Estate Planning | How to Pick the Right Executor or Trustee

The Aaron Katsman Show

What's the best way to pick an executor for your will or a trustee for your trust? In this enlightening discussion, attorney Ariel Rosenzweig dives deep into the nuances of selecting the right person for these crucial roles. Our guest this week shares his invaluable insights on setting financial boundaries, communicating end-of-life wishes, and avoiding posthumous conflicts among beneficiaries. To learn more about navigating the complexities of estate planning, tune in to this informative episode. ______________________________________________________________ ABOUT OUR GUEST: Ariel S. Rosenzveig is an elder law and trusts & estates attorney, and is the Managing Partner at Ely J. Rosenzveig & Associates, PC, located in Elmsford, New York. Ariel brings more than 13 years of experience to the table, assisting families in all aspects of elder care law, including trust and estate planning, administration , and litigation, tax counsel , asset protection and special needs planning, Medicaid, Medicare, guardianships, long term care planning, spousal recovery claims, and Medicaid lien resolutions. The law firm of Ely J. Rosenzveig & Associates, PC, prides itself on its compassionate attentiveness to the needs of their clients. Their knowledge of the law enables them to provide cost-effective and valuable direction in addressing estate, elder care, and tax planning needs. Ariel is an active member of the New York State Bar Association’s elder law and trusts & estates sections. Ariel lives in Fair Lawn, New Jersey, with his wife, Amanda, and their 3 children. ______________________________________________________________ CONTACT ARIEL: Website: https://www.ejrosenlaw.com/ Email: [email protected] ______________________________________________________________ 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: [email protected] ______________________________________________________________ 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.