New York's Asset Protection Roundtable

In today’s mailbag episode, a new grandparent asks how to safely leave an inheritance for a granddaughter with developmental challenges. Then, someone preparing for remarriage wonders how to provide for their new spouse without disinheriting their children. Finally, a parent of a college-bound teen asks whether an estate plan is really necessary for an 18-year-old with no assets.

Tune in as Ted walks through each scenario and shares estate planning strategies that can offer clarity and peace of mind!

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

If your child or grandchild struggles with addiction, a sudden inheritance could do more harm than good. In this episode, we explore the risks of leaving money to a loved one battling substance issues and the strategies you can use to protect them without enabling their addiction. From milestone-based trusts to protective planning tools, you’ll learn how to provide for your family while maintaining boundaries and preserving your legacy.

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

In this mailbag episode, Ted answers a question about how to protect an inheritance for a child struggling with addiction, while still leaving room for flexibility if circumstances improve. He also answers a few other listener questions, including one about safeguarding assets from a potential divorce in the family. Don't miss these helpful insights on future-proofing your estate plan!

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

Imagine naming the perfect person to handle your medical or financial decisions, only to realize they're unavailable when you need them the most.  In today’s episode, we’re diving into one of the most overlooked parts of estate planning: naming enough backup fiduciaries. Whether it's a healthcare agent, trustee, or guardian for your children, we’ll explain how many backups you really need, and why one name often isn’t enough.

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

We get a lot of great questions sent into the show. Today, we’re featuring three of them— including one about how to fairly support grandchildren with different career paths, and another on how to plan financially for future children. Tune in to hear these questions and more!

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

Have assets or property in another state or even across the globe? Your estate plan needs to keep up. In this episode, we dive into the unique challenges (and smart solutions) of managing assets that live far from home. Whether it’s a vacation cabin two states over, a retirement fund in a different region, or a villa in Tuscany, learn how to protect your legacy and avoid probate pitfalls wherever your assets reside.

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

In today’s episode, we cover 3 listener questions that dive into real-world estate planning concerns. First, we tackle how to responsibly leave money to a church or charity when you’re concerned about how it’s being managed.  We also hear from a parent seeking to disinherit a child who has cut ties with the family and discuss how to do so while minimizing legal challenges. 

Tune in for thoughtful answers to these questions and more in this week’s conversation! 

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

You’ve signed your estate planning documents- great! But does that mean you’re truly prepared? Many people think their job is done once the paperwork is complete, but there are critical steps beyond the will that can make all the difference for your loved ones. From final arrangements and digital assets to pet care and financial planning, we’re covering everything you need to do after your estate plan is in place.

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

In this episode of New York’s Asset Protection Roundtable, Ted Alatsas tackles three critical estate planning questions. Learn how to prevent inheritance disputes among family members, the do’s and don’ts of leaving money to charity, and whether guardians and financial trustees for your children should be the same person.

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

Do you really need to like your attorney? Maybe not… but imagine sitting across from someone who makes you feel judged, rushed, or confused while trying to plan for the most personal aspects of your life. Your family. Your finances. Your future. Now, fast forward. One day, your loved ones will have to work with this same attorney after you’re gone. Do you want them to deal with someone you barely trusted in the first place? Let’s talk about why finding the right attorney—one you’re actually comfortable with—could make all the difference in your estate planning journey.

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