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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 ...
Douglass Lodmell was born in Geneva, Switzerland. From an early age, Douglass stood out as one of the brightest minds of his generation. His capacity to make the complex simple allowed him to excel during law school, receiving the Jacobs Burns Medal, an award given to the single student with the highest GPA. He completed his Legal Masters (LL.M.) in taxation at the nation’s leading tax program, New York University School of Law. He was further selected to clerk for one of the most famous Fed ...
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New York's Asset Protection Roundtable
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Ep12: Beneficiary Designation - The Halfway House Estate Plan
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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 …
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Ep 11: Mailbag - How Should I Choose A Guardian For My Children?
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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/…
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Ep 10: What Should I Tell My Executors, Trustees, Power of Attorney Agents, & Guardians?
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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…
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Ep 9: Mailbag - Putting Together An Estate Plan When You Don't Have Children
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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/…
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Ep 8: Do I Really Need an Estate Plan?
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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…
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Ep 7: Mailbag - Should I Get A Second Opinion?
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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/Av Ted Alatsas
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Ep 6: Reasons to Avoid DIY Estate Planning
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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…
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Ep 5: Mailbag - When Should I List Guardians For My Children?
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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/…
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Ep 4: The 5 Essential Documents Of A Comprehensive Estate Plan
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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/…
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Ep 3: Mailbag: When Should I Update My Estate Plan?
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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…
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Ep 2: Comparing A Last Will And Testament To A Revocable Living Trust
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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/…
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Ep 1: Get To Know Ted Alatsas & NY's Asset Protection Roundtable
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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/Av Ted Alatsas
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Asset Protection Council Podcasts
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The Mind of Money: Ep1_The Offshore Banking Component
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The Mind of Money: Ep1_The Offshore Banking Component by Douglass LodmellAv Douglass Lodmell
Should I Borrow Money To Invest by Douglass LodmellAv Douglass Lodmell
Creating A Contract by Douglass LodmellAv Douglass Lodmell
Creating A Contract Pt2- by Douglass LodmellAv Douglass Lodmell
Cryptocurrency by Douglass LodmellAv Douglass Lodmell
Forex by Douglass LodmellAv Douglass Lodmell
How Taxes Work by Douglass LodmellAv Douglass Lodmell
How To Build Credit- by Douglass LodmellAv Douglass Lodmell
How Long Should I Keep Money In Stocks by Douglass LodmellAv Douglass Lodmell
How Many Incomes Should I Have- by Douglass LodmellAv Douglass Lodmell
How To Save Money by Douglass LodmellAv Douglass Lodmell
Ira + Roth Pt.1 by Douglass LodmellAv Douglass Lodmell
Roth Or Traditional IRA by Douglass LodmellAv Douglass Lodmell
When Do I Sell My Stock by Douglass LodmellAv Douglass Lodmell
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Asset Protection Council Podcasts
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APC Podcast: Greatest Value of Asset Protection
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APC Podcast: Greatest Value of Asset Protection by Douglass LodmellAv Douglass Lodmell
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Asset Protection Council Podcasts
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APC Podcast: Structuring Partnership Compensation
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APC Podcast: Structuring Partnership Compensation by Douglass LodmellAv Douglass Lodmell
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Asset Protection Council Podcasts
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APC Podcast: The Magic Bullet of Tax Savings
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APC Podcast: The Magic Bullet of Tax Savings by Douglass LodmellAv Douglass Lodmell
APC Podcast: Black Swan Event by Douglass LodmellAv Douglass Lodmell
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Asset Protection Council Podcasts
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APC Podcast: Successful Client Investments
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APC Podcast: Successful Client Investments by Douglass LodmellAv Douglass Lodmell
APC Podcast: Retiring Oustide of the US by Douglass LodmellAv Douglass Lodmell
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Asset Protection Council Podcasts
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L&L Podcast: Coronavirus and Asset Protection
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L&L Podcast: Coronavirus and Asset Protection by Douglass LodmellAv Douglass Lodmell
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Asset Protection Council Podcasts
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KC 1 Protecting Real Estate: Equity vs Fair Market Value
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KC 1 Protecting Real Estate: Equity vs Fair Market Value by Douglass LodmellAv Douglass Lodmell
KC 2 Potecting Real Estate: Liability by Douglass LodmellAv Douglass Lodmell
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Asset Protection Council Podcasts
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KC 3 Protecting Real Estate: Separate Risk From Assets
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KC 3 Protecting Real Estate: Separate Risk From Assets by Douglass LodmellAv Douglass Lodmell
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Asset Protection Council Podcasts
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KC 4 Protecting Real Estate: Layers of Protection
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KC 4 Protecting Real Estate: Layers of Protection by Douglass LodmellAv Douglass Lodmell
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Asset Protection Council Podcasts
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KC 5 Protecting Real Estate: The Bridge Trust
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KC 5 Protecting Real Estate: The Bridge Trust by Douglass LodmellAv Douglass Lodmell
KC 6 Protecting Real Estate: Integration by Douglass LodmellAv Douglass Lodmell
KC Protecting Real Estate: FAQ by Douglass LodmellAv Douglass Lodmell
Your rental properties are valuable assets. Are they being held in the proper place to keep them protected? Doug answers this important question in this podcast.Av Douglass Lodmell
In this short podcast, Doug describes the importance of taking a periodic comprehensive look at the systems you have in place to ensure things are running as well as possible.Av Douglass Lodmell
Financial literacy starts at home. In this podcast, Doug shares the three biggest lessons he passed on to his children to prepare them for today's economic climate.Av Douglass Lodmell
Can The Bridge Trust protect for medicaid? Doug describes where medicaid is placed within The Bridge Trust.Av Douglass Lodmell
There's a big difference between your day-to-day bank account and where your most valuable assets are placed. Are you using these tools effectively? Listen to this podcast as Doug goes into the details.Av Douglass Lodmell
Doug talks about the fundamental topic of identifying the core values of your business and what drives you and your business to move forward.Av Douglass Lodmell
Strategy vs Tactics by Douglass LodmellAv Douglass Lodmell
How to Manage Your Bridge Trust by Douglass LodmellAv Douglass Lodmell
How to Manage Your AMLP by Douglass LodmellAv Douglass Lodmell
Automobile Accidents by Douglass LodmellAv Douglass Lodmell
