Legal Tea
Legal Tea
Legal Tea brings you estate and elder law wisdom without the stuffy lawyer speak. Every Tuesday, Attorney Jenny Rozelle dishes out 15-minute episodes of real-world stories, practical advice, and lessons learned from the frontlines.A sought-after speaker known for making estate and elder law accessible and even enjoyable, Jenny brings her signature blend of expertise and relatability to every episode. Because who says learning about estate and elder law can't be a little fun?Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as legal advice. No attorney-client relationship is created by listening to this podcast. Please consult with a licensed attorney regarding your individual circumstances.
Episodes
Mentioned books
Feb 27, 2024 • 15min
Ep. No. 133. Cautionary Tales - Timeshares & Estate Planning
Send us Fan MailTune in for a “Cautionary Tales" episode!Do you or a loved one have a timeshare and wondered how it may impact an estate plan? Or, what happens to a timeshare after the owner (of the timeshare) passes away? This is the episode for you!Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Feb 20, 2024 • 14min
Ep. No. 132. Celebrity Estate Planning - Stieg Larsson
Send us Fan MailTune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the well-known author, Stieg Larsson. You may not recognize his name, but you'll surely recognize his book, The Girl with the Dragon Tattoo (and the subsequent books in the series!).Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Feb 13, 2024 • 15min
Ep. No. 131. Current Trends - Conservatorship of Mavis Leno (Jay Leno's Wife)
Send us Fan MailTune in for an episode on “Current Trends” – you may have heard some reports about Jay Leno's wife's, Mavis Leno, dementia diagnosis and because of it, Jay attempting to become her conservator. Let's talk about it, as well as guardianships and conservatorships (what are they, why they're needed, etc.).Sources and episode transcript can be found at: LegalTeaPodcast.com.
Feb 6, 2024 • 14min
Ep. No. 130. Cautionary Tales - Under the Microscope: Financial Advisors
Send us Fan MailTune in for a “Cautionary Tales" episode!Unfortunately, there are "bad eggs" in every profession, right? The financial advisor/financial services industry is no different. Tune in to hear about a few real-life stories that prove this to be true. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Jan 30, 2024 • 16min
Ep. No. 129. Celebrity Estate Planning - Bob Barker
Send us Fan MailTune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the iconic Price is Right host, Bob Barker. Come on down!Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Jan 23, 2024 • 15min
Ep. No. 128. Current Trends - Indianapolis Man Leaves Hefty Estate to Charities
Send us Fan MailTune in for an episode on “Current Trends” – this episode shares a story about an Indiana man who left his $13 Million Dollar Estate to various charitable organizations (that his Executor got to pick). It's a feel-good story, so tune in!Sources and episode transcript can be found at: LegalTeaPodcast.com.
Jan 16, 2024 • 17min
Ep. No. 127. Cautionary Tales - Irrevocable Life Insurance Trust Gone Wrong
Send us Fan MailTune in for a “Cautionary Tales" episode!This episode is about a couple that created an Irrevocable Life Insurance Trust, which is an estate planning tool often used by those that exceed the estate tax exclusion amount. Something went wrong - tune in to hear what happened.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Jan 9, 2024 • 16min
Ep. No. 126. Celebrity Estate Planning - Jimmy Buffett
Send us Fan MailTune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of our Margaritaville friend, Jimmy Buffett. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Jan 2, 2024 • 15min
Ep. No. 125. Current Trends - Corporate Transparency Act
This podcast discusses the new law Corporate Transparency Act and its impact on business owners, including exemptions, compliance requirements, deadlines, and penalties. They also preview a future episode on estate planning after Jimmy Buffett's passing.
Dec 19, 2023 • 15min
Ep. No. 124. Cautionary Tales - Mistakes Made by a Trustee
Send us Fan MailTune in for a “Cautionary Tales" episode!On this episode, we share a story about a young lady that inherited a Trust from her parents (at her parents' passing). Her brother was named the Trustee and inadvertently failed to follow the terms of the Trust. Let's talk about what happened in this story, then discuss factors to consider when naming people in various estate planning roles.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
