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#418 | Don't Make Your Estate Plan Too Specific If this sounds counter-intuitive, you'll wait to hear this episode on the ๐ฅ๐ถ๐๐ธ๐ ๐ผ๐ณ ๐ฆ๐ฝ๐ฒ๐ฐ๐ถ๐ณ๐๐ถ๐ป๐ด ๐๐ ๐ฎ๐ฐ๐ ๐๐บ๐ผ๐๐ป๐๐ ๐ถ๐ป ๐ฌ๐ผ๐๐ฟ ๐ช๐ถ๐น๐น Think you're making your estate plan clearer by leaving exact amounts or specific accounts to certain people? It might not be as foolproof as you think. Life is dynamicโassets increase, decrease, and relocate. Before you lock in a specific amount to someone, discover how it could lead to unintended consequencesโฆ and a very different legacy than the one you imagined. Listen now to learn how to avoid this pitfall and keep your plan aligned with your true wishes. --
We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐
--
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:
Family protection
Simplicity and efficiency for our clients
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 โ 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.
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By Valerie Zammitti5
44 ratings
#418 | Don't Make Your Estate Plan Too Specific If this sounds counter-intuitive, you'll wait to hear this episode on the ๐ฅ๐ถ๐๐ธ๐ ๐ผ๐ณ ๐ฆ๐ฝ๐ฒ๐ฐ๐ถ๐ณ๐๐ถ๐ป๐ด ๐๐ ๐ฎ๐ฐ๐ ๐๐บ๐ผ๐๐ป๐๐ ๐ถ๐ป ๐ฌ๐ผ๐๐ฟ ๐ช๐ถ๐น๐น Think you're making your estate plan clearer by leaving exact amounts or specific accounts to certain people? It might not be as foolproof as you think. Life is dynamicโassets increase, decrease, and relocate. Before you lock in a specific amount to someone, discover how it could lead to unintended consequencesโฆ and a very different legacy than the one you imagined. Listen now to learn how to avoid this pitfall and keep your plan aligned with your true wishes. --
We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐
--
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:
Family protection
Simplicity and efficiency for our clients
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 โ 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.
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