Law Days & Lattes

Episode 66: Climbing Out of Comfort Zones: Lessons from Hiking Mount RainierWelcome back to Law Days and Lattes, the podcast where we blend real-world stories with practical legal and financial strategies to help you live boldly and protect your future.In this episode, host Sidney Wheelan, founder of the Wheelan Law Firm, shares lessons from her recent hike up Mount Rainier and what scaling a literal mountain can teach us about growth, preparation, and resilience in everyday life.From the rocky trails of Camelback Mountain to the misty slopes of Rainier, Sidney reflects on what happens when we step outside our comfort zones and how the same principles apply to building a business, managing finances, or planning for the future.🌄 In This Episode:The surprising parallels between mountain hiking and life’s toughest challengesHow proper preparation—from hiking gear to legal planning—creates confidence and securityWhy it’s important to pace yourself instead of sprinting toward every goalThe power of teamwork and trusted advisors to help you reach the summitHow discomfort leads to growth, and why you might be capable of more than you think💡 Takeaway:Growth doesn’t happen in the comfort zone. Whether you’re climbing a mountain or making hard decisions about your family, business, or finances, the view is worth the climb. ☕ Connect & Subscribe:Follow Law Days and Lattes on your favorite podcast platform for inspiring conversations about law, life, and finding joy in the journey.Check out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questionsUntil next time, grab your favorite latte, hold your loved ones tight, and have a great week! ☕WheelanLaw.comThis podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law.  This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation.  This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an attorney-client relationship.  The choice of a lawyer is an important decision and should not be based solely upon advertisements.

“And, Not Or — Is This the Wrong Paris?”In this week’s episode of Law Days and Lattes, host Sidney Wheelan, founder of the Wheelan Law Firm, reflects on finding meaning in life’s unexpected detours and what a new romantic comedy, The Wrong Paris, can teach us about balance, gratitude, and growth.When the film’s main character discovers that her dream trip to “Paris” isn’t taking her to France, but to Paris, Texas, she’s forced to rethink what “the wrong place” really means. For Sidney, the story hit close to home because she grew up in Paris, Missouri, and understands that tension between small-town roots and big-world dreams.Sidney shares her personal journey from a small town to travels around the world and the powerful lesson she’s learned along the way:Life isn’t about choosing either/or.It’s about embracing and.You can love your hometown and explore the world.You can be practical and creative.You can care for others and chase your passions.✨ Key Takeaways:Sometimes “the wrong Paris” moments in life lead you to the right lessons.It’s possible to hold more than one truth, to live fully in both gratitude and ambition.Ask yourself: Where are you saying either/or when you could be saying and?💬 Join the Conversation:Sidney invites listeners to share their own “Wrong Paris” stories, those moments when life surprised you and turned out better than expected.🌟 Coming Soon:Sidney also hints at something new, an upcoming community designed for professionals who want to build legacy, grow their businesses, stay healthy, and live with purpose. Stay tuned for details!☕ Connect & Subscribe:Follow Law Days and Lattes on your favorite podcast platform for inspiring conversations about law, life, and finding joy in the journey.Check out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questionsUntil next time, grab your favorite latte, hold your loved ones tight, and have a great week! ☕WheelanLaw.comThis podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law.  This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation.  This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an attorney-client relationship.  The choice of a lawyer is an important decision and should not be based solely upon advertisements.

Labor Day isn’t just the unofficial end of summer—it’s also a turning point. The days get cooler, routines settle back in, and suddenly there’s a fresh sense of energy in the air. In this episode of Law Days and Lattes, Sidney Wheelan reflects on why fall feels like the real new year and the perfect time to finish what you started.From tackling long-delayed projects to finally completing your estate plan or setting up your business LLC, this season is all about tying up loose ends and moving forward with clarity. Sidney shares practical insights on why autumn naturally inspires action—and how checking those big tasks off your list before the holidays can give you peace of mind heading into the new year.👉 What you’ll hear in this episode:Why fall feels like a season of new beginningsHow to use this time to finish resolutions you’ve put offWhy estate planning and business setup are perfect fall projectsA challenge to listeners: pick one thing to complete before year’s endA sneak peek at Sidney’s upcoming community project for professionalsSo, enjoy that crisp fall air, and let this episode inspire you to turn fresh energy into real progress.Check out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questionsSubscribe to Law Days and Lattes wherever you get your podcasts!Until next time, grab your favorite latte, hold your loved ones tight, and have a great week! ☕WheelanLaw.comThis podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law.  This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation.  This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an attorney-client relationship.  The choice of a lawyer is an important decision and should not be based solely upon advertisements.

