#384 | Is Your Estate Plan Still Doing It's Job?

🔍When was the last time you checked? Significant life events—such as marriage, the arrival of a new baby, the loss of a loved one, or purchasing new property—can render your existing plan outdated. Even the simple passage of time can necessitate adjustments. In this insightful video, I delve into real-life scenarios highlighting the importance of regularly updating your estate plan before unforeseen circumstances force your hand. Spend just three minutes to discover the key moments that should prompt an estate plan review. 𝘖𝘧 𝘤𝘰𝘶𝘳𝘴𝘦, 𝘪𝘧 𝘺𝘰𝘶 𝘩𝘢𝘷𝘦𝘯'𝘵 𝘦𝘷𝘦𝘯 𝘴𝘵𝘢𝘳𝘵𝘦𝘥 𝘺𝘦𝘵 - 𝘞𝘩𝘢𝘵 𝘢𝘳𝘦 𝘺𝘰𝘶 𝘸𝘢𝘪𝘵𝘪𝘯𝘨 𝘧𝘰𝘳? Listen now to ensure peace of mind for both you and your family.

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

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#383 | Would You Rather? $1,000 vs $10,000

𝗧𝗵𝗲 𝗦𝘂𝗽𝗲𝗿𝗽𝗼𝘄𝗲𝗿 𝗬𝗼𝘂 𝗡𝗲𝗲𝗱 𝗳𝗿𝗼𝗺 𝟭𝟴 - 𝟭𝟭𝟴.

Most people wait too long. But adulthood comes with both opportunities & responsibilities. Are you prepared to take control?

Consider this: What happens if you suddenly can't speak for yourself? Who will pay your bills or make critical medical decisions on your behalf?

Here's a reality check for every adult: If you're not legally prepared, a court could make those decisions for you.

𝗜𝗻𝘃𝗲𝘀𝘁 𝗮 𝗟𝗶𝘁𝘁𝗹𝗲 𝗡𝗼𝘄 𝗼𝗿 𝗥𝗶𝘀𝗸 𝗘𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝗟𝗮𝘁𝗲𝗿. 𝗧𝗵𝗲 𝗖𝗵𝗼𝗶𝗰𝗲 𝗶𝘀 𝗬𝗼𝘂𝗿𝘀.

Start with the basics. Listen Now.

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http://yourplanningattorney.com

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

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#382 | Guardianship: Protect Your Kids From Financial Abuse 𝗟𝗼𝘃𝗲, 𝗧𝗿𝘂𝘀𝘁 & 𝗠𝗼𝗻𝗲𝘆 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 When it comes to selecting guardians for your children, love and trust are just the beginning. Have you considered what might happen if the person responsible for your child's care also manages their finances? This real-world dilemma surprised one family, highlighting an important aspect of estate planning that all parents should carefully examine. Curious about establishing protections, instructions, and checks and balances? 🎥 Watch the video to learn how to safeguard your child's future—bfar beyond simply naming guardians.

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

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#381 | Overwhelmed at the Thought of a Trust? We Make it Simple.

Feeling overwhelmed by the idea of setting up a trust? You're not alone. But here's the thing—trusts are simply contracts, grounded in the same solid legal principles across most states. In this episode, see why trusts are more flexible and less intimidating than you might think. Whether you're in a UTC state or not (we'll explain what that means), you might be surprised by how much flexibility you actually have. Listen now and walk away feeling way more confident about trusts.

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

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#380 | After Medicaid, Is Probate Even Worth It? If your loved one received Medicaid before they passed, you might be wondering: 𝗜𝘀 𝗶𝘁 𝗲𝘃𝗲𝗻 𝘄𝗼𝗿𝘁𝗵 𝗼𝗽𝗲𝗻𝗶𝗻𝗴 𝗮 𝗽𝗿𝗼𝗯𝗮𝘁𝗲 𝗲𝘀𝘁𝗮𝘁𝗲? ❗Before you take that step, watch this video. There's more at stake than you might realize—and in some cases, nothing left at all. Watch/Listen now to discover what you really need to know about Medicaid liens and probate decisions. #EverythingEstatePlanning #ZammittiLaw #EstatePlanning #EstatePlanningHelp #ProbateProblems #Probate #EstateAdministration #MedicaidCoverage #AssetProtection #MedicaidLien

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

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#379 | When Love Isn't Enough: Parenting Beyond Presence

You baby-proof your home and plan for their college education, but are you prepared for the unforeseen? Have you ever pondered what would happen to your children if you weren't there to guide them?

