Mailbag: Can We Leave An Inheritance To Our Son In Prison? New York's Asset Protection Roundtable podcast

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Mailbag: Responsibly Leaving Money To Charity 10:10

9 dagen geleden10:10

10:10

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/…

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Beyond The Will: Final Arrangements You Can’t Afford To Overlook 12:44

23 dagen geleden12:44

12:44

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/…

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Preventing Family Feuds, Charitable Giving, and Guardianship Decisions 10:33

5 weeks geleden10:33

10:33

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/…

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Do You Really Need To Like Your Attorney? 12:59

7 weeks geleden12:59

12:59

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/…

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Mailbag: Can a New Attorney Work with My Existing Estate Plan? 9:39

9 weeks geleden9:39

9:39

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/…

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Preparing for Your Estate Plan Review Meeting 10:27

11 weeks geleden10:27

10:27

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/…

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Mailbag: What's The Point Of An Irrevocable Trust? 7:56

13 weeks geleden7:56

7:56

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/…

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Aretha Franklin’s Couch Will: A Lesson in Estate Planning 14:12

15 weeks geleden14:12

14:12

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/…

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Mailbag: How Do I Plan My Estate When My Kids Are Still Young? 11:39

18 weeks geleden11:39

11:39

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/…

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Should You Micromanage Your Trustee? 13:26

20 weeks geleden13:26

13:26

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/

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Mailbag: Can I Buy A House That's In Probate? 10:20

22 weeks geleden10:20

10:20

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/…

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When Institutions Hassle You During Trust Funding: The Path Of Least Resistance 12:30

23 weeks geleden12:30

12:30

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/…

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Mailbag: What's the Best Way to Transfer a Family Business to One Child? 10:04

27 weeks geleden10:04

10:04

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/…

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Protect Your Digital Legacy: How to Include Digital Assets in Your Estate Plan 10:48

29 weeks geleden10:48

10:48

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/…

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Mailbag: Leaving Your Inheritance To A Stepchild 10:26

31 weeks geleden10:26

10:26

We have some excellent listener questions lined up for this week's conversation. Derek asks if it's ever a good idea to leave an inheritance to a stepchild. Vincent asks how he can provide financial support to his son, who struggles with addiction, while ensuring his money is managed responsibly. You never know what you might learn from a mailbag episode, so tune in as Ted tackles these real-life scenarios with thoughtful advice! Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…

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Mailbag: Can We Leave An Inheritance To Our Son In Prison?