Episode 63 – Back-to-School: Life & Money Lessons for Teens & their ParentsBack-to-school isn’t just about supplies, sports, and schedules — it’s also the perfect time to prepare your teenager for real life. In this episode of Law Days and Lattes, Sidney Wheelan shares practical lessons parents can teach their teens about money, jobs, and independence before they step out into the world on their own.As a lawyer, business owner, and parent, Sidney sees firsthand the challenges young adults face. This episode is packed with tools, strategies, and conversations that will set your teen up for long-term success.☕ What You’ll Learn in This Episode:The best ways to save for education: 529s vs. custodial accountsBanking basics every teen should practice before leaving homeHow to talk with your teen about budgeting, interest, and money goalsJob interview skills that build confidenceHow to encourage entrepreneurial thinking through small business venturesWhy starting a Roth IRA early is one of the best gifts you can give your child💡 Key Takeaway:Grades and test scores matter — but so does knowing how to manage money, land a job, and build financial independence. Give your teenager these real-world skills now, while the stakes are low, so they’re ready for the future.📌 Resources & Links:Download your free Estate Planning Reflection Sheet here: Estate Planning Reflections Sheet (PDF)Learn more about Sidney Wheelan and the Wheelan Law Firm.Check out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questionsSubscribe to Law Days and Lattes wherever you get your podcasts!Until next time, grab your favorite latte, hold your loved ones tight, and have a great week! ☕WheelanLaw.comThis podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law.  This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation.  This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an attorney-client relationship.  The choice of a lawyer is an important decision and should not be based solely upon advertisements.

Episode 62 — Family Trusts: Protecting Your Land and LegacyIf you own farmland, hunting acreage, or a cherished outdoor property, how can you make sure it stays in your family—and out of probate—for generations? In this episode, attorney and estate planner Sidney Wheelan explains how a family trust works, the benefits and potential drawbacks, and real-world strategies for keeping land in the family without disputes or court battles.You’ll learn:What a family trust is and how it’s structuredWhy trusts are especially valuable for farms, hunting land, and recreational propertyThe top benefits (and a few drawbacks) of using a trust for land ownershipCommon mistakes to avoid when setting up a trustPractical tips for ensuring smooth succession and shared useWhether your goal is to preserve agricultural use, protect a favorite hunting cabin, or keep family traditions alive, this episode gives you the knowledge to start planning with confidence.Check out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questionsSubscribe to Law Days and Lattes wherever you get your podcasts!Until next time, grab your favorite latte, hold your loved ones tight, and have a great week! ☕WheelanLaw.comThis podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law.  This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation.  This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an attorney-client relationship.  The choice of a lawyer is an important decision and should not be based solely upon advertisements.

