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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 di... more
FAQs about Legacy Lawyers:How many episodes does Legacy Lawyers have?The podcast currently has 139 episodes available.
October 28, 2024Victoria's Story: Not Having a Will or a Trust can be Scary [108]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....more32minPlay
September 19, 2024Can You Use a Trust to Sell Your Business to Avoid Paying Taxes? What's a 643 B Trust? [EP 107]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....more29minPlay
August 07, 2024Does Your Buy-Sell Agreement Contain A Hidden Tax Trap [EP 106]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....more21minPlay
June 20, 2024Taylor Stone Origin Story [Ep. 105]In this podcast, we explore the background and history of our attorney, William Taylor Stone, at Voyant Legal....more26minPlay
May 01, 2024Have You Ever Accidentally Laundered Money? [Ep. 104]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....more25minPlay
April 01, 2024The Corporate Transparency Act: a new reporting mandate for all business [EP. 103]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....more25minPlay
January 04, 2024Learn About The New Legacy IRA [EP. 102]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....more21minPlay
November 02, 2023Don't Let Estate Fraud Happen To You [Ep. 101]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....more23minPlay
October 25, 2023Did the IRS Just Change the Tax Rules for ALL Irrevocable Trusts! Nope [Ep. 100]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....more19minPlay
October 20, 2023Get Free Insurance on Your Bank Account Using a Trust [Ep. 99]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....more28minPlay
FAQs about Legacy Lawyers:How many episodes does Legacy Lawyers have?The podcast currently has 139 episodes available.