While You Can: Adventures in Life and Legacy Planning is a podcast about taking control of your future—before life does it for you. Hosted by attorney Amanda Reagan "Amy", each episode demystifies estate and succession planning through real stories, expert insights, and practical strategies. From wills and trusts to tax planning and family legacy, Amy helps Floridians protect what they’ve built, care for the people they love, and make confident decisions—while they still can.
Episode Summary: In this episode of While You Can: Adventures in Life and Legacy Planning, host Lisa Mosbey is joined by Florida estate and succession planning attorney Amanda Reagan. Together, they delve into the intricacies of business succession planning, emphasizing the importance of proactive and coordinated efforts among attorneys, CPAs, and financial advisors. Amanda highlights the potential pitfalls of failing to plan for s...
Episode Summary: In this episode of While You Can, Adventures in Life and Legacy Planning, host Amanda Reagan "Amy", a Florida estate and succession planning attorney, is joined by guests Alicia Herron of Full Life Organizing and Ashley Gajdosz of the Gajdosz Home Team. Together, they explore the intricacies of planning across multiple generations, focusing on the balance between family dynamics and business interests. Alicia discu...
Episode Summary: In this episode, Amanda Reagan "Amy", a Florida estate planning attorney, uses the metaphor of building a house to illustrate the significance of proactive planning in securing real estate and business legacies. From creating a sturdy foundation with essential documents to navigating the complexities of succession planning for small businesses, Amy provides valuable insights on safeguarding assets and ensuring a sm...
Episode Summary: This episode of *While You Can: Adventures in Life and Legacy Planning* delves into the crucial aspects of estate planning for pets and blended families. Amanda Reagan "Amy", a Florida estate and succession planning attorney, sheds light on the importance of thoughtful planning to ensure the well-being of both two-legged and four-legged loved ones. From discussing pet trusts to navigating the complexities of ...
Episode Summary: Marriage and parenthood are significant milestones in life, yet many couples overlook updating their legal plans amidst the chaos of new responsibilities. In this episode of *While You Can: Adventures in Life and Legacy Planning*, Amanda Reagan "Amy", an estate and succession planning attorney, shares valuable insights on how newlyweds and new parents can safeguard their assets, avoid costly errors, and lay the fou...
Episode Summary: In this episode of *While You Can*, Amanda Reagan "Amy" discusses the importance of planning for life's uncertainties beyond death. She emphasizes the significance of legal documents like powers of attorney and healthcare directives in maintaining control during health crises. Amy shares real-life examples, highlighting the critical need for proactive planning to ensure peace of mind and focus on what truly matters...
In this episode of While You Can: Adventures in Life and Legacy Planning, Amanda Reagan breaks down the truth about trusts—what they are, how they work, and when you might need one. She explains the key differences between revocable and irrevocable trusts, how they help families avoid probate in Florida, and why collaboration between estate planners, financial advisors, and CPAs is essential for long-term succ...
Episode Summary: In this episode, Amanda "Amy" Reagan dives into some of history’s most famous estate planning successes and failures—from Abraham Lincoln and George Washington to music legends like Prince and Aretha Franklin. Through these stories, she explains how even the most powerful and talented figures can leave behind confusion and conflict when they don’t prepare properly. Amy uses these examples to show ...
Episode Summary: In this premiere episode of While You Can: Adventures in Life and Legacy Planning, Amanda "Amy" Reagan shares her journey from high-stakes litigation to building a firm focused on proactive estate and succession planning. She explains how her years of experience in global law and tax disputes inspired her mission to help families, professionals, and business owners take control of their future through thoughtful, p...
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