Starting a nonprofit takes more than good intentions. In this episode, we break down what it really means to build a 501(c)(3) the right way, from clarifying the mission to setting up the proper structure and governance.

We discuss why mission should always come first, how structure supports long term impact, and the common mistakes organizations make early on.

If you are thinking about launching a nonprofit or serving on a board, this conversation will give you a practical foundation to build on.

Section 8 housing rules can be confusing, especially when an inheritance is involved.

In this episode, Mike Haslam and Taylor Stone discuss how subsidized housing works, what changed under the new regulations, and why inheritances can create serious problems for people receiving government benefits.

They walk through asset limits, income considerations, and how proper estate planning including special needs trusts can help protect housing, Medicaid, and other benefits.

This is an important conversation for families planning ahead and for anyone with loved ones who rely on government assistance.

Retirement accounts don’t always go where you expect, especially when cognitive decline becomes an issue.

Nathan and Brian discuss how beneficiary designations, tax rules, and retirement trusts intersect, and how the right planning can protect both the assets and the people relying on them.

In this podcast episode, hosts Michael Haslam and Brian Edwards discuss the recent changes to Utah's healthcare directive law, including the new standardized form and its implications for healthcare decision-making. They explore the importance of having a healthcare directive, the changes in the form's structure, and the introduction of surrogates for decision-making when no agent is available. The conversation emphasizes the need for individuals to review and update their healthcare directives, especially in light of the new law, and encourages listeners to take proactive steps in their healthcare planning.

In this episode, Nathan Croxford and Taylor Stone discuss the legacy of Tony Hsieh, the founder of Zappos, and the implications of his estate planning decisions following his untimely death. They explore the discovery of a will five years after his passing, the complexities surrounding it, and the lessons that can be learned about estate planning. The conversation emphasizes the importance of early and thorough estate planning, involving family in discussions, and the potential pitfalls of neglecting these crucial decisions.

In a Halloween-themed discussion, Mike and Brian talk about the “scary” consequences of not properly maintaining an LLC, focusing on a real-life case where an owner lost personal liability protection.

🎙️ 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 this episode, Nathan introduces Gregory Abel, an attorney with Voyant Legal. Greg shares his unique journey from political campaigning as a child to interning on Capitol Hill, then eventually finding his way into law and estate planning. Along the way, he reflects on his early passion for public service, his experiences in litigation, and how he ultimately discovered the satisfaction of helping families through thoughtful estate planning.