“What’s Your Exit Plan? Smart Strategies for Small Business Owners”Hosted by: Sidney WheelanPresented by: The Wheelan Law Firm (Serving North Missouri from Moberly & Carrollton)Episode Summary:In this episode, Sidney unpacks a question every business owner needs to ask — “What’s your exit plan?” Whether you’re just getting started or decades into building your dream, planning your exit strategy now gives you options, peace of mind, and a path forward that protects your clients, your team, and your legacy.☕ In This Episode:Why it’s never too early to plan your exitSidney’s real-world example: acquiring and expanding through the Joyce Wendel Law Office6 exit strategies you need to know — including partner buyouts, mergers, ESOPs, and winding downLegal and financial groundwork every owner should lay nowWhy your exit plan is about more than money — it’s about freedom and legacy💼 Highlighted Strategies:Sell to a third partyInternal sale or partner buyoutStrategic merger or acquisitionFamily successionEmployee Stock Ownership Plan (ESOP)Wind down and liquidate📌 Takeaways:Start with a plan. Whether you're building to sell or building to last, having a clear strategy puts you in control — not the market or the moment. Prepare legally, financially, and emotionally. Your legacy deserves that.👥 Connect with Sidney:Have questions about your own exit strategy or succession plan? Reach out at wheelanlaw.comCheck out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questionsSubscribe to Law Days and Lattes wherever you get your podcasts!Until next time, grab your favorite latte, hold your loved ones tight, and have a great week! ☕WheelanLaw.comThis podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law.  This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation.  This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an attorney-client relationship.  The choice of a lawyer is an important decision and should not be based solely upon advertisements.

Episode 60: Shielding Your Wealth – Structuring Your Business and Estate Plan for Asset Protection and Probate AvoidanceHost: Sidney WheelanSponsored by: The Wheelan Law Firm – proudly serving Moberly and Carrollton, Missouri🎙️ In this episode of Law Days and Lattes, we’re building on last week’s conversation about starting your business—and taking it a step further. Today, we’re tackling how to protect what you’ve built, from your side hustle to your farmland, and keep it out of the courtroom.☕ Grab your coffee and listen in as we cover:Why the structure of your business matters for liability protectionHow to use an LLC—and even a holding company—to shield your assetsThe often-missed connection between your business and your estate planCommon pitfalls that put your business or estate plan at riskReal-life strategies to give you peace of mind and legal control💼 Whether you're running a rental, running cattle, or running the show in your own small business, this episode offers practical advice to keep your assets secure and your plan on point.🔗 Mentioned in this episode:LLC vs. Sole Proprietorship – What’s the difference for liability?Benefits of a holding company structureHow a revocable living trust can avoid probate and protect your businessThe biggest estate planning mistake entrepreneurs make📣 Share this episode with a business owner, farmer, or future mogul who needs to hear it📬 Questions or topic ideas? Reach out to us on social media!🧠 Legal strategy is self-care for your financial future. Stay smart, stay protected, and stay grounded.Check out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questionsSubscribe to Law Days and Lattes wherever you get your podcasts!Until next time, grab your favorite latte, hold your loved ones tight, and have a great week! ☕WheelanLaw.comThis podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law.  This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation.  This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an attorney-client relationship.  The choice of a lawyer is an important decision and should not be based solely upon advertisements.

Episode 59: From Idea to Income – The Legal Steps to Start Your BusinessWelcome back to Law Days and Lattes—your go-to podcast for practical legal insights served with a shot of encouragement. In this episode, host Sidney Wheelan, attorney and owner of The Wheelan Law Firm (with offices in Moberly and Carrollton, Missouri), walks you through the essential legal steps to start your business the right way.Whether you're planning a side hustle or ready to take your passion full-time, this episode gives you a clear, practical roadmap—so you can launch confidently without the legal fog.☕ In This Episode:1. Choose the Right Business StructureSole Proprietorship vs. LLC vs. Corporation vs. PartnershipWhy LLCs are a great fit for most small businesses2. Register Your Business NameHow to make sure your name is uniqueWhy an Operating Agreement matters in MissouriDo you need a DBA?3. Apply for an EINWhat an EIN is and why even solo entrepreneurs need oneHow to apply (for free!) through the IRS4. Get Licenses & PermitsCommon licenses and permits you may needWhy skipping this step can lead to trouble5. Protect Yourself with Contracts & InsuranceWritten contracts: alwaysWhy mixing personal and business finances is a big no-noWhat types of insurance to consider6. Understand Tax & Legal ObligationsFiling annual reports (especially for corporations!)Quarterly taxes and payroll taxesWhen to hire a CPA or bookkeeper💡 Final Takeaway:Starting a business takes courage—but you don’t have to go it alone. Legal and financial professionals can help you build a solid foundation from day one.📢 Share This Episode!Know someone ready to start a business? Send this episode their way—or post it on your favorite platform to help more dreamers become doers.🎧 Listen now and turn your idea into income—with clarity and confidence.✅ Need Help Launching Your Business?Schedule your consultation at wheelanlaw.com to make sure your legal foundation is solid from the start.Check out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questionsSubscribe to Law Days and Lattes wherever you get your podcasts!Until next time, grab your favorite latte, hold your loved ones tight, and have a great week! ☕WheelanLaw.comThis podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law.  This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation.  This information is...

