Everything Estate Planning

#371 | Estate Planning is Not a Takeout Menu


Listen Later

#371 | Estate Planning is Not a Takeout Menu

𝗔𝗿𝗲 𝘆𝗼𝘂 𝗱𝗿𝗶𝘃𝗶𝗻𝗴 the legal process—𝗼𝗿 𝗯𝗲𝗶𝗻𝗴 𝗴𝘂𝗶𝗱𝗲𝗱 through it? The success of your plan hinges on your approach.

In this week's book segment, we revisit "𝘛𝘩𝘦 4-𝘏𝘰𝘶𝘳 𝘞𝘰𝘳𝘬 𝘞𝘦𝘦𝘬" by Tim Ferriss and draw a powerful connection to the legal industry—especially estate planning.

We'll share a thought-provoking quote from Henry Ford that could transform how you choose your professional services from now on.

⚠️ If you're working with someone who simply agrees to your requests without question, they might not be fulfilling their duty.

👀 Watch the video to hear why the best professionals don't just follow your lead—they guide you with expertise you didn't know you needed.

#EverythingEstatePlanning #ZammittiLaw #EstatePlanning #4HourWorkWeek #LegalEducation #GuidedNotBlind #ValueInGuidance

--

We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊

--

If you want to talk more about anything estate planning, elder law or probate related:

https://zammittilaw.com

http://yourplanningattorney.com

--

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.

--

Facebook = https://www.facebook.com/zammittilaw

Instagram = https://www.instagram.com/zammittilaw/

TikTok = https://www.tiktok.com/@everythingestateplanning

YouTube = https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ

LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F

--

This podcast is intended for educational purposes only and does not create an attorney-client relationship.

attorney advertising

...more
View all episodesView all episodes
Download on the App Store

Everything Estate PlanningBy Valerie Zammitti

  • 5
  • 5
  • 5
  • 5
  • 5

5

4 ratings


More shows like Everything Estate Planning

View all
Hidden Brain by Hidden Brain, Shankar Vedantam

Hidden Brain

43,566 Listeners

The Ramsey Show by Ramsey Network

The Ramsey Show

39,065 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,311 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

534 Listeners

The Genius Life by Max Lugavere

The Genius Life

4,890 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

627 Listeners

Suze Orman's Women & Money (And Everyone Smart Enough To Listen) by Suze Orman Media

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

327 Listeners

Estate Planning Strategies by Christopher Small

Estate Planning Strategies

46 Listeners

The Long View by Morningstar

The Long View

924 Listeners

Complete Estate Planning by Nick Rosenbauer

Complete Estate Planning

44 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

811 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

944 Listeners

Passing It On: Estate Planning for Families by Michael Pevney

Passing It On: Estate Planning for Families

10 Listeners

The Estate Planning Podcast by Colby Kukelski

The Estate Planning Podcast

5 Listeners

Your Money Guide on the Side by Tyler Gardner

Your Money Guide on the Side

1,542 Listeners