최고 Asset Protection 팟캐스트 (2024)

1
Mailbag: Is It A Red Flag That My Attorney Handles Investments, Life Insurance, and Taxes? 12:57

6d ago12:57

12:57

Send us a Text Message. 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 t…

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

20d ago12:22

12:22

Send us a Text Message. 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 deci…

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

1M ago9:08

9:08

Send us a Text Message. 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 s…

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

2M ago12:50

12:50

Send us a Text Message. 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: 718-23…

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Mailbag: Updating Your Estate Plan After Divorce 11:01

2M ago11:01

11:01

Send us a Text Message. 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

3M ago14:55

14:55

Send us a Text Message. 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 …

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

3M ago11:10

11:10

Send us a Text Message. 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 a…

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

4M ago13:53

13:53

Send us a Text Message. 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…

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

4M ago10:20

10:20

Send us a Text Message. 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…

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Why Every Trust Needs A Will 10:08

5M ago10:08

10:08

Send us a Text Message. 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: http…

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Mailbag: Estate Planning For Future Children 12:01

5M ago12:01

12:01

Send us a Text Message. 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 leavi…

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

6M ago11:17

11:17

Send us a Text Message. 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: ht…

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

6M ago11:05

11:05

Send us a Text Message. 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 o…

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When The End Is Near… 16:42

7M ago16:42

16:42

Send us a Text Message. 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.…

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

7M ago11:35

11:35

Send us a Text Message. 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 potentia…

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

8M ago9:30

9:30

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

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The Mind of Money: Short Term Rentals 7:24

8M ago7:24

7:24

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

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

8M ago13:50

13:50

Send us a Text Message. 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…

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Mailbag: Protecting Your Assets and Family 12:25

8M ago12:25

12:25

Send us a Text Message. 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 est…

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

9M ago15:02

15:02

Send us a Text Message. 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.alat…

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Mailbag: Planning For Kids, Older Powers of Attorney, & Owning Multiple Properties 12:02

9M ago12:02

12:02

Send us a Text Message. We're answering several listener questions on today's episode about planning for children, assigning a power of attorney who might be older than you are, and how to manage living at multiple properties in multiple states. We'll also tackle our "Legalese" word of the day: "Durable" Power of Attorney. Contact: 718-233-2903 Web…

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Adapting Your Estate Plan to Life's Twists and Turns 12:37

10M ago12:37

12:37

Send us a Text Message. As you navigate life's ups and downs, your family changes, relocation, fluctuating finances, and even shifts in personal wishes, your estate plan should adapt accordingly. And with laws ever-changing, we emphasize the need to stay on top of legal modifications that may affect your estate planning. Join us as we unpack the re…

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Mailbag: Can We Leave An Inheritance To Our Son In Prison? 14:57

10M ago14:57

14:57

Send us a Text Message. We're back with another mailbag episode today! Victoria asks what she can do with her expensive jewelry collection in the event that her children don't want the pieces after she passes. Mason asks if he will be able to leave an inheritance to his son in prison. Listen in to see what you learn from these questions and today's…

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On The Move: Crafting Effective Estate Plans for Travelers and Owners of Multiple Homes 14:00

11M ago14:00

14:00

Send us a Text Message. In most circumstances, it is best to work with an estate planning attorney who is local and understands the laws of the state you live in. However, special consideration needs to be given to people who have a residence in multiple states and those who travel frequently. What if you set up your plan in your “home state” but s…

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Mailbag: Who Will Care For My Special Needs Child When I Pass? 15:14

11M ago15:14

15:14

Send us a Text Message. 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 a legalese of the day before diving into your questions. This time around Ted will discuss passing down assets if you get remarried, setting up an estate…

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What In The World Am I Going To Do With My House? 18:11

12M ago18:11

18:11

Send us a Text Message. In this episode, we shine a spotlight on one of the central figures of the estate planning equation – the beloved family home and other real estate assets. Discover the practical challenges involved in sharing these substantial assets among beneficiaries. We'll guide you through different scenarios and practical options to a…

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Mailbag: Naming Responsible Trustees, Passing on Assets Before You Pass & More 10:15

