#502 | Why "The Customer is Always Right" Doesn't Work in Estate Planning 𝗤𝘂𝗶𝗰𝗸 𝗿𝗲𝗮𝗹𝗶𝘁𝘆 𝗰𝗵𝗲𝗰𝗸: Walking into an estate planning conversation already convinced you know exactly what you need can quietly work against you. Many people call an attorney asking for "just a will" or one specific document, without realizing how easily that choice can leave real gaps in protection. We're talking real lifetime risks. Incapacity. Family consequences no one intended. In this short episode, I share a real conversation that shows why the most important part of planning probabnly isn't the document you request, but the information you haven't considered yet. ✨Good planning isn't about checking a box. It's about understanding the full picture 𝘣𝘦𝘧𝘰𝘳𝘦 decisions are locked in. 𝗜𝗳 𝘆𝗼𝘂 𝘃𝗮𝗹𝘂𝗲 𝗯𝗲𝗶𝗻𝗴 𝗽𝗿𝗼𝘁𝗲𝗰𝘁𝗲𝗱, 𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗲𝗱, 𝘁𝗵𝗶𝘀 𝗶𝘀 𝘄𝗼𝗿𝘁𝗵 𝘆𝗼𝘂𝗿 𝘁𝗶𝗺𝗲. ▶️ Please listen with an open mind. #EstatePlanning #OpenMindPlanning #BeyondTheWill #LegalEducation #PlanSmart #ProtectYourFamily #IncapacityPlanning #LifeHappens #EstatePlanningTruths #EstatePlanningReality #AvoidProbate #JustAWill

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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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