New York's Asset Protection Roundtable

New York's Asset Protection Roundtable


Latest Episodes

Mailbag: Is It A Good Idea To Plan Your Funeral Arrangements Now?
March 16, 2023

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 m

“Medical” Information You Need To Know When Crafting Your Estate Plan
March 02, 2023

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

Mailbag: Life Changes, Planning for Future Kids, and Moving States
February 16, 2023

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:718-233-2903Website: ht

Does Your Estate Plan Have An Expiration Date?
February 02, 2023

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 Cars break down, cell phones become out of date, food goes bad, even a good bourbon can spoil if you dont store it properly. Sadly, many people look at estate planning as a one-time activity (set it and forget it). W

Mailbag: Naming An Out Of State Power Of Attorney
January 19, 2023

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

You Might Want To Run Away From Your Lawyer If…
January 05, 2023

Not all attorneys are created equal. Most are (hopefully) honest, hard-working, ethical people. Some might not even know what the heck theyre doing. However, there are numerous situations where you, the client, should proceed with caution. On todays epi

Mailbag: Do You Need A Will If You Already Have Beneficiary Designations In Place?
December 15, 2022

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

Estate Planning Is Under Attack
December 01, 2022

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

Mailbag: What Makes My Trust Control My Assets?
November 17, 2022

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:718-233-2903Website: https:

Ep 18: Trust Funding: Making Sure Your Trust Actually Protects Your Assets
November 03, 2022

Setting up a trust is a great way to protect your loved ones after youre 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 pro