Everything Estate Planning

Everything Estate Planning

By Valerie ZammittiEducationKids & Family
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Everything Estate Planning episodes

  • #405 | How Inheritance Could Disrupt Your Estate Plan (and How to Prevent It)

    #405 | ๐—›๐—ผ๐˜„ ๐—ฎ๐—ป ๐—œ๐—ป๐—ต๐—ฒ๐—ฟ๐—ถ๐˜๐—ฎ๐—ป๐—ฐ๐—ฒ ๐—–๐—ผ๐˜‚๐—น๐—ฑ ๐——๐—ถ๐˜€๐—ฟ๐˜‚๐—ฝ๐˜ ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—˜๐˜€๐˜๐—ฎ๐˜๐—ฒ ๐—ฃ๐—น๐—ฎ๐—ป (๐—ฎ๐—ป๐—ฑ ๐—›๐—ผ๐˜„ ๐˜๐—ผ ๐—ฃ๐—ฟ๐—ฒ๐˜ƒ๐—ฒ๐—ป๐˜ ๐—œ๐˜) You've put in the time and effort to create a solid estate plan. But what if someone else's estate plan unexpectedly becomes your responsibility? Most people spend a lot of time considering how their assets will be distributed, but few are prepared for the complexities of receiving an inheritance. While it might seem like a financial windfall, an outdated, incomplete, or poorly executed plan could bring you unexpected liabilities, tax issues, and complications that disrupt your well-thought-out estate strategy. ๐Ÿ‘‰ Listen to this now to learn what could go wrongโ€”and what to do next to stay protected.

    --

    We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโ€ฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐Ÿ˜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:

    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 โ€“ 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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    5 min
  • #404 | When Transfer on Death Deed is Not Available in Your State
    #404 | When Transfer of Death (TOD) Deed is Not Available in Your State ### ๐——๐—ผ๐—ป'๐˜ ๐—Ÿ๐—ฒ๐˜ ๐—ฃ๐—ฟ๐—ผ๐—ฏ๐—ฎ๐˜๐—ฒ ๐—›๐—ผ๐—น๐—ฑ ๐—จ๐—ฝ ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—›๐—ผ๐—บ๐—ฒ Concerned about your home getting tied up in probate? Not all states offer a Transfer on Death (TOD) Deed, (which we rarely suggest anyway) but there's a practical solution that can give you and your family more control and less stress now and in the future. Listen to this quick breakdown on how you can still pass your home smoothly and securelyโ€ฆ even without a TOD Deed. โžก๏ธ Click to watch. Then share it with someone who needs to hear this.

    --

    We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโ€ฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐Ÿ˜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:

    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 โ€“ 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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    5 min
  • #403 | Debt After Death - What Every Spouse Should Know
    #403 | Debt After Death - What Every Spouse Should Know

    ๐Ÿ’ณ๐——๐—ฒ๐—ฏ๐˜ ๐—”๐—ณ๐˜๐—ฒ๐—ฟ ๐——๐—ฒ๐—ฎ๐˜๐—ต: ๐—ช๐—ต๐—ฎ๐˜ ๐—ฆ๐˜‚๐—ฟ๐˜ƒ๐—ถ๐˜ƒ๐—ถ๐—ป๐—ด ๐—ฆ๐—ฝ๐—ผ๐˜‚๐˜€๐—ฒ๐˜€ ๐—ก๐—ฒ๐—ฒ๐—ฑ ๐˜๐—ผ ๐—ž๐—ป๐—ผ๐˜„

    ๐Ÿ’ก Think you're automatically off the hook when your spouse passes away? Think again. Navigating credit card debt after the death of a spouse isn't always straightforward. The rules can vary based on your involvement with the account, state regulations, and the nature of the charges. In this short but important video, we uncover the surprising exceptions that could leave you legally or financially tangledโ€”even if your name wasn't on the card.

