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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 dive into what options our clients were faced with to fix

Voyant Legal, Mike Haslam, Nathan Croxford


    • Jun 3, 2025 LATEST EPISODE
    • monthly NEW EPISODES
    • 36m AVG DURATION
    • 116 EPISODES


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    Latest episodes from Legacy Lawyers

    What is the "The One, Big, Beautiful Bill" and what are the tax implications on my Estate Planning

    Play Episode Listen Later Jun 3, 2025 30:49


    Today in this podcast we break down complex estate planning topics into clear, actionable insights. In today's episode, we're diving into 'The One, Big, Beautiful Bill' — what it is, how it could reshape the estate planning landscape, and most importantly, what it means for your taxes. Whether you're planning your legacy or helping clients plan theirs, you won't want to miss this!

    Connor Cottle's Origin

    Play Episode Listen Later May 22, 2025 41:08


    In this episode Nathan Introduces Connor Cottle, and gets more on his background. Listen to Connor and Nathan, as Connor talks about his journey into becoming a lawyer, then his time before joining the Voyant legal team. Connor talks about his path into estate planning law and his role at Voyant Legal. He talks about personal experiences and knowledge from past experiences.

    Joint Tenancy - New Rules You Should Know

    Play Episode Listen Later May 12, 2025 38:43


    In this episode Nathan speaks with Taylor Stone, on unpacking the latest changes in the law around joint tenancy. If you co-own property with someone—whether it's your partner, a friend, or a business partner—these new rules could have a big impact on your rights and responsibilities. We break down what joint tenancy really means, how the new legal updates affect things like survivorship, ownership splits, and even what happens if one party wants out.

    Brian Edwards Bio

    Play Episode Listen Later Apr 30, 2025 23:10


    This episode consists of Brian Edwards introduction and who he is. We talk about his background and knowledge.

    Can A Probate Court Hijack Your Estate?

    Play Episode Listen Later Mar 26, 2025 39:08


    Learn how to Avoid Probate over Medical Records [110]

    Play Episode Listen Later Jan 3, 2025 22:56


    In this episode of Legacy Lawyers, Nathan and Mike explore the complexities of HIPAA laws and their effects on families coping with the loss of a loved one. They discuss a real-life case where parents sought medical information following their adult child's untimely death and the legal challenges they encountered due to HIPAA protections. With a blend of humor, insight, and practical advice, Nathan and Mike emphasize the importance of estate planning and HIPAA waivers in order to avoid unnecessary complications during emotionally difficult times.

    Did the Federal Government Just Nullify My Non-Compete Agreement? [109]

    Play Episode Listen Later Dec 6, 2024 38:40


    In this episode, Nathan welcomes Tyler Moss, a new partner at Boynton Legal specializing in litigation, to discuss the significance of non-compete agreements for businesses. They explore the purpose of non-competes in safeguarding confidential information, client lists, and staff from being poached by former employees. The conversation highlights the historical use of non-competes, how courts evaluate their enforceability, and the importance of criteria like time duration and geographic scope. They also examine a recent legal battle where Ryan LLC successfully challenged an FTC rule to ban non-competes nationwide, supported by a Supreme Court decision limiting federal agencies' rulemaking power. The episode underscores that while non-competes remain enforceable, they are subject to stringent judicial scrutiny to ensure fairness.

    Victoria's Story: Not Having a Will or a Trust can be Scary [108]

    Play Episode Listen Later Oct 28, 2024 31:44


    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.

    Can You Use a Trust to Sell Your Business to Avoid Paying Taxes? What's a 643 B Trust? [EP 107}

    Play Episode Listen Later Sep 19, 2024 28:29


    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.

    Does Your Buy-Sell Agreement Contain A Hidden Tax Trap [106]

    Play Episode Listen Later Aug 7, 2024 20:37


    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.

