Sep 13, 2023
Trusts, Estates & Planning For The Future ...and Insurance Episode 51
In this episode of “...and Insurance,” host Aaron Levine, President of LG Insurance, sits down with Joe Asterita, Principal Attorney and owner of Asterita & Associates, LLC.
Over the last 20 years, Joe Asterita has been representing his clients in an assortment of affairs, from real estate needs like buying a home for the first time, assisting businesses with their legal needs, to helping families set up wills, trusts & estates, embodying the “lawyer for life” motto.
Throughout this episode, they debunk the stereotype that only the super wealthy need to have trusts set up. They discuss the accessibility of trusts and the importance of having a plan for assets following the death of a loved one. They also touch on some logistics, for instance in regards to passing a house down to children, even if there is a mortgage.
Tune in for valuable legal advice, an insight on how having a plan for the future will make the process easier on family and more!
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