    Listen ๐—ป๐—ผ๐˜„ ๐˜๐—ผ ๐—ด๐—ฒ๐˜ ๐˜๐—ต๐—ฒ ๐—ฐ๐—น๐—ฎ๐—ฟ๐—ถ๐˜๐˜† ๐˜†๐—ผ๐˜‚ ๐—ฑ๐—ฒ๐˜€๐—ฒ๐—ฟ๐˜ƒ๐—ฒ ๐—ฎ๐—ป๐—ฑ ๐—ฎ๐˜ƒ๐—ผ๐—ถ๐—ฑ ๐—บ๐—ถ๐˜€๐˜€๐˜๐—ฒ๐—ฝ๐˜€ ๐—ฑ๐˜‚๐—ฟ๐—ถ๐—ป๐—ด ๐—ฎ๐—ป ๐—ฎ๐—น๐—ฟ๐—ฒ๐—ฎ๐—ฑ๐˜† ๐—ฑ๐—ถ๐—ณ๐—ณ๐—ถ๐—ฐ๐˜‚๐—น๐˜ ๐˜๐—ถ๐—บ๐—ฒ.

    It could save you (or someone you love) serious stress down the road.

    --

    We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโ€ฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐Ÿ˜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:

    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 โ€“ 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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    3 min
  • #402 | "One Today is Worth Two Tomorrows"
    #402 | "One Today is Worth Two Tomorrows" - Benjamin Franklin

    ๐—ฃ๐—ฎ๐˜‚๐˜€๐—ฒ. ๐—•๐—ฟ๐—ฒ๐—ฎ๐˜๐—ต๐—ฒ. ๐—”๐—ป๐—ฑ ๐—ง๐—ฟ๐˜‚๐—น๐˜† ๐—–๐—ผ๐—ป๐˜€๐—ถ๐—ฑ๐—ฒ๐—ฟ ๐—ง๐—ต๐—ถ๐˜€:

    In a world constantly pulling us into the next thingโ€”next task, next goal, next worryโ€”what if the real value lies in this moment? This evening, I pulled a quote from an old favorite book off my shelf and shared a quick reflection.

    It's a personal take, but it might just resonate with you tooโ€”especially if you're the type who finds yourself juggling a million tomorrows.

    ๐Ÿ‘‰ Take two minutes. Listene to the clip. Ground yourself in today.

    (๐˜ˆ๐˜ฏ๐˜ฅ ๐˜ช๐˜ง ๐˜บ๐˜ฐ๐˜ถ ๐˜ง๐˜ช๐˜ฏ๐˜ฅ ๐˜ช๐˜ต ๐˜ฉ๐˜ฆ๐˜ญ๐˜ฑ๐˜ง๐˜ถ๐˜ญ, ๐˜ฑ๐˜ข๐˜ด๐˜ด ๐˜ช๐˜ต ๐˜ฐ๐˜ฏ. ๐˜ ๐˜ฐ๐˜ถ ๐˜ฏ๐˜ฆ๐˜ท๐˜ฆ๐˜ณ ๐˜ฌ๐˜ฏ๐˜ฐ๐˜ธ ๐˜ธ๐˜ฉ๐˜ฐ ๐˜ฏ๐˜ฆ๐˜ฆ๐˜ฅ๐˜ด ๐˜ต๐˜ฐ ๐˜ฉ๐˜ฆ๐˜ข๐˜ณ ๐˜ช๐˜ต.)

    --

    We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโ€ฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐Ÿ˜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:

    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 โ€“ 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

    3 min
  • #401 | When NOT to Use a Trust
    #401 | When NOT to Use a Trust

    ๐Ÿ’ก ๐—ง๐—ต๐—ถ๐—ป๐—ธ ๐—ฎ๐—น๐—น ๐—ฒ๐˜€๐˜๐—ฎ๐˜๐—ฒ ๐—ฝ๐—น๐—ฎ๐—ป๐˜€ ๐—ป๐—ฒ๐—ฒ๐—ฑ ๐—ฎ ๐˜๐—ฟ๐˜‚๐˜€๐˜? ๐—ง๐—ต๐—ถ๐—ป๐—ธ ๐—ฎ๐—ด๐—ฎ๐—ถ๐—ป.

