If you own a business, this is an episode you need to listen to immediately! Michael and Nathan discuss a recent tax law that was introduced in Utah and some other states that can help business owners save thousands of dollars if paid before the new year. This episode discusses more about tax planning and what this new tax law could do for you.

In this episode, Nathan and Michael discuss the ins and outs of fractional ownership when it comes to vacation homes. While fractional ownership can be a less expensive way to own a vacation home, are the fees and associated risks worth it? Find out by listening to this deep dive into how some of the companies behind these homes work and why you should always hire a legal consultant before entering a fractional ownership agreement.

Mortgages can be expensive and confusing, especially if you're looking to purchase a new home and haven't sold your old house yet. In this episode, Nathan and Michael discuss a method called loan recasting, which can help reduce mortgage payments when you're moving. They expand on a story from a recent client and explain why it's important to read the terms to your loan and have a trusted legal advisor if issues arise.

What exactly is an In Terrorum Clause? That's precisely what Nathan and Michael explain in this episode. This type of clause is better known as a no contest clause and can help protect your family from greedy beneficiaries after you pass. This episode educates listeners on what a no contest clause does and why you should have one in your living will.

Nathan and Michael understand that, at times, it's easier to do things yourself. When it comes to legal issues, however, that is something you do not want to DIY. In this episode, they discuss a recent legal case where a man chose to represent himself in court and the consequences of doing things yourself when you need a skilled professional.

In this episode, Nathan and Michael discuss a tax planning strategy that can benefit those that own more than one property. With property value and taxes increasing, this episode educates listeners on what reverse gifting is and how it may save you money when discussed and planned with a trusted legal advisor.

You may be surprised to find that many celebrities have no legal plans set forth for their estate after they pass. Nathan and Michael discuss the recent death of a celebrity, Anne Heche, that didn't have a living will. The implications of which have caused stress and contention among her surviving family members. This episode helps educate why creating a living will with a trusted legal advisor is an important step to take.

Have you ever wondered what your family might say about you after you've passed? In this episode, Nathan and Michael discuss a very interesting obituary written by a family member. With many uncertainties after death, they address the importance of writing documents such as an obituary, living will, and an advance directive with a trusted legal advisor.

In this episode, Nathan and Michael discuss many different reasons why you should never put someone else's name on the deed of your home. From horror stories of theft and eviction to normal situations that face tax repercussions, this episode helps educate individuals on why getting a trusted advisor before making these decisions is crucial.

Were you affected by COVID-19? In this episode, Nathan and Michael go over employee retention credit. Whether you are an employer or employee, it is important to understand what is accessible to you and how it all works. They discuss deadlines, how the refunds work, and recommendations for moving forward.