New York's Asset Protection Roundtable

Ted answers listener mailbag questions on some of the most common estate planning challenges, focusing on how to protect assets, provide for loved ones, and plan ahead with confidence. He explains how to structure inheritances for young children, including when and how to distribute assets as they grow, and why it’s better to put a plan in place early rather than wait for complete certainty.

Ted also discusses what small business owners should consider in succession planning, along with practical ways to help reduce family conflict over a will, including the use of trusts and carefully drafted estate planning provisions.

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

If you’re heading into surgery, there’s always that quiet question in the back of your mind… what if something goes wrong? It’s not fun to think about, but a little preparation now can make a huge difference for the people you care about. In this episode, we walk through what to review before surgery, so your wishes are clear, and nothing gets left to chance.

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

You've got questions, we've got answers. 

In this episode, Ted tackles 3 common estate planning questions:

• How often should you review or update your estate plan?
• What happens when a child is added to a parent’s bank account or home title before death?
• Can your executor or power of attorney live out of state?

If any of these questions are on your mind, this one’s for you!

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

A family business isn’t just another asset — it’s a legacy. But when it’s time to pass it on, emotions and money can collide fast. What happens when one child works in the business and another doesn’t? What if some heirs want to sell and others want to stay? In this episode, we break down practical ways to transfer a family business without turning succession into a family feud.

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

In this mailbag episode, Ted answers listener questions about whether probate really takes years, explaining how smaller estates can often be handled quickly and efficiently. He also breaks down how to properly include digital assets- like email, social media, and crypto- in your estate plan. Finally, Ted discusses the complexities of owning property in multiple states.

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

When someone dies, their bills don’t disappear. But that doesn’t mean the family has to scramble to pay everything. In this episode, we walk through what really happens to debts after death, what executors need to know, and how to handle bills when no one even has access to the money yet.

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

Ted answers listener mailbag questions covering some of the most common estate planning concerns families face. He discusses how to structure inheritances for children of different ages—while keeping things fair—and shares practical strategies for passing down family heirlooms without creating conflict. Ted also explains how to know whether an existing power of attorney will still hold up in the event of incapacity and when it may be time for an update.

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

Most people think estate planning is all about who gets what, but there's another question worth asking- who gets to know? In this episode, we explore how to protect your family's confidentiality with privacy-focused estate planning tools. If you're concerned at all about unwanted attention, identity theft, or family conflict, this is a conversation you don't want to miss.

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

In this mailbag edition of the show, Ted answers three listener questions on common estate planning concerns. First up, he explains how parents can responsibly pass on wealth to their children without overwhelming them at a young age. Later in the episode, Ted discusses when (and when not) you need to update your will as new assets like bank accounts or cars are added to your life. 

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

When it comes to leaving money to your kids or grandkids, it’s not just about how much, but also when and how they should receive it. Should you give it all at once, spread it out over time, or tie it to important milestones? Today, Ted explores the key factors to consider when planning your heirs’ inheritance.

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