    Sometimes, the best plan is the simpler one. And yes, even a seasoned estate planning attorney will tell you that a trust isn't always the right answer. Whether you're embarking on your estate planning journey, navigating a significant life change, or uncertain about the best course of action โ€” this is a must-watch.

    ๐Ÿ‘‰ Discover when not to use a trust โ€” and why that might actually protect your time, money, and peace of mind.

    ๐ŸŽฅ Watch now and learn how to choose the right estate plan for your life stage.

    --

    We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโ€ฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐Ÿ˜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:

    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 โ€“ 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

    7 min
  • #400 | A Trust Doesn't Shield You From Capital Gains
    #400 |๐Ÿ’ก ๐—” ๐—ง๐—ฟ๐˜‚๐˜€๐˜ ๐——๐—ผ๐—ฒ๐˜€๐—ป'๐˜ ๐—ฆ๐—ต๐—ถ๐—ฒ๐—น๐—ฑ ๐—ฌ๐—ผ๐˜‚ ๐—™๐—ฟ๐—ผ๐—บ ๐—–๐—ฎ๐—ฝ๐—ถ๐˜๐—ฎ๐—น ๐—š๐—ฎ๐—ถ๐—ป๐˜€ When selling a home held in trust, tax implications can catch families off guardโ€”especially if you're assuming the trust structure does all the heavy lifting. ๐Ÿ‘€ In this quick but essential episode, we break down: - When capital gains tax applies - Crucial details in grantor trusts - Common misconceptions about replacing a home - A strategy to potentially delay the tax impactโ€”when it fits your situation โš ๏ธ Planning to sell real estate held in trust? Ensure you understand the full picture before proceeding. ๐ŸŽฅ Listen now to avoid costly surprises.

    --

    We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโ€ฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐Ÿ˜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:

    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 โ€“ 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

    6 min
  • #399 | Trusts: Not Just for the Wealthy

    #399 | Trusts: Not Just for the Wealthy

    ๐Ÿ”” Quick Reality Check: If something happened to you today, would your loved ones face a smooth transitionโ€ฆ or a legal headache?

    Too often, people assume that if they have "just a will" or "not much saved," they don't need a trust. But the truth might surprise you.

    Whether you've built a small nest egg or just started planning ahead, the structure you choose now could determine how much time, money, and stress your family deals with later.

    Take a quick listen to learn why a trust might be worth considering โ€” even if your estate isn't massive.

    ๐Ÿ‘‰ Listen now and protect your peace of mind.

    --

    We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโ€ฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐Ÿ˜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:

    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 โ€“ 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

    3 min
  • #398 | Do This Before, During & After You Plan!
    #398 | Do This Before, During & After You Plan!

    ##You did the hard partโ€”you made a plan.

    But here's the question no one wants to answer: If something happened tonight, ๐˜„๐—ผ๐˜‚๐—น๐—ฑ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ณ๐—ฎ๐—บ๐—ถ๐—น๐˜† ๐—ธ๐—ป๐—ผ๐˜„ ๐˜„๐—ต๐—ฒ๐—ฟ๐—ฒ ๐˜๐—ผ ๐—ณ๐—ถ๐—ป๐—ฑ ๐—ฒ๐˜ƒ๐—ฒ๐—ฟ๐˜†๐˜๐—ต๐—ถ๐—ป๐—ด?

    Wills, trusts, insurance documents, deeds, business recordsโ€”if these crucial elements are scattered, unclear, or missing, even the best estate plans can become chaotic.