Episode 58 – Will vs. Trust: What’s the Real Difference?Host: Sidney Wheelan, Wheelan Law Firm (Moberly & Carrollton, MO)Episode Summary:Ever wonder whether you need a Will, a Trust, or both? You're not alone—and this episode is here to clear things up. Estate planning can feel overwhelming, but we're breaking it down into plain English.Sidney walks you through the differences, pros, and cons of Wills vs. Trusts, including when each makes sense and why the right plan brings peace of mind—not just paperwork.In This Episode, You’ll Learn:What a Will actually does—and why it doesn't avoid probateHow a Revocable Living Trust works, and what makes it powerfulA side-by-side comparison of key features (privacy, cost, probate, and more)Real-life reasons why some people need one, the other—or bothWhy your estate plan is a gift, not just a formalityResources & Links:Schedule your consultation: www.wheelanlaw.comLearn more about estate planning with our previous episodesFinal Sip: ☕Peace of mind doesn’t come from guessing—it comes from planning. Whether your estate is simple or complex, knowing the right tools to protect your loved ones makes all the difference.Like What You Heard?✅ Follow Law Days and Lattes wherever you listen📩 Share this episode with someone who needs to hear it🗓️ Book your estate planning session at wheelanlaw.comCheck out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questionsSubscribe to Law Days and Lattes wherever you get your podcasts!Until next time, grab your favorite latte, hold your loved ones tight, and have a great week! ☕WheelanLaw.comThis podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law.  This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation.  This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an attorney-client relationship.  The choice of a lawyer is an important decision and should not be based solely upon advertisements.

Episode 57 – What Are We Doing to Make Life Better?Host: Sidney Wheelan, Wheelan Law FirmIn this episode of Law Days and Lattes, Sidney takes a step back from the national headlines and turns the spotlight toward something quieter but just as powerful: what we are doing, right here at home, to make life better.From military parades to civil protests, it’s easy to feel overwhelmed by the noise. But real change? It doesn’t start with a podium. It starts with people. Checking on neighbors, showing up, and stepping into leadership roles in our own communities.☕ This episode explores:Why local action matters more than national outrageThe crucial need for volunteers, board members, and everyday helpersA call to consider running for local officeLegal empowerment as a community-building toolSimple, impactful ways to make a difference this week💡 Final Sip of Latte:You don’t need to fix the world. You just need to start where you are. This week, do one thing that makes your community better, even if it’s just reaching out to someone who’s been left out of the conversation.🔗 Like what you heard?Share this episode with a neighbor, a local leader, or anyone who believes real leadership starts at home. And if you’re inspired, tell us what you’re doing to make life better. Tag us on social media or drop a note.Check out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questionsSubscribe to Law Days and Lattes wherever you get your podcasts!Until next time, grab your favorite latte, hold your loved ones tight, and have a great week! ☕WheelanLaw.comThis podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law.  This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation.  This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an attorney-client relationship.  The choice of a lawyer is an important decision and should not be based solely upon advertisements.

