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 thats in probate, while Everett wonders if he can seek help from a new attorney after

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

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 theyve worked for, while also making sure their spouse is financially secure if one of

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

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

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 uniq

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

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 atto

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 chi

Many people automatically think of how to handle or plan for their assets when estate planning comes to mind. However, the inheritance of someones assets is only one piece of the puzzle. This is why someone asking, how much money do I need to have bef