Before You Buy or Die | Real Estate & Estate Planning Advice with Ruma Mazumdar, ESQ episode artwork

EPISODE · May 10, 2025 · 55 MIN

Before You Buy or Die | Real Estate & Estate Planning Advice with Ruma Mazumdar, ESQ

from The MPowered Finance Podcast with Sid Misra, CFP® · host Sid Misra, Certified Financial Planner™

Thinking about buying a home? Wondering if you need an estate plan? In this episode, I sit down with Ruma Mazumdar, Esq, founder of Key Esquire®, to demystify the legal side of real estate transactions and estate planning.We break down: ✅ What a real estate attorney actually does in NJ✅ Why attorney review is essential—and not just a formality✅ Common real estate contract traps (and how to avoid them)✅ Estate planning basics: wills, trusts, powers of attorney✅ What happens if you don’t have an estate plan✅ Why title insurance matters—even when buying from family✅ How to protect your home and legacy for the next generationWhether you're a first-time homebuyer, a real estate investor, or want to protect your family’s future, this interview is packed with legal and financial insights you need to hear.📍 Ruma is a licensed attorney in New Jersey and New York, and she brings a modern, client-focused approach to law that empowers homeowners, couples, and professionals to make confident decisions.👉 Learn more about Ruma Mazumdar and Key Esquire®:🌐 Website: https://www.keyesquire.com📸 Instagram: @keyesquireSid Misra, Certified Financial Planner™Beacon Financial GroupI'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra---To learn more about me, please visit my website: https://www.sidmisra.net/I post a lot of educational content on LinkedIn that you won't want to miss out onFind me on LinkedIn: https://www.linkedin.com/in/sid-misra/----Listen to the MPowered Finance Podcast: https://mpoweredfinance.buzzsprout.com/Gautam MisraBeacon Financial GroupSid Misra, Certified Financial Planner™Beacon Financial Group#retirementincome #retirementplanning #retirementwithdrawals #financialplanning #taxplanning #socialsecurity #retirementstrategy #401k #IRA #RothIRA #medicare #wealthmanagement---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: ...

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Thinking about buying a home? Wondering if you need an estate plan? In this episode, I sit down with Ruma Mazumdar, Esq, founder of Key Esquire®, to demystify the legal side of real estate transactions and estate planning. We break down: ✅ What a real estate attorney actually does in NJ ✅ Why attorney review is essential—and not just a formality ✅ Common real estate contract traps (and how to avoid them) ✅ Estate planning basics: wills, trusts, powers of attorney ✅ What happens if you don’t...

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Before You Buy or Die | Real Estate & Estate Planning Advice with Ruma Mazumdar, ESQ

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This episode is 55 minutes long.

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This episode was published on May 10, 2025.

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