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#459 | Special Needs Planning: The Right Way to Manage Funds It feels like helping,..
But holding a bank account "for" a loved one with special needs can create serious complications down the line.
There's a smarter solution that safeguards your loved one and preserves their benefits.
Watch this short video to discover how proper planning can prevent well-meaning actions from becoming legal challenges.
š Watch now and protect what truly matters.
#SpecialNeedsPlanning #SpecialNeedsTrust #SupplementalNeedsTrust #EstatePlanning #ABLEAccount #FamilyPlanning #DisabilityAwareness #TrustsAndEstates #ProtectYourLovedOnes #PlanningAhead #ZammittiLaw #EverythingEstatePlanning
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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 youā¦and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 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:
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 ā 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
#459 | Special Needs Planning: The Right Way to Manage Funds It feels like helping,..
But holding a bank account "for" a loved one with special needs can create serious complications down the line.
There's a smarter solution that safeguards your loved one and preserves their benefits.
Watch this short video to discover how proper planning can prevent well-meaning actions from becoming legal challenges.
š Watch now and protect what truly matters.
#SpecialNeedsPlanning #SpecialNeedsTrust #SupplementalNeedsTrust #EstatePlanning #ABLEAccount #FamilyPlanning #DisabilityAwareness #TrustsAndEstates #ProtectYourLovedOnes #PlanningAhead #ZammittiLaw #EverythingEstatePlanning
--
We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youā¦and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 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:
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 ā 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

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