1y ago10:15

10:15

Send us a Text Message. Welcome back to New York's Asset Protection Roundtable! In this episode, Ted is opening up the mailbag to answer some listener questions. We'll kick off this episode with a legalese of the day and then talk about naming a financially responsible trustee, communicating your inheritance intentions with your family and in your …

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Protect Your Parents From Financial Abuse 15:38

1y ago15:38

15:38

Send us a Text Message. As people age, they tend to rely on others to help. Spouses, children, and other family members often step in to handle everything from the finances to cutting the grass. If there are no family members that are trustworthy and capable, many look to service providers, caregivers, and other “outside” options. Unfortunately, as…

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Mailbag: Updating Your Estate Plan, And More 11:53

1y ago11:53

11:53

Send us a Text Message. We're diving into some listener questions for today's mailbag episode. We'll kick off the show with the legalese of the day before tackling three recent questions: when to update your will, aligning your estate plan with your long-term goals, and why single folks with a small bank account might still want to consider estate …

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My Estate Plan Is Done. Should I Tell Anyone? 13:42

1y ago13:42

13:42

Send us a Text Message. Have you completed your estate plan? If so, congratulations! You have taken an important step toward making sure you and your loved ones will be taken care of. But what happens next? You’re not legally required to tell anyone, but SHOULD you let anyone know? We’ll explore that question in this episode and reveal who you shou…

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Mailbag: Using Disclaimers In Estate Planning 11:08

1y ago11:08

11:08

Send us a Text Message. It's a mailbag edition of the podcast today! Ted will kick off the show with the legalese of the day and then dive into a few questions from our listeners. Today we will discuss how estate tax laws change over time, using disclaimers in estate planning, and the importance of keeping your estate planning attorney updated thro…

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My Child Just Turned 18, Now Their School & Doctor Won’t Talk To Me! 11:49

1y ago11:49

11:49

Send us a Text Message. In this episode, we discuss a common issue that parents face once their child turns 18 - suddenly, their child's doctor and school won't talk to them anymore! This is because legally, once a child becomes an adult, their privacy rights are protected, and healthcare providers and educational institutions are not allowed to sh…

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Mailbag: Is It A Good Idea To Plan Your Funeral Arrangements Now? 10:36

1+ y ago10:36

10:36

Send us a Text Message. We will be answering some mailbag questions that have come into the show. This time around, we will talk about if you should put your unmarried partner on your house deed, if you should plan for your funeral arragements while you're still here, and making sure your children will receive some of your assets after you pass. Co…

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“Medical” Information You Need To Know When Crafting Your Estate Plan 14:03

1+ y ago14:03

14:03

Send us a Text Message. Many people go through the estate planning process in order to provide for their loved ones and/or to allow someone to make decisions on their behalf if they fall ill. However, there are also specific decisions (usually medical) that a person will need to address during the process. For those who are blindsided by this situa…

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Mailbag: Life Changes, Planning for Future Kids, and Moving States 9:25

1+ y ago9:25

9:25

Send us a Text Message. It's a mailbag edition of the podcast. Today we will be discussing when you should consider updating your will, planning for future kids in your estate documents, and what to do with your estate plan if you move states. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…

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Does Your Estate Plan Have An Expiration Date? 11:58

1+ y ago11:58

11:58

Send us a Text Message. Very few things in life last forever. Cars break down, cell phones become out of date, food goes bad, even a good bourbon can spoil if you don’t store it properly. Sadly, many people look at estate planning as a one-time activity (set it and forget it). While your estate plan might technically not have an expiration date, th…

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Mailbag: Naming An Out Of State Power Of Attorney 12:00

1+ y ago12:00

12:00

Send us a Text Message. We are opening up the mailbag on today's show. This time around we will be discussing what to do if someone dies before receiving their part of an inheritance, if it's wise to name someone your power of attorney if they live in a different state, and how to go about picking guardians for your children. Contact: 718-233-2903 …

1
You Might Want To Run Away From Your Lawyer If… 12:16

1+ y ago12:16

12:16

Send us a Text Message. Not all attorneys are created equal. Most are (hopefully) honest, hard-working, ethical people. Some might not even know what the heck they’re doing. However, there are numerous situations where you, the client, should proceed with caution. On today’s episode, we’ll cover a few situations where you might want to run right ou…

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Mailbag: Do You Need A Will If You Already Have Beneficiary Designations In Place? 10:33

