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Alan Rosenthal leads the firm's Estate and Trust Administration group, offering empathetic guidance in lifetime planning and estate settlement, including tax matters. With over 20 years of experience in wealth preservation, he advises individuals, families, and advisors on estate planning and minimizing transfer taxes. AV-rated and admitted in Florida and New York, Mr. Rosenthal holds a law degree from the University of Buffalo School of Law (cum laude, editor of Buffalo Law Review) and a BS from Cornell University.

The conversation covers everything from legal documents teens need when they turn 18, to navigating difficult conversations and planning with elderly parents. Alan provides practical advice, actionable steps, and plenty of reassurance for listeners navigating these multi-generational challenges.

Takeaways

1. Prepare legal documents when your child turns 18
2. Update and review estate planning regularly
3. Communication and planning are essential

Timestamps

00:00 Discussing Adulthood at 18

06:16 Digitally Save Children's Medical Records

10:08 Family Planning and Open Dialogue

13:27 Update Legal Documents for State Compliance

16:03 Elder Care: Legal Involvement Benefits

20:01 Complex Family Dynamics in Florida

21:55 Start Planning Conversations Early

27:05 Beneficiaries Supersede Wills in Accounts

29:57 Navigating Sandwich Generation Challenges

32:59 Conversations About End-of-Life Wishes

34:47 Raising Independent Young Adults

🔗 Connect with Alan Rosenthal:

Phone: 561-347-1700

Website: https://www.redgraveandrosenthal.com

🔗 Connect with Jessica Anger and Carrie Wiesenfeld:
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