    Taylor Stone Origin Story {Ep. 105}

    Play Episode Listen Later Jun 20, 2024 25:06


    In this podcast, we explore the background and history of our attorney, William Taylor Stone, at Voyant Legal.

    origin stories taylor stone
    Have You Ever Accidentally Laundered Money? {Ep. 104}

    Play Episode Listen Later May 1, 2024 24:16


    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.

    The Corporate Transparency Act: a new reporting mandate for all business [103]

    Play Episode Listen Later Apr 1, 2024 24:55


    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.

    Learn About The New Legacy IRA [102]

    Play Episode Listen Later Jan 4, 2024 20:51


    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.

    Don't Let Estate Fraud Happen To You [Ep. 101]

    Play Episode Listen Later Nov 2, 2023 22:29


    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.

    Did the IRS Just Change the Tax Rules for ALL Irrevocable Trusts! Nope [Ep. 100]

    Play Episode Listen Later Oct 25, 2023 18:28


    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.

    Get Free Insurance on Your Bank Account Using a Trust [Ep. 99]

    Play Episode Listen Later Oct 20, 2023 27:19


    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.

    Don't Get Blindsided By A Conservatorship [Ep. 98]

    Play Episode Listen Later Sep 1, 2023 31:57


    Nathan and Michael discuss an ongoing conservatorship case that has caught the attention of many. That's right, in this episode they talk about a recent filing from Michael Oher, whose story was shown in the popular movie "The Blind Side." Listen to this episode to learn more about the case and conservatorships.

    Can You Protect Your Estate Plan From Attacks? [Ep. 97]

    Play Episode Listen Later Aug 17, 2023 37:18


    In this new episode, Michael and Nathan discuss the ins and outs of protecting your estate plan. From who you tell about your plan, to who you should or shouldn't cut out, this episode covers it all. Learn more about who you should have your estate plan written by, where you should keep it, and more.

    The Queen of Soul Made a Mess With Her Handwritten Wills [Ep. 96]

    Play Episode Listen Later Jul 21, 2023 21:30


    Handwriting your living will may seem like a good idea. However, without the assistance of a trusted legal advisor, it could cause more trouble for your family. In this episode, Nathan and Michael discuss the handwritten wills of Aretha Franklin, which led to an extensive court case over many years. It is always smart to consult a lawyer regarding your will.

    Can an ESOP Allow You to Sell Your Business Tax Free? [Ep. 95]

    Play Episode Listen Later Jul 17, 2023 27:42


    In this episode, Nathan and Michael discuss an Employee Stock Ownership Plan (ESOP), which can allow business owners to sell their company in a way that saves on taxes. An ESOP is a very articulate plan that can have benefits for your future generations. Learn more about employee stock ownership plans in this educational and entertaining episode.

    What Went Wrong With The Kouri Richins Prenup? [Ep. 94]

    Play Episode Listen Later Jul 7, 2023 30:43


    Nathan and Michael dive deeper into the Richins case in this fascinating episode. Learn more about prenups, wills, and the slayer statute through this ongoing case.

    What to Know Before You Sue a Sibling Over Your Inheritance [Ep. 93]

    Play Episode Listen Later Jun 29, 2023 30:38


    The actual cost of litigation of inheritance is revealed in the episode Nathan and Micheal discuss what you should know before you sue a sibling. Learn more about how proper estate planning can prevent ugly litigation from happening and how to determine if litigation is necessary.

    What to Do to Avoid Abuse by a Power of Attorney [Ep. 92]

    Play Episode Listen Later Jun 16, 2023 35:36


    In this new episode, Nathan and Michael discuss a case where a power of attorney went wrong. It's important to be cautious with who you choose as your power of attorney and be educated on your options. However, a power of attorney is a great tool you are able to use. Learn all about this case and power of attorneys in this educational episode.

