Everything Estate Planning

#295 | Can a Revocable Trust Protect Against a Medicaid Lien? How does a revocable trust stack up again long term care costs? Are you curious if placing your house in a trust can shield it from long-term medical care costs, especially when applying for Medicaid? Here's what you need to know. Here's what you need to know.

--

We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊

--

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

https://zammittilaw.com

http://yourplanningattorney.com

--

We provide PEACE OF MIND to families through estate planning, elder law and probate matters.

Our firm rests on three core pillars:

1. Family protection

1. Simplicity and efficiency for our clients

1. Minimizing taxes and spend down of your hard-earned assets

If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you. Valerie K. Zammitti is the owner at Zammitti Law, PLLC. She started her firm with one goal – to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!

Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics.

--

Facebook = https://www.facebook.com/zammittilaw

Instagram = https://www.instagram.com/zammittilaw/

TikTok = https://www.tiktok.com/@everythingestateplanning

YouTube = https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ

LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F

--

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

attorney advertising

#294 | Should I Include the Date in My Trust Name?

𝗗𝗼 𝗬𝗼𝘂 𝗛𝗮𝘃𝗲 𝘁𝗼 𝗣𝘂𝘁 𝘁𝗵𝗲 𝗗𝗮𝘁𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗡𝗮𝗺𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗧𝗿𝘂𝘀𝘁?

"𝘞𝘩𝘢𝘵'𝘴 𝘪𝘯 𝘢 𝘕𝘢𝘮𝘦? 𝘈 𝘳𝘰𝘴𝘦 𝘣𝘺 𝘢𝘯𝘺 𝘰𝘵𝘩𝘦𝘳 𝘯𝘢𝘮𝘦 𝘸𝘰𝘶𝘭𝘥 𝘴𝘮𝘦𝘭𝘭 𝘢𝘴 𝘴𝘸𝘦𝘦𝘵." Good news, you can call it whatever you want. Bad news, your choice could complicate things.

--

We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊

--

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

https://zammittilaw.com

http://yourplanningattorney.com

--

We provide PEACE OF MIND to families through estate planning, elder law and probate matters.

Our firm rests on three core pillars:

1. Family protection

1. Simplicity and efficiency for our clients

1. Minimizing taxes and spend down of your hard-earned assets

If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you. Valerie K. Zammitti is the owner at Zammitti Law, PLLC. She started her firm with one goal – to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!

Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics.

--

Facebook = https://www.facebook.com/zammittilaw

Instagram = https://www.instagram.com/zammittilaw/

TikTok = https://www.tiktok.com/@everythingestateplanning

YouTube = https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ

LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F

--

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

attorney advertising

#293 | 𝗛𝗼𝘄 𝗖𝗮𝗻 𝗜 𝗔𝘃𝗼𝗶𝗱 𝗣𝗮𝘆𝗶𝗻𝗴 𝗧𝗮𝘅𝗲𝘀 𝗼𝗻 𝗠𝘆 𝗜𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲?

There are a 𝗳𝗲𝘄 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝘁𝘆𝗽𝗲𝘀 of taxes that might apply to an estate, with some being settled before the inheritance is distributed and others afterward. Knowing the difference and how each type impacts you as a beneficiary is key.

Navigating the world of inheritance taxation can be complex, but understanding the basics can significantly impact your financial outcome.

We'll say it again, though - 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗠𝗮𝘁𝘁𝗲𝗿𝘀! The way the estate plan is structured can make a huge difference in the taxes you might owe. This video is specific to NJ, but the principles apply across the board.

--

We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊

--

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

https://zammittilaw.com

http://yourplanningattorney.com

--

We provide PEACE OF MIND to families through estate planning, elder law and probate matters.

Our firm rests on three core pillars:

1. Family protection

1. Simplicity and efficiency for our clients

1. Minimizing taxes and spend down of your hard-earned assets

If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you. Valerie K. Zammitti is the owner at Zammitti Law, PLLC. She started her firm with one goal – to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!

Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics.

--

Facebook = https://www.facebook.com/zammittilaw

Instagram = https://www.instagram.com/zammittilaw/

TikTok = https://www.tiktok.com/@everythingestateplanning

YouTube = https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ

LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F

--

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

attorney advertising

#292 | Will This New Tax Rule Impact Your Retirement?

Recent rule changes mean that many beneficiaries are now required to 𝘄𝗶𝘁𝗵𝗱𝗿𝗮𝘄 𝗮𝗹𝗹 𝗳𝘂𝗻𝗱𝘀 𝘄𝗶𝘁𝗵𝗶𝗻 𝗮 𝗱𝗲𝗰𝗮𝗱𝗲.

This shift raises important questions: Will you face higher taxes? How will your family be affected?

The impact largely depends on who the beneficiaries are and the structure of your estate plan. In this episode, we will delve into who is most affected by this law and discuss practical strategies to help you navigate these changes effectively.

--

We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊

--

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

https://zammittilaw.com

http://yourplanningattorney.com

--

We provide PEACE OF MIND to families through estate planning, elder law and probate matters.

