New York's Asset Protection Roundtable

New York's Asset Protection Roundtable

By Ted AlatsasSociety & CultureBusinessEducation
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New York's Asset Protection Roundtable episodes

  • Ep 13: Mailbag - Passing On Assets To Multiple Children

    It's a mailbag edition of the show! On this go around, we will be discussing some strategies on passing assets down to multiple children, limitations of beneficiary designations, and if you should leave one person in charge of passing your money along to your heirs.

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

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

    10 min
  • Ep12: Beneficiary Designation - The Halfway House Estate Plan

    Many types of accounts allow the owner to designate beneficiaries to receive the account after the owner dies. This can be a quick, easy, and no-cost way to pass on the account after someone dies. However, the ease of setting up beneficiary designations can trap some into assuming their estate plan is “done”. It is one piece of the puzzle, but not the entire puzzle.

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

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

    15 min
  • Ep 11: Mailbag - How Should I Choose A Guardian For My Children?

    On this episode, we are going to answer some more mailbag questions that have come into the show. We will be discussing a couple questions about the role of a guardian and some considerations you should make when you make this crucial decision.

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

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

    13 min
  • Ep 10: What Should I Tell My Executors, Trustees, Power of Attorney Agents, & Guardians?

    Picking the right fiduciaries is one of the most important parts of estate planning. After all, you need to decide who will be responsible for taking care of you, your finances, your inheritance, and your children! Once you’ve set your plan up, should you tell the people you have chosen? How much do they need to know? Isn’t some of this private?

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

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

    15 min
  • Ep 9: Mailbag - Putting Together An Estate Plan When You Don't Have Children

    It's another mailbag edition of the podcast! This time around, we will be discussing if there is a need to create an estate plan when you don't have many assets, where you should start if you don't have children and some basics about beneficiary designations.

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

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

    13 min
  • Ep 8: Do I Really Need an Estate Plan?

    There are a lot of myths out there about who needs (or who doesn’t need) an estate plan. While there are many different types of plans, every legal adult at least needs the five basic documents (outlined in a previous podcast). Here are some examples/reasons why an estate plan can protect your family, regardless of your age, marital status, net worth, or family situation.

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

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

    13 min
  • Ep 7: Mailbag - Should I Get A Second Opinion?

    On today's show, we will be answering some listener questions. We will discuss how often you should update your documents if getting documents done by LegalZoom is a smart choice, and when it might be time to get a second opinion.

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

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

    13 min
  • Ep 6: Reasons to Avoid DIY Estate Planning

    With the new surge in DIY legal options, many families wonder if it is appropriate to use one of these services for estate planning. After all, it is much easier to type your credit card into some website from the comfort of your own home after the kids have gone to bed. Why spend all the time, effort, and money to seek out an experienced estate planning expert?

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

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

    16 min
  • Ep 5: Mailbag - When Should I List Guardians For My Children?

    We open up the mailbag on today's show to answer some questions that have come in. We talk about if an 18 year old needs an estate plan, when is the appropriate time to list guardians for your children, and some power of attorney considerations.

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

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

    15 min
  • Ep 4: The 5 Essential Documents Of A Comprehensive Estate Plan

    Every family situation is different. That is why it is best to have your plan customized by an experienced estate planning attorney. However, there are 5 essential documents that everyone needs (regardless of age, income, assets, or family situation).

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

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

    17 min

About New York's Asset Protection Roundtable

From the publisher's feed

Welcome to New York's Asset Protection Roundtable with Ted Alatsas of Alatsas Law Firm in Brooklyn, New York. Alatsas Law provides one-on-one guidance when you're struggling to resolve family, elder…