#DOYOURESTATEPLAN

Cautionary Tales - Addictions & Estate Planning - Episode 87

Jenny Rozelle, Host of Legal Tea

Mar 14
8 min

Cautionary Tales - Addictions & Estate Planning - Episode 87

Hey there, Legal Tea Listeners –This is your host, Jenny Rozelle! Today’s episode of Legal Tea is a cautionary tale, where we talk about real-life cases with real-life clients with real facts – they’re things me or my office have worked on. For today’s episode, we’re going to be talking more about a general topic that seems to be coming up more-and-more frequently – the topic we’re going to be talking about is estate planning involving a beneficiary with an addiction. As many

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Cautionary Tales - Failure of Trust Funding - Episode 78

Jenny Rozelle, Host of Legal Tea

Jan 10
7 min

Cautionary Tales - Failure of Trust Funding - Episode 78

Hey there, Legal Tea Listeners –This is your host, Jenny Rozelle! Today’s episode of Legal Tea is a cautionary tale, where we talk about real-life cases with real-life clients with real facts – they’re things me or my office have worked on. For today’s episode, we’re going to be talking about a case my office worked on a handful of years ago where our client, let’s call her Betty, created a Trust and after Betty threw many of our letters on her kitchen counter (not doing anyt

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Celebrity Estate Planning - Aaron Carter - Episode 74

Jenny Rozelle, Host of Legal Tea

Dec 13, 2022
8 min

Celebrity Estate Planning - Aaron Carter - Episode 74

Hey there, Legal Tea Listeners! This is your host, Jenny Rozelle. Today, we’re on the “estate planning of the rich and famous” topic and for today’s episode, we’re going to dive into what happened estate-wise following the passing of the famous “teen pop” musician, Aaron Carter, who is known for his songs, “I Want Candy,” “That’s How I Beat Shaq,” and “Aaron’s Party.” His brother, who is arguably more famous than Aaron, is Nick Carter from the very-famous boy band, Backstreet

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Cautionary Tales - Pick Your Executor Wisely! - Episode 72

Jenny Rozelle, Host of Legal Tea

Nov 29, 2022
7 min

Cautionary Tales - Pick Your Executor Wisely! - Episode 72

Hey there, Legal Tea Listeners –This is your host, Jenny Rozelle! Today’s episode of Legal Tea is a cautionary tale, where we talk about real-life cases with real-life clients with real facts – they’re things me or my office have worked on. For today’s episode, we’re going to be talking about a case my office worked on a handful of years ago where our client, let’s call her LuAnne, had a family, of course, but no children living (she had a child, but the child passed away bef

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Current Trends - Largest Unclaimed Estate (To Date) - Episode 70

Jenny Rozelle, Host of Legal Tea

Nov 15, 2022
8 min

Current Trends - Largest Unclaimed Estate (To Date) - Episode 70

Hey there, Legal Tea Listeners –This is your host, Jenny Rozelle. Welcome back for another episode of Legal Tea! Today’s topic is a current trend … something going on in the current time, that is pertinent to my little estate and elder law world. This week’s episode is going to be about a guy, who lived in Chicago, Illinois, who passed away in 2016. Well, his estate has ended up catching some headlines, even like super recently which is how I found out about this whole thing,

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Cautionary Tales - Listing a Bank as Executor/Trustee - Episode 69

Jenny Rozelle, Host of Legal Tea

Nov 8, 2022
8 min

Cautionary Tales - Listing a Bank as Executor/Trustee - Episode 69

Hey there, Legal Tea Listeners –This is your host, Jenny Rozelle! Today’s episode of Legal Tea is a cautionary tale, where we talk about real-life cases with real-life clients with real facts – they’re things me or my office have worked on. For today’s episode, we’re going to be talking about a case, where from the beginning, it was just one thing after the next So, to keep things straight, let’s just start all the way at the beginning … when the client reached out to my offi

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Celebrity Estate Planning - Naomi Judd - Episode 62

Jenny Rozelle, Host of Legal Tea

Sep 13, 2022
7 min

Celebrity Estate Planning - Naomi Judd - Episode 62

Hey there, Legal Tea Listeners! This is your host, Jenny Rozelle. Today, we’re on the “estate planning of the rich and famous” topic and today’s episode is on the country music star, Naomi Judd, who recently passed away the year this episode is recorded – 2022. Specifically, she passed away on April 30, 2022. Before we dive into what has happened estate-wise following her passing, let’s talk a little about Naomi, as a person, first. According to her Wikipedia page, she was bo

