🎙 Episode 54 – Your Uniqueness Is Your Superpower

Law Days and Lattes with Sidney Wheelan

Welcome 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 asset
• How to use your personal history to protect your future
• Why standard legal templates often fall short
• Real-life examples of clients creating unique, values-based legal strategies

Legal tips for:

• Blended families and long-term partnerships
• Cohabitation, prenups, and divorce updates
• Entrepreneurs 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 decisions
• Don’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 + Share

If 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 questions

Subscribe 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! ☕



This 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 Mom

This 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 protection
• Why “If something happens to me…” is a conversation every family should have
• The power of using your head — not just your heart — in legal and financial decisions
• The importance of legal and financial independence, especially for women
• A 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 questions

Subscribe 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! ☕



This 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.

• Host: Sidney Wheelan, attorney and advocate for financially empowered women
• Theme: Taking control of your finances and legal protections—no more sitting on the sidelines

• Women often live longer than men
• Women typically earn less over a lifetime due to wage gaps
• Caregiving responsibilities often take women out of the workforce
• Life events like divorce, illness, or loss of a partner can hit hard financially
• Knowledge is power—don’t leave your future to chance

• Inner Queen: Takes charge, handles crises, leads with confidence
• Inner Child: Avoids tough financial/legal decisions, defers to others
• Recognize both voices—choose the one that protects your future

Take Inventory

• Know what’s in your name and what’s not
• Check bank accounts, real estate, vehicles, and life insurance
• Understand ownership vs. access (joint owner vs. authorized signer)

Establish an Estate Plan

• Create or update your will, trust, and power of attorney
• Estate planning = protecting what and who you love
• Don’t wait until you “know everything”—just start

Review Your Beneficiaries

• Life insurance policies, retirement accounts, and payable-on-death accounts
• Make sure they reflect your current wishes

Protect Your Business

• Ensure proper legal structure and documentation
• Plan for succession or exit
• Safeguard one of your most valuable assets

• Make a list of your current financial and legal documents
• Schedule 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

• You deserve peace of mind and protection
• Spring is the perfect time for a fresh start
• Need help? Visit WheelanLaw.com to schedule a conversation with Sidney
• Share this episode with someone who needs to hear it

Stay Connected!

Check out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questions

Subscribe 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! ☕



This 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

In this episode of Law Days and Lattes, we’re diving into a kind of investing that doesn’t get enough attention: investing to protect your family’s future. This isn’t about chasing high returns or the latest financial trend — it’s about smart, strategic planning that gives you peace of mind and creates security for the people you love.

Sidney shares the legal lens on investing, how your estate plan fits into the picture, and practical tips for protecting what you’ve built.

☕ What You’ll Learn in This Episode:

• Why investing is also a legal strategy
• Three practical investing principles for families
• How to structure your assets for protection (and peace of mind)
• Legal tools that pair with investing: trusts, beneficiary deeds, LLCs, and more
• Why educating your family about money is one of the best investments you’ll ever make

📌 Key Takeaways:

• Investing isn’t just financial — it’s emotional and legal too.
• The way you own your assets matters as much as the assets themselves.
• A solid investment strategy includes input from your estate planning attorney, accountant, and financial advisor.
• Your greatest legacy might be the wisdom you pass on about money.

💼 Legal Tools Mentioned:

• Revocable Living Trusts
• Beneficiary Deeds
• LLCs for asset protection
• Powers of Attorney (financial + healthcare)
• Life Insurance planning

👣 Next Steps:

Ask yourself

• What do I want to leave behind?
• Who do I want to protect?
• How do I want to be remembered?

Then, work with a team who can help you build the plan that reflects those answers.

Stay Connected!

Check out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questions

Subscribe 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! ☕



This 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.

Welcome to the 50th episode of Law Days and Lattes! ☕ Host Sidney Wheelan, attorney and founder of the Wheelan Law Firm in Moberly, Missouri, celebrates this podcast milestone with an episode full of critical information for anyone who may find themselves navigating the responsibilities of guardianship or conservatorship.

