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Legal Tea
Legal Tea
230 episodes
3 days ago
Send us a text Kick off the year with an estate planning reset! In this episode, we walk through a practical yearly review - covering foundational estate planning documents and other related elements - to make sure your plan is current, accurate, and stays aligned with your life. Sources and an episode transcript can be found at: LegalTeaPodcast.com.
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Education
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All content for Legal Tea is the property of Legal Tea and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Send us a text Kick off the year with an estate planning reset! In this episode, we walk through a practical yearly review - covering foundational estate planning documents and other related elements - to make sure your plan is current, accurate, and stays aligned with your life. Sources and an episode transcript can be found at: LegalTeaPodcast.com.
Show more...
Education
Episodes (20/230)
Legal Tea
Episode 230. Current Trends - Your Annual Estate Plan Checkup
Send us a text Kick off the year with an estate planning reset! In this episode, we walk through a practical yearly review - covering foundational estate planning documents and other related elements - to make sure your plan is current, accurate, and stays aligned with your life. Sources and an episode transcript can be found at: LegalTeaPodcast.com.
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1 week ago
17 minutes

Legal Tea
Episode 229. Cautionary Tales - They're Not Doing Well. Now What?
Send us a text Maybe you noticed concerning changes in your parent or loved one over the holidays. Like: memory issues, confusion, or physical decline. This episode walks you through what to do next, from having the hard conversations to getting legal affairs in order. Sources and an episode transcript can be found at: LegalTeaPodcast.com.
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2 weeks ago
18 minutes

Legal Tea
Episode 228. Celebrity Estate Planning - Estate of Wellington Burt
Send us a text In this episode, discover the story of Wellington Burt, a lumber tycoon who locked away his massive fortune for decades with a 'spite clause' ensuring the family members he resented never saw a dime—the ultimate revenge from beyond the grave! Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
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3 weeks ago
14 minutes

Legal Tea
Episode 227. Current Trends - Filial Responsibility Laws: A Sleeping Giant?
Send us a text Filial responsibility laws can make adult children legally responsible for their parents’ care costs. In this episode, we break down when these laws apply, how they’re enforced, real-life examples, and practical steps you can take to protect yourself. Sources and an episode transcript can be found at: LegalTeaPodcast.com.
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4 weeks ago
11 minutes

Legal Tea
Episode 226. Cautionary Tales - The Family Farm That Got Away
Send us a text In this episode, we unpack a heartbreaking story of how a few missing estate planning documents led to the loss of a multi-generation family farm. It’s a powerful reminder that when you don’t make a plan, the law makes one for you—and it doesn’t always honor family, history, or heart. Sources and an episode transcript can be found at: LegalTeaPodcast.com.
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1 month ago
14 minutes

Legal Tea
Episode 225. Celebrity Estate Planning - Estate of Hulk Hogan (Terry Gene Bollea)
Send us a text In this episode, we dive into wrestling legend Hulk Hogan's estate after his 2025 death, uncovering the surprising reason his daughter was not included and what we can learn about family communication in estate planning. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
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1 month ago
16 minutes

Legal Tea
Episode 224. Current Trends - What Pumpkin Pie Teaches Us About Estate Planning
Send us a text Ever wonder if you could require your family to show up for Thanksgiving dinner to get their inheritance? This episode explores the surprising power and flexibility of estate planning through a quirky story about pumpkin pie, family gatherings, and controlling your legacy from the grave. Sources and an episode transcript can be found at: LegalTeaPodcast.com.
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1 month ago
12 minutes

Legal Tea
Episode 223. Cautionary Tales - Blended Family Guide to Estate Planning
Send us a text Blended families face unique estate planning challenges that can turn even amicable stepfamilies into bitter adversaries after a death or incapacity. In this episode, we'll explore why blended families are so vulnerable to conflict and share practical estate planning strategies to protect your loved ones from years of fighting and heartache. Sources and an episode transcript can be found at: LegalTeaPodcast.com.
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1 month ago
14 minutes

Legal Tea
Episode 222. Celebrity Estate Planning - Estate of Giorgio Armani
Send us a text In this "Celebrity Estate Planning" episode, we dive into the Estate of Giorgio Armani, the Italian fashion titan who revolutionized fashion and left behind an estate plan as elegant and meticulously detailed as his iconic designs. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
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2 months ago
15 minutes

Legal Tea
Episode 221. Current Trends - Social Media Advice: Proceed with Caution
Send us a text Social media algorithms reward extreme, attention-grabbing advice over sound guidance, making social media a minefield for anyone seeking financial or legal help. Discover why professional verification is essential before making any major money or legal moves. Sources and an episode transcript can be found at: LegalTeaPodcast.com.
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2 months ago
13 minutes

