Everything Estate Planning

Everything Estate Planning

By Valerie ZammittiEducationKids & Family
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Everything Estate Planning episodes

  • #233 | Who Pays the Capital Gains Now?
    #233 | Who Pays the Capital Gains Now?

    An inherited home is sold 2 years after someone passes. Who will have to pay Capital Gains? The estate or the beneficiaries? Timing is everything and this episode will explain 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.

    4 min
  • #232 | Can the HOA Foreclose on a House in Trust?
    #232 | Can the HOA Foreclose on a House in Trust?

    This is a serious question with some huge potential consequences. HOA's don't often mess around and can definitely place liens for unpaid dues. So what if the house is in a trust? Can they still put a lien on it? Could they take it?!

    --

    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.

    3 min
  • #231 | I'm Dead Broke - Why Do I Need an Estate Plan?
    #231 | I'm Dead Broke - Why Do I Need an Estate Plan?

    Did you know? Estate plans just don't just protect your stuff and they're not just for after you die. Proper protection planning includes protecting you now and is necessary even if you don't own a single asset. This episode breaks down the what, why and how to get it done.

    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.

    4 min
  • #230 | Rentals, LLCs & Trusts - How Do They Work?
    #230 | Rentals, LLCs & Trusts - How Do They Work?

    Have you heard this before? "If you have rental property, you should have an LLC. If you have an LLC, it should be part of your estate plan." So how does it all work. Who owns and/or controls what? This episode breaks down the order and function of each part of the equation so you, your property and your business get the best protection possible.

    Note: There is a graphic to this episode, which is availble on our YouTube channel.

    -----

    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.

    4 min
  • #229 | ๐—ช๐—ต๐—ฎ๐˜ ๐—ถ๐—ณ ๐— ๐˜† ๐—ง๐—ฟ๐˜‚๐˜€๐˜ ๐—ถ๐˜€ ๐—ฆ๐˜‚๐—ฝ๐—ฒ๐—ฟ ๐—ข๐—น๐—ฑ?
    #229 | ๐—ช๐—ต๐—ฎ๐˜ ๐—ถ๐—ณ ๐— ๐˜† ๐—ง๐—ฟ๐˜‚๐˜€๐˜ ๐—ถ๐˜€ ๐—ฆ๐˜‚๐—ฝ๐—ฒ๐—ฟ ๐—ข๐—น๐—ฑ? It may surprise you to know that the age of your Trust doesn't matter as much as how it is set up and worded. Watch this video and then talk to your estate planning attorney to make sure your Trust is truly meeting your needs and 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.

    4 min
  • #228 | ๐—œ'๐—ฑ ๐—ฅ๐—ฎ๐˜๐—ต๐—ฒ๐—ฟ ๐—ฃ๐—ผ๐—ธ๐—ฒ ๐— ๐˜† ๐—˜๐˜†๐—ฒ ๐—ข๐˜‚๐˜ ๐—ง๐—ต๐—ฎ๐—ป ๐—ง๐—ฎ๐—น๐—ธ ๐—”๐—ฏ๐—ผ๐˜‚๐˜...
    #228 | ๐—œ'๐—ฑ ๐—ฅ๐—ฎ๐˜๐—ต๐—ฒ๐—ฟ ๐—ฃ๐—ผ๐—ธ๐—ฒ ๐— ๐˜† ๐—˜๐˜†๐—ฒ ๐—ข๐˜‚๐˜ ๐—ง๐—ต๐—ฎ๐—ป ๐—ง๐—ฎ๐—น๐—ธ ๐—”๐—ฏ๐—ผ๐˜‚๐˜... My Own Death! Just know that this is one of the most common reasons for people not starting essential planning. So, you're not alone. But we're going to help you push past the procrastination. Trust us. You'll want to.

    --

    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.

    3 min
  • #227 | Are Joint Tenants on the Home OK?

    #227 | Are Joint Tenants on the Home OK?

    Is it Ok to add your kids as joint tenants in common on your home? It's probably not a good idea, and here are at least three different reasons why.

    --

    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.

    4 min
  • #226 | It's the IRS - So It's Good News / Bad News

    #226 | It's the IRS - So It's Good News & Bad News

    What happens if you want to sell a house and you have the Tax ID number for the Trust but not the confirmation from the IRS. Not all is loss, but you will have to jump through some hoops. Here's what to do.

    --

    --

    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.

    2 min
  • #225 | Can the Beneficiary Carry Capital Losses?

    #225 | Can the Beneficiary Carry Capital Losses?

    If the beneficiary sells a property, can they carry any capital losses? Someone got some misinformation, which we'll clear up for you here.

    --

    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.

    2 min
  • #224 | What About Timeshares?
    #224 | What About Timeshares?

    With all the snowbirds in NY and NJ, timeshares are often an issue with estate planning and this is a very frequently asked question. So we'll talk pros, cons and what to do with your timeshare, and most importantly WHEN.

    --

    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.

    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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