Everything Estate Planning

Everything Estate Planning

By Valerie ZammittiEducationKids & Family
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Everything Estate Planning episodes

  • #316 | You Earned It. Protect It!
    #316 | You Earned It. Protect It! ๐—–๐—ผ๐—ป๐—ด๐—ฟ๐—ฎ๐˜๐˜‚๐—น๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€ ๐—ผ๐—ป ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—ฅ๐—ฒ๐˜๐—ถ๐—ฟ๐—ฒ๐—บ๐—ฒ๐—ป๐˜ ๐—ฎ๐—ป๐—ฑ ๐—ฃ๐—ฎ๐˜†๐—ถ๐—ป๐—ด ๐—ข๐—ณ๐—ณ ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—›๐—ผ๐—บ๐—ฒ! ๐ŸŽ‰ Now What?! ๐Ÿ  Should you tap into your home's equityโ€”or protect it? ๐Ÿฅ What if unexpected medical costs arise? ๐Ÿ’ผ Even with insurance, could you still lose your assets? ๐Ÿšจ The answers may surprise you! In this episode, we'll show you how to safeguard the assets you've worked so hard to build and ensure your family's future security. ๐Ÿ“Œ Listen/Download now & share 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
  • #315 | You Doing This Benefits Everyone
    #315 | You Doing This Benefits Everyone We are often called the "sandwich generation," and the choices we make today have far-reaching implications for everyone in our lives. By taking a few straightforward steps now, we can save ourselves and our families a significant amount of time, money, and frustration. It begins with usโ€”we need to prioritize our own well-being first. Only then can we effectively support those we love in the generations that depend on us.

    --

    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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    6 min
  • #314 | Do I Have to Use the Sale Proceeds to Pay the Debt?

    #314 | Do I Have to Use the Sale Proceeds to Pay the Debt?

    ๐—š๐—ฟ๐—ฒ๐—ฎ๐˜ ๐—ฉ๐—ถ๐—ฒ๐˜„๐—ฒ๐—ฟ ๐—ค๐˜‚๐—ฒ๐˜€๐˜๐—ถ๐—ผ๐—ป: If you inherit your mother's house, do you the credit card bills have to be paid from the proceeds of the sale?

    Welcome to the world of creditor claims. Curious to get all the details and clear up any confusion? Listen to this insightful podcast now and get the answers you need to navigate this challenging situation with confidence. Click here to watch the video and find out more!

    --

    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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    2 min
  • #313 | How to Propel the Probate Process

    #313 | How to Propel the Probate Process

    Facing This Probate Challenge?

    You're a beneficiary, the ๐˜€๐—น๐—ผ๐˜„-๐—บ๐—ผ๐˜ƒ๐—ถ๐—ป๐—ด ๐—ฝ๐—ฟ๐—ผ๐—ฏ๐—ฎ๐˜๐—ฒ process is really frustrating, and you feel you've been ๐—น๐—ฒ๐—ณ๐˜ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—ฑ๐—ฎ๐—ฟ๐—ธ. You might be curious about the estate's value, wondering how you ended up in the will or trust, or feeling anxious because the executor or trustee isn't keeping you informed. Maybe you even thought you'd have received some inheritance by now. So what can you do?

    Listen now to gain the clarity and peace of mind you deserve. ๐—Ÿ๐—ฒ๐—ฎ๐—ฟ๐—ป ๐—ต๐—ผ๐˜„ ๐˜๐—ผ ๐—ป๐—ฎ๐˜ƒ๐—ถ๐—ด๐—ฎ๐˜๐—ฒ ๐˜๐—ต๐—ฒ ๐—ฝ๐—ฟ๐—ผ๐—ฏ๐—ฎ๐˜๐—ฒ ๐—ฝ๐—ฟ๐—ผ๐—ฐ๐—ฒ๐˜€๐˜€ ๐—บ๐—ผ๐—ฟ๐—ฒ ๐˜€๐—บ๐—ผ๐—ผ๐˜๐—ต๐—น๐˜† ๐—ฎ๐—ป๐—ฑ ๐—ฒ๐—ป๐˜€๐˜‚๐—ฟ๐—ฒ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ถ๐—ป๐˜๐—ฒ๐—ฟ๐—ฒ๐˜€๐˜๐˜€ ๐—ฎ๐—ฟ๐—ฒ ๐—ฝ๐—ฟ๐—ผ๐˜๐—ฒ๐—ฐ๐˜๐—ฒ๐—ฑ. You owe it to yourself to stay informed and take action!

    --

    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
  • #312 | Can a Mortgaged Property Go In ANY Type of Trust?

    #312 | ๐—™๐—”๐—ค: ๐—–๐—ฎ๐—ป ๐—ฎ ๐— ๐—ผ๐—ฟ๐˜๐—ด๐—ฎ๐—ด๐—ฒ๐—ฑ ๐—ฃ๐—ฟ๐—ผ๐—ฝ๐—ฒ๐—ฟ๐˜๐˜† ๐—•๐—ฒ ๐—ฃ๐—น๐—ฎ๐—ฐ๐—ฒ๐—ฑ ๐—ถ๐—ป ๐˜ผ๐™ฃ๐™ฎ ๐—ง๐˜†๐—ฝ๐—ฒ ๐—ผ๐—ณ ๐—ง๐—ฟ๐˜‚๐˜€๐˜?

    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 outโ€”listen now!

    --

    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
  • #311 | Help Me Leave My Half to My Daughter

    #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.

    --

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

    #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.

    --

    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
  • #309 | What if the Attorney Also Dies?
    #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.

    --

    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
  • #308 | Where Do I Find the Estate's Debt?
    #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.

    --

    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
  • #307 | Who's Looking Out For ME?

    #307 | ๐—ช๐—ต๐—ผ'๐˜€ ๐—Ÿ๐—ผ๐—ผ๐—ธ๐—ถ๐—ป๐—ด ๐—ข๐˜‚๐˜ ๐—™๐—ผ๐—ฟ ๐— ๐—˜?

    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.

    --

    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

About Everything Estate Planning

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