#292 | Will This New Tax Rule Impact Your Retirement?

Recent rule changes mean that many beneficiaries are now required to 𝘄𝗶𝘁𝗵𝗱𝗿𝗮𝘄 𝗮𝗹𝗹 𝗳𝘂𝗻𝗱𝘀 𝘄𝗶𝘁𝗵𝗶𝗻 𝗮 𝗱𝗲𝗰𝗮𝗱𝗲.

This shift raises important questions: Will you face higher taxes? How will your family be affected?

The impact largely depends on who the beneficiaries are and the structure of your estate plan. In this episode, we will delve into who is most affected by this law and discuss practical strategies to help you navigate these changes effectively.

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We provide PEACE OF MIND to families through estate planning, elder law and probate matters.

Our firm rests on three core pillars:

1. Family protection

1. Simplicity and efficiency for our clients

1. Minimizing taxes and spend down of your hard-earned assets

If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you. Valerie K. Zammitti is the owner at Zammitti Law, PLLC. She started her firm with one goal – to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!

Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics.

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