    How Long Should You Keep Working, Another Case of Elder Fraud, and More Options for Assisted Suicide [Ep. 91]

    Play Episode Listen Later May 18, 2023 24:33


    In this episode, Nathan and Michael discuss a few recent cases they have learned about. Learn more about how waiting for retirement may benefit you, how to protect yourself and your family from elder fraud, and new legislature regarding assisted suicide in this all-inclusive episode.

    A New Way to Fight Elder Abuse

    Play Episode Listen Later May 4, 2023 30:48


    Elder abuse is becoming more prominent in today's world, which is a concern for all of us. In this episode, Nathan and Michael discuss a new way that parents and grandparents can be protected from elder abuse and undue influence. Listen to this episode to learn more!

    Why a Two Week Trial Over a Ski Accident Relates to You Estate Planning [Ep. 89]

    Play Episode Listen Later Apr 20, 2023 17:36


    In this episode, Nathan and Michael discuss a recent trial that occurred in Park City, Utah involving actress Gwyneth Paltrow. Accidents can occur at any time, and being prepared is the best thing to do. This case highlights why it is important to discuss estate planning with a trusted legal advisor. Listen to find out more!

    How Much Does a Will or Trust Cost [Ep. 88]

    Play Episode Listen Later Apr 13, 2023 36:04


    Pricing is a very important part of will or trust planning. In this episode, Nathan and Michael explain why certain attorneys charge what they do and what you are receiving for that price. If you're looking into having a will or trust drafted up by an estate planning attorney, this is an episode you will want to hear first!

    Be Like Kobe - Mamba Estate Planning [Ep. 87]

    Play Episode Listen Later Mar 21, 2023 20:45


    In this episode, Nathan and Michael discuss the trust of well known basketball player Kobe Bryant. While his trust was well executed for the most part, there was a mistake in his estate planning that his family had to correct after his death. This episode helps explain why it's important to always consult a trusted estate planning lawyer.

    You Could Be Financially Liable for Your Partner's Fraud Without This Planning [Ep. 86]

    Play Episode Listen Later Mar 15, 2023 28:10


    Entering a business partnership can be very beneficial, however, it can also hold you liable for your partners mistakes, including fraud. In this new episode, Michael and Nathan discuss a recent case where an individual attempted to claim bankruptcy but wasn't able to because their partner committed fraud. It's important to be careful who you do business with!

    Don't Let a Romance Scam Ruin Your Estate Plan [Ep. 85]

    Play Episode Listen Later Mar 1, 2023 38:46


    The internet and social media can be a scary place, especially for seniors and those vulnerable to scams. In this episode, Michael and Nathan discuss a few cases where individuals have fallen victim to online scamming and the effects it has had on numerous families. By making a plan with a trusted legal advisor, you and your loved ones can better shield yourself from the effects of frauds on the internet.

    If You Have Any Artwork, Then, Please Take These Extra Steps in Your Trust Planning [Ep. 84]

    Play Episode Listen Later Feb 22, 2023 29:11


    In this episode, Nathan and Michael discuss a case in which the ownership of physical pieces of artwork is questioned. If you are an artist or have purchased original artwork, listen to this episode to learn more about what additional steps you need to take in your estate planning.

    What Lisa Marie Taught Us About Amending a Trust [Ep. 83]

    Play Episode Listen Later Feb 14, 2023 26:59


    Lisa Marie shows us exactly why you should always consult a trusted legal advisor about amending your trust. Join Nathan and Michael in this episode as they discuss where Lisa Marie went wrong and why it is important to handle your trust correctly with an estate planning attorney.

    The 529 Has Become the Best Investment Vehicle of Them All [Ep. 82]

    Play Episode Listen Later Feb 7, 2023 25:42


    A 529 is a great way to save money for your child's higher education. But, what happens if they choose not to go to college? In this episode, Michael and Nathan discuss more about the Secure Act 2.0 and some new laws regarding 529 accounts and Roth IRA's.

