Legal Tea
Legal Tea brings you estate and elder law wisdom without the stuffy lawyer speak. Every Tuesday, Attorney Jenny Rozelle dishes out 15-minute episodes of real-world stories, practical advice, and lessons learned from the frontlines.
A sought-after speaker known for making estate and elder law accessible and even enjoyable, Jenny brings her signature blend of expertise and relatability to every episode. Because who says learning about estate and elder law can't be a little fun?
Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as legal advice. No attorney-client relationship is created by listening to this podcast. Please consult with a licensed attorney regarding your individual circumstances.
Legal Tea
Episode 249. Cautionary Tales - To Gift or Not to Gift
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Gifting during your lifetime can be a powerful planning tool, but it’s also one of the easiest ways to unintentionally create tax issues, lose control, or derail long-term care plans. In this episode, we break down when gifting works, when it backfires, and why some strategies are more “untakeabackable” than people realize.
Sources and an episode transcript can be found at: LegalTeaPodcast.com.
Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as legal advice. No attorney-client relationship is created by listening to this podcast. Please consult with a licensed attorney regarding your individual circumstances.
