Legal Tea brings you estate and elder law wisdom without the stuffy lawyer speak. New episodes drop every Tuesday. Host: @jennyrozelle 🎤
Fishers, Indiana
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Time for Legal Tea ☕️
Shannen Doherty spent her final years openly talking about death and preparing for what would happen when she was gone. We’ll take a look at the estate plan she left behind - and the surprising legal complications that followed her death.
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Time for Legal Tea ☕️
What happens when a family business is worth billions, and the family can’t agree on what Dad wanted? This episode dives into the Lakers, the Buss family, and the estate planning lessons hiding behind a very expensive family feud.
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Time for Legal Tea ☕️
"Something is better than nothing" in estate planning? Not always. The wrong plan can create problems that never existed before. This episode: why just having an estate plan isn't enough; you need the *right* plan.
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Time for Legal Tea ☕️
Diane Keaton lived life entirely on her own terms, but what happened to the life, legacy, and assets she built after her death? In this episode, we take a look at Keaton’s family, estate plan, real estate, and the reported pet trust for her beloved dog.
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Time for Legal Tea ☕️
Natural disasters are making headlines across the country, but what happens to your estate plan when disaster strikes? This episode covers how to protect, store, and back up your estate documents so your family can find them when they need them most.
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Time for Legal Tea ☕️
Being named as an Executor or Trustee is a big responsibility - but what exactly does that mean? This episode takes a closer look at what these roles involve, the responsibilities that come with them, and what you should know before saying yes.
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Time for Legal Tea ☕️
Warren Burger was a Supreme Court Chief Justice, but his estate plan tells a much more complicated story. We’re looking at what he got right, what went sideways, and what his estate can teach all of us about planning ahead.
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Time for Legal Tea ☕️
Before you upload your estate plan into an AI engine like ChatGPT, Claude, or Gemini, there are a few things you should know. We explore the privacy, ethics, and intellectual property concerns surrounding AI and your legal documents.
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Time for Legal Tea ☕️
A father tries to be fair to all his kids in his estate plan, but "fair" and "equal" turn out to be very different things. This episode breaks down a family's cautionary tale about inheritance, the family home, and the conversations that never happened.
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Time for Legal Tea ☕️
Richard Simmons planned for what would happen after he was gone. What he couldn't plan for was the conflict between his brother and his longtime companion that followed. This episode digs into what happened, and why.
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Time for Legal Tea ☕️
What happens to your airline miles, hotel points, and credit card rewards when you die? In this episode, we break down what happens, how the rules differ between loyalty programs, and what you can do now to keep your rewards from disappearing with you.
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Time for Legal Tea ☕️
Estate planning only works when it reflects real life - not just clean, idealized family dynamics. In this episode, we talk about the common “elephant in the room” issues that shape how plans should actually be structured and protected.
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Time for Legal Tea ☕️
Microsoft co-founder Paul Allen changed the world through technology, but his estate plan is just as fascinating. In this episode, we explore Allen's life, his estate plan, and how his sister, Jody, continues to carry out his vision.
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Time for Legal Tea ☕️
Scams targeting older adults are more advanced than ever, using technology and manipulation to deceive even cautious individuals. This episode explores how they work and why they matter in the estate and elder law space.
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Time for Legal Tea ☕️
Estate plans often stall not because they’re complicated, but because they involve real human decisions people struggle to make. This episode breaks down the most common reasons people get stuck and how to move forward.
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Time for Legal Tea ☕️
In the final part of this Rockefeller family series, we bring the lessons of the Rockefeller dynasty into real-life estate planning, exploring how communication, governance, and intentional preparation often matter more than the money itself.
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Time for Legal Tea ☕️
In this third episode of the Rockefeller Family Estate mini series, we dive into how the Rockefellers preserved wealth, influence, and family continuity for generations through intentional estate planning, governance, philanthropy, and heir education.
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Time for Legal Tea ☕️
In this episode of the Rockefeller Family Estate series, we explore how public backlash against Standard Oil transformed John Rockefeller from one of the most criticized businessmen into the architect of one of history’s most enduring family dynasties.
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Time for Legal Tea ☕️
In the first episode of the Rockefeller Family series, we explore how John D. Rockefeller built Standard Oil into an industrial empire - laying the foundation for one of the most influential family wealth legacies in American history.
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