Financial Planning

Preventing Financial Catastrophes for the Elderly

Today, on the Legacy Purse [https://www.legacypurse.com/] we brought on estate planning and elder law attorney, Christina A. Sammartino [https://www.linkedin.com/in/christina-sammartino-9a73a98b?trk=people-guest_people_search-card], Esq., to emphasize and compliment some of the topics our previous guests have spoken about.   Christina has so much experience in this area of law, both from her own personal/family experience and from years of helping clients.  This episode really helps our listeners understand a very complex and complicated topic – Health Care and long-term care planning. Now, the reason this topic is so important is that many of us have elderly parents that have not yet done a plan or maybe did a plan years ago before they had to consider any major health care costs.  And health care can get very expensive for elderly folks (as in $10,000 a month for nursing home care!!).  So, for those listeners whose parents have homes and bank accounts in their names, this podcast is for you! Because there can be MAJOR financial consequences for families if your parents do not do the proper planning for long-term health care.  (it's bad!) Christina earned her Bachelor’s degree in legal studies in business from Hofstra University, and then went on to obtain her law degree from Pace University School of Law. Christina is an Associate of Berwitz & DiTata LLP, and she has worked for many years in all areas of estate planning, trust and estate administration, and Elder Law. Leslie Sultan is an Estate Planning Attorney [https://www.sultanattorney.com/]and the host of the Legacy Purse Podcast. She is known for talking about topics that show YOU how to protect your family, assets, generational wealth, and legacy. Leslie Sultan PC info@sultanattorney.com [info@sultanattorney.com] 516-908-ULAW [tel:516-908-8529](8529) www.SultanAttorney.com [https://www.sultanattorney.com/] Christina A. Sammartino [https://www.linkedin.com/in/christina-sammartino-9a73a98b?trk=people-guest_people_search-card] Associate Attorney at Berwitz & DiTata LLP After earning her Bachelor of Science Degree in legal studies in business from Hofstra University, Christina A. Sammartino obtained her law degree from Pace University School of Law. She is admitted to practice law in both the state of New York and in New Jersey. Christina focuses her practice of law on estate planning, trust and estate administration, guardianship proceedings under Article 81 of the Mental Hygiene Law, Medicaid planning and applications. Contact: https://www.berwitz-ditata.com/profile/associate-christina-a-sammartino/ [https://www.berwitz-ditata.com/profile/associate-christina-a-sammartino/] The Legacy Purse Podcast is a product of Sultan Attorney [https://www.sultanattorney.com/] and is produced and edited by Xavier Mejia. Subscribe wherever you listen to your favorite podcast🎙or visit LegacyPurse.com [https://www.legacypurse.com/]

The Social Work of Estate Planning

In this episode of the Legacy Purse [https://www.legacypurse.com/], we explore the social work of estate planning with Sandrine Etienne [https://missguidednotions.com/about-1].  Sandrine is a New York City based licensed medical social worker that works with people with chronic and debilitating illness, and she is the creator of missguidednotions.com [http://missguidednotions.com/] (a resource for people who need support navigating health care related issues). This show will give you a greater understanding of why it is so important to get all your health care documents in order and how to have difficult planning conversations with your loved ones who may be suffering from chronic illness. Leslie Sultan is an Estate Planning Attorney [https://www.sultanattorney.com/]and the host of the Legacy Purse Podcast. She is known for talking about topics that show YOU how to protect your family, assets, generational wealth, and legacy. Leslie Sultan PC info@sultanattorney.com [info@sultanattorney.com] 516-908-ULAW [tel:516-908-8529](8529) www.SultanAttorney.com [https://www.sultanattorney.com/] Sandrine Etienne [https://missguidednotions.com/about-1] Licensed Social Worker Sandrine’s work is dedicated to supporting the needs of caregivers navigating healthcare for their aging parents. Moreover, Sandrine has a new podcast coming out this summer with her friend Anita Flores, called “Care Talkers”.  Similar to the Legacy Purse Podcast, Anita and Sandrine interview experts in their field as well as a diverse group of people who have dealt with healthcare challenges.  So keep your eyes out for it. https://missguidednotions.com/ [https://missguidednotions.com/] The Legacy Purse Podcast is a product of Sultan Attorney [https://www.sultanattorney.com/] and is produced and edited by Xavier Mejia. Subscribe wherever you listen to your favorite podcast🎙or visit LegacyPurse.com [https://www.legacypurse.com/]