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Celebrity Estate Planning - Howard Hughes - Episode 59

Jenny Rozelle, Host of Legal Tea

Aug 23, 2022
8 min

Celebrity Estate Planning - Howard Hughes - Episode 59

Hey there, Legal Tea Listeners! This is your host, Jenny Rozelle. Today, we’re on the “estate planning of the rich and famous” topic and today’s episode is on Howard Hughes – who, I believe, was one of the richest people on the planet for a good long time. Let’s talk a little bit about Howard – who he was, his family, how’d he become so wealthy, and then chat about his estate following his death. According to Biography.com, Howard was born in December 1905 in Houston, Texas.

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Current Trends - Passwords ... After You Pass - Episode 55

Jenny Rozelle, Host of Legal Tea

Jul 26, 2022
7 min

Current Trends - Passwords ... After You Pass - Episode 55

Hey there, Legal Tea Listeners –This is your host, Jenny Rozelle. Welcome back for an another episode of Legal Tea! Today’s topic is a current trend … something going on in the current times, that I’ve stumbled across and is pertinent to my little estate and elder law world. Today’s topic involves your online/digital presence and specifically, your passwords that a majority of us have in our brains – and our brains only. But what happens when you pass? Will your loved ones ge

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Celebrity Estate Planning - Hank Williams - Episode 53

Jenny Rozelle, Host of Legal Tea

Jul 12, 2022
7 min

Celebrity Estate Planning - Hank Williams - Episode 53

Hey there, Legal Tea Listeners! This is your host, Jenny Rozelle. We’re back to “estate planning of the rich and famous” where we chat about celebrities and their estate planning. Today’s episode is on the country music star, Hank Williams. Before we dive into what happened estate-wise following his passing, let’s talk a little about Hank, as a person, first. According to his Wikipedia page, Hank was born in Alabama on September 17, 1923. From birth, Hank suffered from spina

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Celebrity Estate Planning - Elizabeth Taylor - Episode 50

Jenny Rozelle, Host of Legal Tea

Jun 21, 2022
7 min

Celebrity Estate Planning - Elizabeth Taylor - Episode 50

Hey there, Legal Tea Listeners! This is your host, Jenny Rozelle. We’re back to “estate planning of the rich and famous” where we chat about celebrities and their estate planning. Today’s episode is on the actress, Elizabeth Taylor! An absolute classic, right? I mean, according to her Wikipedia page, in 1999, the American Film Institute named Elizabeth the seventh-greatest female screen legend of classic Hollywood cinema. So yeah, if you’re a young Legal Tea Listener and have

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Celebrity Estate Planning - Kurt Cobain - Episode 44

Jenny Rozelle, Host of Legal Tea

May 10, 2022
7 min

Celebrity Estate Planning - Kurt Cobain - Episode 44

Hey there, Legal Tea Listeners! This is your host, Jenny Rozelle. We’re back to “estate planning of the rich and famous” where we chat about celebrities and their estate planning. Today’s episode is on Kurt Cobain – the lead vocalist and guitarist in the iconic band, Nirvana. I have you know that if I do a Legal Tea episode on a musician, I usually head to Youtube and listen to their songs/music as I write their episode. So yes, I’m currently listening to Nirvana (which is no

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Current Trends = #BettyWhiteChallenge & Estate Planning for Animals/Pets - Episode 31

Jenny Rozelle, Host of Legal Tea

Feb 8, 2022
7 min

Current Trends = #BettyWhiteChallenge & Estate Planning for Animals/Pets - Episode 31

Hey there, Legal Tea Listeners –This is your host, Jenny Rozelle. Welcome back for another episode of Legal Tea! Today’s topic is a current trend … something going on in current time, that is pertinent to my world. Today’s topic is on the #BettyWhiteChallenge – which occurred a few weeks ago now, but it’s a timely topic nonetheless – and blending that with some talk about how to support animals/pets in your estate plan. Now THIS is an episode that I can get behind … and was f

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Cautionary Tales - Top 5 Estate Planning Mistakes in 2021 - Episode 27

