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/

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/

Over a lifetime, people can accumulate a lot of “stuff." This can multiply as families have children and later inherit from parents or grandparents who pass away. While many accounts and assets have a rather “straightforward” process to pass on, some unique, rare, collectible, and/or expensive personal effects require more care in handling. In this episode, we’ll walk through exactly what you need to consider.

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

We've got a mailbag episode for you today! In this edition, Jasper asks why his parents might not have kept their original will, how he can locate it, and what happens if the original cannot be found. Nora asks how to prevent potential conflicts among her children over inheriting and maintaining the family lake house after she and her spouse pass away. Join us as Ted answers these questions and more!

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

Once estate planning documents are signed, it is important to keep them both safe AND accessible. Many people do not consider the importance of where to store your documents after they are prepared. One option that some people use is allowing their attorney to store the original documents at their office. Let’s explore the pros and cons of entrusting your lawyer with the original copies.

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