell a business. Learn what you need to know about this agreement and what triggers it.
2022-05-0434 minLegacy LawyersThe Mystery of Tokenized Real Estate [Ep. 59]If real estate interests you, then you'll want to tune into this episode of Legacy Lawyers. Mike and Nathan explain real estate tokens, how they work and how understanding how they work could put you ahead in the real estate game.
2022-04-2652 minLegacy LawyersDid Physician Assisted Suicide Just Get Easier? [Ep. 58]Did physician assisted suicide just become more accessible? Is there a way to have your family carry out your wishes? Mike and Nathan discuss a case where a client wanted this option and how it was handled.
2022-04-1931 minLegacy LawyersDon't Make This Common Mistake with Your Bank Account [Ep. 57]Did you know there's a very common mistake people make with their bank accounts? Banks and Credit Unions don't even warn you about it, but Mike and Nathan do in this episode of Legacy Lawyers.
2022-04-1245 minLegacy LawyersIf you leave money to a charity, don't make these mistakes. [Ep. 56]Mike and Nathan discuss some cases where money was suppose to be left to charity but mistakes were made. They educate listeners on how to avoid these mistake so their family can carry out their wishes and not have a mess to deal with.
2022-04-0550 minLegacy LawyersCrypto and Blockchain Still Has Risk [Ep. 54]Although crypto investors themselves, Mike and Nathan talk about the risks that come with crypto and blockchains. Are the risks worth it?
2022-03-1532 minLegacy LawyersAre Trustees Safe After A Settlement Agreement? [Ep. 53]Are Trustees protected from a lawsuit after a settlement agreement? Mike and Nathan talk about some cases where this situation came up and how it panned out.
2022-03-0848 minLegacy LawyersShould Everyone Have A Blockchain Estate Plan? [Ep. 52]Legacy Lawyers Mike Haslam and Nathan Croxford discuss what a blockchain is, how it works, and who should have a blockchain estate plan. Is blockchain planning the future of estate planning?
2022-03-0144 minLegacy LawyersAn Update on Tony, Prince and Britney. Would you have settled? [Ep. 51]Legacy Lawyers Mike and Nathan give you a riveting update on the Tony Hsieh, Prince & Britney Spears sagas they have discussed in previous episodes.
2022-02-2246 minLegacy LawyersWhat Every Responsible Parent Should Do Before They Travel [Ep. 50]Mike and Nathan chat with listeners about the tough, but necessary, conversation they have with their clients who have minor children who depend on them.
2022-02-1529 minLegacy LawyersIs estate planning even possible with crypto currency! [Ep. 49]Legacy Lawyers Mike & Nathan discuss a case where an individual had crypto currency worth millions and then suddenly passed away, without a trust, leaving his family in a mess. They talk about how the crypto is being handled for the beneficiaries of this person's estate. Tune in to be educated on how crypto can be protected and handled the way you'd want it to be after you're gone.
2022-01-1334 minLegacy LawyersAre You Bunny Wailer's Heir? [Ep. 48]Nathan and Mike discuss the Bunny Wailer's estate and how they're handling his possible heirs. They talk about the touchy subject of disinheriting children and the conversations they've had with clients about it.
2021-12-1429 minLegacy LawyersThe fallout from Britney Spear's conservatorship ending [Ep. 47]Mike and Nathan talk to listeners about the ending of Britney's conservatorship and what it means for the parties involved.
2021-12-0742 minLegacy LawyersUtah Attorney Pleads Guilty To Embezzling Millions [Ep. 46]Mike and Nathan discuss the juicy Cal Curtis case, the local Utah attorney who embezzled millions from clients.
2021-11-3042 minLegacy LawyersWho should you leave assets to? [Ep. 45]Legacy Lawyers, Mike Haslam and Nathan Croxford discuss the common question that comes up with clients. Should they leave assets to the ones who need it the most, who deserve it the most or neither?
2021-11-2542 minLegacy LawyersWhat you should know about your LLC [Ep. 44]Nathan and Mike discuss how an LLC should properly be set up and why it's important to set it up the right way. They talk about cases where the LLC wasn't created or being used correctly and the consequences of that.
2021-11-1639 minLegacy LawyersWhy using pig anatomy in human surgeries affects your estate plan. [Ep. 43]Mike and Nathan discuss how using pig anatomy during life saving surgeries can affect estate planning.
2021-11-0947 minLegacy LawyersDo you need to worry about the generation skipping tax? [Ep.42]Mike and Nathan discuss what generation skipping tax is and who it affects... which is more people than you think!
