The Life & Legacy Estate Planning Podcast

The Life & Legacy Estate Planning Podcast

Topics and conversation about estate planning and how to ensure your family, your wealth and your legacy are truly protected, no matter what happens. We'll discuss tools and techniques for complete planning, common misconceptions and mis-steps that cost families countless heartache, headaches and money, and we'll feature guests for a variety of topics and viewpoints surrounding estate planning, legacy, asset preservation and asset protection.


June 3, 2022 7 min

Learn how to avoid the most common mistakes that most parents and most attorneys make when appointing guardians for minor children, as attorney Kevin Davidson discuss seven important considerations for choosing who would care  for your minor children.  

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In this episode attorney Davidson discusses the reality of state protective custody of minor children when a parent dies, and, more importantly, a simple tool parents can put in place to ensure their minor children don't have to suffer that additional trauma.

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May 13, 2022 4 min

Attorney Kevin Davidson provides a brief discussion of the effect of Divorce on an existing estate planning and beneficiary designations post-divorce, and explains Wisconsin's "revocation upon divorce" law.

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May 6, 2022 9 min

The spectre of draconian estate taxes decimating the modest family's wealth is used far too often as marketing bait. Join attorney Kevin Davidson for a discussion of the real current estate tax levels, and why trust plans created prior to 2009 may be a tax penalty time-bomb for some families.

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Attorney Davidson discusses some of the details of the Wisconsin "Spousal Impoverishment" rules and Medicaid eligibility.  Learn whether these rules will leave you or your spouse with enough to get by on.

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Join Attorney Kevin Davidson as he sits down for a fascinating chat with Certified Aging Life Care Manager Sue Coyle of Coyle Care Management And Consulting, LLC.   As Sue shares a an explanation of the role of a certified Aging Life Care Professional, and some of her experiences in the field.  Lear about this exceptional resource that nearly every family really could use at some point. 

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Attorney Davidson discusses the 5 biggest estate planning misconceptions that prevent people from doing right by their families.  These myths and mistakes are so pervasive and prevalent we see or hear at least one of these nearly every day!  The unfortunate part is that those left behind to deal with the mess that these false beliefs create are the ones who pay the price.

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April 8, 2022 12 min

Some articles circulating on the internet suggest that divorce could be used to avoid a long-term-care spend down.  What people won't put themselves through to avoid doing things the right way!  A divorce is not a quick and easy process, so not a great solution. If done for the sole purpose of avoiding a long-term-care spend down, it could be challenged as a sham divorce or worse, deemed a fraud.  Attorney Davidson discusses th...

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A barrier that often prevents people from putting the best protections in place for themselves and their families is that "it's too complicated" and they don't understand all the legal complexities.  Attorney Davidson discusses this issue,  why you really only need to understand the big picture, and why it is important to  let the experts worry about the expertise stuff. 

Disclaimer:  None of the information presente...

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Join attorney Kevin Davidson and Dr. Robert Gibson for some fascinating insight as they discuss the health care power of attorney, advance directives and the DNR (do not resuscitate) order from the perspective of the patient's treating physician, and how important it is to have your wishes documented, and how important it is to discuss these wishes with your health care agent.

Disclaimer:  None of the information presented herei...

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Attorney Davidson discusses why attorneys often cannot alter existing estate plan documents or create new estate plan documents for clients with dementia or other cognitive incapacity.

Disclaimer:  None of the information presented herein or in the Life & Legacy Estate Planning Podcast should be interpreted or relied upon as legal advice and no attorney client relationship exists as a result of presenting this material.  As with...

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Attorney Davidson discusses the attorney's duties to an elder client, and why attorneys often can not discuss details or planning documents with curious children or other family members.

Disclaimer:  None of the information presented herein or in the Life & Legacy Estate Planning Podcast should be interpreted or relied upon as legal advice and no attorney client relationship exists as a result of presenting this material.  ...

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Greg Ziegler of Ziegler Investments & Insurance Services explains one tool available to families in a nursing home/long-term-care spend-down situation that allows to safeguard a portion of the family assets under a Medicaid compliant final-expense policy.

Disclaimer:  None of the information presented herein or in the Life & Legacy Estate Planning Podcast should be interpreted or relied upon as legal advice and no attorney c...

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Attorney Kevin Davidson discusses how the universal advice "everyone should have a Will" is wrong, leads to false security and fails those it is intended to serve.  Part 1 of this 2 part series covers guardianship for minor children; if you just don't care about your beneficiaries; why a Will does nothing for the 98% of us; and how to give your heirs 10% more inheritance.

Disclaimer:  None of the information presented he...

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February 11, 2022 30 min

For this week's episode, we sit down with attorney Tracy Gibson for a chat about her legal career, mistakes and successes, philosophy of service, and what makes her tick!  Have a listen to get to know Tracy a little better.

Theme music:
"Next Adventure" performed by Lobo Loco. License at:

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Whose Name Is On The Safe Deposit Box?  And how could it possibly go wrong? 

This question came up in a client meeting this week, and I've had this same conversation dozens if not a hundred times, so I know this is an area that everyone needs to pay a little more attention to.  The safe deposit box.  This would be that little metal box at your bank or credit union, in a secure room full of such boxes, usually within a vault or g...

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Attorney Kevin Davidson, founder of and senior counsel with The Estate Planning Group announces launch of our new podcast, The Life & Legacy Planning Podcast.  Episodes will be published every Friday afternoon, 4:00 p.m. CST.

Theme music credits: 
"Finale" performed by Jar of Flies.  License at:
"Paranoia" performed by Prigione Eterna.  License at:

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