We're no longer publishing new episodes of this podcast, but check out our podcast Consider This, where we help you make sense of a major news story and what it means to you six days a week.
…
continue reading
内容由The Aaron Katsman Show and Aaron Katsman提供。所有播客内容(包括剧集、图形和播客描述)均由 The Aaron Katsman Show and Aaron Katsman 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Player FM -播客应用
使用Player FM应用程序离线!
使用Player FM应用程序离线!
Using Trusts for Estate Planning | Interview with Andrew Treitel
Manage episode 425680925 series 1450702
内容由The Aaron Katsman Show and Aaron Katsman提供。所有播客内容(包括剧集、图形和播客描述)均由 The Aaron Katsman Show and Aaron Katsman 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
What's better - a will or a trust? Dive into the world of estate planning with our guest, Andrew Treitel, a seasoned attorney who's about to demystify the power of revocable living trusts. Andrew breaks down how these nifty legal tools can preserve your privacy and give you total control over your assets. Not just for the Rockefellers anymore, trusts are becoming the secret weapon of savvy planners everywhere. Learn how you can use these powerful instruments to secure your legacy and give yourself peace of mind. Whether you're just starting to think about your estate or looking to level up your planning game, this episode is packed with insights you won't want to miss. Tune in now and discover why trusts might just be the unsung hero of your financial future. ______________________________________________________________ ABOUT OUR GUEST: Andrew Treitel is a veteran attorney with more than 20 years' experience. He specializes in Inheritance, Trusts & Estates and Elder Law. Admitted to the Bar in New York and in Israel, and having lived and worked in both the U.S. and Israel, Andrew is familiar with the cultural and business norms in Israel and abroad. Having many years of corporate law and general counsel experience, Andrew brings a broad view of the individual client's needs and enables the client to consider other elements of the matter being handled. ______________________________________________________________ CONTACT ANDREW: Website: https://www.treitel-law.com/ Email: andrew@treitel-law.com ______________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ______________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ______________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ______________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ______________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
…
continue reading
282集单集
Manage episode 425680925 series 1450702
内容由The Aaron Katsman Show and Aaron Katsman提供。所有播客内容(包括剧集、图形和播客描述)均由 The Aaron Katsman Show and Aaron Katsman 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
What's better - a will or a trust? Dive into the world of estate planning with our guest, Andrew Treitel, a seasoned attorney who's about to demystify the power of revocable living trusts. Andrew breaks down how these nifty legal tools can preserve your privacy and give you total control over your assets. Not just for the Rockefellers anymore, trusts are becoming the secret weapon of savvy planners everywhere. Learn how you can use these powerful instruments to secure your legacy and give yourself peace of mind. Whether you're just starting to think about your estate or looking to level up your planning game, this episode is packed with insights you won't want to miss. Tune in now and discover why trusts might just be the unsung hero of your financial future. ______________________________________________________________ ABOUT OUR GUEST: Andrew Treitel is a veteran attorney with more than 20 years' experience. He specializes in Inheritance, Trusts & Estates and Elder Law. Admitted to the Bar in New York and in Israel, and having lived and worked in both the U.S. and Israel, Andrew is familiar with the cultural and business norms in Israel and abroad. Having many years of corporate law and general counsel experience, Andrew brings a broad view of the individual client's needs and enables the client to consider other elements of the matter being handled. ______________________________________________________________ CONTACT ANDREW: Website: https://www.treitel-law.com/ Email: andrew@treitel-law.com ______________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ______________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ______________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ______________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ______________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
…
continue reading
282集单集
所有剧集
×欢迎使用Player FM
Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。