We take some more listener questions from the mailbag on today's episode. We will talk about getting taxed on an inheritance, navigating capital gains, and ways to possibly minimize your estate taxes.Contact:718-233-2903Website: https://www.alatsasla

Everyone has heard the famous quote from Benjamin Franklin, In this world, nothing is certain except death and taxes. Although taxes are often discussed with a financial advisor and CPA, many families dont consider the tax consequences of their estate

We will answer some mailbag questions on this episode of the podcast. We will be discussing when you should confront a power of attorney if you feel they are taking advantage of the situation, if your documents are official without getting them witness an

On this episode, well talk about various ways to challenge, undo, or override an estate plan. Well also discuss the circumstances when this might be appropriate.Contact:718-233-2903Website: https://www.alatsaslawfirm.com/

It's a mailbag edition of the show! On this go around, we will be discussing some strategies on passing assets down to multiple children, limitations of beneficiary designations, and if you should leave one person in charge of passing your money alon

Many types of accounts allow the owner to designate beneficiaries to receive the account after the owner dies. This can be a quick, easy, and no-cost way to pass on the account after someone dies. However, the ease of setting up beneficiary designations c

On this episode, we are going to answer some more mailbag questions that have come into the show. We will be discussing a couple questions about the role of a guardian and some considerations you should make when you make this crucial decision.Contact:718

Picking the right fiduciaries is one of the most important parts of estate planning. After all, you need to decide who will be responsible for taking care of you, your finances, your inheritance, and your children! Once you’ve set your plan up, should you

It's another mailbag edition of the podcast! This time around, we will be discussing if there is a need to create an estate plan when you don't have many assets, where you should start if you don't have children and some basics about benefi

There are a lot of myths out there about who needs (or who doesnt need) an estate plan. While there are many different types of plans, every legal adult at least needs the five basic documents (outlined in a previous podcast). Here are some examples/reas