Legacy Sips & Tips with Lindsay

Oct 30 2024 27 ep. 27 mins 2

Legacy Sips & Tips with Lindsay Podcast artwork

Legacy Sips & Tips with Lindsay!
Learn from Lindsay Wheeler, founder of High Sierra Legal and Your Estate Plan, on how to prepare for the inevitable and protect your Legacy through estate planning. And to make discussing dying a little more fun, she will also be talking about wine, travel, entrepreneurship, and all things snow!
Lindsay brings 20+ years of experience in the legal field and went to law school so you don't have to. She is a passionate entrepreneur, outdoor enthusiast, and wine snob.
Listen to her tell-it-like-it-is (let's be real) fun and hilarious discussions each week or so on how to make sure your family and loved ones are protected if you aren't here, mind shifts to pursue your best life, fancy and not so fancy wines, traveling the world, and of course snowboarding.
Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay
For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

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E:27- This is Halloween, This is Halloween!

Oct 30 2024 21 mins

Welcome to the Halloween Episode. This is a fun episode about Halloween, trick or treating, traditions, and spirits. Wine Talk:Viking BlodNordic Honey Wine1700 recipe --Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.onlineWant to learn more? Check out our [Free

E:26- Relators Suck (Well, just some)

Oct 23 2024 13 mins

Lindsay pulls back the curtain on the real estate industry and discuss why many realtors often prioritize quick commissions over genuine client care. While closing deals is important, building lasting relationships with clients is what truly sets successful realtors apart.Join Lindsay as she explores the unique idea of gifting estate planning services as a closing gift. She discuss

E:25- You're Going to Die, It's Time to Get Your Estate Plan done.

Oct 16 2024 23 mins

In this episode, Lindsay tackles a crucial question: when is the right time to create your estate plan? Whether you're starting a family, acquiring assets, or simply approaching a new life stage, Lindsay highlights the key moments that signal it’s time to take action.Learn the importance of getting your wishes in order and how proactive planning can provide peace of mind for you

E:24 Nothing is Permanent. Your Estate Plan isn't Set in Stone

Oct 09 2024 13 mins

Join Lindsay as she uncovers the surprising truth: Estate Planning is not as permanent as you might think! Explore how life changes; from new family members to evolving financial situations, and how those key moments can prompt a fresh look at your plan.Discover the flexibility of revocable living trusts, which allow you to amend Your Estate Plan whenever necessary. Learn how this

E:23- Say, What? Estate Planning Terms and What They Mean.

Oct 02 2024 23 mins

Say What? Ever been confused as to who a Settlor is? What does intestate mean? In today's episode, Lindsay describes the different terms and words you may encounter when planning or creating Your Estate Plan and why words matter. After this episode, you will be able to read legal estate planning documents confidently and know who's who, and what all that convoluted legal jargon act

E:22- So You're a Trustee, now what? Step-by-Step on how to be a Successor Trustee

Sep 25 2024 18 mins

So, you’ve been appointed as a trustee of a trust. AKA you’re a Successor Trustee and now it is your job to manage, administer, and implement the terms and conditions of a trust. In this Episode, Lindsay walks you through step-by-step on how to navigate your new role as a trustee. How to secure the estate, inventory, notifying beneficiaries, managing finances, selling a home, a

E:21 State Estate Tax Explained

Sep 18 2024 20 mins

--Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.onlineWant to learn more? Check out our [Free] Webinar HEREGet started with our Cover Your A$$ets WorkbookCreate Your Estate Plan HERE

E:20- The Nightmare of Probate- and how to avoid it.

Sep 11 2024 17 mins

Learn all about the probate process in the episode and why you will absolutely want to avoid it. Lindsay discusses the complexity (over 20 filings and several appearances with the court), time consuming (think 18 months), and expensive (average cost of $28k+) process of probate. You will be well versed in what probate actually is and how the process works after listening to this ep

E:19- ADHD Episode

Sep 04 2024 21 mins

Oooo look a squirrel!! Today’s episode is all about the wonders of having ADHD (attention deficit hyperactivity disorder). Lindsay discusses the pros and cons of having ADHD and why she doesn’t think it’s really a disorder. But more how it’s like having your very own superpower 🦸🏻‍♀️As always, this isn’t medical or clinical advice but a fun discussion of how L

E:18 Birthday Episode!

Aug 28 2024 17 mins

Look who has a birthday today!! In this Episode, Lindsay discusses her birthday, getting older, knee injections, and her bucket list trip to Peru! Yes, there will be a discussion of Alpacas 🦙, Machu Pichu, and the Galapagos Islands 🐢. Learn and enjoy mini retirements and not waiting until it’s too late to travel and check off some of those bucket list items. Also, be sure t