Welcome to

Legacy Talk Podcast

Legacy Talk Podcast

with James Jones

Let us help you plan today, so you can have peace of mind tomorrow.

Most Recent Episodes

Most Recent Episodes

  • 4 mins

    In this episode of The Legacy Talk Podcast, we delve into tax-smart estate planning strategies that can ease your tax burden. Learn how revocable living trusts, lifetime gift exemptions, charitable giving, and other techniques can help minimize estate and gift taxes.

    If you're keen on preserving more of your wealth for your loved ones, this episode is a must-listen. Tune in to find out how to maximize the benefits of your estate plan!

  • 4 mins

    In this episode of The Legacy Talk Podcast, we dive into the world of Revocable Living Trusts and how they can be a powerful tool in avoiding probate. Learn why this type of trust is known as the "Probate Slayer" and discover the key benefits, from preserving privacy to reducing legal costs.

    Tune in to understand how a revocable trust can simplify estate planning and provide peace of mind for you and your loved ones.

  • 3 mins

    On this episode of Legacy Talk Podcast, dive into the essentials of integrating your IRA and 401(k) into your estate plan. Understand the differences between various retirement accounts, the importance of beneficiary designations, and the tax implications for heirs. Learn key strategies to ensure your assets are protected and effectively passed on. Perfect for anyone planning for a secure financial future. Tune in and simplify the complexities of retirement accounts and estate planning.

  • 2 mins

    In this episode of The Legacy Talk Podcast, we dive into the world of digital assets and how they fit into your estate plan. With technology shaping our lives, it's crucial to consider how digital assets like social media accounts, online banking, and even cryptocurrency are managed after we're gone.

    Join us as we explore strategies for including digital assets in your estate plan, ensuring your online legacy is preserved just as you wish. Tune in to learn how to protect your digital footprint for the future.

  • 2 mins

    Join us on The Legacy Talk Podcast as we explore the essentials of prenuptial and postnuptial agreements and how they integrate into your estate plans. Learn about protecting assets, clarifying ownership, and ensuring your family's future stays secured.

    Perfect for anyone considering marriage or looking to strengthen their estate strategy. Tune in to demystify these critical agreements and safeguard your legacy.

  • 2 mins

    In this episode of Legacy Talk Podcast, we debunk the common myth that estate planning is a one-time task. Discover why it's crucial to regularly review and update your estate plan, reflecting life’s inevitable changes like marriage, financial shifts, or new tax laws.

    Learn practical tips to keep your estate plan effective and ensure your wishes are respected. Tune in to protect your legacy and provide peace of mind for you and your loved ones.

    Don’t miss this insightful episode – it's essential listening for anyone with an estate plan!

About Jones Legacy
Law Podcast

About Jones Legacy
Law Podcast

Attorney Jones is here to talk about how best to protect your family, assets, and wealth. Pulling stories from his more than 20 years of helping families and business owners protect their assets, create their estate plans, preserve their wealth, and plan for the future.

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