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
Jul 16, 2024 • 14min
Ep. No. 153. Celebrity Estate Planning - Marilyn Monroe
Send us Fan MailTune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the iconic model and actor, Marilyn Monroe, and what happened estate-wise following her death.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Jul 9, 2024 • 13min
Ep. No. 152. Current Trends - Slayer's Rule - What is it?
Send us Fan MailTune in for a "Current Trends" episode! Inspired by the lyrics in a Taylor Swift song, "I have this dream my daughter-in-law kills me for the money, She thinks I left them in the Will" ... we talk a little thing called the Slayer's Rule that would apply in the "real world" (outside of Taylor Swift's song!).Sources and episode transcript can be found at: LegalTeaPodcast.com.
Jul 2, 2024 • 15min
Ep. No. 151. Cautionary Tales - Estate Planning for Farmers
Send us Fan MailTune in for a “Cautionary Tales" episode!This week's episode is a "cautionary tale" where we dive into estate planning for farmers - and the unique challenges, decisions, and considerations they have to face. Tune in!Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Jun 25, 2024 • 15min
Ep. No. 150. Celebrity Estate Planning - Robin Williams
Send us Fan MailTune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the beloved actor, Robin Williams, and what happened estate-wise following his death.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
Jun 18, 2024 • 16min
Ep. No. 149. Current Trends - Triggers to Do or Update an Estate Plan
Send us Fan MailTune in for a "Current Trends" episode! This episode dives into common "triggers" that cause people to finally get their estate plan done or update it (after a long period of time). One of those being going on a big trip or vacation, which 'tis the summer season - when a lot of people head out of town.Also, tune in for a special announcement toward the end of the episode!Sources and episode transcript can be found at: LegalTeaPodcast.com.
Jun 11, 2024 • 16min
Ep. No. 148. Cautionary Tales - Simultaneous Death Provisions
In a poignant discussion, the host shares a heartbreaking family story involving simultaneous deaths during a tragic car accident. The emotional aftermath leads to complex probate issues and highlights the importance of having simultaneous death provisions in wills. Listeners learn how these provisions create clarity in estate planning and why consulting an estate attorney is crucial. The reflection on family memories and the lasting impact of loss adds depth to the narrative, making it both a cautionary tale and a heartfelt tribute.
Jun 4, 2024 • 15min
Ep. No. 147. Celebrity Estate Planning - Amy Winehouse
Send us Fan MailTune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of famous singer-songwriter, Amy Winehouse, and what happened estate-wise following her too-early death.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
May 28, 2024 • 16min
Ep. No. 146. Current Trends - Happy Employees, Happier Clients
Send us Fan MailTune in for an episode on “Current Trends” – This week's episode has a different spin! As an owner or manager of a business, it's important to keep employees happy as it directly impacts how they communicate with clients and other professionals, as well as the quality of their work. Tune in to hear some things Jenny has been up to in her own firm/business!Sources and episode transcript can be found at: LegalTeaPodcast.com.
5 snips
May 21, 2024 • 16min
Ep. No. 145. Cautionary Tales - Five Mistakes Other Professionals Make Relating to Estate Planning
This episode dives into cautionary tales, revealing five critical mistakes that professionals often make in estate planning. Discover why a basic will might not cover essential issues like minor heirs and special needs. Learn the pitfalls of promising specific costs and recommending outside financial products. Understand the modern differences in irrevocable trusts and the importance of balancing tax advice with clients' true goals. Finally, explore how solely relying on beneficiary designations can lead to conflicts and debts.
May 14, 2024 • 14min
Ep. No. 144. Celebrity Estate Planning - George Carlin
Send us Fan MailTune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of famous comedian, George Carlin, and specifically how the Estate had to "deal" with A.I. sixteen years after George's death.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