Our firm rests on three core pillars:

1. Family protection

1. Simplicity and efficiency for our clients

1. Minimizing taxes and spend down of your hard-earned assets

If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you. Valerie K. Zammitti is the owner at Zammitti Law, PLLC. She started her firm with one goal – to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!

Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics.

--

Facebook = https://www.facebook.com/zammittilaw

Instagram = https://www.instagram.com/zammittilaw/

TikTok = https://www.tiktok.com/@everythingestateplanning

YouTube = https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ

LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F

--

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

attorney advertising

#291 | What Goes Through Probate? Everything but the kitchen sink!! Well, not quite. But, when it comes to estate planning, it's often more complex than you might anticipate—especially without a solid plan in place. Get those 🦆🦆🦆 in a row now. Ensure your affairs are in order so your family won't have to face the difficult scenarios highlighted in today's episode.

--

We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊

--

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

https://zammittilaw.com

http://yourplanningattorney.com

--

We provide PEACE OF MIND to families through estate planning, elder law and probate matters.

Our firm rests on three core pillars:

1. Family protection

1. Simplicity and efficiency for our clients

1. Minimizing taxes and spend down of your hard-earned assets

If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you. Valerie K. Zammitti is the owner at Zammitti Law, PLLC. She started her firm with one goal – to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!

Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics.

--

Facebook = https://www.facebook.com/zammittilaw

Instagram = https://www.instagram.com/zammittilaw/

TikTok = https://www.tiktok.com/@everythingestateplanning

YouTube = https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ

LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F

--

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

attorney advertising

#290 | Your Family's Peace of Mind is Our Promise!

Congratulations! Starting a family is an exciting chapter, yet it often comes with concerns about the future. We also understand that discussing your own mortality can feel awkward and may not seem urgent, particularly when you are young and healthy.

Unfortunately, life's uncertainties can't be avoided just because the topic is uncomfortable, and they never wait until we're "ready". In a worst-case scenario, would you be comfortable with a judge making decisions about your family and finances?

Neither would we. That's why we created 𝗬𝗜𝗣𝗣𝗘𝗘™ - 𝘁𝗼 𝗲𝗺𝗽𝗼𝘄𝗲𝗿 𝗬𝗢𝗨 𝘁𝗼 𝗱𝗲𝗰𝗶𝗱𝗲 𝗵𝗼𝘄 𝘆𝗼𝘂𝗿 𝗳𝗮𝗺𝗶𝗹𝘆 𝗶𝘀 𝗰𝗮𝗿𝗲𝗱 𝗳𝗼𝗿, 𝗷𝘂𝘀𝘁 𝗶𝗻 𝗰𝗮𝘀𝗲 𝘆𝗼𝘂'𝗿𝗲 𝗲𝘃𝗲𝗿 𝘂𝗻𝗮𝗯𝗹𝗲 𝘁𝗼.

𝗔𝗣𝗣𝗟𝗬 𝗙𝗢𝗥 𝗬𝗜𝗣𝗣𝗘𝗘™ at YippeePlan.com

--

We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊

--

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

https://zammittilaw.com

http://yourplanningattorney.com

--

We provide PEACE OF MIND to families through estate planning, elder law and probate matters.

Our firm rests on three core pillars:

1. Family protection

1. Simplicity and efficiency for our clients

1. Minimizing taxes and spend down of your hard-earned assets

If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you. Valerie K. Zammitti is the owner at Zammitti Law, PLLC. She started her firm with one goal – to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!

Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics.

--

Facebook = https://www.facebook.com/zammittilaw

Instagram = https://www.instagram.com/zammittilaw/

TikTok = https://www.tiktok.com/@everythingestateplanning

YouTube = https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ

LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F

--

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

attorney advertising

#289 | Which Is Better to Protect Inheritance - Trust or Will?

There are three compelling reasons why one is often preferred over the other. Which is better, when and why? We'll demystify the pros and cons of Trusts and Wills, ensuring even the most complex estate are fully and easily protected.

--

We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊

--

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

https://zammittilaw.com

http://yourplanningattorney.com

--

We provide PEACE OF MIND to families through estate planning, elder law and probate matters.

Our firm rests on three core pillars:

1. Family protection

1. Simplicity and efficiency for our clients

1. Minimizing taxes and spend down of your hard-earned assets

If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you. Valerie K. Zammitti is the owner at Zammitti Law, PLLC. She started her firm with one goal – to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!

Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics.

--

Facebook = https://www.facebook.com/zammittilaw

Instagram = https://www.instagram.com/zammittilaw/

TikTok = https://www.tiktok.com/@everythingestateplanning

YouTube = https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ

LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F

--

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

attorney advertising

#288 | Can You Afford NOT to YIPPEE™?

𝗔𝗣𝗣𝗟𝗬 𝗧𝗢𝗗𝗔𝗬! https://zammittilaw53474.ac-page.com/yippee

If you're temporarily incapacitated, 𝘀𝗵𝗼𝘂𝗹𝗱𝗻'𝘁 𝗬𝗢𝗨 𝗱𝗲𝗰𝗶𝗱𝗲 who makes your medical decisions, pays your bills and watches the kids? In a worst-case scenario, 𝘀𝗵𝗼𝘂𝗹𝗱𝗻'𝘁 𝗬𝗢𝗨 𝗰𝗵𝗼𝗼𝘀𝗲 who raises them and how they receive their inheritance?