1+ y ago10:33

10:33

Send us a Text Message. On today's episode, we will open up the mailbag to answer some listener questions. This time around we will discuss the value of legal insurance plans for businesses, if it makes sense to put together a will even if you have beneficiary designations on your important accounts, and if you should get an estate plan done before…

1
Estate Planning Is Under Attack 13:20

1+ y ago13:20

13:20

Send us a Text Message. The estate planning industry is being overwhelmed with imposters. Many websites, general practice attorneys, and even financial advisors/CPAs are trying to attack, minimize, or double-dip when it comes to estate planning. They are either treating it as a one-off transaction, saying it isn’t necessary, or trying to create fil…

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Mailbag: What Makes My Trust Control My Assets? 10:49

1+ y ago10:49

10:49

Send us a Text Message. We will be answering some listener questions on today's show. We will be discussing how exactly trusts control your assets, what acronyms you may see on trusts, and if putting your house in a trust is a wise choice. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…

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Ep 18: Trust Funding: Making Sure Your Trust Actually Protects Your Assets 14:41

1+ y ago14:41

14:41

Send us a Text Message. Setting up a trust is a great way to protect your loved ones after you’re gone. However, just signing the legal documents is only HALF of the job. You not only have to establish the trust, but you have to make sure your trust will actually control and protect your assets the way you want. Contact: 718-233-2903 Website: https…

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Ep 17: Mailbag: Getting Taxed On An Inheritance 11:39

1+ y ago11:39

11:39

Send us a Text Message. We take some more listener questions from the mailbag on today's episode. We will talk about getting taxed on an inheritance, navigating capital gains, and ways to possibly minimize your estate taxes. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/ Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…

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Ep 16: When Death Equals Taxes 15:46

1+ y ago15:46

15:46

Send us a Text Message. Everyone has heard the famous quote from Benjamin Franklin, “In this world, nothing is certain except death and taxes.” Although taxes are often discussed with a financial advisor and CPA, many families don’t consider the tax consequences of their estate plan. Here are the taxes to be aware of… Contact: 718-233-2903 Website:…

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Ep 15: Mailbag: Do You Need To Get Your Documents Witnessed and Notarized? 13:19

2y ago13:19

13:19

Send us a Text Message. We will answer some mailbag questions on this episode of the podcast. We will be discussing when you should confront a power of attorney if you feel they are taking advantage of the situation, if your documents are official without getting them witness and notarized, and the timeframe in which you should file a will. Contact…

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Ep 14: When And How To Attack or Challenge An Estate Plan 14:57

2y ago14:57

14:57

Send us a Text Message. On this episode, we’ll talk about various ways to challenge, undo, or override an estate plan. We’ll also discuss the circumstances when this might be appropriate. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/ Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…

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Ep 13: Mailbag - Passing On Assets To Multiple Children 9:56

2y ago9:56

9:56

Send us a Text Message. It's a mailbag edition of the show! On this go around, we will be discussing some strategies on passing assets down to multiple children, limitations of beneficiary designations, and if you should leave one person in charge of passing your money along to your heirs. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.c…

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Ep12: Beneficiary Designation - The Halfway House Estate Plan 14:24

2y ago14:24

14:24

Send us a Text Message. Many types of accounts allow the owner to designate beneficiaries to receive the account after the owner dies. This can be a quick, easy, and no-cost way to pass on the account after someone dies. However, the ease of setting up beneficiary designations can trap some into assuming their estate plan is “done”. It is one piece…

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Ep 11: Mailbag - How Should I Choose A Guardian For My Children? 12:38

2y ago12:38

12:38

Send us a Text Message. On this episode, we are going to answer some more mailbag questions that have come into the show. We will be discussing a couple questions about the role of a guardian and some considerations you should make when you make this crucial decision. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/ Contact: 718-233-2…

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Ep 10: What Should I Tell My Executors, Trustees, Power of Attorney Agents, & Guardians? 14:55

2y ago14:55

14:55

Send us a Text Message. Picking the right fiduciaries is one of the most important parts of estate planning. After all, you need to decide who will be responsible for taking care of you, your finances, your inheritance, and your children! Once you’ve set your plan up, should you tell the people you have chosen? How much do they need to know? Isn’t …

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