New York's Asset Protection Roundtable

Most people think a power of attorney is a single document that covers everything. But that's one of the biggest misconceptions in estate planning. In reality, there are two completely different powers of attorney—one for your finances and one for your health care. In this episode, we'll explain what each document does, why you need both, and how choosing the wrong person can create majo...

In this mailbag episode, Ted tackles three important estate planning questions from listeners. He discusses options for parents who want to provide for their children without handing over an inheritance too soon, addresses what can happen when an executor named years ago is no longer in the picture, and explains some common misconceptions about debts, estates, and heirs after someone passes away. ...

You did the right thing. You hired an attorney and got your estate plan done. But what if the problem isn’t whether you have a plan… it’s whether it was done right? In this episode, we walk through some of the most common mistakes we see, including ones that even experienced attorneys can make, and how those small oversights can lead to big problems down the road. Contact: 718-233-2903 Website: ht...

Ted answers listener mailbag questions on some of the most common estate planning challenges, focusing on how to protect assets, provide for loved ones, and plan ahead with confidence. He explains how to structure inheritances for young children, including when and how to distribute assets as they grow, and why it’s better to put a plan in place early rather than wait for complete certainty. Ted a...

If you’re heading into surgery, there’s always that quiet question in the back of your mind… what if something goes wrong? It’s not fun to think about, but a little preparation now can make a huge difference for the people you care about. In this episode, we walk through what to review before surgery, so your wishes are clear, and nothing gets left to chance. Contact: 718-233-2903 Website: https:/...

You've got questions, we've got answers.  In this episode, Ted tackles 3 common estate planning questions: How often should you review or update your estate plan? What happens when a child is added to a parent’s bank account or home title before death? Can your executor or power of attorney live out of state? If any of these questions are on your mind, this one’s for you! Contact: 718-23...

A family business isn’t just another asset — it’s a legacy. But when it’s time to pass it on, emotions and money can collide fast. What happens when one child works in the business and another doesn’t? What if some heirs want to sell and others want to stay? In this episode, we break down practical ways to transfer a family business without turning succession into a family feud. Contact: 718-233-2...

In this mailbag episode, Ted answers listener questions about whether probate really takes years, explaining how smaller estates can often be handled quickly and efficiently. He also breaks down how to properly include digital assets- like email, social media, and crypto- in your estate plan. Finally, Ted discusses the complexities of owning property in multiple states. Contact: 718-233-2903 Websi...

When someone dies, their bills don’t disappear. But that doesn’t mean the family has to scramble to pay everything. In this episode, we walk through what really happens to debts after death, what executors need to know, and how to handle bills when no one even has access to the money yet. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/

Ted answers listener mailbag questions covering some of the most common estate planning concerns families face. He discusses how to structure inheritances for children of different ages—while keeping things fair—and shares practical strategies for passing down family heirlooms without creating conflict. Ted also explains how to know whether an existing power of attorney will still hold up in the e...

Most people think estate planning is all about who gets what, but there's another question worth asking- who gets to know? In this episode, we explore how to protect your family's confidentiality with privacy-focused estate planning tools. If you're concerned at all about unwanted attention, identity theft, or family conflict, this is a conversation you don't want to miss. Cont...

In this mailbag edition of the show, Ted answers three listener questions on common estate planning concerns. First up, he explains how parents can responsibly pass on wealth to their children without overwhelming them at a young age. Later in the episode, Ted discusses when (and when not) you need to update your will as new assets like bank accounts or cars are added to your life.  Contact: 718-2...

When it comes to leaving money to your kids or grandkids, it’s not just about how much, but also when and how they should receive it. Should you give it all at once, spread it out over time, or tie it to important milestones? Today, Ted explores the key factors to consider when planning your heirs’ inheritance. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/

It’s a mailbag edition of the show! One listener asks about the difference between a will and a trust when it comes to avoiding family disputes. Another wants to know how to leave instructions for their pets. Ted walks us through these common estate planning scenarios (and more)- sharing helpful insights along the way. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/

If you're planning to leave everything to one person- like an only child- it might feel like you can skip the estate plan altogether. But even the simplest situations can create unexpected headaches without proper planning. In this episode, we’ll explain why having just one heir doesn’t eliminate the need for a thoughtful estate plan, and how you can pass on your legacy in a simple, smart, an...

In this mailbag edition of New York's Asset Protection Roundtable , Ted answers listener questions about estate planning and asset protection. Topics include handling conflicting wills, setting age restrictions on inheritances, and whether a fully paid-off house should be placed in a trust. Tune in to see what you can learn today! Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/

Receiving an inheritance should be a blessing, not a burden. But without a plan, it is shockingly easy to make decisions that can drain your windfall faster than you think. Today, we're walking through 5 common mistakes people make after receiving an inheritance, and how to avoid them.  Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/

In this mailbag episode, Ted explains what to do if you can’t locate your parents’ estate documents, breaks down the confusing terminology around powers of attorney, and outlines when it’s time to revisit your estate plan. Whether you’re just getting started or already have a plan in place, this episode offers practical insights to help you stay organized and protected.  Contact: 718-233-2903 Webs...

When you think of estate planning, you probably picture wills, trusts, and who gets what. But what happens if you’re still alive and can’t speak for yourself? Who makes the call? In today’s episode, we’re talking about how to plan ahead for medical decisions- so you stay in control.  Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/

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. Tune in for practical insights on protecting asse...

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: 718-233-2903 Website: https://www.alatsaslawfirm.c...

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.alatsaslawfirm.com/

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: 718-233-2903 Website: https://www.alatsaslaw...

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 for an 18-year-old with no assets. Tune in as Ted wa...

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 learn how to provide for your family while maintainin...