Want to learn how to go about estate planning and writing your will? Jules Haas, a New York-based Attorney talks about estate planning, writing your will and touches on elder law.
We like to think we have all our bases covered when it comes to our assets and how they will be dealt with when we pass. It is essential to keep up to date with our estate planning.
Today will we learn how to go about estate planning and writing your will. Over time our situation may change and we need to reflect those changes in our wishes and how we want our estate to be dealt with.
Some problems are easy to solve – others, however, require lawyers. Especially in a highly regulated city like New York, it’s always best, if you have (or think you might have) a legal problem, to at least consult with a lawyer to decide if you need one.
Jules Haas is a New York City lawyer representing clients throughout the New York area. He enjoys being successful on behalf of his client. Jules provides his clients with legal representation in various areas of law including real estate, trusts and estates, probate, estate planning, business law and guardianship proceedings.
In this podcast Jules Haas shares his knowledge of Estate Planning and addresses the common questions asked by many.
SUMMARY
- 3:15 Introduction to Jules Haas
- 4:40 Asset planning is part of Estate planning
- 7:55 It matters how you own your assets
- 9:30 Update your beneficiaries as your circumstances change
- 12:20 DIY wills can be invalidated if not drawn up correctly/li>
- 15:50 Do the basics and have a will drawn up
- 17:45 Partners may not be recognized
- 18:45 Elder law, medicade and transfer of assets
- 22:30 Bare basics of Estate Planning
- 24:40 Executors, who to appoint to carry out your wishes?
- 26:50 To contact Jules Haas Attorney
Connect with Jules online
Have you listened to the last episode of Retire Well Retire Happy Podcast?
Leave a Reply