Blustein, Shapiro, Frank & Barone, LLP Partner Megan Conroy recently joined Bob O. on “Oldies 98.9 FM, The Hudson Valley’s Real Oldies Station” on April 19, 2025, to discuss essential aspects of estate planning, including the strategic use of trusts and the critical importance of asset titling.   

During the intrview, Conroy highlighted trusts as powerful estate planning tools due to their customizable and flexible nature. Unlike wills, trusts can take effect during your lifetime, addressing potential disability in addition to managing asset distribution after death. This comprehensive approach ensures your wishes are carried out both now and in the future. 

Conroy also stressed the critical importance of asset titling and beneficiary designations. She cautioned that beneficiary choices on accounts and policies override instructions in a will, making it essential to align asset titling with your overall estate plan to ensure your intentions are properly executed.

Listen to learn more about the benefits of trusts, the significance of asset titling, and the importance of regular estate plan reviews. Contact Blustein, Shapiro, Frank & Barone, LLP today to create (or update) your estate plan!