Moms and Smart Money Moves

In this highly anticipated episode of the Legacy Purse [https://www.legacypurse.com/], Leslie Sultan sits down with Smart Money Mamas [https://www.smartmoneymamas.com/] Founder, Chelsea Brennan, and they get into money talk for moms. Chelsea is a hedge fund investor turned online entrepreneur that is well known for discussing budgeting, debt freedom, investing, career development, entrepreneurship, and much more. This is the perfect episode for ANYONE who wants some guidance on how to get out of debt, grow your wealth, and get organized with your assets.  Like Leslie says, estate planning is a gift you give your family.  And the more organized you are with your money during your life, the better you can prepare your family to be financially savvy in their lives and with their future inheritances. So grab your headphones and press play! Leslie Sultan is an Estate Planning Attorney [https://www.sultanattorney.com/]and the host of the Legacy Purse Podcast. She is known for talking about topics that show YOU how to protect your family, assets, generational wealth, and legacy. Leslie Sultan PC info@sultanattorney.com [info@sultanattorney.com] 516-908-ULAW [tel:516-908-8529](8529) www.SultanAttorney.com [https://www.sultanattorney.com/] Chelsea Brennan Founder | Smart Money Mamas [https://www.smartmoneymamas.com/] Money Talk for Moms, By Moms Chelsea Brennan helps moms find their financial confidence so they can live their best lives and give the next generation the money knowledge we wish we had. Read more about Chelsea here [https://smartmoneymamas.com/about/]. Click for more info: Motivated Mama Society [https://society.smartmoneymamas.com/] FILLABLE STEP-BY-STEP GUIDE Family Emergency Binder [https://smartmoneymamas.com/ice-binder/] (aka ICE Binder) Listen to the Smart Money Mamas Show [https://smartmoneymamas.com/podcast/] 🎙 Visit: www.SmartMoneyMamas.com [https://smartmoneymamas.com/] The Legacy Purse Podcast is a product of Sultan Attorney [https://www.sultanattorney.com/] and is produced and edited by Xavier Mejia. Subscribe wherever you listen to your favorite podcast🎙or visit LegacyPurse.com [https://www.legacypurse.com/]

What Happens When A Business Owner Dies?

In this episode of the Legacy Purse [https://www.legacypurse.com/], our topic is designed to help our listeners who own a business learn what could happen to your business if you become incapacitated or die without an estate plan. While this episode is geared towards small (or even large) business owners, we expect that other listeners who are not yet at that stage but striving to get there will gain some valuable information that will put you ahead of the game for when you ARE ready to take that leap into starting your own business.  To help cover this important topic, Leslie Sultan [https://www.sultanattorney.com/]talks to Attorney Assad A. Bhatti.  You'll also hear them talk a bit about why, as an employee, you need to do your own research for your financial future because you CANNOT rely on your Employer/HR department to protect your best financial interests…that’s not why HR departments are set up. Leslie Sultan is an Estate Planning Attorney [https://www.sultanattorney.com/]and the host of the Legacy Purse Podcast. She is known for talking about topics that show YOU how to protect your family, assets, generational wealth, and legacy. Leslie Sultan PC info@sultanattorney.com [info@sultanattorney.com] 516-908-ULAW [tel:516-908-8529](8529) www.SultanAttorney.com [https://www.sultanattorney.com/] Assad A. Bhatti, Esq. The Law Office of Assad Bhatti, P.C. [https://goo.gl/maps/jnhrdH1Ku2W7d1mC7] Assad A. Bhatti graduated from the City University School of Law with a concentration in employment and labor law. In his practice, he handles both New York State and Federal cases to help clients in a variety of legal areas, including employment law, business law, real estate transactions, and all aspects of business planning. Assad’s background, before law school, was in Business Management and he has a master’s degree in human resource management from the State University of New York. His combined business and legal background gives him sophisticated knowledge to legally advise his business clients and help them learn the inner workings of creating, maintaining, and protecting their profitable business ventures. The Law Office of Assad Bhatti, P.C. [https://goo.gl/maps/jnhrdH1Ku2W7d1mC7] 183 Broadway, Suite 218 Hicksville, NY 11801 Office: (516) 522-0243 Fax: (866) 834-8816 This podcast is a product of Sultan Attorney [https://www.sultanattorney.com/] and is produced and edited by Xavier Mejia. Subscribe wherever you listen to your favorite podcast🎙or visit LegacyPurse.com [https://www.legacypurse.com/]

Financial Planning

In this episode of the Legacy Purse [https://www.legacypurse.com/], Leslie Sultan talks about financial planning, and to help cover this topic, she invited financial representative, Vidal Peoples. [https://www.strategiesforwealth.com/team/vidal-peoples] Vidal holds an M.B.A. from Baruch’s Zicklin School of Business, and he’s currently a financial representative with Strategies For Wealth [https://www.strategiesforwealth.com/]. Leslie Sultan is an Estate Planning Attorney [https://www.sultanattorney.com/]and the host of the Legacy Purse Podcast. She is known for talking about topics that show YOU how to protect your family, assets, generational wealth, and legacy. Leslie Sultan PC info@sultanattorney.com [info@sultanattorney.com] 516-908-ULAW [tel:516-908-8529](8529) www.SultanAttorney.com [https://www.sultanattorney.com/] Vidal Peoples - Peoples helping People® Financial Advisor Strategies For Wealth [https://www.strategiesforwealth.com/] I am a proud torch bearer of Strategies for Wealth’s 84 year tradition of excellence in engaging individuals, families and business owners towards living great financial lives and financial security. I mobilize a collaborative team of specialists in individual financial and estate planning, business exit planning and succession planning. I help my clients maximize and protect their wealth by debunking common financial myths which have caused the current retirement crisis. Through diligence and trust, I help my clients achieve financial balance, tax efficiency, diversification and control of their financial affairs with confidence, security and restful nights. More on Vidal Peoples here [https://www.strategiesforwealth.com/team/vidal-peoples] www.StrategiesForWealth.com [https://www.strategiesforwealth.com/] This podcast is a product of Sultan Attorney [https://www.sultanattorney.com/] and is produced and edited by Xavier Mejia. Subscribe wherever you listen to your favorite podcast🎙or visit LegacyPurse.com [https://www.legacypurse.com/]