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Legacy Purse

13 episodes - English - Latest episode: about 3 years ago - ★★★★★ - 4 ratings

This podcast makes it easy for YOU to understand estate planning! Host and Attorney/Mom Leslie Sultan gets on the mic to talk about topics that show YOU how to protect your family and assets. And prepare yourself to listen to estate nightmare stories. This podcast is a product of Sultan Attorney and is produced and edited by Xavier Mejia.

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Episodes

Preventing Financial Catastrophes for the Elderly

July 05, 2021 09:00 - 37 minutes - 25.7 MB

Today, on the Legacy Purse we brought on estate planning and elder law attorney, Christina A. Sammartino, 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 ...

The Social Work of Estate Planning

June 21, 2021 05:00 - 25 minutes - 17.5 MB

In this episode of the Legacy Purse, we explore the social work of estate planning with Sandrine Etienne.  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 (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 ...

Moms and Smart Money Moves

June 07, 2021 11:00 - 24 minutes - 16.8 MB

In this highly anticipated episode of the Legacy Purse, Leslie Sultan sits down with Smart Money Mamas 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 asse...

What Happens When A Business Owner Dies?

May 24, 2021 02:00 - 34 minutes - 23.8 MB

In this episode of the Legacy Purse, 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 o...

Financial Planning

May 10, 2021 12:00 - 21 minutes - 14.4 MB

In this episode of the Legacy Purse, Leslie Sultan talks about financial planning, and to help cover this topic, she invited financial representative, 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. Leslie Sultan is an Estate Planning Attorney 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 we...

Divorce and Family Law

April 26, 2021 04:00 - 17 minutes - 11.9 MB

In this episode of the Legacy Purse, Leslie Sultan sits down with a New York family and divorce attorney, Joleena Louis, Esq. They discuss divorce and family law, and in particular, how entrepreneurs can protect themselves during a divorce.  Joleena explains the difference between community property vs. equitable distribution, and where you can go check your state's law.  She also emphasizes the importance of estate planning for families who are divorcing and naming guardians to avoid havin...

Divorce and Family Law

April 26, 2021 04:00 - 17 minutes - 11.9 MB

In this episode of the Legacy Purse, Leslie Sultan sits down with a New York family and divorce attorney, Joleena Louis, Esq. They discuss divorce and family law, and in particular, how entrepreneurs can protect themselves during a divorce.  Joleena explains the difference between community property vs. equitable distribution, and where you can go check your state's law.  She also emphasizes the importance of estate planning for families who are divorcing and naming guardians to avoid havin...

The History of Probate

April 11, 2021 03:00 - 49 minutes - 33.8 MB

In episode 02 of the Legacy Purse: Probate: The Inheritance Process, we shared that when a loved one dies and leaves a last will and testament, the probate process is a legal procedure for a judge to validate the will before any of the loved one's instructions can be carried out. But what is the history of this practice? Why does someone's last will require such a public, strict, court process that anyone can find out about? And how did we get here? In this episode of the Legacy Purse, Lesl...

The History of Probate

April 11, 2021 03:00 - 49 minutes - 33.8 MB

In episode 02 of the Legacy Purse: Probate: The Inheritance Process, we shared that when a loved one dies and leaves a last will and testament, the probate process is a legal procedure for a judge to validate the will before any of the loved one's instructions can be carried out. But what is the history of this practice? Why does someone's last will require such a public, strict, court process that anyone can find out about? And how did we get here? In this episode of the Legacy Purse, Lesl...

Probate: The Inheritance Process (Part 1)

March 29, 2021 04:00 - 26 minutes - 17.9 MB

When a loved one dies and leaves a last will and testament, the probate process is a legal procedure for a judge to validate the will before any of the loved one's instructions can be carried out. But if a loved one dies without a will, the state where they lived dictates how their assets are distributed. In this episode of the Legacy Purse, Leslie Sultan sits down with probate attorney Andrea M. Arrigo, and they discuss the probate process and important steps that must be taken for a will ...

A Living Will with a Heart and Soul

March 15, 2021 07:00 - 25 minutes - 17.8 MB

What happens if you get seriously ill or injured and can’t speak for yourself?  Would it bring you peace of mind to know that your health care wishes would be respected in the event that you couldn't speak for yourself? In this episode of the Legacy Purse, Leslie Sultan sits down with Paul Malley the president of Aging with Dignity, and they discuss ways to start the conversation about advanced care planning and end-of-life care, and how the Five Wishes, a legal document, helps facilitate t...

When COVID-19 Hits Home

March 15, 2021 06:00 - 8 minutes - 5.96 MB

Legacy Purse producer Xavier Mejia sits down to talk to attorney Leslie Sultan about their new podcast aimed to help people understand the why(s) and how to protect and build intergenerational wealth through estate planning. This podcast is a product of Sultan Attorney and is produced and edited by Xavier Mejia. Subscribe wherever you listen to your favorite podcast🎙or visit LegacyPurse.com

Podcast Trailer

February 10, 2021 06:00 - 34 seconds - 425 KB

Leslie Sultan is an Estate Planning Attorney 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. www.SultanAttorney.com This podcast is a product of Sultan Attorney and is produced and edited by Xavier Mejia. Subscribe wherever you listen to your favorite podcast🎙or visit LegacyPurse.com