Legacy Lawyers: Recent Episodes
Voyant Legal, Mike Haslam, Nathan Croxford
We talk about the juicy details of cases that our law firm has dealt with. (Of course changing the names and details to protect attorney client privilege) Without using lawyer talk and legalese, we dive into what options our clients were faced with to fix their situation.
87% of people who inherit an IRA make a mistake that can destroy up to half the account's value. Most of them have never heard of the rule they broke.
In this episode, Michael Haslam and Brian Edwards break down what actually happens after an IRA or 401(k) gets inherited. The old "stretch IRA" that let heirs spread withdrawals over their own lifetime disappeared in 2020, replaced by a flat 10-year window. And as of 2024, the IRS clarified something most families still don't know: many heirs also owe an annual required distribution in years one through nine, not just a deadline at year ten. Miss it, and the penalty is steep.
Key Takeaways:
- The Stretch IRA Is Gone: Why the old model of "leave it to the kids, they'll spread it over their lifetime" stopped being true in 2020, and why so many plans are still built around it.
- The Real 10-Year Rule: How the 2024 final regulations settled years of confusion. If the original owner had already started required distributions, the heir owes annual distributions too, not just a lump sum by year ten.
- The 25% Penalty: What happens if a required distribution gets missed, and the two-year window that cuts the penalty from 25% down to 10%.
- The Roth Conversion Move: Why converting before death, while the owner is in a lower tax bracket than their kids will likely be, can shift the entire tax bill to a cheaper rate.
Michael Haslam and Brian Edwards are practicing attorneys at Voyant Legal in Utah. This episode is for educational purposes only and does not constitute legal advice. Visit voyantlegal.com or call 801.951.0500.
62% of Gen X adults have zero estate planning documents — a higher rate than Gen Z, Millennials, or Baby Boomers. The generation carrying the most financial complexity is the least protected, and almost nobody is saying it out loud.
In this episode, Nathan Croxford and Taylor Stone break down the four pressures hitting Gen X at the same time: supporting aging parents and kids simultaneously, inheriting IRAs under a brutal new 10-year distribution rule, approaching the biggest business exit of their lives, and doing all of it with outdated or nonexistent plans. They make the case for why right now — at peak earning and peak complexity — is the moment to actually build one.
Key Takeaways:
- The Sandwich Squeeze: Why nearly half of adults in their 40s and 50s are supporting an aging parent and a child at the same time — and what happens when neither generation has the right documents in place.
- The Inherited IRA Time Bomb: How the SECURE Act's 10-year rule replaced the old "stretch IRA," and why inheriting a retirement account during peak earning years can push every dollar into the highest tax bracket.
- The Business Exit Window: How a $2–10M business sale can trigger $400K–$2M+ in taxes without pre-exit planning — and why the strategy has to start years before the sale, not after.
- The Outdated Plan Problem: Why a trust from 2011 with beneficiaries from when the kids were toddlers can be just as dangerous as having no plan at all.
Nathan Croxford and Taylor Stone are practicing attorneys at Voyant Legal in Utah. This episode is for educational purposes only and does not constitute legal advice. Visit voyantlegal.com or call 801.951.0500.
The moment your child turns 18, you lose all legal access to their medical records, school records, and financial accounts — not some access, all of it. Most parents find this out in a hospital waiting room, when it's too late to fix.
In this episode, Nathan Croxford and Brian Edwards break down exactly what changes the day a child becomes a legal adult, and the three documents that restore a parent's ability to help — before the first week of college, not after an emergency.
Key Takeaways:
- The HIPAA Wall: How turning 18 cuts parents off from medical records entirely — even if they're paying the insurance premium — and the HIPAA waiver that fixes it.
- HIPAA vs. Healthcare Directive: Why "access to information" and "authority to make decisions" are two different documents, and why a hospitalized adult child's parents need both.
- The Financial Power of Attorney: How this document covers bank accounts, student loans, housing contracts, and fraud response — and why being a joint account holder only covers that one account.
- Springing vs. Immediate Authority: Why an immediate power of attorney can act in a real emergency without the delay of proving incapacity.
Nathan Croxford and Brian Edwards are practicing attorneys at Voyant Legal in Utah. This episode is for educational purposes only and does not constitute legal advice. Visit voyantlegal.com or call 801.951.0500.
Selling a highly appreciated business, property, or investment usually means writing a big check to the IRS — but the tax code offers legitimate ways to reduce or eliminate that bill. Most people either don't know these strategies exist, or assume they're only for the ultra-wealthy.
