Everything Estate Planning

#420 | Estate Planning: ๐Ÿ’The Ultimate Gift for Your Partner


Listen Later

#420 | Estate Planning: ๐Ÿ’ The Ultimate Gift for Your Partner

If you're married, you might think estate planning can waitโ€”especially if everything is jointly owned and your spouse is your beneficiary.

The Surprising Truth: At the first passing, not much may seem to change. But what happens next can either provide your spouse with peace of mind or plunge them into unintended chaos.

A proper estate plan means:

โœ… Your surviving spouse has clear decision-makers in place

โœ… Directives for health and finances are already secured

โœ… No scrambling, no legal surprises, no "nowheresville"

๐˜ž๐˜ช๐˜ต๐˜ฉ๐˜ฐ๐˜ถ๐˜ต ๐˜ข ๐˜ฑ๐˜ญ๐˜ข๐˜ฏ, ๐˜ด๐˜ต๐˜ข๐˜ต๐˜ฆ ๐˜ญ๐˜ข๐˜ธ๐˜ด ๐˜ฎ๐˜ช๐˜จ๐˜ฉ๐˜ต ๐˜ฅ๐˜ฆ๐˜ค๐˜ช๐˜ฅ๐˜ฆ ๐˜ธ๐˜ฉ๐˜ฆ๐˜ณ๐˜ฆ ๐˜ค๐˜ฆ๐˜ณ๐˜ต๐˜ข๐˜ช๐˜ฏ ๐˜ข๐˜ด๐˜ด๐˜ฆ๐˜ต๐˜ด ๐˜จ๐˜ฐ, ๐˜ข๐˜ฏ๐˜ฅ ๐˜ต๐˜ฉ๐˜ข๐˜ต ๐˜ช๐˜ด ๐˜ฏ๐˜ฐ๐˜ต ๐˜ข๐˜ญ๐˜ธ๐˜ข๐˜บ๐˜ด ๐˜บ๐˜ฐ๐˜ถ๐˜ณ ๐˜ด๐˜ฑ๐˜ฐ๐˜ถ๐˜ด๐˜ฆ.

This kind of quiet, behind-the-scenes protection can make all the difference when it matters most.

๐ŸŽฅListen now to learn why creating an estate plan together is one of the best gifts you can give each other.

#EverythingEstatePlanning #ZammittiLaw #EstatePlanning #MarriedLife #SurvivorSpouse #ProtectYourSpouse #LegalPlanning #LifePlanning #PeaceOfMind #FamilyProtection #PlanAhead #EstateLawTips #EstatePlanningAttorney

--

We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโ€ฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐Ÿ˜Š

--

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 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.

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

43,569 Listeners

The Ramsey Show by Ramsey Network

The Ramsey Show

39,093 Listeners

Retirement Answer Man by Roger Whitney, CFPยฎ, CIMAยฎ, RMA, CPWAยฎ

Retirement Answer Man

1,315 Listeners

Retirement Starts Today by Benjamin Brandt CFPยฎ, RICPยฎ

Retirement Starts Today

535 Listeners

The Genius Life by Max Lugavere

The Genius Life

4,892 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

624 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)

321 Listeners

Estate Planning Strategies by Christopher Small

Estate Planning Strategies

47 Listeners

The Long View by Morningstar

The Long View

922 Listeners

Complete Estate Planning by Nick Rosenbauer

Complete Estate Planning

44 Listeners

Ready For Retirement by James Conole, CFPยฎ

Ready For Retirement

812 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

945 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

1,539 Listeners