#401 | When NOT to Use a Trust

💡 𝗧𝗵𝗶𝗻𝗸 𝗮𝗹𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝘀 𝗻𝗲𝗲𝗱 𝗮 𝘁𝗿𝘂𝘀𝘁? 𝗧𝗵𝗶𝗻𝗸 𝗮𝗴𝗮𝗶𝗻.

Sometimes, the best plan is the simpler one. And yes, even a seasoned estate planning attorney will tell you that a trust isn't always the right answer. Whether you're embarking on your estate planning journey, navigating a significant life change, or uncertain about the best course of action — this is a must-watch.

👉 Discover when not to use a trust — and why that might actually protect your time, money, and peace of mind.

🎥 Watch now and learn how to choose the right estate plan for your life stage.

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

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