Whether you're helping care for an aging parent, supporting a disabled adult, or managing finances for a minor who has inherited assets, this episode walks you through:

• ✅ The difference between guardianship and conservatorship
• 🧠 What it means to be appointed over someone’s well-being or finances
• 📋 Your legal responsibilities if you're appointed by the court
• 🛑 What actions require court approval
• 🧾 Annual reporting and accounting obligations
• ⚖️ How to stay in compliance and avoid personal liability

Sidney breaks down the legal terminology and procedures in an accessible way, offering helpful reminders to:

• Always consult with your attorney before taking action
• Keep the best interests of the ward or protectee at the forefront
• Remain accessible and act ethically at all times

👥 Whether you're already serving in one of these roles or want to be prepared if the need arises, this episode is a must-listen.

Stay Connected!

Check out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questions

Subscribe 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! ☕

This 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.

Living Together: What No One Tells You About Cohabitation

The Legal Illusion of ‘Common Law Marriage’

• Myth: Living together for years = common law marriage
• Reality: Most states, including Missouri, do NOT recognize common law marriage
• Breakups offer no legal protections unless you plan ahead



The Risks You Didn’t See Coming

Financial Loss in a Breakup

• No automatic rights to home, car, or assets in partner’s name

No Legal Rights in Medical or Estate Matters

• No right to make medical decisions or inherit assets

Debt & Credit Risks

• Co-signing loans = full responsibility if partner defaults

Protecting Yourself Legally

1️⃣ Cohabitation Agreement: Outlines property, finances, and asset division

2️⃣ Estate Planning: Ensures your partner inherits assets & grants legal authority

3️⃣ Insurance Matters: Non-married partners often have limited auto liability coverage

Stay Connected!

Check out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questions

Subscribe 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! ☕

This 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.

Inside the Courtroom – Understanding the Jury Trial Process

In this episode of Law Days and Lattes, host Sidney Wheelan takes you inside the courtroom for an in-depth look at the jury trial process. After spending a week observing a high-profile murder trial in her hometown, Sidney shares key insights on how trials unfold—from jury selection to the final verdict. If you’ve ever wondered what really happens during a jury trial, this episode is for you!

What You’ll Learn in This Episode:

• The step-by-step process of a jury trial
• The strategic elements behind jury selection (voir dire)
• The role of opening statements and how they set the stage for trial
• How evidence is presented and witnesses are examined
• The importance of closing arguments and jury instructions
• What happens during jury deliberations and how verdicts are reached

Key Moments:

• Opening and Introduction
• Jury Selection (Voir Dire) – How impartial jurors are chosen
• Opening Statements – The roadmap for trial
• Presentation of Evidence – Witnesses, cross-examinations, and exhibits
• Closing Arguments – The attorneys’ final chance to persuade the jury
• Jury Instructions – How the jury applies the law
• Jury Deliberations & Verdict – How the final decision is made
• Closing Thoughts and Takeaways

Final Thoughts:

Every jury trial is unique, but the process is designed to ensure fairness and justice. If you found this episode insightful, be sure to subscribe, leave a review, and share it with your friends and family!

Stay Connected!

Check out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questions

Subscribe 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! ☕

This 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.

Law Days and Lattes - Episode 47

Estate Planning for Entrepreneurs: Protecting Your Business and Legacy

• Without a plan, courts—not you—decide what happens to your business.
• Poor planning can lead to legal battles, financial loss, and business closure.

✅ Will – Directs inheritance but doesn’t keep business out of probate.

✅ Revocable Living Trust – Ensures smooth transition, avoids probate, keeps details private.

✅ Power of Attorney (POA) – Appoints someone to manage business if you're incapacitated.

• Who will take over? (Family, partner, key employee?)
• How will ownership transfer? (Sale, inheritance, trust?)
• Who manages finances, contracts, and passwords?

• Gifting shares – Lowers taxable estate.
• Trusts – Protects assets.
• Life insurance – Covers estate taxes.
• Stepped-up basis – Reduces capital gains taxes.

☕ Meet with an estate planning attorney—this is NOT a DIY project.

☕ Draft or update your will to include business assets.

☕ Set up a trust to avoid probate.

☕ Create a power of attorney for business operations.

☕ Review or create a buy-sell agreement if you have partners.

☕ Get life insurance to secure business and family.

☕ Develop a succession plan for smooth transition.

Stay Connected!

Check out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questions

Subscribe 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! ☕

This 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.