Trust Issues—Only the Kind that Make You Richer.

Isn't a Will Enough? The Truth About Modern Estate Planning

Episode Summary:
Ruma Mazumdar, founder of Key Esquire, breaks down why having just a will isn't sufficient for comprehensive estate planning. Through real client stories and expert insights, this episode explores the essential components of a modern estate plan, common misconceptions about wills, and why millennials need to start planning earlier.
 
Key Timestamps:
00:01 - Introduction
00:07 - Why a will alone isn't enough
03:15 - Case study: First estate planning client experience
05:30 - Understanding probate in New Jersey
07:20 - The pitfalls of DIY estate planning
09:10 - Why estate plans need regular updates
10:15 - Millennial perspective on estate planning
11:00 - Real consequences of not having a plan
 
About The Show:
“Trust Issues” delivers practical insights on estate planning, wealth protection, and legacy building. Each episode provides actionable advice to help listeners make informed decisions about their financial future.

More Than a Home: Protecting Real Estate Through Estate Planning

Episode Summary:
In this episode, Ruma Mazumdar discusses the crucial intersection of real estate and estate planning. She explains how proper planning can transform property into generational wealth and highlights common pitfalls to avoid. The episode covers property titling, probate processes, tax considerations, and strategies to prevent family disputes over real estate inheritance.
 
Key Timestamps:
00:01 - Show introduction
00:08 - Episode topic introduction and importance of real estate in estate planning
02:30 - Property titling options and implications
04:15 - Understanding probate and how to avoid it
06:20 - Real estate as generational wealth
07:45 - Tax considerations and 1031 exchanges
08:45 - Preventing family property disputes
10:40 - Call to action and closing
 
About the Show:
"Trust Issues—Only the Kind that Make You Richer." is a podcast focused on helping listeners build and protect their wealth through proper legal planning. Hosted by Ruma Mazumdar, a real estate and estate planning attorney and founder of Key Esquire, the show provides practical legal insights for wealth protection.

Key Esquire®️ & Ruma Unlocked: The Mission, Meaning, and Mindset Behind the Firm & its Founder

In this debut episode, Ruma Mazumdar, founder of Key Esquire, shares her personal journey from corporate law to establishing her own firm. She discusses her immigrant background, experience in NYC law, and how personal transitions (including marriage, business launch, and divorce) shaped her approach to wealth building and protection. Ruma explains how Key Esquire helps clients navigate real estate transactions and estate planning with a human-first approach.
 
Key Timestamps:
00:01 - Show Introduction
00:08 - Ruma's background and immigrant upbringing
03:30 - Journey to founding Key Esquire
05:45 - Values and approach to client service
07:15 - Who Key Esquire serves
08:30 - Connection to real estate industry
10:15 - Working with Key Esquire process
11:30 - Personal money journey and business transformation
13:00 - Meaning behind Key Esquire name
14:24 - Outro and contact information
 
About the Show:
"Trust Issues—Only the Kind that Make You Richer." is a podcast focused on wealth building, protection, and legacy planning. Host Ruma Mazumdar brings her expertise as a real estate and estate planning attorney to discuss money, legal moves, and mindset shifts that weren't taught to many of us growing up.