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 chil

Send us a Text Message.This episode is all about being one step ahead, when possible. Well 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 futur

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 renti

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," its always a good idea to review certain

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. H

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 po

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 b

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 migh

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

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 mod