#312 | 𝗙𝗔𝗤: 𝗖𝗮𝗻 𝗮 𝗠𝗼𝗿𝘁𝗴𝗮𝗴𝗲𝗱 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗕𝗲 𝗣𝗹𝗮𝗰𝗲𝗱 𝗶𝗻 𝘼𝙣𝙮 𝗧𝘆𝗽𝗲 𝗼𝗳 𝗧𝗿𝘂𝘀𝘁?

Placing a mortgaged property into a trust is possible but involves various considerations and potential restrictions. Attorney opinions can differ on this topic. Some advocate for more aggressive approach while others prefer a conservative strategy for increased protection.

This episode breaks down the key issues and provides essential insights that could make all the difference for your financial future. Don't miss out—listen now!

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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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#311 | Help Me Leave My Half to My Daughter

Viewer Question: "I live in the house that my sister and I inherited from our mother. If something were to happen to me, what happens to my half? I want my share of the property to go to my daughter."

Achieving this goal largely depends on how the house is titled and whether there is a comprehensive estate plan in place to clearly outline your wishes. This episode will guide you through the essential steps to ensure your plans are executed smoothly and your loved ones are taken care of according to your wishes.

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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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#310 | It Might Still be Valid & You May be Out of Luck

If my father appointed me as the executor of his will 30-40 years ago, is it still valid? While it might still hold validity, it could also be outdated and no longer relevant. If you're listening to this podcast, you can access the referenced timeline at www.zammittilaw.com to determine where you stand and if it's time to update your father’s plan and your own as well.

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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. 

 

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#309 | What if the Attorney Also Dies?   Imagine you're unable to find the original will, and the attorney who handled it has also passed away. What do you do? Who can you turn to for help? How do you even begin the estate administration process?   Unfortunately, it's not uncommon for estate planning attorneys to leave their practice without any contingency plans in place. Here are some steps you can take to navigate this situation and get the assistance you need.  

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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. 

 

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#308 | Where Do I Find the Estate's Debt?   When someone passes away and you are appointed as the Trustee or Executor, how do you ascertain the estate's debt? Where should you begin? How much time and effort will be required to settle the debt? Is there a risk of personal liability if you're managing the estate administration?   Get the insights you need here to confidently navigate estate administration and understand your obligations.

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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. 

 

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#307 | 𝗪𝗵𝗼'𝘀 𝗟𝗼𝗼𝗸𝗶𝗻𝗴 𝗢𝘂𝘁 𝗙𝗼𝗿 𝗠𝗘?

When a beneficiary is stuck in probate limbo, do they have any recourse? Do they need to hire their own attorney? If so, what qualities or qualifications should they look for?

The options available can vary depending on the situation and family dynamics. Here are a few key points to consider.

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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. 

 

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#306 | Can I Buy Gran's House Before She Dies?   Granny's Trust stipulates that I buy her house upon her death, but I'd like to buy it now. Is this legal? Are there 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀 𝗼𝗿 𝗿𝗶𝘀𝗸𝘀 that I should know about? How complicated is it to purchase the house in trust 𝘣𝘦𝘧𝘰𝘳𝘦 her passing?   Here are some important considerations before making any final decisions. .

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. 

 

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#305 | 𝗛𝗼𝘄 𝘁𝗼 (𝗣𝗿𝗼𝗽𝗲𝗿𝗹𝘆) 𝗧𝗿𝗮𝗻𝘀𝗳𝗲𝗿 𝗬𝗼𝘂𝗿 𝗥𝗲𝗮𝗹 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝘁𝗼 𝗮 𝗧𝗿𝘂𝘀𝘁   Transferring real property to a trust involves more than just the transfer itself; it also requires updating your homeowner's policy.   There are four essential steps, and you'll definitely want to have expert legal guidance when doing so. Also, if you have property in multiple states, be sure your local attorney is willing to coordinate with out-of-state counsel to facilitate these transfers as well.    

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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. 

 

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#304 | Stocks, Capital Gains & Sharing With Siblings 

Inheriting stock? Wondering if you’ll owe capital gains tax or how to share with siblings without triggering tax headaches? 🤔💰

The rules might surprise you! Watch to learn how to make the smartest move. 📈

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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. 

 

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#303 | Can Funds From an Irrevocable Trust Cover Future Rent? 

It depends! In some states, trust income can be used—while in others, it could create a Medicaid mess.

🏡💰

Know the rules, plan ahead, and protect what matters! 

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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. 

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