#443 | Prevent Elder Abuse: TOD Scams, Coercion & Deception 😱𝗣𝗮𝘆𝗮𝗯𝗹𝗲 𝗼𝗻 𝗗𝗲𝗮𝘁𝗵 𝘁𝗼.... 𝗪𝗛𝗢?!

👉 Think your money is safe just because you've named a beneficiary on a bank account?

What if, in your later years, someone pressures you to change that name? What if the person you intended to inherit never actually sees a dime?

This isn't just a hypothetical. It happens more often than people realize. And it all comes down to a simple decision that many people get wrong.

Watch this video to learn the hidden risk behind "payable on death" and "transfer on death" accounts, and 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗱𝗼 𝗶𝗻𝘀𝘁𝗲𝗮𝗱 𝘁𝗼 𝘁𝗿𝘂𝗹𝘆 𝗽𝗿𝗼𝘁𝗲𝗰𝘁 𝘆𝗼𝘂𝗿 𝘄𝗶𝘀𝗵𝗲𝘀.

🔑 Your future self deserves peace of mind. Don't leave it to chance.

#EverythingEstatePlanning #ZammittiLaw #TOD #POD #TransferonDeath #PayableonDeath #PreventElderAbuse #EstatePlanning #ProtectYourLegacy #ElderProtection #FinancialWellness #FuturePlanning #InheritanceMatters #PlanAhead #PeaceOfMind

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

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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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