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 their situation.

Legacy Lawyers
Claim This Podcastby Voyant Legal, Mike Haslam, Nathan Croxford
Podcast Authority
Beta
Podcast Overview
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 their situation.
Language
🇺🇲
Publishing Since
1/11/2021
Unlock The Full Podcast Authority Score Report
See how your podcast performs across key metrics
Podcast Authority
Beta
Recommendations available
Unlock the full report to see detailed tips
Recommendations available
Unlock the full report to see detailed tips
Unlock comprehensive insights including:
- • YouTube presence analysis
- • Social media reach metrics
- • RSS compliance scoring
- • Podcast 2.0 features
- • Technical standards
Detailed Analytics
- Complete breakdown of all 19 authority metrics
- Personalized recommendations for each metric
- Industry benchmarks and comparisons
- Technical RSS feed analysis and compliance scoring
Growth Strategies
- Step-by-step action plans for improvement
- Quick wins to boost your score immediately
- Pro tips from successful podcasters
See how your show performs across every key metric
High authority scores make your podcast more attractive to industry leaders and influencers who want to appear on credible shows.
Sponsors look for podcasts with proven authority and engagement. Your score demonstrates your podcast's value to potential partners.
Understanding your strengths and weaknesses helps you make data-driven decisions to expand your listener base effectively.
1 verified contact email on file for Legacy Lawyers
Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.
Recent Episodes
![Episode thumbnail for Protecting Your Retirement Accounts from the SECURE Act Traps Nobody Told You About [Ep.136]](https://pod-engine-public.nyc3.cdn.digitaloceanspaces.com/images/XxxYCK7SYjzKtZdTjd1bYLbvjaGUiKkTXvLG2WCpc4k.png)
August 7, 2026
Protecting Your Retirement Accounts from the SECURE Act Traps Nobody Told You About [Ep.136]
<p>87% of people who inherit an IRA make a mistake that can destroy up to half the account's value. Most of them have never heard of the rule they broke.</p><p></p><p>In this episode, Michael Haslam and Brian Edwards break down what actually happens after an IRA or 401(k) gets inherited. The old "stretch IRA" that let heirs spread withdrawals over their own lifetime disappeared in 2020, replaced by a flat 10-year window. And as of 2024, the IRS clarified something most families still don't know: many heirs also owe an annual required distribution in years one through nine, not just a deadline at year ten. Miss it, and the penalty is steep.</p><p></p><p>Key Takeaways:</p><ul><li>The Stretch IRA Is Gone: Why the old model of "leave it to the kids, they'll spread it over their lifetime" stopped being true in 2020, and why so many plans are still built around it.</li><li>The Real 10-Year Rule: How the 2024 final regulations settled years of confusion. If the original owner had already started required distributions, the heir owes annual distributions too, not just a lump sum by year ten.</li><li>The 25% Penalty: What happens if a required distribution gets missed, and the two-year window that cuts the penalty from 25% down to 10%.</li><li>The Roth Conversion Move: Why converting before death, while the owner is in a lower tax bracket than their kids will likely be, can shift the entire tax bill to a cheaper rate.</li></ul><p></p><p>Michael Haslam and Brian Edwards are practicing attorneys at Voyant Legal in Utah. This episode is for educational purposes only and does not constitute legal advice. Visit <a rel="noopener noreferrer nofollow" href="http://voyantlegal.com" target="_blank">voyantlegal.com</a> or call 801.951.0500.</p>
![Episode thumbnail for Gen X: You're the Most Financially Exposed Generation and Nobody Is Talking to You [Ep. 136]](https://pod-engine-public.nyc3.cdn.digitaloceanspaces.com/images/XxxYCK7SYjzKtZdTjd1bYLbvjaGUiKkTXvLG2WCpc4k.png)
July 23, 2026
Gen X: You're the Most Financially Exposed Generation and Nobody Is Talking to You [Ep. 136]
<p>62% of Gen X adults have zero estate planning documents — a higher rate than Gen Z, Millennials, or Baby Boomers. The generation carrying the most financial complexity is the least protected, and almost nobody is saying it out loud.</p><p></p><p>In this episode, Nathan Croxford and Taylor Stone break down the four pressures hitting Gen X at the same time: supporting aging parents and kids simultaneously, inheriting IRAs under a brutal new 10-year distribution rule, approaching the biggest business exit of their lives, and doing all of it with outdated or nonexistent plans. They make the case for why right now — at peak earning and peak complexity — is the moment to actually build one.</p><p></p><p>Key Takeaways:</p><ul><li>The Sandwich Squeeze: Why nearly half of adults in their 40s and 50s are supporting an aging parent and a child at the same time — and what happens when neither generation has the right documents in place.</li><li>The Inherited IRA Time Bomb: How the SECURE Act's 10-year rule replaced the old "stretch IRA," and why inheriting a retirement account during peak earning years can push every dollar into the highest tax bracket.</li><li>The Business Exit Window: How a $2–10M business sale can trigger $400K–$2M+ in taxes without pre-exit planning — and why the strategy has to start years before the sale, not after.</li><li>The Outdated Plan Problem: Why a trust from 2011 with beneficiaries from when the kids were toddlers can be just as dangerous as having no plan at all.</li></ul><p></p><p>Nathan Croxford and Taylor Stone are practicing attorneys at Voyant Legal in Utah. This episode is for educational purposes only and does not constitute legal advice. Visit <a rel="noopener noreferrer nofollow" href="http://voyantlegal.com" target="_blank">voyantlegal.com</a> or call 801.951.0500.</p>
![Episode thumbnail for Your Kid Just Turned 18: The 3 Documents Every Parent Needs Before College [Ep. 135]](https://pod-engine-public.nyc3.cdn.digitaloceanspaces.com/images/XxxYCK7SYjzKtZdTjd1bYLbvjaGUiKkTXvLG2WCpc4k.png)
July 10, 2026
Your Kid Just Turned 18: The 3 Documents Every Parent Needs Before College [Ep. 135]
<p>The moment your child turns 18, you lose all legal access to their medical records, school records, and financial accounts — not some access, all of it. Most parents find this out in a hospital waiting room, when it's too late to fix.</p><p></p><p>In this episode, Nathan Croxford and Brian Edwards break down exactly what changes the day a child becomes a legal adult, and the three documents that restore a parent's ability to help — before the first week of college, not after an emergency.</p><p></p><p>Key Takeaways:</p><ul><li>The HIPAA Wall: How turning 18 cuts parents off from medical records entirely — even if they're paying the insurance premium — and the HIPAA waiver that fixes it.</li><li>HIPAA vs. Healthcare Directive: Why "access to information" and "authority to make decisions" are two different documents, and why a hospitalized adult child's parents need both.</li><li>The Financial Power of Attorney: How this document covers bank accounts, student loans, housing contracts, and fraud response — and why being a joint account holder only covers that one account.</li><li>Springing vs. Immediate Authority: Why an immediate power of attorney can act in a real emergency without the delay of proving incapacity.</li><li></li></ul><p>Nathan Croxford and Brian Edwards are practicing attorneys at Voyant Legal in Utah. This episode is for educational purposes only and does not constitute legal advice. Visit <a rel="noopener noreferrer nofollow" href="http://voyantlegal.com" target="_blank">voyantlegal.com</a> or call 801.951.0500.</p>
142 total episodes available
Deep-dive analytics for Legacy Lawyers
Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- What is Legacy Lawyers?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
Legal Disclaimer
Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.
All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.
We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.
While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.
By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.