Mailbag: Naming Responsible Trustees, Passing on Assets Before You Pass & More
Manage episode 366163559 series 3327542
Welcome back to New York's Asset Protection Roundtable! In this episode, Ted is opening up the mailbag to answer some listener questions. We'll kick off this episode with a legalese of the day and then talk about naming a financially responsible trustee, communicating your inheritance intentions with your family and in your will, and some downsides to passing on your assets to someone before you pass. Tune in to this episode to see what you can learn from these listener questions!
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