𝗘𝘃𝗲𝗿𝘆 𝗳𝗮𝗺𝗶𝗹𝘆 𝗻𝗲𝗲𝗱𝘀 𝗮𝗻 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻 and everyone knows it. So 𝘸𝘩𝘺 𝘥𝘰 𝘴𝘰 𝘮𝘢𝘯𝘺 𝘧𝘢𝘮𝘪𝘭𝘪𝘦𝘴 𝘯𝘦𝘷𝘦𝘳 𝘨𝘦𝘵 𝘪𝘵 𝘥𝘰𝘯𝘦 or try to DIY it? One BIG reason is they think it's just too expensive. Not anymore.

Enter YIPPEE™. A comprehensive estate plan, with an attorney, at a DIY price. 𝗣𝗿𝗼𝘁𝗲𝗰𝘁 𝘆𝗼𝘂𝗿 𝗳𝗮𝗺𝗶𝗹𝘆, 𝗶𝗻 𝗹𝗶𝗳𝗲 𝗼𝗿 𝗱𝗲𝗮𝘁𝗵, $𝟮𝟱𝟬 𝗽𝗲𝗿 𝗽𝗮𝗿𝗲𝗻𝘁*, 𝟭𝟬𝟬% 𝗴𝘂𝗮𝗿𝗮𝗻𝘁𝗲𝗲𝗱.

*𝘧𝘰𝘳 𝘲𝘶𝘢𝘭𝘪𝘧𝘺𝘪𝘯𝘨 𝘧𝘢𝘮𝘪𝘭𝘪𝘦𝘴

--

We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊

--

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

https://zammittilaw.com

http://yourplanningattorney.com

--

We provide PEACE OF MIND to families through estate planning, elder law and probate matters.

Our firm rests on three core pillars:

1. Family protection

1. Simplicity and efficiency for our clients

1. Minimizing taxes and spend down of your hard-earned assets

If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you. Valerie K. Zammitti is the owner at Zammitti Law, PLLC. She started her firm with one goal – to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!

Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics.

--

Facebook = https://www.facebook.com/zammittilaw

Instagram = https://www.instagram.com/zammittilaw/

TikTok = https://www.tiktok.com/@everythingestateplanning

YouTube = https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ

LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F

--

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

attorney advertising

#287 | Answers to The Filial Law Freakout

𝗧𝗵𝗮𝗻𝗸 𝗬𝗼𝘂 𝗳𝗼𝗿 𝗔𝗹𝗹 𝗬𝗼𝘂𝗿 𝗙𝗲𝗲𝗱𝗯𝗮𝗰𝗸! Our recent episode about 𝘍𝘪𝘭𝘪𝘢𝘭 𝘓𝘢𝘸 went viral prompting an influx of questions/comments! We've compiled the most frequently asked questions and broke them down as follows:

🔸Where are filial laws most often enforced?

🔸When do they usually come into play?

🔸If parents/children live in different states, who enforces them?

Know someone this podcast might help? Please share!

---

We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊

--

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

https://zammittilaw.com

http://yourplanningattorney.com

--

We provide PEACE OF MIND to families through estate planning, elder law and probate matters.

Our firm rests on three core pillars:

1. Family protection

1. Simplicity and efficiency for our clients

1. Minimizing taxes and spend down of your hard-earned assets

If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you. Valerie K. Zammitti is the owner at Zammitti Law, PLLC. She started her firm with one goal – to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!

Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics.

--

Facebook = https://www.facebook.com/zammittilaw

Instagram = https://www.instagram.com/zammittilaw/

TikTok = https://www.tiktok.com/@everythingestateplanning

YouTube = https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ

LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F

--

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

attorney advertising

#286 | Protecting Your Kids is Our Priority! YippeePlan.com ----- Are your children as protected as they could be? Not sure? Well, YIPPEE™! This program might just be the answer. Fast, easy and at a DIY price, this done-for-you estate plan covers qualifying young families from head to toe and, should you choose to, you'll have an experienced estate planning attorney for ongoing support at no extra cost! YOU have the power to be the deciding voice in your children's future. YIPPEE™ can help. 𝗔𝗣𝗣𝗟𝗬 𝗧𝗢𝗗𝗔𝗬! https://zammittilaw53474.ac-page.com/yippee

--

We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊

--

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

https://zammittilaw.com

http://yourplanningattorney.com

--

We provide PEACE OF MIND to families through estate planning, elder law and probate matters.

Our firm rests on three core pillars:

1. Family protection

1. Simplicity and efficiency for our clients

1. Minimizing taxes and spend down of your hard-earned assets

If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you. Valerie K. Zammitti is the owner at Zammitti Law, PLLC. She started her firm with one goal – to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!

Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics.

--

Facebook = https://www.facebook.com/zammittilaw

Instagram = https://www.instagram.com/zammittilaw/

TikTok = https://www.tiktok.com/@everythingestateplanning

YouTube = https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ

LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F

--

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

attorney advertising