Find Your “Why”: The Heart Behind Your Estate PlanWelcome back to Law Days and Lattes, where we blend legal know-how with real life. In today’s episode, host Sidney Wheelan dives into the real reason behind every good estate plan: your “why.”🧠 This episode isn’t about legal jargon—it’s about the people and values you’re protecting. Whether it’s your kids, your partner, your business, or your peace of mind, your motivations matter. And when you lead with that clarity, the logistics get a whole lot easier.We cover:✅ Why estate planning is more about life than death✅ How life events—good or bad—can become the catalyst for planning✅ The importance of protecting blended families✅ What business owners risk without a continuity plan✅ How to turn your personal “why” into a legal plan that works💡 Your story is your strategy. You don’t have to go it alone—we’ll build the “how” together.📄 Free Resource: Download our Estate Planning Starter Checklist to help you take that first step.📞 Book a Consultation: Visit wheelanlaw.com to get started with your plan today.☕ If this episode gave you a new perspective, share it with someone you care about. Because the conversation you start today might be the one that changes everything.Check out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questionsSubscribe to Law Days and Lattes wherever you get your podcasts!Until next time, grab your favorite latte, hold your loved ones tight, and have a great week! ☕WheelanLaw.comThis podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law.  This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation.  This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an attorney-client relationship.  The choice of a lawyer is an important decision and should not be based solely upon advertisements.

Episode 55: Revocable vs. Irrevocable Trusts — Which One Best Protects Your Legacy?Host: Sidney Wheelan, Attorney at Wheelan Law Firm in Moberly, Missouri☕ Episode SummaryIn this episode, Sidney dives into one of the most common questions she gets from clients: What's the difference between a revocable and an irrevocable trust? Whether you're legacy planning, protecting assets, or trying to avoid probate, understanding these trusts is essential.🔍 What You’ll LearnWhat a trust actually is (hint: it’s like a legal container for your assets)Key differences between revocable and irrevocable trustsThe pros and cons of each typeHow trusts affect things like probate, taxes, creditors, and Medicaid eligibilityWhy some estate plans use both types for maximum protection✅ Revocable TrustsYou stay in controlFlexible and privateAvoids probateBut: Doesn’t protect against creditors, doesn’t reduce taxes, and is still counted for Medicaid planning.🔒 Irrevocable TrustsGreat for asset protection, tax savings, and Medicaid planningIdeal for disabled individuals under age 65 receiving inheritances or settlementsBut: You give up control, it’s hard to change, and the 5-year Medicaid look-back period can be a risk.⚖️ How to Choose?Choose a Revocable Trust if you:Want control and flexibilityNeed to avoid probateChoose an Irrevocable Trust if you:Need strong asset protectionAre planning for long-term careHave a high-net-worth estate💡 Pro Tip: You don’t have to choose just one. Many estate plans use a combination for comprehensive coverage.📥 Free ResourceDownload our free guide: 👉 The Financially Fearless Family Checklist🧭 Ready to go from overwhelmed to empowered with your legal strategy? Visit WheelanLaw.com or reach out when you're ready.Check out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questionsSubscribe to Law Days and Lattes wherever you get your podcasts!Until next time, grab your favorite latte, hold your loved ones tight, and have a great week! ☕WheelanLaw.comThis podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law.  This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation.  This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an...

🎙 Episode 54 – Your Uniqueness Is Your SuperpowerLaw Days and Lattes with Sidney WheelanWelcome back to Law Days and Lattes, the podcast where we talk about life, law, and everything in between—with a little caffeine and a lot of heart. In this episode, host Sidney Wheelan, owner of the Wheelan Law Firm in Moberly, Missouri, invites listeners to embrace what makes them different—and to build their legal lives around that truth.💡 What You’ll Hear in This Episode:Why your story is your strongest legal assetHow to use your personal history to protect your futureWhy standard legal templates often fall shortReal-life examples of clients creating unique, values-based legal strategies Legal tips for:Blended families and long-term partnershipsCohabitation, prenups, and divorce updatesEntrepreneurs with roots in culture, caregiving, or rural life🛠 Download the Free Resource:🎯 The Uniquely You Legal Checklist 👈👈👈This actionable guide helps you reflect on your life, relationships, and business to make sure your legal documents truly fit. Use it to start important conversations—or take it with you to your next attorney meeting.✅ Take Action:Ask: Does my current legal or business plan reflect who I am today?Use your lived experiences to guide your legal and financial decisionsDon’t let “standard” plans define your future—build your own path💬 Sidney Says:"You are not too different for a legal plan. Your uniqueness isn’t something to work around—it’s what you build around."📲 Connect + ShareIf this episode resonated with you, subscribe and share it with someone navigating life outside the mold. Better yet—send them the checklist!🧭 Ready to go from overwhelmed to empowered with your legal strategy? Visit WheelanLaw.com or reach out when you're ready.Check out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questionsSubscribe to Law Days and Lattes wherever you get your podcasts!Until next time, grab your favorite latte, hold your loved ones tight, and have a great week! ☕WheelanLaw.comThis podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law.  This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation.  This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an attorney-client relationship.  The choice...