2021-10-2635 minLegacy LawyersWhy Every 529 Plan Should Be Owned By A Trust [Ep.40]Nathan and Mike discuss what a 529 plan is, how it works and the importance of it being owned by a trust that is set up correctly.
2021-10-1245 minLegacy LawyersThe family business can cause the most taxes at death. [Ep.39]Legacy Lawyers Nathan and Mike talk business and how it can affect taxes at death. In this episode, they let you in on some strategies to help with that.
2021-10-0537 minLegacy LawyersDo you need a will or a trust? [Ep.38]Mike Haslam and Nathan Croxford discuss the difference between a will and a trust and what determines if someone needs either.
2021-09-2825 minLegacy LawyersBritney Spears' father files to end her guardianship...is that all it takes? [Ep.37]Legacy Lawyers Mike and Nathan discuss the ongoing guardianship case of Britney Spears. Her father has filed to end his guardianship but is it that simple? Is this the end?
2021-09-2125 minLegacy LawyersDon't remarry without talking about the P word. [Ep.36]Mike and Nathan discuss what should happen before you talk about marriage and why.
2021-09-1445 minLegacy LawyersWhat happens to a lawsuit if the person dies? [Ep.35]Have you ever wondered if you could be sued after you passed away? Or what would happen if you were in the middle of a lawsuit and the other person passed? Mike and Nathan discuss cases where these scenarios happened!
2021-09-0736 minLegacy LawyersThe one website that will immediately improve family relationships . . . or not [Ep.34]Legacy Lawyers Mike Haslam and Nathan Croxford, talk about a website that could improve your family relationships. Or it could go seriously South. Listen to decide which affect it would have on your family.
2021-08-3137 minLegacy LawyersWhen do beneficiaries need to pay taxes on their inheritance? [EP.33]Nathan and Mike discuss the different scenarios of when beneficiaries would and wouldn't need to pay taxes on their inheritance.
2021-08-2746 minLegacy LawyersWhat the latest headlines about the Britney Spears case really mean. [Ep.32]Mike and Nathan discuss the latest headlines about the Britney Spears conservator case and what is really happening. They also talk to listeners about Trustees quitting and what that means for someone's estate.
2021-08-1734 minLegacy LawyersHow Undue Influence or Duress Can Cause A Will or Trust to Be Challenged [Ep.31]Legacy Lawyers Nathan Croxford and Michael Haslam talk about different situations where a client was under undue influence or duress and how those situations play out.
2021-08-1244 minLegacy LawyersWho really has capacity to sign a will or trust. [Ep.30]Mike and Nathan discuss different situations where someone's mental capacity has been questioned and what it means to have the capacity to sign a legal document.
2021-08-0550 minLegacy LawyersWhat every divorced parent should know about protecting their children. [Ep. 29]Mike and Nathan discuss the complications that can arise when the parents of minors are divorced and one passes away. They educate listeners on what techniques they use, and what can be done to protect the minors from these complications.
2021-07-2842 minLegacy LawyersYour children can be protected even if you're not around to protect them. [Ep.28]Legacy Lawyers, Mike and Nathan discuss a tragic situation that happened to someone Nathan knew and what could've been done to protect the children.
2021-07-201h 03Legacy LawyersCan a Post-It® Note become a contract your heirs must pay? [Ep.27]Legacy Lawyers Nathan and Mike discuss the Post-It® Note contracts Tony Hsieh left behind and what that means for his estate's personal representative and heirs.
2021-07-1339 minLegacy LawyersCan my trustee just quit? [Ep.26]Mike and Nathan discuss a trustee's rights to just quit their role as trustee. Can they do it?
2021-07-0733 minLegacy LawyersBritney Spears Finally Gets To Speak #FreeBritney [Ep.25]Mike and Nathan discuss the latest in the Britney Spears case where she addresses the court about wanting to end her conservatorship. They talk more in detail about what could happen if the court does end it and what ramifications the current parties involved could face.
2021-07-0138 minLegacy LawyersDon't set your trustee up for failure. [Ep.24]Mike and Nathan discuss the lawsuits they've seen where beneficiaries go after the Trustee, and what you should do to prevent that from happening.
2021-06-2340 minLegacy LawyersAre your assets exposed?... Do your own self assessment. [Ep.23]Nathan and Mike educate listeners on how vulnerable your assets might be to a lawsuit. Even a frivolous one. Are your assets exposed?
2021-06-1550 minLegacy LawyersAnyone can sue you anytime for any reason . . . and there IS something you can do about it! [Ep.22]Mike and Nathan talk about some lawsuits where people sued over some pretty crazy things. Because everyone is vulnerable to getting sued, learn what you can do to protect yourself in this episode of Legacy Lawyers.