This excerpt from Chapter 3 of my upcoming book pulls back the curtain on a topic most parents don't want to think about—but absolutely should.

It's not about instilling fear; it's about exemplifying love and protection, even from afar.

📖 Listen and reflect. It just might shift your perspective.

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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.

--

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

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#378 | Will Your Vacation Home Mean Extra Probate?

𝗢𝘄𝗻 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗶𝗻 𝗠𝗼𝗿𝗲 𝗧𝗵𝗮𝗻 𝗢𝗻𝗲 𝗦𝘁𝗮𝘁𝗲? You might be setting your loved ones up for the legal maze known as 𝗔𝗻𝗰𝗶𝗹𝗹𝗮𝗿𝘆 𝗣𝗿𝗼𝗯𝗮𝘁𝗲.

Owning real estate outside your home state—whether it's a second home, land, or an investment property—can create unexpected challenges, even if all other assets are in a trust.

👀 Watch this quick explainer to find out when ancillary probate strikes—and how to avoid it.

🔁 Share this with someone who owns property in multiple states to help them navigate potential complications.

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

https://zammittilaw.com

http://yourplanningattorney.com

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

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#377 | Estate Planning for Giving Families

𝗘𝗻𝘀𝘂𝗿𝗲 𝗬𝗼𝘂𝗿 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻 𝗥𝗲𝗳𝗹𝗲𝗰𝘁𝘀 𝗬𝗼𝘂𝗿 𝗙𝗮𝗺𝗶𝗹𝘆'𝘀 𝗚𝗲𝗻𝗲𝗿𝗼𝘀𝗶𝘁𝘆

Whether you volunteer together or support cherished causes, your generosity can continue on, both beautifully and intentionally.

Watch our brief yet impactful video that reveals one powerful method families can use to preserve their values and legacy.

🎥 Tap to watch and learn something new about how giving can live on.

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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.

--

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

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#376 | Daily Baby Steps = Monumental Growth

𝗪𝗵𝗮𝘁 𝗶𝗳 𝘁𝗵𝗲 𝗸𝗲𝘆 𝘁𝗼 𝘀𝘂𝗰𝗰𝗲𝘀𝘀 𝘄𝗮𝘀𝗻'𝘁 𝗮 𝗴𝗿𝗮𝗻𝗱 𝗹𝗲𝗮𝗽—𝗯𝘂𝘁 𝗮 𝘀𝗲𝗿𝗶𝗲𝘀 𝗼𝗳 𝘀𝗺𝗮𝗹𝗹 𝘀𝘁𝗲𝗽𝘀 𝘁𝗮𝗸𝗲𝗻 𝗱𝗮𝗶𝗹𝘆?

In this week's book reading, I share another inspiring passage from "𝘛𝘩𝘦 𝘚𝘭𝘪𝘨𝘩𝘵 𝘌𝘥𝘨𝘦" by Jeff Olson. that captures just how powerful those small daily actions can be when paired with time.

This book masterfully illustrates the transformative power of small, consistent actions over time. Whether you're building a career, nurturing a family, or honing a skill you're passionate about—this message is for you.

🎯 Listen now and let it reshape how you think about progress.

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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. 😊

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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.

--

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

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#375 | How to Sell a House in an Irrevocable Trust

𝗪𝗵𝗮𝘁 𝗵𝗮𝗽𝗽𝗲𝗻𝘀 𝘄𝗵𝗲𝗻 𝘁𝗵𝗲 𝗵𝗼𝘂𝘀𝗲 𝗶𝘀 𝗶𝗻 𝗮𝗻 𝗶𝗿𝗿𝗲𝘃𝗼𝗰𝗮𝗯𝗹𝗲 𝘁𝗿𝘂𝘀𝘁… 𝗮𝗻𝗱 𝗠𝗼𝗺 𝘄𝗮𝗻𝘁𝘀 𝘁𝗼 𝗺𝗼𝘃𝗲 𝗼𝘂𝘁?

A great listener question sparked this one: two siblings, acting as trustees, manage a trust holding their mother's home. Now, she wishes to sell the house and move into an apartment or assisted living facility...

🏠Can they sell the house? 💰Will the proceeds stay protected? 💸What if Mom needs the money?

Join us to uncover the answers, along with crucial caveats you need to understand before taking any steps.

👉 Watch now to get clarity on what families in this situation need to know.

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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. 😊

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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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