In this episode, Michael Haslam and Nathan Croxford break down six legal levers for reducing your taxes — from structuring a sale so it's never a taxable event, to deferring gains for decades, to shifting income to family members in a lower bracket. They cover who each strategy actually helps (business owners selling to family, real estate investors, high income earners, anyone sitting on an appreciated asset), why a properly structured trust can turn a taxable sale into a non-event, and why any strategy — no matter how good it sounds — needs to be vetted by a real tax attorney before you use it.
Key Takeaways:
- The Non-Taxable Sale: How selling a business to a properly structured trust for your kids — instead of directly to them — can eliminate the taxable event entirely.
- The 1031 Exchange: How real estate investors defer capital gains taxes indefinitely by swapping properties, and why holding until death can erase the deferred gain for good through stepped-up basis.
- Deductions vs. Credits: Why a tax credit saves you a dollar-for-dollar amount while a deduction only saves you your tax rate — and how a cost segregation study can turn a $1M building purchase into a $300,000 deduction.
- Changing Your Tax Category: Why capital gains rates beat ordinary income rates for high earners, and how an S Corp structure eliminates self-employment tax on profit distributions.
Michael Haslam and Nathan Croxford are practicing attorneys at Voyant Legal in Utah. This episode is for educational purposes only and does not constitute legal advice. Visit voyantlegal.com or call 801.951.0500.
Most people assume asset protection is for the ultra-wealthy — offshore trusts, Cayman Islands, $50,000 to set up. It's not. And for Utah residents, there's a tool right at home that delivers the same core protection at a fraction of the cost.
In this episode, Nathan Croxford and Brian Edwards break down the Utah Domestic Asset Protection Trust — what it is, how it works, and why fewer than half of U.S. states even offer it. They cover who it's actually built for (small business owners, landlords, professionals with liability exposure), how the distribution trustee structure is what makes creditor protection legally bulletproof, and why the window to set one up closes the moment a lawsuit begins.
Key Takeaways:
- The Offshore Alternative: How a Utah DAPT delivers comparable protection to an offshore trust at a fraction of the setup cost — with no foreign trustee fees or IRS international filings.
- The Distribution Trustee: Why separating distribution authority from trust management is the legal mechanism that keeps creditors out — and what happens if you skip it.
- The Seasoning Period: Utah's two-year clock for existing creditors, how it can be shortened to 120 days, and why future creditors are protected from day one.
- What You Actually Keep: The investment control, veto powers, and flexibility that make an irrevocable trust far less restrictive than most people expect.
Nathan Croxford and Brian Edwards are practicing attorneys at Voyant Legal in Utah. This episode is for educational purposes only. Visit voyantlegal.com or call 801.951.0500.
A living trust that was never funded doesn't avoid probate — it just delays it. Most Utah families who go through probate anyway had a trust sitting in a filing cabinet the whole time. The document isn't the plan. The funding is.
In this episode, Nathan Croxford and Taylor Stone walk through exactly why 7 out of 10 living trusts fail at the worst possible moment, and give you a step-by-step checklist to make sure yours actually works.
Key Takeaways:
- The Attorney-Client Gap: Why most trusts go unfunded — and why both sides assume the other one handled it.
- Asset-by-Asset Funding: What proper funding looks like for real property, bank accounts, retirement accounts, life insurance, vehicles, and business interests under Utah law.
- The Retirement Account Exception: Why retitling your IRA into a trust triggers immediate income tax on the entire balance — and what to do instead.
- The Refinancing Trap: How a routine mortgage refinance silently removes your home from your trust — and how to make sure it gets put back.
Leaving everything to your spouse and "trusting them to do right by your kids" isn't a plan—it's a wish. In a blended family, a standard will is a ticking time bomb. Under Utah law, a surviving spouse who inherits outright has full legal ownership and can completely disinherit your biological children, intentionally or not.
In this episode, Michael Haslam and Taylor Stone break down the exact tools needed to guarantee financial security for your spouse and protect your children's inheritance.
Key Takeaways:
- The Remarriage Risk: How remarriage can automatically revoke your prior will under Utah Code § 75-2-301.
- The QTIP Trust: The single most important tool to provide lifetime income for a spouse while locking in the principal for your biological kids.
- Neutral Trustees: Why naming a spouse as sole trustee triggers family conflict.
- Three Real Scenarios: Walkthroughs of classic failures involving remarriage, stepchild friction, and special needs asset disqualification.
Roughly 1 in 4 Americans over 50 has no children. That translates to 22 million adults aged 60+ living alone without a traditional family support system—the highest rate in the world.
Despite these numbers, the estate planning industry remains stuck in the past. Nearly every YouTube case study, law firm FAQ, and resource guide assumes you have children ready to step in. For Solo Agers—including never-married professionals, divorcees, widows, and those who simply chose not to have children—the standard playbook is broken.
Redefining the Four Essential QuestionsWhen "my kids" isn't an option, the four pillars of an estate plan require entirely different strategies:
- Financial Management: Who oversees my assets if I cannot?
