
Legacy Sips & Tips with Lindsay
Legacy Sips & Tips with Lindsay!
Learn from Lindsay Wheeler, founder of High Sierra Legal and Your Estate Plan, on how to prepare for the inevitable and protect your Legacy through estate planning. And to make discussing dying a little more fun, she will also be talking about wine, travel, entrepreneurship, and all things snow!
Lindsay brings 20+ years of experience in the legal field and went to law school so you don't have to. She is a passionate entrepreneur, outdoor enthusiast, and wine snob.
Listen to her tell-it-like-it-is (let's be real) fun and hilarious discussions each week or so on how to make sure your family and loved ones are protected if you aren't here, mind shifts to pursue your best life, fancy and not so fancy wines, traveling the world, and of course snowboarding.
Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay
For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online
Legacy Sips & Tips with Lindsay
E:37- What about your pets when you die?
Lindsay discusses the importance of pet trusts for ensuring the care of pets after the owner's death. She explains that pet trusts can be included in estate plans, providing funds and care instructions for animals. Examples include Leona Helmsley's $12 million trust for her dog Trouble, reduced to $2 million, and Oprah Winfrey's reported $30 million for her dogs. Wheeler emphasizes the need for specific care instructions, such as diet, grooming, and veterinary care, and the importance of naming reliable caretakers and trustees. She also highlights the necessity of updating pet trusts regularly and considering the pet's specific needs and living conditions.
Wine Talk:
2023
Meadowcroft
Rousseau
Dry Creek Valley, CA
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Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay
For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online
Want to learn more? Check out our [Free] Webinar HERE
Get started with our Cover Your A$$ets Workbook
Create Your Estate Plan HERE