New York's Asset Protection Roundtable Ted Alatsas

Real estate is often the most valuable asset in your family's portfolio. Deciding on how to pass this asset on can be a high-stakes game with both significant risks and rewards. Today we're going to zero in on real estate and estate planning and explore the best strategies for passing on your property legacy.
Contact:
718-233-2903
Website: https://www.alatsaslawfirm.com/

We're diving into the mailbag for today's episode! One listener asks whether they need to update their estate plan in the event of divorce. Another listener asks how to ensure that an ex-spouse cannot access the money they want to leave to their children.



Contact:
718-233-2903
Website: https://www.alatsaslawfirm.com/

In this episode, we're going to unpack the complexities surrounding Lisa Marie Presley's contested estate after her unexpected passing at age 54. As Priscilla Presley challenges her daughter's estate plan, we'll chat about the complexities of this case and the questions that have arisen from these last wishes. Join us for a deep dive into the intricacies of Presley's estate and the lessons that can be learned from it.
Contact:
718-233-2903
Website: https://www.alatsaslawfirm.com/

We've got a mailbag edition of the show for you today! Ted is tackling 3 listener questions in this episode. Elise asks why she and her husband need to engage in estate planning now if they have each other listed as beneficiaries. Theo asks whether his brother, added as a co-owner of their father's assets, would legally be able to keep everything for himself after their father's death. Listen in as Ted answers these questions and more!
Contact:
718-233-2903
Website: https://www.alatsaslawfirm.com/

Do you think you have things figured out if your better half passes first? Think again. We're diving deep into what really happens—and spoiler, it's not always what you'd expect. From joint accounts to sneaky state laws, we're chatting about the big surprises and little-known loopholes that could throw a wrench in your plans.
Contact:
718-233-2903
Website: https://www.alatsaslawfirm.com/

In this episode, we'll be answering some mailbag questions from listeners like you. One listener asks whether the revocable trust they set up online serves as a replacement for a will. Another listener asks whether they still need a pour-over will if they have fully funded their trust. These conversations are a great way for you to learn from real-life financial planning questions and scenarios, so tune in to see what you can learn!


Contact:
718-233-2903
Website: https://www.alatsaslawfirm.com/