2021-06-0857 minLegacy LawyersAre you ready for the proposed tax changes? [Ep.21]Legacy Lawyers Nathan and Mike, discuss the proposed tax changes and how they could affect you and estate plans!
2021-06-0245 minLegacy LawyersThe secret to how your grandchildren can retire even if social security is gone. [Ep.20]Nathan and Mike let you in on a technique that can be used to help future generations still retire without counting on social security income.
2021-05-2538 minLegacy LawyersVeterans can get a massive ROI on their planning investment! [Ep.19]Mike and Nathan talk about the VA Aid & Attendance Benefit for long-term care; myths, costly mistakes and planning success stories. A must listen for everyone!
Even if you aren't a Veteran, you probably know a Veteran in your extended family and you definitely know a Veteran that needs to know this information. Let's help our Veterans get the benefits they've earned!
2021-05-1856 minLegacy LawyersBritney Spears fights back!! #FreeBritney [Ep.18]Nathan and Mike discuss Britney Spears' upcoming hearing regarding her guardianship and update us on the current situation of Tony Hsieh's estate.
2021-05-1139 minLegacy LawyersThe tricky thing about planning with IRAs. [Ep.17]Nathan and Michael discuss what planning with IRAs has looked like for a couple of clients and what major implications could've happened had it not been done correctly.
2021-05-0439 minLegacy LawyersWhy you should know what a special needs trust is for. [Ep.16]Mike and Nathan talk about the financial devastation they've witnessed when families have failed to protect their most vulnerable loved ones. The Legacy Lawyers explain how special needs trust planning can be the difference between leaving a disabled child out in the cold or set for life.
2021-04-2730 minLegacy LawyersCan you protect a child's inheritance from divorce? [Ep.15]Nathan and Michael go through the facts of crazy real-life lawsuits where the clients' assets were needlessly exposed to divorce claims, plaintiffs actions and other predators. The Legacy Lawyers talk about what could have been done to prevent the nightmares and reveal the best gift a parent can leave to a child---asset protection through well-crafted estate plans.
2021-04-2141 minLegacy LawyersHow to protect your spendthrift child. [Ep.14]Mike and Nathan discuss a case where the client was concerned about her child inheriting a bunch of money after she passed away. She didn't want to cut him out as a beneficiary but she didn't want to set him up for failure either. The Legacy Lawyers discuss what the client's options were and what she decided to do.
2021-04-1338 minLegacy LawyersHow can you protect your spouse from fraud after you pass away? [Ep.13]Mike and Nathan talk about a case where a client signed his house as collateral to help a grandchild get bail, and how they helped the family protect the grandparent from losing their house.
2021-04-0644 minLegacy LawyersCan your spouse change your trust after you pass away? [Ep.12]Nathan and Mike discuss a case where one of the spouses wanted to change the distributions to the beneficiaries after the other spouse had passed away.
2021-03-3040 minLegacy LawyersHow much can three little words cost you? Part 2 [Ep.11]Nathan and Michael discuss the twist in the case that came to their law firm where 3 little words were going to cost a family greatly.
2021-03-2340 minLegacy LawyersHow much can three little words cost you? [Ep.10]Nathan and Michael discuss a case that came to their law firm where 3 little words were going to cost a family greatly.
2021-03-1656 minLegacy LawyersBritney Spears - Oops I Did It Again #FreeBritney [Ep.9]Attorneys Nathan Croxford and Michael Haslam talk about Britney Spears' situation and how a tool that's suppose to be protecting her appears to be doing the opposite.
2021-03-0953 minLegacy LawyersWhat happened to Britney Spears could happen to you. #FreeBritney [Ep.8]Mike & Nathan talk about the Britney Spears conservatorship and how that could happen to anyone.
2021-03-021h 11Legacy LawyersThe Refinance Trap [Ep.7]Nathan & Mike discuss the refinancing trap they're getting calls about daily.
2021-02-2346 minLegacy LawyersMedicaid's Dirty Little Secret [Ep.6]Mike & Nathan talk about the dirty little secret Medicaid doesn't tell you about until it's too late.
2021-02-1651 minLegacy LawyersTony Hsieh. Am I too young to have an estate plan? [Ep.4]Mike & Nathan discuss Tony Hsieh's legacy and the avoidable disaster he left behind for his family.
2021-02-0241 minLegacy LawyersTitle Theft. Is It Real? [Ep.3]Mike and Nathan discuss the messy details of a local title theft case and how you can avoid it happening to you.
2021-01-2641 minLegacy LawyersNathan Croxford's Story [Ep.2]Hear Nathan's story of how he went from being a litigation lawyer to a legacy lawyer.
2021-01-1949 min