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 hi

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 tra

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

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.

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

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 servic

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 goal

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? Youre not legally required to tell anyone, but SHOULD you let anyone kn

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 planni

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 prote