- Medical Advocacy: Who makes life-and-death healthcare decisions?
- Trustee Succession: Who ensures my final wishes are honored?
- Final Arrangements: Who manages my legacy and funeral?
In this episode, we’re throwing out the generic templates and building a playbook from scratch specifically for Utah’s Solo Agers. Whether you are looking toward professional fiduciaries or trusted friends, it’s time to create a plan that reflects your actual life.
A family wakes up to smoke filling their home. They escape safely. The fire department saves part of the structure. They file an insurance claim expecting help rebuilding.
Then the surprise: only their personal belongings are covered. The house itself is denied.
Why? The home had been transferred into a trust, but the trust was never added to the insurance policy. The insurer argues the named individual no longer has an insurable interest in the structure, leaving the family caught in a technical gap with massive financial consequences.
This happens more often than people think. After the January 2025 Los Angeles wildfires, more than 37,000 claims were filed, and trust and insurance mismatches became one of the most common dispute triggers.
The trust was set up correctly. The deed was transferred. One simple step was missed: updating the insurance policy.
In this episode, Nathan and Brian break down:
• How this coverage gap happens
• Why transferring your home to a trust can create unintended risk
• What insurance companies look for when evaluating claims
• The simple fix that can prevent a catastrophic denial
• What to check today if your home is in a trust
If your home is in a trust or you’re considering one, this is a must-watch.
In this episode, Michael Haslam and Brian Edwards discuss why your legacy deserves the same level of professional coordination as a successful business or a championship sports team. For too long, families have suffered from a "fragmented team" approach, where CPAs, attorneys, and financial advisors operate in silos, leading to missed opportunities and millions in overpaid taxes. Michael and Brian explain that the family office model is no longer only for the ultra-wealthy; by combining all of your tax and financial information under one roof, you ensure every professional is working from the same playbook. That’s why we introduced the Legacy Office—a strategy that has been very successful with our clients by providing the high-level synergy and CEO-style oversight needed to protect and grow a lasting legacy.
A new federal reporting rule is changing how some real estate transactions are reported to the government. But what does it actually mean for homeowners and estate planning?
In this episode of the Legacy Lawyers Podcast, we break down FinCEN’s new real estate reporting requirements, why the rule exists, and which property transfers are typically exempt. We also explain how real estate owned through entities like LLCs may be treated differently.
If you own property or are planning your estate, this episode will help you understand what to know moving forward.
🎙️ AI vs. Attorneys: Can ChatGPT Replace a Lawyer?Mike Haslam and Taylor Stone revisit their popular “Is AI Smarter Than a Lawyer?” challenge to see how far artificial intelligence has come since their first test in 2023. They quiz ChatGPT on Utah estate planning questions—trusts, small estate rules, and special needs planning—and uncover where AI gets it right, where it misses key legal details, and why a trusted attorney is still essential for protecting your family.
Family cabins carry deep memories but they can also create conflict if not planned for carefully. In this episode Mike Haslam and Connor Cottle share five key considerations to help families preserve their cabins, avoid disputes, and keep traditions alive for future generations.
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 protect their own legacies.
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.
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.
Today in this podcast we break down complex estate planning topics into clear, actionable insights. In today’s episode, we’re diving into 'The One, Big, Beautiful Bill' — what it is, how it could reshape the estate planning landscape, and most importantly, what it means for your taxes. Whether you're planning your legacy or helping clients plan theirs, you won’t want to miss this!
In 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.
In this episode Nathan speaks with Taylor Stone, on unpacking the latest changes in the law around joint tenancy. If you co-own property with someone—whether it's your partner, a friend, or a business partner—these new rules could have a big impact on your rights and responsibilities.We break down what joint tenancy really means, how the new legal updates affect things like survivorship, ownership splits, and even what happens if one party wants out.
This episode consists of Brian Edwards introduction and who he is. We talk about his background and knowledge.
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.
In this episode, Nathan welcomes Tyler Moss, a new partner at Boynton Legal specializing in litigation, to discuss the significance of non-compete agreements for businesses. They explore the purpose of non-competes in safeguarding confidential information, client lists, and staff from being poached by former employees. The conversation highlights the historical use of non-competes, how courts evaluate their enforceability, and the importance of criteria like time duration and geographic scope. They also examine a recent legal battle where Ryan LLC successfully challenged an FTC rule to ban non-competes nationwide, supported by a Supreme Court decision limiting federal agencies’ rulemaking power. The episode underscores that while non-competes remain enforceable, they are subject to stringent judicial scrutiny to ensure fairness.
In this episode of Legacy Lawyers, we discuss the importance of a will or trust to protect your family. We hear a real Voyant Legal story about our client's experience of losing a loved one without a trust or will in place and how our team was able to step in and help navigate the steps forward to protecting the assets.
