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
Dec 12, 2023 • 16min
Ep. No. 123. Celebrity Estate Planning - David Bowie
Send us Fan MailTune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the infamous David Bowie. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Dec 5, 2023 • 16min
Ep. No. 122. Current Trends - Quest to Locate a Lost/Missing Last Will and Testament
Send us Fan MailTune in for an episode on “Current Trends” – Inspired by a video game called Starfield and specifically the Last Will and Testament Quest (a level in the video game), let's talk about a real-life story about a lost and missing estate plan - and what you can do to avoid making that mistake!Sources and episode transcript can be found at: LegalTeaPodcast.com.
Nov 28, 2023 • 14min
Ep. No. 121. Cautionary Tales - Estate Mistakes that Linger...
Send us Fan MailTune in for an episode on “Cautionary Tales." On this episode, we share a story about a woman, who while attempting to do her own estate planning, learned about something that should have been "cleaned up" after her mother passed away 10+ years ago. Now, it may be too late. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Nov 14, 2023 • 16min
Ep. No. 120. Celebrity Estate Planning - Paul Newman
Send us Fan MailTune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the actor and entrepreneur, Paul Newman. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Nov 7, 2023 • 16min
Ep. No. 119. Current Trends - 'Tis the Season (to be around family)
Send us Fan MailTune in for an episode on “Current Trends” – Often, during the holidays, we see family members and loved ones we have not seen in a while and may notice they have physically or cognitively declined. This episode dives into some resources, tools, and tips/tricks if you happen to notice something like this.Sources and episode transcript can be found at: LegalTeaPodcast.com.
Oct 31, 2023 • 17min
Ep. No. 118. Cautionary Tales - Funeral Planning (for Halloween!)
Send us Fan MailTune in for an episode on “Cautionary Tales." On this *Halloween* episode, we discuss your options as it relates to funeral planning (pre-planning, state forms, not planning at all) - and share a few stories of real-life clients' wishes as it relates to this topic. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Oct 24, 2023 • 16min
Ep. No. 117. Celebrity Estate Planning - Warren Burger
Send us Fan MailTune in for an episode on “Celebrity Estate Planning" – some may not consider him a "celebrity" but he sure is well-known, so let's count it! This episode is on Warren Burger, former Chief Justice on the US Supreme Court, and his estate. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Oct 17, 2023 • 17min
Ep. No. 116. Current Trends - Estate Tax Update, 2023
Send us Fan MailTune in for an episode on “Current Trends” – specifically, this episode dives into taxes, which is not the most fun topic in the world! Though, as we near 2025/2026, the topic of estate taxes (and whether they'll automatically decrease due to a sunset provision in the Tax Cuts and Jobs Act) will become a more and more popular one. Tune in to hear the scoop!Tune in! Sources and episode transcript can be found at: LegalTeaPodcast.com.
Oct 10, 2023 • 19min
Ep. No. 115. Cautionary Tales - Hard Decisions in Estate Planning
Send us Fan MailTune in for an episode on “Cautionary Tales." On this episode, we dive into a real-life client that did not put their children in any estate planning roles - we discuss "why" they did that and also, things to consider when picking "who" you want in various roles. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Oct 3, 2023 • 17min
Ep. No. 114. Celebrity Estate Planning - James Gandolfini
Send us Fan MailTune in for an episode on “Celebrity Estate Planning" – specifically, this episode is on the actor who played Tony Soprano on The Sopranos, James Gandolfini. You'll be surprised to hear who was the biggest beneficiary of his Estate! Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
