New York's Asset Protection Roundtable

We're diving into the mailbag for today's episode! One listener asks whether they need to update their estate plan in the event of divorce. Another listener asks how to ensure that an ex-spouse cannot access the money they want to leave to their children.

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

In this episode, we're going to unpack the complexities surrounding Lisa Marie Presley's contested estate after her unexpected passing at age 54. As Priscilla Presley challenges her daughter's estate plan, we'll chat about the complexities of this case and the questions that have arisen from these last wishes. Join us for a deep dive into the intricacies of Presley's estate and the lessons that can be learned from it.

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

We've got a mailbag edition of the show for you today! Ted is tackling 3 listener questions in this episode. Elise asks why she and her husband need to engage in estate planning now if they have each other listed as beneficiaries. Theo asks whether his brother, added as a co-owner of their father's assets, would legally be able to keep everything for himself after their father's death. Listen in as Ted answers these questions and more!

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

Do you think you have things figured out if your better half passes first? Think again. We're diving deep into what really happens—and spoiler, it's not always what you'd expect. From joint accounts to sneaky state laws, we're chatting about the big surprises and little-known loopholes that could throw a wrench in your plans.

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

In this episode, we'll be answering some mailbag questions from listeners like you. One listener asks whether the revocable trust they set up online serves as a replacement for a will. Another listener asks whether they still need a pour-over will if they have fully funded their trust. These conversations are a great way for you to learn from real-life financial planning questions and scenarios, so tune in to see what you can learn!

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

Many families choose a trust as the best way to manage and distribute their inheritance after they pass away. However, people are surprised to find out that they still need a will EVEN IF they have a trust. In this episode, we’ll explore some of the compelling reasons why this is the case.

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

This week, we're opening up the mailbag to answer 3 listener questions. These conversations provide a great opportunity for you to learn from real-life estate planning scenarios!  Nathan wonders if there's a way to take care of children that don't exist yet in their estate planning. Sophia, a new grandmother, is keen on leaving money for her first grandchild's college but is unsure about planning for future grandchildren. Tune in to see how Ted advises these listeners and for some helpful tips on making informed decisions for your family's future.

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

This episode is all about being one step ahead, when possible. We’ll tackle the 'what ifs' of estate planning and focus on future-proofing your legacy. We'll explore strategies to anticipate and address unforeseen events, from future grandchildren to beneficiary contingencies, and much more.

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

We've got 3 great mailbag questions for you today! Lucas asks if his brother, who is not planning to marry or have kids, should have an estate plan. Gerald asks if there are any special estate planning considerations when renting out property. Of course, we'll kick off this episode with a legalese of the day, and, in light of the season, chat a bit about the holidays as well. 

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

Estate planning (like many things) is always best handled LONG before it is needed. However, even a well-thought-out estate plan should be reviewed periodically. If the family is aware that “the end is near," it’s always a good idea to review certain aspects of the plan and the wishes of the person who is about to pass away.

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