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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.
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.
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Choosing a will or trust can determine more than who inherits; it can shape a family’s privacy, costs, and experience after a loss. Host and Florida estate-planning attorney Stephen Lacy explains why there is no universal answer: the right approach depends on goals, assets, and family circumstances…
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Estate planning in Florida can protect your family or create expensive headaches, depending on how you plan. In this conversation, we walk through the five core documents every Floridian should understand: a will, revocable living trust, durable power of attorney, healthcare surrogate designation, …
Many Florida veterans and their families are quietly missing out on thousands of dollars in benefits they’ve already earned. We walk through how VA Aid and Attendance can help cover assisted living or in‑home care, especially when Medicaid is reserved for more intensive nursing home needs.
Listener…
Windfalls from IPO stock can create life-changing wealth, but they also create serious tax exposure if you don’t plan ahead. Listen in as we walk through how pre-IPO shareholders, especially new millionaires at companies like SpaceX, can move value out of their taxable estates before prices surge. …
Most families don’t realize how fast nursing home costs can drain a lifetime of savings until a crisis hits. We walk through what Florida Medicaid really covers, why Medicare and private health insurance fall short for long-term care, and how the five-year lookback period actually works, including …
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, ren…
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 owners…
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, a…
Decades of hard work can be undone by an outdated estate plan. In this episode, we walk through what really happens when Florida families assume a dusty trust binder means their legacy is secure.
We explore the most common breakdowns: unfunded trusts that still force heirs through probate, benefici…
Most estate planning mistakes don’t start with bad intentions; they start with bad information. In this episode, we walk through the myths that quietly cost Florida families tens of thousands of dollars and, in some cases, fracture relationships beyond repair.
The conversation digs into why DIY est…
면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 Stephen Lacey에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.
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