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Legacy Liftoff

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by Stephen Lacey

5.0(4 reviews)

10 episodes

Updated Daily

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Overview

Legacy Liftoff is the podcast from Lacey Rezanka Law Firm for Florida families and high-net-worth individuals who want straight answers—and a plan that actually holds up when life gets complicated. We cut through the noise around avoiding probate, protecting assets, and minimizing tax exposure, with clear, practical guidance you can use to make confident decisions. Hosted by the attorneys at Lacey Rezanka, each episode tackles the questions we hear every day—what you can do now to protect what you’ve built, how trusts really work, what triggers probate problems, and how to avoid costly mistakes caused by oversimplified internet advice. Expect myth-busting, real-world examples, and a client-first approach grounded in experience.

Language

🇺🇲

Publishing Since

3/4/2026

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Recent Episodes

August 6, 2026

009: Why Reviewing Your Estate Plan Is a Crucial Step

Waiting until something goes wrong is the most expensive way to test your estate plan. Listen in as we walk high net worth Floridians through what it really takes to protect what they’ve built. We unpack why a basic will and power of attorney package often falls short once you own a business, rental properties, or a large retirement portfolio, and why an unfunded revocable trust can be just as dangerous as having no trust at all. You’ll hear how Florida probate costs are calculated, how homestead rules and tenancy by the entirety work, and where those statutory protections quietly run out. We also explore how asset protection and estate planning should be built together, using LLCs, trusts, and tax-aware strategies to manage liability, federal estate tax exposure, and inherited retirement accounts under the SECURE Act. Listeners come away knowing when to review their plan, which life events demand changes, and next steps to create a plan that actually works when life gets complicated.In this episode, you will hear:<ul><li>Why basic will-based plans fail high net worth families in Florida </li><li>The cost of probate and the risk of unfunded revocable trusts </li><li>How homestead, tenancy by the entirety, and retirement accounts really protect assets </li><li>Using LLCs and trusts together for estate planning and asset protection </li><li>Planning for federal estate tax and stepped-up basis with growing wealth </li><li>Secure Act rules for inherited IRAs and when to use conduit vs accumulation trusts </li><li>Life and wealth events that should trigger an immediate estate plan review</li></ul> Follow and Review:We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on <a href="https://podcasts.apple.com/us/podcast/legacy-liftoff/id1882412184" rel="noopener noreferrer" target="_blank">Apple Podcasts</a>. Simply select “Ratings and Reviews” and “Write a Review,” then a quick line with your favorite part of the episode. It only takes a second, and it helps spread the word about the podcast.Episode CreditsIf you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at <a href="https://emeraldcitypro.com/" rel="noopener noreferrer" target="_blank">https://emeraldcitypro.com</a>. Let them know we sent you.

July 23, 2026

008: Asset Protection Planning: Shielding Your Wealth from Lawsuits and Creditors - Part 2

High-net-worth life can change overnight, and that’s exactly why we walk through how to build a durable asset protection strategy that actually holds up when challenged. We break down when a simple LLC structure is no longer enough, and why properly designed irrevocable trusts can separate ownership and control without completely locking you out of your own wealth. You’ll hear how fraudulent transfer rules can unravel last‑minute moves, what judges look for when deciding whether to “claw back” transfers, and why the real goal is to position yourself to settle disputes on favorable terms — not to hide everything. We also cover multi‑state property ownership, umbrella insurance gaps, and common mistakes like adding children to bank accounts or misusing revocable trusts. Listeners come away with a clearer picture of what to prepare before meeting an attorney and why planning early — before trouble appears — is so critical.In this episode, you will hear:<ul><li>When to move beyond basic LLCs into irrevocable trusts and advanced structures</li><li>How irrevocable trusts can separate ownership and control while preserving access</li><li>Limits of domestic asset protection for Florida residents and using out‑of‑state or offshore trusts</li><li>Fraudulent transfer risks, clawbacks, and why last‑minute transfers backfire</li><li>Asset protection considerations for multi‑state real estate and financial accounts</li><li>Reviewing umbrella insurance, common coverage gaps, and aligning limits with net worth</li><li>Costly myths and mistakes with joint accounts, revocable trusts, and single‑member LLCs</li></ul> Resources from this Episode<ul><li><a href="https://llr.law/practice-areas/estate-planning/" rel="noopener noreferrer" target="_blank">https://llr.law/practice-areas/estate-planning/</a> </li></ul> Follow and Review:We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on <a href="https://podcasts.apple.com/us/podcast/legacy-liftoff/id1882412184" rel="noopener noreferrer" target="_blank">Apple Podcasts</a>. Simply select “Ratings and Reviews” and “Write a Review,” then a quick line with your favorite part of the episode. It only takes a second, and it helps spread the word about the podcast.Episode CreditsIf you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at <a href="https://emeraldcitypro.com/" rel="noopener noreferrer" target="_blank">https://emeraldcitypro.com</a>. Let them know we sent you.

July 9, 2026

007: Shielding Your Wealth from Creditors: Florida's Best-Kept Legal Advantages - Part 1

Protecting wealth isn’t just about making money — it’s about keeping it when life gets messy. In part 1, we walk through how high‑earning Florida professionals can proactively guard what they’ve built.We explore why relying solely on insurance is a risky bet, as policies have exclusions, limits, and can be quickly exhausted in catastrophic events. Listeners learn why timing matters: once a lawsuit is looming, many of the strongest planning options are off the table due to fraudulent transfer rules.We break down Florida’s powerful debtor-friendly tools, and we highlight where gaps still exist for assets like autos, business interests, and brokerage accounts. We also unpack how LLCs and smart entity structuring can compartmentalize risk — while balancing real-world administrative and tax trade-offs — so listeners can start thinking strategically about comprehensive asset protection.In this episode, you will hear:<ul><li>Who needs asset protection among high-earning Florida professionals </li><li>Why insurance alone is an incomplete liability strategy </li><li>Timing and the impact of fraudulent transfer rules on last-minute planning </li><li>Florida advantages, including homestead, tenancy by the entireties, and retirement protections </li><li>Common gaps in protection for autos, business interests, boats, and brokerage accounts </li><li>How LLCs and entity “bubbles” isolate risk across multiple rental properties </li><li>Trade-offs between tax simplicity and stronger protection with multi-member LLCs </li></ul> Resources from this Episode<ul><li><a href="https://llr.law/practice-areas/estate-planning/" rel="noopener noreferrer" target="_blank">https://llr.law/practice-areas/estate-planning/</a> </li></ul> Follow and Review:We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on <a href="https://podcasts.apple.com/us/podcast/legacy-liftoff/id1882412184" rel="noopener noreferrer" target="_blank">Apple Podcasts</a>. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.Episode CreditsIf you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at <a href="https://emeraldcitypro.com/" rel="noopener noreferrer" target="_blank">https://emeraldcitypro.com</a>. Let them know we sent you.

10 total episodes available

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Frequently asked questions

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What is Legacy Liftoff?: Legacy Liftoff is the podcast from Lacey Rezanka Law Firm for Florida families and high-net-worth individuals who want straight answers—and a plan that actually holds up when life gets complicated. We cut through the noise around avoiding probate, protecting assets, and minimizing tax exposure, with clear, practical guidance you can use to make confident decisions.

Hosted by the attorneys at Lacey Rezanka, each episode tackles the questions we hear every day—what you can do now to protect what you’ve built, how trusts really work, what triggers probate problems, and how to avoid costly mistakes caused by oversimplified internet advice. Expect myth-busting, real-world examples, and a client-first approach grounded in experience.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Information about guest appearances is not available.

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