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Welcome to New York's Asset Protection Roundtable with Ted Alatsas of Alatsas Law Firm in Brooklyn, New York. Alatsas Law provides one-on-one guidance when you're struggling to resolve family, elder law, asset protection, or bankruptcy concerns. On this show, Ted will explain complex legal concepts in easy-to-understand terms and encourage you to fully participate in the decision-making process so you can face you future with confidence. Join us each episode as we creatively address many iss ...
 
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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 one-off transaction, saying it isn’t necessary, or trying to create fill-in-the-blank templates…
 
Setting up a trust is a great way to protect your loved ones after you’re 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 protect your assets the way you want. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.co…
 
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: 718-233-2903 Website: https://www.alatsaslawfirm.com/ Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
 
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 don’t consider the tax consequences of their estate plan. Here are the taxes to be aware of… Contact: 718-233-2903 Website: https://www.alatsaslawf…
 
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 and notarized, and the timeframe in which you should file a will. Contact: 718-233-2903 Website: …
 
On this episode, we’ll talk about various ways to challenge, undo, or override an estate plan. We’ll also discuss the circumstances when this might be appropriate. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/ Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/By Ted Alatsas
 
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 along to your heirs. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/ Contact: 718-233-290…
 
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 can trap some into assuming their estate plan is “done”. It is one piece of the puzzle, but not …
 
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: 718-233-2903 Website: https://www.alatsaslawfirm.com/ Contact: 718-233-2903 Website: https://www…
 
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 tell the people you have chosen? How much do they need to know? Isn’t some of this private? Co…
 
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 beneficiary designations. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/ Contact: 718-233-2903 Websi…
 
There are a lot of myths out there about who needs (or who doesn’t 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/reasons why an estate plan can protect your family, regardless of your age, marital status, net wor…
 
On today's show, we will be answering some listener questions. We will discuss how often you should update your documents if getting documents done by LegalZoom is a smart choice, and when it might be time to get a second opinion. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/ Contact: 718-233-2903 Website: https://www.alatsaslawfir…
 
With the new surge in DIY legal options, many families wonder if it is appropriate to use one of these services for estate planning. After all, it is much easier to type your credit card into some website from the comfort of your own home after the kids have gone to bed. Why spend all the time, effort, and money to seek out an experienced estate pl…
 
We open up the mailbag on today's show to answer some questions that have come in. We talk about if an 18 year old needs an estate plan, when is the appropriate time to list guardians for your children, and some power of attorney considerations. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/ Contact: 718-233-2903 Website: https://ww…
 
Every family situation is different. That is why it is best to have your plan customized by an experienced estate planning attorney. However, there are 5 essential documents that everyone needs (regardless of age, income, assets, or family situation). Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/ Contact: 718-233-2903 Website: http…
 
On this episode, we take some time to answer some mailbag questions. We will discuss considerations you should take into account when choosing an executor of your will, how often you should update your estate plan, and a complicated family situation regarding splitting an inheritance in a fair manner. Contact: 718-233-2903 Website: https://www.alat…
 
A last will and testament and a revocable living trust are the two most common ways for you to state your wishes for your inheritance after you pass away. We'll break down these two documents and how they can each help you plan for your family's future. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/ Contact: 718-233-2903 Website: ht…
 
Welcome to the first episode of the podcast! We kick things off by getting to know Ted Alatsas and his business, what his goals for the podcast are, and much more on today's show. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/ Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
 
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