HeyJaredLife, Legacy & Wealth - Navigating key decisions for you and your family
Welcome to Life, Legacy & Wealth, the podcast that demystifies estate planning, elder law, and probate to empower you with knowledge to secure your family’s future.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 8, 2026
- Audience
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- Earliest in this view
- Jul 21, 2026
Latest episodes
020: Does a Revocable Trust Protect You From Creditors? The Answer Might Surprise You (opens the original)
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Revocable or irrevocable? Most families think they already know the answer, and most are wrong. This episode breaks down the real differences between the two trust types under Florida law, starting with the biggest misconception clients bring into the room: a revocable trust does not protect assets from creditors during your lifetime, no matter what a viral TikTok claims. Tom Moss, estate planning attorney at Sawyer & Sawyer, P.A., walks through when a revocable trust makes sense for probate avo
019: Florida Estate Planning for High Net Worth Families After the New Tax Law (opens the original)
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A fifteen million dollar federal exemption sounds like permission to stop planning. Tom Moss, attorney at Sawyer and Sawyer, P.A., explains why that assumption costs wealthy families the most. This episode breaks down what actually changed under the new tax law, why a will never avoids probate, and what happens when an estate crosses that $15 million line at a 40% tax rate, a scenario more Central Florida families are facing as wealth from New York, California, and Illinois keeps moving south. T
018: Power of Attorney and Dementia: What Florida Families Must Sign Before It's Too Late (opens the original)
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This episode covers what families should do in the first weeks after a parent is diagnosed with dementia or Alzheimer's, from legal capacity to guardianship costs. Cary Moss explains the difference between a dementia diagnosis and a legal loss of capacity, and outlines which documents, including the durable power of attorney, living will, and healthcare surrogate, need to be signed first. Cary Moss also details how guardianship works in Florida, including the timeline, court process, and typical
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