New York's Asset Protection Roundtable

In this week's mailbag episode, Ted answers 3 questions from listeners like you. First, Cooper asks if it's necessary to review his estate plan despite no changes in his family since he set it up years ago. Later in the show, Vivian asks if she should find a new attorney now that her old one has retired and whether a new attorney will accept and work with an estate plan created by someone else. Tune in to see what you can learn today!

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

Estate planning isn’t a one-and-done deal. Life changes, and so should your plan. In this episode, we’re diving into how to prepare for your estate plan review meeting. We’ll cover what to bring, what to update, and how to ensure your plan still works for your family and future.

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

We're answering 3 great questions from the listener mailbag today! First, Clara asks whether she can handle arrangements for her overseas real estate from the U.S. without hiring an attorney in the other country. Later, Bill asks why someone would set up an irrevocable trust. Tune in to hear Ted's insights!

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

What happens when a music legend’s final wishes are hidden under a couch cushion? In this episode, we reveal the surprising legal drama surrounding Aretha Franklin’s estate. From handwritten wills to family conflicts, the Queen of Soul’s legacy offers lessons for anyone thinking about their own estate planning.

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

Tune in as Ted unpacks 3 questions from the listener mailbag today! First, Evelyn asks if there is a way to leave her daughter an inheritance without her ex-husband being able to influence or pressure her. Later, Grant asks how he can responsibly set up an estate plan for his young children, given the uncertainty of what they will be like when they grow up. Don't miss Ted's great insights! 

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

Should you micromanage your trustee? In this episode, we’ll dive into how much control you should keep, when to trust your trustee’s judgment, and how to future-proof your estate plan.

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

We've got a great mailbag episode lined up for you today! Listen in as Ted answers a variety of listener questions on estate planning. Lillian asks about buying a house that’s in probate, while Everett wonders if he can seek help from a new attorney after his parents’ estate planner retired. Tune in for expert insights on these scenarios and more!

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

Trust funding can be a cumbersome process. With each financial institution having its own set of rules and procedures, conflicts can arise, making it hard to move forward. In today's episode of New York's Asset Protection Roundtable, we’ll talk about some unexpected roadblocks you may encounter and share strategies to ensure your plan stays on course.

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

In this week's episode, Ted tackles 3 questions from the listener mailbag. Austin asks how to ensure that both their children from previous relationships inherit what they’ve worked for, while also making sure their spouse is financially secure if one of them passes away. Penelope asks whether the family business should be gifted to their interested child or sold to them, given that not all of their children want to take it over. Tune in for answers to these questions and more!

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

When most people think of estate planning, traditional assets like bank accounts and investments come to mind. However, over the past 20 to 25 years, digital assets have become increasingly significant. Today, we’ll explore what digital assets are, how to manage them legally, and the practical steps to include them in your estate plan. 

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