최고 Asset Protection 팟캐스트 (2025)

1
Mailbag: What Can Be Done To Protect My Cryptocurrency? 9:49

11d ago9:49

9:49

In this mailbag episode of New York’s Asset Protection Roundtable, Ted answers three important listener questions. He discusses how to handle inheritances for adult children who struggle with money, the best ways to protect cryptocurrency within an estate plan, and how to structure a trust for grandchildren that covers education but not vacations. …

1
Common Pot Trusts: The Fairest of Them All? 12:13

25d ago12:13

12:13

When it comes to inheritance, most parents assume everything should be divided equally. But what if equal shares don’t actually feel fair? In this episode, we’ll explore a lesser-known estate planning tool called the common pot trust—and discuss how it can help provide balanced financial support for children of different ages and needs. Contact: 71…

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Mailbag: How Can I Protect My Loved One If We Aren't Married? 8:59

1M ago8:59

8:59

In this mailbag episode, a listener asks how a same-sex couple can ensure their partner is legally recognized and protected if they’re not married. Another listener asks how to fairly divide a valuable baseball card collection among children. Tune in to hear Ted’s answers to these questions and more! Contact: 718-233-2903 Website: https://www.alats…

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Why Joint Ownership Can Create A False Sense of Security 10:27

2M ago10:27

10:27

Adding someone to your bank account or property title might seem like a simple way to “keep things in the family," but that simple move can cause big problems. In this episode, we break down why joint ownership isn’t always the shortcut it appears to be, and how it can backfire when it comes to probate, taxes, family dynamics, and control. Contact:…

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Mailbag: Special Needs Trusts, Remarriage Planning & Estate Basics For College Students 8:54

2M ago8:54

8:54

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 fo…

1
Should You Leave Money to a Child with a Drug or Alcohol Problem? 9:53

3M ago9:53

9:53

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 lea…

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Mailbag: Planning an Inheritance for a Child Facing Challenges 8:34

3M ago8:34

8:34

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 insight…

1
How Many Backup Fiduciaries Does Your Estate Plan Need? 11:02

4M ago11:02

11:02

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 …

1
Mailbag: How Can I Help My Grandchildren Out Fairly? 10:53

5M ago10:53

10:53

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/…

1
I Have Assets in a Land Far, Far Away… 11:29

5M ago11:29

11:29

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 protec…

1
Mailbag: Responsibly Leaving Money To Charity 10:10

6M ago10:10

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 mini…

1
Beyond The Will: Final Arrangements You Can’t Afford To Overlook 12:44

6M ago12:44

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 cov…

1
Preventing Family Feuds, Charitable Giving, and Guardianship Decisions 10:33

6M ago10:33

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 Webs…

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

7M ago12:59

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.…

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

7M ago9:39

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 wo…

1
Preparing for Your Estate Plan Review Meeting 10:27

8M ago10:27

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

8M ago7:56

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://ww…

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

9M ago14:12

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:…

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

9M ago11:39

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…

1
Should You Micromanage Your Trustee? 13:26

10M ago13:26

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/저자 Ted Alatsas

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

10M ago10:20

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! …

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

11M ago12:30

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 cour…

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

12M ago10:04

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 intereste…

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

12M ago10:48

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…

1
Mailbag: Leaving Your Inheritance To A Stepchild 10:26

1y ago10:26

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 e…

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How Should You Handle Rare Or Expensive Gifts? 14:44

1y ago14:44

14:44

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…

1
Mailbag: What Happens If I Cannot Locate My Parents' Original Will? 9:27

1y ago9:27

9:27

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 a…

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Is It Safe to Let Your Lawyer Hold Your Estate Documents? 13:28

1y ago13:28

13:28

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 entrusti…

1
Mailbag: Should We Involve Our Children In The Estate Planning Process? 11:28

1y ago11:28

11:28

Tune in for this week's mailbag episode, as Isabel asks whether she and her husband should involve their children in the estate planning process. Later, another listener asks how they can protect their estate to ensure there's something left for their children after they're gone. Plus, Ted breaks down the concept of joint tenancy and its benefits! …

1
No Money, Still Problems: Estate Planning Goals That Aren’t About Money 13:05

1y ago13:05

13:05

Many people automatically think of how to handle or “plan” for their assets when estate planning comes to mind. However, the inheritance of someone’s assets is only one piece of the puzzle. This is why someone asking, “how much money do I need to have before I create an estate plan?” is always the wrong question. On this episode, let’s cover severa…

