Everything Estate Planning

#384 | Is Your Estate Plan Still Doing It's Job?


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#384 | Is Your Estate Plan Still Doing It's Job?

🔍When was the last time you checked? Significant life events—such as marriage, the arrival of a new baby, the loss of a loved one, or purchasing new property—can render your existing plan outdated. Even the simple passage of time can necessitate adjustments. In this insightful video, I delve into real-life scenarios highlighting the importance of regularly updating your estate plan before unforeseen circumstances force your hand. Spend just three minutes to discover the key moments that should prompt an estate plan review. 𝘖𝘧 𝘤𝘰𝘶𝘳𝘴𝘦, 𝘪𝘧 𝘺𝘰𝘶 𝘩𝘢𝘷𝘦𝘯'𝘵 𝘦𝘷𝘦𝘯 𝘴𝘵𝘢𝘳𝘵𝘦𝘥 𝘺𝘦𝘵 - 𝘞𝘩𝘢𝘵 𝘢𝘳𝘦 𝘺𝘰𝘶 𝘸𝘢𝘪𝘵𝘪𝘯𝘨 𝘧𝘰𝘳? Listen now to ensure peace of mind for both you and your family.

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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. 😊

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

https://zammittilaw.com

http://yourplanningattorney.com

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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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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

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

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