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

The MPowered Finance Podcast with Sid Misra, CFP®

The MPowered Finance Podcast with Sid Misra, CFP®
Before You Buy or Die | Real Estate & Estate Planning Advice with Ruma Mazumdar, ESQ
May 10, 2025
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 generation

Whether 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: @keyesquire

Sid Misra, Certified Financial Planner™
Beacon Financial Group

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 together

Schedule an intro call with me: https://go.oncehub.com/SidMisra

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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 on

Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/

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Listen to the MPowered Finance Podcast: https://mpoweredfinance.buzzsprout.com/

Gautam Misra
Beacon Financial Group

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