    ๐—ข๐—ฟ๐—ด๐—ฎ๐—ป๐—ถ๐˜‡๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—ฎ๐—ณ๐˜๐—ฒ๐—ฟ ๐—ฝ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด ๐—ถ๐˜€๐—ป'๐˜ ๐—ฎ ๐—ป๐—ถ๐—ฐ๐—ฒ-๐˜๐—ผ-๐—ต๐—ฎ๐˜ƒ๐—ฒ. ๐—œ๐˜'๐˜€ ๐—ฎ ๐—บ๐˜‚๐˜€๐˜.

    Watch this quick video for a few simple, powerful ways to give your loved ones clarity, not confusion.

    โœ… Easy tips โœ… Real-world examples โœ… One smart tool to start using today

    Listen nowโ€”and give your family the peace of mind they deserve.

    ๐˜—๐˜™๐˜– ๐˜›๐˜๐˜—: ๐˜–๐˜ณ๐˜จ๐˜ข๐˜ฏ๐˜ช๐˜ป๐˜ช๐˜ฏ๐˜จ ๐˜‰๐˜Œ๐˜๐˜–๐˜™๐˜Œ ๐˜บ๐˜ฐ๐˜ถ ๐˜ฑ๐˜ญ๐˜ข๐˜ฏ, ๐˜ธ๐˜ช๐˜ญ๐˜ญ ๐˜ฎ๐˜ข๐˜ฌ๐˜ฆ ๐˜บ๐˜ฐ๐˜ถ๐˜ณ ๐˜ฑ๐˜ญ๐˜ข๐˜ฏ๐˜ฏ๐˜ช๐˜ฏ๐˜จ ๐˜ฆ๐˜ท๐˜ฆ๐˜ฏ ๐˜ฆ๐˜ข๐˜ด๐˜ช๐˜ฆ๐˜ณ!

    --

    We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโ€ฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐Ÿ˜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:

    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 โ€“ 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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    9 min
  • #397 | โš ๏ธ Your Home. Your Legacy. Someone Else's Paycheck?

    #397 | โš ๏ธ Your Home. Your Legacy. Someone Else's Paycheck?

    Homeowners with a trustโ€”Avoid This Critical Trustee Mistake!

    Imagine this: The very person you entrusted to protect your home quietly profits after you're gone, leaving your family blindsided. It sounds unreal, but this is a real situation that recently crossed my desk, and I couldn't stay silent.

    If you or someone you love has an irrevocable trustโ€”especially one with a professional named as trusteeโ€”this is must-see information.

    ๐ŸŽฅ Watch this video now to find out what crucial elements you need to review in your trust before it's too late.

    --

    We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโ€ฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐Ÿ˜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:

    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 โ€“ 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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    4 min
  • #396 | Inheritance Tax Secrets Every Family Should Know
    #396 | Inheritance Tax Secrets Every Family Should Know ๐—œ๐—ป๐—ต๐—ฒ๐—ฟ๐—ถ๐˜๐—ฎ๐—ป๐—ฐ๐—ฒ ๐—ง๐—ฎ๐˜…: ๐—ก๐—ผ๐˜ ๐—”๐—น๐—น ๐—›๐—ฒ๐—ถ๐—ฟ๐˜€ ๐—”๐—ฟ๐—ฒ ๐—–๐—ฟ๐—ฒ๐—ฎ๐˜๐—ฒ๐—ฑ ๐—˜๐—พ๐˜‚๐—ฎ๐—น

    ๐Ÿ’ญ Think your family is in the clear when it comes to inheritance tax? Think again.

    Even if you don't possess substantial wealth, your location and the nature of your beneficiaries can significantly impact what gets passed on and what gets taxed.

    ๐ŸŽฅ In this video we share key insights every New Yorker and New Jerseyan should hear โ€” especially if your beneficiaries include anyone outside your immediate family.

    ๐Ÿ‘‰ Don't assume you're automatically protected. Watch this to potentially save your loved ones considerable money and stress.

    --

    We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโ€ฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐Ÿ˜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:

    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 โ€“ 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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    3 min

About Everything Estate Planning

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Our goal is to provide valuable information so you can reach PEACE OF MIND through planning.

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