    Can AI Replace an Estate Planning Attorney? [Ep. 81]

    Play Episode Listen Later Jan 31, 2023 37:48


    In today's episode, Nathan and Michael put Artificial Intelligence program ChatGPT to the test to see if AI can do what an Estate Planning Attorney does. While AI can be impressive, it may not know specifics. You should always consult a trusted attorney for legal advice on your specific situation.

    What Everyone Needs to Know about the Secure Act 2.0 [Ep. 80]

    Play Episode Listen Later Jan 24, 2023 32:36


    The Secure Act 2.0 recently passed, and it may have an effect on how you handle your finances. In this episode, Nathan and Michael discuss the Secure Act 2.0 in depth to help listeners have a better understanding of what this act is and how they may benefit from it. Always talk to trusted legal and financial advisors to learn more about how this act may impact you individually.

    The Tax Law Every Business Owner Needs to Know Before New Year's Eve [Ep. 79]

    Play Episode Listen Later Dec 16, 2022 26:01


    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.

    Are You Buying Fractional Ownership of a Vacation Home? [Ep. 78]

    Play Episode Listen Later Dec 14, 2022 33:53


    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.

    Fight Inflation by Recasting your Mortgage [Ep. 77.]

    Play Episode Listen Later Nov 29, 2022 33:35


    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.

    Does your will have an In Terrorum Clause? (AKA no contest clause) [Ep. 76.]

    Play Episode Listen Later Nov 23, 2022 23:22


    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.

    When DIY is NOT the Best Option! [Ep. 75.]

    Play Episode Listen Later Nov 1, 2022 19:37


    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.

    What do Reverse Gifting, Chuck Norris and Protein Shakes Have in Common? [ Ep. 74 ]

    Play Episode Listen Later Oct 25, 2022 37:38


    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.

    Why Don't Celebrities Have a Will? [Ep. 73]

    Play Episode Listen Later Oct 11, 2022 26:54


    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.

    Write Your Own Obituary or This Could Happen to You! [Ep. 72]

    Play Episode Listen Later Sep 20, 2022 27:22


    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.

    Never, Never, Never Add Someone Else's Name to Your Home's Deed [Ep. 71]

    Play Episode Listen Later Sep 13, 2022 45:45


    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.

    You Can Still Qualify for the Employers Retention Credit [Ep. 70]

    Play Episode Listen Later Sep 8, 2022 42:01


    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.

    Can Anyone Leave Wealth for Generations [Ep. 69]

    Play Episode Listen Later Aug 30, 2022 27:13


    In this episode, Nathan and Michael discuss the differences between the 17th century and present-day law regarding old money, trusts, and inheritance. Understanding the importance of a trusted legal advisor can help protect your money and family for years to come.

    Don't Make The Same Mistakes As Britney Spear's Guardian [Ep. 68]

    Play Episode Listen Later Aug 11, 2022 25:44


    In this episode, Nathan and Michael take you a little bit deeper into the life of Britney Spears to uncover legal procedures going on in her life. Things really do not get easier when a celebrity is involved in legal procedures.

    Email After You Die [Ep. 67]

    Play Episode Listen Later Aug 4, 2022 29:50


    Do you ever feel like someone is listening to you? What about Alexa, Google, and Siri? What if you could listen to a deceased family member's voice again? Well, it might soon be possible with Amazon's Alexa. The advancement of technology is bringing significant benefits, but there also comes great challenges.

    Pay Your Parent's Debt [Ep. 66]

    Play Episode Listen Later Jul 28, 2022 42:38


    Who becomes responsible for your significant other's debt when they pass away? You may be surprised that credit card companies will come after you, expecting to be paid. Always be extremely careful when signing onto a credit card with someone because you are also responsible for all the debts on that card.

    Mother Gives Birth to Daughter's Child [Ep. 65]

    Play Episode Listen Later Jul 21, 2022 33:20


    What happens legally when a Mother of 8 decides to have her daughter's child? A mother chooses to be a surrogate for her daughter who struggles with infertility. That decision was a very gracious one, but defining this grandchild/child becomes challenging.

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