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Mailbag: Is It A Red Flag That My Attorney Handles Investments, Life Insurance, and Taxes? 12:57

1+ y ago12:57

12:57

It's a mailbag edition of the show today! This week, Cole asks how to manage their estate plan given that the life insurance payout, in the event of their death, would be significantly larger than their current assets. Vivian asks whether it's a red flag that their attorney's office manages investments, life insurance, and taxes in addition to lega…

1
I’m Dead. Should My Spouse Keep Everything? 12:22

1+ y ago12:22

12:22

Many couples automatically assume that, after one spouse passes away, the survivor will retain control of everything. Certainly, that is the “default." However, many factors can complicate matters. Issues of trust, control, blended families, and separate finances mean it’s important to understand all your options before deciding on the best plan. C…

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Mailbag: Does The Federal Government Still Have An Estate Tax? 9:08

1+ y ago9:08

9:08

It's a mailbag edition of the show! We've got some great estate planning questions lined up for today's episode. Wesley asks if there's a way to financially support their parents while also ensuring their children are provided for in case something were to happen to them and their partner. Fiona asks whether the government still imposes an estate t…

1
High Risk, High Reward Shortcuts For Real Estate (Do NOT Try This At Home!) 12:50

1+ y ago12:50

12:50

Real estate is often the most valuable asset in your family's portfolio. Deciding on how to pass this asset on can be a high-stakes game with both significant risks and rewards. Today we're going to zero in on real estate and estate planning and explore the best strategies for passing on your property legacy. Contact: 718-233-2903 Website: https://…

1
Mailbag: Updating Your Estate Plan After Divorce 11:01

1+ y ago11:01

11:01

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/…

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The Fight Over Lisa Marie Presley’s Estate Plan 14:55

1+ y ago14:55

14:55

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 intri…

1
Mailbag: Why Should Me and My Partner Do Estate Planning Now? 11:10

1+ y ago11:10

11:10

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 f…

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What Happens When The First Spouse Dies? (The False Sense of Security) 13:53

1+ y ago13:53

13:53

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 …

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Mailbag: Revocable Trusts, Pour-Over Wills & More 10:20

1+ y ago10:20

10:20

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-…

1
Why Every Trust Needs A Will 10:08

1+ y ago10:08

10:08

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.c…

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Mailbag: Estate Planning For Future Children 12:01

1+ y ago12:01

12:01

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 g…

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Future-Proofing Your Estate Plan From The “What Ifs” 11:17

1+ y ago11:17

11:17

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…

1
Mailbag- Should We Modify Our Estate Plan When Renting Our Home? 11:05

2y ago11:05

11:05

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…

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When The End Is Near… 16:42

2y ago16:42

16:42

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 W…

1
Mailbag: Protecting Assets From an Untrustworthy Family Member 11:35

2y ago11:35

11:35

We have a mailbag edition of the show for you today! We're tackling 3 great listener questions in this episode. Ethan asks for guidance on how to prevent his son's untrustworthy spouse from gaining control of the inheritance he wants to leave. Hannah asks about options to protect her granddaughter's inheritance from potential claims by student loan…

1
The Mind of Money: Short Term Rentals 7:24

2y ago7:24

7:24

The Mind of Money: Short Term Rentals by Douglass Lodmell저자 Douglass Lodmell

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The Mind of Money: Year End Tax Planning 9:30

2y ago9:30

9:30

The Mind of Money: Year End Tax Planning by Douglass Lodmell저자 Douglass Lodmell

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Show Me The Money… Later? Advantages To Leaving Your Inheritance In Trust 13:50

2y ago13:50

13:50

After someone passes away, the executor or trustee takes on the responsibility of executing the wishes of the deceased individual and managing the estate. This role encompasses a range of duties including paying bills, settling debts, filing taxes, and possibly selling assets. When the time comes for beneficiaries to receive their inheritance, it m…

1
Mailbag: Protecting Your Assets and Family 12:25

2y ago12:25

12:25

Welcome back to New York's Asset Protection Roundtable! We will be opening up the mailbag to answer some listener questions in today's show. We'll kick off the episode with Ted talking about the most beautiful place he's ever visited before diving into your questions. This time around, Ted will talk about three different estate planning scenarios. …

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Rethinking Inheritance: Should Everyone Get An Equal Share? 15:02

2y ago15:02

15:02

In today's episode, we delve into the complexities of leaving an inheritance. While the common approach is to divide it equally among children or grandchildren, is this always the best choice? Join us as we explore scenarios where an equal share might not be the ideal solution. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…

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