Jenny Rozelle, Host of Legal Tea

Jan 4, 2022
7 min

Cautionary Tales - Top 5 Estate Planning Mistakes in 2021 - Episode 27

Hey there, Legal Tea Listeners –This is your host, Jenny Rozelle! Today’s episode of Legal Tea is a cautionary tale – normally on cautionary tale episodes, we talk about a specific real-life case with real-life clients with real facts. Today will be a tad different. Today, it’s our first episode in the new year – 2022! Does anyone else think 2021 absolutely flew by? I mean, holy cow.. And what are we talking about today, you ask? Well today, we are going to go over the top 5

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Cautionary Tales - Blended Families & Estate Planning - Episode 21

Jenny Rozelle, Host of Legal Tea

Nov 23, 2021
7 min

Cautionary Tales - Blended Families & Estate Planning - Episode 21

Hey there, Legal Tea Listeners –This is your host, Jenny Rozelle! Today’s episode of Legal Tea is a cautionary tale – a real-life case with real-life clients with real-life facts; though names are altered for confidentiality purposes! I see no better time to talk about the topic of “blended families” than the week of Thanksgiving, where you all may be getting around the same dinner table. Or, maybe this is the worst idea ever … to talk about “blended families” on a week like

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Celebrity Estate Planning - Philip Seymour Hoffman - Episode 20

Jenny Rozelle, Host of Legal Tea

Nov 16, 2021
7 min

Celebrity Estate Planning - Philip Seymour Hoffman - Episode 20

Hey there, Legal Tea Listeners! This is your host, Jenny Rozelle. We’re back to “estate planning of the rich and famous” where we chat about celebrities and their estate planning. Today’s episode is on the great actor Philip Seymour Hoffman, who is most known for his acting roles in movies such as: Twister, The Big Lebowski, Almost Famous, Along Came Polly, and even in Hunger Games. He was in several, several other movies, but you get the point – he’s a well known fella! Acco

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Current Trends - Restraint on Marriage in Estate Plan - Episode 19

Jenny Rozelle, Host of Legal Tea

Nov 9, 2021
7 min

Current Trends - Restraint on Marriage in Estate Plan - Episode 19

Hey there, Legal Tea Listeners –This is your host, Jenny Rozelle. Welcome back – for another episode of Legal Tea! Today’s topic is a current trend … something going on in current time, that is pertinent to my world. So today’s topic is about a decision that recently came down from the Indiana Supreme Court – that, to be honest, I was a little surprised to hear the outcome, but understand the Court’s logic and explanation too. Anyway, the case is Rotert v. Stiles and it was a

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Cautionary Tales - Estate Plan is Lost, Help! - Episode 18

Jenny Rozelle, Host of Legal Tea

Nov 2, 2021
8 min

Cautionary Tales - Estate Plan is Lost, Help! - Episode 18

Hey there, Legal Tea Listeners –This is your host, Jenny Rozelle! Today’s episode of Legal Tea is a cautionary tale – a real-life case with real-life clients with real-life facts; though names are altered for confidentiality purposes! You know, there are times that I share crazy stories with clients and they’ll say, “Jenny, you need to write a book!” I guess now I can see, “Well … what about a podcast?! I’ve got a podcast where I blab about stories!” Today’s topic reminds me

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Celebrity Estate Planning - Aretha Franklin - Episode 17

Jenny Rozelle, Host of Legal Tea

Oct 26, 2021
7 min

Celebrity Estate Planning - Aretha Franklin - Episode 17

Hey there, Legal Tea Listeners! This is your host, Jenny Rozelle. We’re back to “estate planning of the rich and famous” where we chat about celebrities and their estate planning. The last two episodes of “estate planning of the rich and famous” we talked about Michael Jackson and Kobe Bryant – and as you may remember, both did a relatively okay job. They both slipped up and each had a mistake – but from a 50,000 foot overview, they could have done way worse! With today’s epi

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Cautionary Tales - Estranged Family & Estate Planning - Episode 15

Jenny Rozelle, Host of Legal Tea

Oct 12, 2021
7 min

Cautionary Tales - Estranged Family & Estate Planning - Episode 15

Hey there, Legal Tea Listeners –This is your host, Jenny Rozelle! Today’s episode of Legal Tea is a cautionary tale – a real-life case with real-life clients with real-life facts; though names are altered for confidentiality purposes! Before we jump in, this is episode #15 – I’m not sure where the last 15 weeks have gone, but time sure does fly! It’s fun to look back to when I thought, “Hey – Maybe I’ll start a podcast!” and now today, being 15 episodes deep. There was a lot

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