In the latest episode of the Legacy Lawyer podcast, the hosts share their humorous experiences with technical difficulties during recording. They delve into a detailed analysis of a questionable tax strategy involving Section 643B trusts, which claim to eliminate capital gains taxes on the sale of assets by placing them in an irrevocable trust. The hosts caution listeners about this strategy's potential legal and financial risks, as the IRS has deemed it abusive. They advise conducting thorough research, seeking multiple professional opinions, and being cautious of tax avoidance schemes that seem too good to be true. The episode concludes with a reminder to consult qualified attorneys for personalized legal advice.
Do you run a small business with partners? In this episode, our team discusses a new Supreme Court ruling that could affect your buy-sell agreement and tips for protecting your family in case the worst happens.
In this podcast, we explore the background and history of our attorney, William Taylor Stone, at Voyant Legal.
Have You Ever Accidentally Laundered Money? In this episode, we talk about the different kinds of money laundering and how scammers can take advantage of innocents.
Nathan and Michael dive deep into the new Corporate Transparency Act. Learn more about this new reporting mandate for all businesses, what the steps are for your business, and the implications going forward.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Do you ever feel like someone is listening to you? What about Alexa, Google, and Siri? What if you could listen to a deceased family member's voice again? Well, it might soon be possible with Amazon's Alexa. The advancement of technology is bringing significant benefits, but there also comes great challenges.
Who becomes responsible for your significant other's debt when they pass away? You may be surprised that credit card companies will come after you, expecting to be paid. Always be extremely careful when signing onto a credit card with someone because you are also responsible for all the debts on that card.
What happens legally when a Mother of 8 decides to have her daughter's child? A mother chooses to be a surrogate for her daughter who struggles with infertility. That decision was a very gracious one, but defining this grandchild/child becomes challenging.
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.
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?
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.
Are you the Trustee of someone's trust? Do you know the crucial first steps you should be taking when someone passes away? Are you the beneficiary of a trust? Do you know what the Trustee should be doing? Being the Trustee comes with a lot of legal obligation. Listen to this episode to learn what to do as a Trustee to avoid drama and lawsuits.
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.
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.
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.
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.
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.
Legacy Lawyers talk about how breaking and entering isn't the only kind of home theft. And how it can easily happen to anyone.
Although crypto investors themselves, Mike and Nathan talk about the risks that come with crypto and blockchains. Are the risks worth it?
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.
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?
Legacy Lawyers Mike and Nathan give you a riveting update on the Tony Hsieh, Prince & Britney Spears sagas they have discussed in previous episodes.
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.
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.
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.
Mike and Nathan talk to listeners about the ending of Britney's conservatorship and what it means for the parties involved.
Mike and Nathan discuss the juicy Cal Curtis case, the local Utah attorney who embezzled millions from clients.
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?
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.
Mike and Nathan discuss how using pig anatomy during life saving surgeries can affect estate planning.
Mike and Nathan discuss what generation skipping tax is and who it affects... which is more people than you think!
The Legacy Lawyers tell the true story about an explorer who steals artifacts and hides them in the ultimate treasure chest... a trust.
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.
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.
Mike Haslam and Nathan Croxford discuss the difference between a will and a trust and what determines if someone needs either.
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?
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!
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.
Nathan and Mike discuss the different scenarios of when beneficiaries would and wouldn't need to pay taxes on their inheritance.
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.
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.
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.
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.
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.
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.
Mike and Nathan discuss a trustee's rights to just quit their role as trustee. Can they do it?
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.
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.
Nathan and Mike educate listeners on how vulnerable your assets might be to a lawsuit. Even a frivolous one. Are your assets exposed?
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.
Legacy Lawyers Nathan and Mike, discuss the proposed tax changes and how they could affect you and estate plans!
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.
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!
Nathan and Mike discuss Britney Spears' upcoming hearing regarding her guardianship and update us on the current situation of Tony Hsieh's estate.
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.
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.
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.
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.
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.
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.
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.
Nathan and Michael discuss a case that came to their law firm where 3 little words were going to cost a family greatly.
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.
Mike & Nathan talk about the Britney Spears conservatorship and how that could happen to anyone.
Mike & Nathan talk about the dirty little secret Medicaid doesn't tell you about until it's too late.
The Legacy Lawyers discuss a situation where a child took care of their aging parent and then what unfolded after that parent passed away.
Mike & Nathan discuss Tony Hsieh's legacy and the avoidable disaster he left behind for his family.
Mike and Nathan discuss the messy details of a local title theft case and how you can avoid it happening to you.
Get to know one of the hosts Mike Haslam, as he tells you his story and why he felt so passionate about protecting families.