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Legacy Sips & Tips with Lindsay

Podkast av Lindsay Wheeler

engelsk

Business

Deretter 99 kr / Måned. Avslutt når som helst.

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Les mer Legacy Sips & Tips with Lindsay

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 @SipsAndTipsWithLindsayFor more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

Alle episoder

53 Episoder

episode E:54- How to transition your loved ones with Life's Encore cover

E:54- How to transition your loved ones with Life's Encore

Lindsay Wheeler hosts Elizabeth Magayon Flurry from Life's Encore, a concierge consulting business in Reno, Nevada, which helps families navigate the challenges of aging. Elizabeth discusses her background in pet sitting, gourmet food, and wine brokering, and how these experiences led her to start Life's Encore in 2019. The business focuses on integrating smart home technology to assist seniors in aging in place or helping loved ones transition to assisted living. Elizabeth emphasizes the importance of proactive planning and support systems for both seniors and their caregivers.  - - Follow Lindsay on IG @SipsAndTipsWithLindsay [https://www.instagram.com/sipsandtipswithlindsay/?next=%2F] and TikTok @SipsAndTipsWithLindsay For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online [https://www.yourestateplan.online/] Want to learn more? Check out our [Free] Webinar HERE [https://webinarkit.com/webinar/registration/642ecb1572481d106dd64ffb] Get started with our Cover Your A$$ets Workbook [https://view.flodesk.com/pages/64750afa644615ff2d1adee2] Create Your Estate Plan HERE [https://highsierralegal.thrivecart.com/your-estate-plan-2024-1/]

6. aug. 2025 - 39 min
episode E:53- Life's a garden, dig it (Gardening with Ben Parrett) cover

E:53- Life's a garden, dig it (Gardening with Ben Parrett)

In this episode, Lindsay welcomes back Benjamin Parrett, a UC Davis graduate with expertise in viniculture and agriculture, to dig into the world of gardening. From the basics of growing your own food—even in small spaces like apartments—to the joys of reconnecting with nature, Ben shares practical advice and insights into building your own little green haven. They also discuss soil health, sustainable gardening practices, and how even the simplest urban gardens can foster community and self-sufficiency.  Wine Talk: 2021 Joel Gott  Sauvignon Blanc St.Helena, California - - Follow Lindsay on IG @SipsAndTipsWithLindsay [https://www.instagram.com/sipsandtipswithlindsay/?next=%2F] and TikTok @SipsAndTipsWithLindsay For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online [https://www.yourestateplan.online/] Want to learn more? Check out our [Free] Webinar HERE [https://webinarkit.com/webinar/registration/642ecb1572481d106dd64ffb] Get started with our Cover Your A$$ets Workbook [https://view.flodesk.com/pages/64750afa644615ff2d1adee2] Create Your Estate Plan HERE [https://highsierralegal.thrivecart.com/your-estate-plan-2024-1/]

23. juli 2025 - 33 min
episode E:52-Graduating Seniors (ah, your baby is all grown) cover

E:52-Graduating Seniors (ah, your baby is all grown)

In this episode, Lindsay discusses a timely topic for proud parents of graduating seniors—why turning 18 doesn’t mean your role as their protector ends. Lindsay explores the critical importance of setting up powers of attorney for your now-adult "babies" to ensure you can still advocate for them in emergencies, whether it’s paying their bills or making crucial medical decisions. From gifting a practical college estate planning package to empowering young adults to take control of their future, this episode is a must-listen for parents and graduates alike.  Wine Talk: 2019  Frank Family Vineyards Chardonnay Carneros, CA - - Follow Lindsay on IG @SipsAndTipsWithLindsay [https://www.instagram.com/sipsandtipswithlindsay/?next=%2F] and TikTok @SipsAndTipsWithLindsay For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online [https://www.yourestateplan.online/] Want to learn more? Check out our [Free] Webinar HERE [https://webinarkit.com/webinar/registration/642ecb1572481d106dd64ffb] Get started with our Cover Your A$$ets Workbook [https://view.flodesk.com/pages/64750afa644615ff2d1adee2] Create Your Estate Plan HERE [https://highsierralegal.thrivecart.com/your-estate-plan-2024-1/]

9. juli 2025 - 8 min
episode E:51-Funding Your Trust-Key Steps People Miss cover

E:51-Funding Your Trust-Key Steps People Miss

Ahoy, estate planning enthusiasts! In this episode of Sips and Tips with Lindsay, we set sail into the world of trusts with a pirate-themed crash course on funding your estate plan. Lindsay breaks down the essentials of creating and "filling" your pirate chest, with treasures like property, bank accounts, vehicles, and even crypto. Learn why funding your trust is crucial to avoid leaving an empty chest for your loved ones and discover actionable steps to transfer your assets into this secure entity.  Wine Talk: 2019 Rancho Victoria  La Donza-Blend Amador County, CA - - Follow Lindsay on IG @SipsAndTipsWithLindsay [https://www.instagram.com/sipsandtipswithlindsay/?next=%2F] and TikTok @SipsAndTipsWithLindsay For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online [https://www.yourestateplan.online/] Want to learn more? Check out our [Free] Webinar HERE [https://webinarkit.com/webinar/registration/642ecb1572481d106dd64ffb] Get started with our Cover Your A$$ets Workbook [https://view.flodesk.com/pages/64750afa644615ff2d1adee2] Create Your Estate Plan HERE [https://highsierralegal.thrivecart.com/your-estate-plan-2024-1/]

25. juni 2025 - 12 min
episode E:50- What to do After Your Divorce cover

E:50- What to do After Your Divorce

Divorce is tough, but forgetting to update your estate plan afterward? That’s a disaster waiting to happen. In this episode, Lindsay dives into the critical steps you need to take to protect your assets, ensure your intentions are honored, and avoid your ex ending up on your yacht with their new pool boy. From untangling beneficiary designations to updating guardianship nominations for your kids, Lindsay walks you through the must-dos post-divorce. Grab a glass of your favourite wine and tune in for practical tips, a dash of humor, and the real talk you didn’t know you needed. Wine Talk: 2013 Cantiga Wineworks Chardonnay Sierra Foothills, CA - - Follow Lindsay on IG @SipsAndTipsWithLindsay [https://www.instagram.com/sipsandtipswithlindsay/?next=%2F] and TikTok @SipsAndTipsWithLindsay For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online [https://www.yourestateplan.online/] Want to learn more? Check out our [Free] Webinar HERE [https://webinarkit.com/webinar/registration/642ecb1572481d106dd64ffb] Get started with our Cover Your A$$ets Workbook [https://view.flodesk.com/pages/64750afa644615ff2d1adee2] Create Your Estate Plan HERE [https://highsierralegal.thrivecart.com/your-estate-plan-2024-1/]

11. juni 2025 - 9 min
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