Legally Speaking with LawyerLisa

In Episode 10, Lisa explains that Prevention Planning goes beyond traditional estate documents by making sure your family has the information, access, and guidance they need if you become sick—not just when you pass away. She emphasizes documenting wishes, organizing key details, and preparing your support team in advance to spare loved ones from stress, confusion, and crisis-driven decisions. Click here for more information about Prevention Planning.

In Episode 9, Lisa explains how beneficiary designations work, the risks of joint accounts, and why POD/TOD arrangements or trusts may be better choices depending on your situation. She emphasizes using the correct transfer method for each asset—especially retirement accounts—and encourages viewers to consult an estate planning attorney to avoid taxes, mistakes, and unintended consequences.

In Episode 8, Lisa explains that major life events—such as death, divorce, new dependents, a serious diagnosis, or moving—should trigger a review and possible update of your estate planning documents. She emphasizes that keeping documents current helps ensure your wishes are followed and prevents legal complications for your loved ones.

In Episode 7, Lisa discusses Life Care Planning. Life Care Planning goes beyond traditional estate planning by combining legal documents, financial strategy, benefits navigation, and coordinated health care support for aging adults. It helps take the burden off families by providing a knowledgeable team to guide decisions, access benefits, and create a comprehensive plan before a crisis hits. Find out more at https://lawyerlisa.com/lcp

Episode 6

In Episode 6, Lisa discusses Medicaid Planning. She explains how irrevocable Medicaid asset protection trusts can help preserve assets against the high cost of long-term care, especially when someone may eventually need skilled nursing or assisted living. Lisa emphasizes that while this type of planning isn’t right for everyone, it can be an essential tool to protect a spouse or family and ensure resources remain available in the future. Make sure you have all the information you need to make an informed choice on your planning.

In Episode 5, Lisa discusses Prevention Planning — a proactive approach that goes beyond basic estate documents to organize important personal, financial, and care information for the future. She explains how tools like a “Go Binder” can ease the burden on loved ones, ensure wishes are followed, and prevent confusion or crisis later on.

Episode 4

In this week’s episode, Lisa breaks down one of the most misunderstood tools in estate planning — trusts. She explains the difference between revocable and irrevocable trusts, how proper funding makes or breaks their effectiveness, and why updating your trust is just as important as creating one. Lisa also shares how trusts can protect you during incapacity, ensure your wishes are carried out, and keep your family matters private.

‘Episode 3

In this week’s session, Lisa walks us through the essentials of wills: what they are, why they matter, and how they fit into a broader estate plan. Whether you’re drafting your first will or revisiting an existing one, this video gives you the knowledge you need to protect your loved ones and your legacy.

Episode 2

In Episode 2 Lisa explains why updating your financial and healthcare powers of attorney is essential to protect yourself and your loved ones. She highlights how choosing the right agents—and backups—can prevent costly conservatorship proceedings and ensure your wishes are honored in both financial and medical decisions. Lisa emphasizes that these documents should evolve with your life circumstances and serve as a roadmap for your trusted decision-makers.