Episode 53: Mother’s Day — Legal Lessons Learned from MomThis week on Law Days and Lattes, host Sidney Wheelan reflects on the timeless advice passed down from her mother — and how those “mom-isms” surprisingly double as smart legal strategies. Just in time for Mother’s Day, this episode honors the women who raised us and reminds us that love, wisdom, and a good legal plan often go hand in hand.☕️ In this episode:How “Don’t put all your eggs in one basket” translates to estate planning and asset protectionWhy “If something happens to me…” is a conversation every family should haveThe power of using your head — not just your heart — in legal and financial decisionsThe importance of legal and financial independence, especially for womenA tribute to the practical, heartfelt legacy moms leave behind📝 Legal Latte Tip of the Week:Take a moment this weekend to ask your mom (or yourself):Do you have a will?Where is it kept?Does someone know how to access your medical directives or powers of attorney?💐 Whether your mom was sweet, sassy, or somewhere in between, her advice might be more legally relevant than you realized. Tune in and take a few notes from Mom — and from Sidney.🔗 Resources & Contact:Ready to get your own estate plan in order? Visit WheelanLaw.com!Check out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questionsSubscribe to Law Days and Lattes wherever you get your podcasts!Until next time, grab your favorite latte, hold your loved ones tight, and have a great week! ☕WheelanLaw.comThis podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law.  This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation.  This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an attorney-client relationship.  The choice of a lawyer is an important decision and should not be based solely upon advertisements.

Ladies, Who Is in Charge of Your Finances?Host: Sidney Wheelan, attorney and advocate for financially empowered womenTheme: Taking control of your finances and legal protections—no more sitting on the sidelines💡 Why This MattersWomen often live longer than menWomen typically earn less over a lifetime due to wage gapsCaregiving responsibilities often take women out of the workforceLife events like divorce, illness, or loss of a partner can hit hard financiallyKnowledge is power—don’t leave your future to chance👑 Inner Queen vs. Inner ChildInner Queen: Takes charge, handles crises, leads with confidenceInner Child: Avoids tough financial/legal decisions, defers to othersRecognize both voices—choose the one that protects your future🛠️ Four Legal & Financial Moves to Make Take InventoryKnow what’s in your name and what’s notCheck bank accounts, real estate, vehicles, and life insuranceUnderstand ownership vs. access (joint owner vs. authorized signer) Establish an Estate PlanCreate or update your will, trust, and power of attorneyEstate planning = protecting what and who you loveDon’t wait until you “know everything”—just start Review Your BeneficiariesLife insurance policies, retirement accounts, and payable-on-death accountsMake sure they reflect your current wishes Protect Your BusinessEnsure proper legal structure and documentationPlan for succession or exitSafeguard one of your most valuable assets✅ Action Steps This WeekMake a list of your current financial and legal documentsSchedule a consultation with an attorney (yes, even if you don’t know where to start)Talk to the women in your life—share knowledge and support📞 Final NotesYou deserve peace of mind and protectionSpring is the perfect time for a fresh startNeed help? Visit WheelanLaw.com to schedule a conversation with SidneyShare this episode with someone who needs to hear itStay Connected!Check out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questionsSubscribe to Law Days and Lattes wherever you get your podcasts!Until next time, grab your favorite latte, hold your loved ones tight, and have a great week! ☕WheelanLaw.comThis podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law.  This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation.  This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an attorney-client relationship.  The choice of a lawyer is an