Legal Tea
Episode 220. Cautionary Tales - Irrevocable Trusts and Medicaid
Send us a text In this “Cautionary Tales” episode, we explore how families use irrevocable trusts to qualify for Medicaid while preserving and protecting their assets. We break down the general strategy, debunk care quality myths, and address the ethics of Medicaid planning. Sources and an episode transcript can be found at: LegalTeaPodcast.com.
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2 months ago
15 minutes

Legal Tea
Episode 219. Celebrity Estate Planning - Estate of James (Jim) Irsay
Send us a text In this "Celebrity Estate Planning" episode, we dive into the Estate of longtime Indianapolis Colts owner, James (Jim) Irsay — his life, legacy, and what we know so far about how his estate plan is unfolding. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
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2 months ago
15 minutes

Legal Tea
Episode 218. Current Trends - Intersection of Cryptocurrency and Estate Planning
Send us a text With millions of Americans holding cryptocurrency, most have not considered what happens to their digital assets when they die. Learn why traditional estate planning falls short for crypto and how to ensure your Bitcoin and other digital currencies actually reach your beneficiaries. Sources and an episode transcript can be found at: LegalTeaPodcast.com.
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3 months ago
15 minutes

Legal Tea
Episode 217. Cautionary Tales - The Cost of a Cheap Estate Plan
Send us a text In this “Cautionary Tales” episode, a family crisis reveals the hidden flaws of a poorly drafted trust. We unpack how bargain estate plans can end up costing far more—and what you can do to protect yourself and your family instead. Sources and an episode transcript can be found at: LegalTeaPodcast.com.
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3 months ago
13 minutes

Legal Tea
Episode 216. Celebrity Estate Planning - Estate of Jeffrey Epstein
Send us a text In this "Celebrity Estate Planning" episode, we take a look at the estate of Jeffrey (Jeff) Epstein and provide an update on where things currently stand with his controversial estate proceeding. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
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3 months ago
14 minutes

Legal Tea
Episode 215. Current Trends - Estate Planning Without Kids
Send us a text In this episode, we discuss how the growing population of childless Americans can navigate unique estate planning challenges and create lasting legacies through strategic planning, professional guidance, and thoughtful beneficiary selection. Sources and an episode transcript can be found at: LegalTeaPodcast.com.
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3 months ago
15 minutes

Legal Tea
Episode 214. Cautionary Tales - Picking the Right Executor and Trustee
Send us a text In this "Cautionary Tales" episode, we explore the critical (and often overlooked!) decision of choosing your Executor and Trustee, featuring two real stories that went disastrously wrong. We also break down the red flags to avoid and practical tips for picking someone who'll actually protect your plan, intent, and beneficiaries. Sources and an episode transcript can be found at: LegalTeaPodcast.com.
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4 months ago
14 minutes

Legal Tea
Episode 213. Celebrity Estate Planning - Estate of Lauren Bacall
Send us a text In this "Celebrity Estate Planning" episode, we take a look at the estate of Hollywood legend, Lauren Bacall, and how she planned ahead, took care of the people (and pets) she loved, and kept things fairly smooth for her family. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
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4 months ago
14 minutes

Legal Tea
Episode 212. Current Trends - Big Bill, Big Changes (OBBBA)
Send us a text In this episode, we unpack the major estate and elder law changes tucked into the One Big Beautiful Bill—everything from tax changes to upcoming Medicaid cuts. We walk through what these changes mean in practical terms and why they matter for families, caregivers, and future planning. Sources and an episode transcript can be found at: LegalTeaPodcast.com.
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4 months ago
14 minutes

Legal Tea
Episode 211. Cautionary Tales - Online Estate Planning: Helpful Tool or Risky Shortcut?
Send us a text In this "Cautionary Tales" episode, we explore the pros and limitations of online estate planning platforms—and why documents alone aren’t enough. From missed legal nuances to long-term risks, we break down what these platforms can and can’t do, and when working with an attorney may offer critical value. Sources and an episode transcript can be found at: LegalTeaPodcast.com.
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4 months ago
14 minutes

Legal Tea
Send us a text Kick off the year with an estate planning reset! In this episode, we walk through a practical yearly review - covering foundational estate planning documents and other related elements - to make sure your plan is current, accurate, and stays aligned with your life. Sources and an episode transcript can be found at: LegalTeaPodcast.com.