New York's Asset Protection Roundtable

Mailbag: Is It A Red Flag That My Attorney Handles Investments, Life Insurance, and Taxes?


Listen Later

It's a mailbag edition of the show today! This week, Cole asks how to manage their estate plan given that the life insurance payout, in the event of their death, would be significantly larger than their current assets. Vivian asks whether it's a red flag that their attorney's office manages investments, life insurance, and taxes in addition to legal services. 

Contact:
718-233-2903
Website: https://www.alatsaslawfirm.com/

...more
View all episodesView all episodes
Download on the App Store

New York's Asset Protection RoundtableBy Ted Alatsas

  • 5
  • 5
  • 5
  • 5
  • 5

5

1 ratings