Everything Estate Planning

#278 | Do I Gotta' Tell the Kids About the Money? 🤫 Mind Your Business   Scenario: One spouse is the beneficiary of the other's life insurance policy when they pass. Do they have to tell the kids when they receive they money? How much do the children, or anyone else, have the right to now about beneficiary benefits received? Find out here.

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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 you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 

-- 

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 – 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 

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This podcast is intended for educational purposes only and does not create an attorney-client relationship. 

 

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#277 | Project 2025 & Same-Sex Marraige Impacts   Married or Not, Name Your People Now.   How will Project 2025 Affect Same-Sex Marriages and Estate Planning? Just how detailed should your plan be? Should you update it now? What about straight partnerships and marriages? This episode addresses these questions and more.

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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 you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 

-- 

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 – 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 

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This podcast is intended for educational purposes only and does not create an attorney-client relationship. 

 

(attorney advertising) 

#276 | Can a House With a Mortgage Go in a Revocable Trust? 

This is a very common question, especially with first-time home buyers. Many younger families know they need proper protection planning but they hesitate to start with a mortgage or other debt. The good news is, you don't have to wait!

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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 you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 

-- 

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 – 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 

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This podcast is intended for educational purposes only and does not create an attorney-client relationship. 

 

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#275 | 𝗖𝗮𝗿 ➕ 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 ➕ 𝗧𝗿𝘂𝘀𝘁

What goes where and in what order? How do you get maximum protection for your business and your assets? Here's the answer and the order.

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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 you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 

-- 

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 – 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 

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This podcast is intended for educational purposes only and does not create an attorney-client relationship. 

 

attorney advertising

#274 | Can You Use a Dead Person's Credit Card?

What if you're the executor of the Will or a beneficiary of the estate? Is there ever a time it's okay to use a credit card in a deceased person's name? How serious is it really?

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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 you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 

-- 

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 – 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 

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This podcast is intended for educational purposes only and does not create an attorney-client relationship. 

attorney advertising

 

#273 | How to Help a Brother Out

Can you help a sibling out by giving them a 𝙡𝙞𝙛𝙚 𝙞𝙣𝙩𝙚𝙧𝙚𝙨𝙩 in a property that they 𝙙𝙤𝙣'𝙩 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡𝙡𝙮 𝙢𝙖𝙞𝙣𝙩𝙖𝙞𝙣? There are good reasons to possibly do this and there are very valid reasons why you may not want to. What's best for everyone? This video should help.

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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 you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 

-- 

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 – 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) 

#272 |  🎁𝗧𝗵𝗲 𝗕𝗶𝗴𝗴𝗲𝘀𝘁 𝗚𝗶𝗳𝘁 𝗙𝗼𝗿 𝗬𝗼𝘂𝗿 𝗞𝗶𝗱𝘀 𝗜𝘀... 🎁

Hint: You can only get it through proper estate planning. So take a listen. It's only a minute long!

We're busting out your favorite episodes and most FAQ's from the archives. So, don't worry. Part 2 is already available. Just follow, subscribe and search!

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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 you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 

-- 

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 – 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) 

#271 | 𝗦𝗽𝗲𝗻𝗱, 𝗗𝗼𝗻'𝘁 𝗦𝗮𝘃𝗲, 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁!!

It's Estate Planning 101. Bottom line, if you're in retirement, you should probably be spending your money on you. Here are all the reasons why!

We're busting out your favorite episodes and most FAQ's from the archives. Hope you enjoy this popular rerun!

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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 you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 

-- 

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 – 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)

#270 | 𝗢𝗻𝗲 𝗘𝗺𝗲𝗿𝗴𝗲𝗻𝗰𝘆 𝗖𝗵𝗮𝗻𝗴𝗲𝗱 𝗘𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 🚑   We recently learned the hard way that estate planning also needs to include emergency preparedness - from trips to the ER to natural disasters. My personal experience changed how we will approach this with our clients from now on and we truly hope it helps you!  

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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 you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 

-- 

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 – 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 

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This podcast is intended for educational purposes only and does not create an attorney-client relationship. 

 (attorney advertising) 

#268 | What are The Best Tax Options if I Inherit an IRA?   So, you've inherited a nice sized retirement account. What should you do with it? Do you cash it out or take payouts over time? Tax laws changed not that long ago and it's good to know our options so we can reduce the tax consequences as much as possible.

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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 you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 

-- 

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 – 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)