New York's Asset Protection Roundtable

We are opening up the mailbag on today's show. This time around we will be discussing what to do if someone dies before receiving their part of an inheritance, if it's wise to name someone your power of attorney if they live in a different state, and how to go about picking guardians for your children.

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

Not all attorneys are created equal. Most are (hopefully) honest, hard-working, ethical people. Some might not even know what the heck they’re doing. However, there are numerous situations where you, the client, should proceed with caution. On today’s episode, we’ll cover a few situations where you might want to run right out the door!

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

On today's episode, we will open up the mailbag to answer some listener questions. This time around we will discuss the value of legal insurance plans for businesses, if it makes sense to put together a will even if you have beneficiary designations on your important accounts, and if you should get an estate plan done before, or after you're married.

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

The estate planning industry is being overwhelmed with imposters. Many websites, general practice attorneys, and even financial advisors/CPAs are trying to attack, minimize, or double-dip when it comes to estate planning.  They are either treating it as a one-off transaction, saying it isn’t necessary, or trying to create fill-in-the-blank templates that can be recycled so they can get extra fees.  Some are even breaking the law by giving legal advice without a law license. Today’s episode will cover some of the examples you should watch out for when putting together your own estate plan.

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

We will be answering some listener questions on today's show. We will be discussing how exactly trusts control your assets, what acronyms you may see on trusts, and if putting your house in a trust is a wise choice.

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

Setting up a trust is a great way to protect your loved ones after you’re gone. However, just signing the legal documents is only HALF of the job. You not only have to establish the trust, but you have to make sure your trust will actually control and protect your assets the way you want.

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

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

We take some more listener questions from the mailbag on today's episode. We will talk about getting taxed on an inheritance, navigating capital gains, and ways to possibly minimize your estate taxes.

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

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

Everyone has heard the famous quote from Benjamin Franklin, “In this world, nothing is certain except death and taxes.” Although taxes are often discussed with a financial advisor and CPA, many families don’t consider the tax consequences of their estate plan. Here are the taxes to be aware of…

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

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

We will answer some mailbag questions on this episode of the podcast. We will be discussing when you should confront a power of attorney if you feel they are taking advantage of the situation, if your documents are official without getting them witness and notarized, and the timeframe in which you should file a will.

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

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

On this episode, we’ll talk about various ways to challenge, undo, or override an estate plan. We’ll also discuss the circumstances when this might be appropriate.

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

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