Everything Estate Planning

Everything Estate Planning

By Valerie ZammittiEducationKids & Family
Download on the App Store

Everything Estate Planning episodes

  • #213 | Can My Siblings Just Gift Mom's House to Me?

    #213 | Can My Siblings Just Gift Mom's House to Me?

    If someone passes without a will, and there are multiple beneficiaries, can they decide amongst themselves to just gift the house to one sibling? Possibly. Is it a good idea? That depends. There are multiple factors to consider, but this podcast should help point you in the right direction.

    --

    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.

    Estateplanning,attorney,lawyer,estateplanninglawyer,estateplanningattorney,yourplanningattorney,nyattorney,nylawyer,njattorney,probate,wills,trusts,familyprotection

    6 min
  • #212 | Can I Make a Non-US Citizen Beneficiary?

    #212 | Can I Make a Non-US Citizen Beneficiary?

    This question was specific to life insurance, and the short answer is "Yes." However, there are potential tax implications to consider, in whatever country may be involved. Listen to this podcast and then consult with an experienced attorney!

    --

    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
  • #211 | ๐— ๐˜† ๐—›๐—ผ๐˜‚๐˜€๐—ฒ ๐—ถ๐˜€ ๐—ถ๐—ป ๐—ฎ ๐—ง๐—ฟ๐˜‚๐˜€๐˜. ๐—–๐—ฎ๐—ป ๐—ฎ ๐—ก๐˜‚๐—ฟ๐˜€๐—ถ๐—ป๐—ด ๐—›๐—ผ๐—บ๐—ฒ ๐—ง๐—ฎ๐—ธ๐—ฒ ๐—œ๐˜?

    #211 | ๐— ๐˜† ๐—›๐—ผ๐˜‚๐˜€๐—ฒ ๐—ถ๐˜€ ๐—ถ๐—ป ๐—ฎ ๐—ง๐—ฟ๐˜‚๐˜€๐˜. ๐—–๐—ฎ๐—ป ๐—ฎ ๐—ก๐˜‚๐—ฟ๐˜€๐—ถ๐—ป๐—ด ๐—›๐—ผ๐—บ๐—ฒ ๐—ง๐—ฎ๐—ธ๐—ฒ ๐—œ๐˜?

    The short answer is "No." However, there are some important factors to consider, especially as how Medicaid may become involved. What they can take is a bit different. If you are concerned about this issue - whether for yourself or a parent, please listen to this episode.

    --

    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
  • #210 | What's the Step Up Cost Basis if Appraisal is TOO Low?
    #210 | What's the Step Up Cost Basis if Appraisal is TOO Low? --

    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.

    5 min
  • #209 | Can't I Just Keep Paying Their Mortgage?
    #209 | Can't I Just Keep Paying Their Mortgage?

    If someone dies without a will, can you just keep paying the mortgage for them? The truth is the bank probably won't care how they get their money but there are some definite risks and it could end up costing you a lot more than just the mortgage.

    --

    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.

    5 min
  • #208 | How Can I Get The House After 23 Years?

    #208 | How Can I Get the House After 23 Years?!

    Here's the scene: There's an old house that has been vacant for 23 years since the owner passed away. There is no known family to claim it. How could you obtain it? Here are few ideas.

    --

    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
  • #207 | Can an LLC be Put in an Asset Protection Trust?

    #207 | Can an LLC be Put in an Asset Protection Trust?

    Hmmm. There is a difference between putting the LLC into the Trust and the Trust being the owner of the LLC. Also, some of it depends on state law regarding Asset Protection Trusts and income flow. This short video explains more.

    p.s. This is a follow up episode to yesterday's podcast about rental properties in Trust. Be sure to follow us so you never miss an episode!

    --

    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
  • #206 | Should I Put Rental Property in a Trust?

    #206 | Should I Put Rental Property in a Trust?

    The answer is...maybe. There is, however, something you should ALWAYS have if you own rental property. What is it? When, why and how might a rental property go in a Trust?

    p.s. Stay tuned for a follow up episode tomorrow re. LLCs.

    --

    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
  • #205 | Special Needs Trust - Can it Pay Rent & Food?

    #205 | ๐—–๐—ฎ๐—ป ๐—ถ๐˜ ๐—ฃ๐—ฎ๐˜† ๐—ฅ๐—ฒ๐—ป๐˜ & ๐—™๐—ผ๐—ผ๐—ฑ?

    Can a Special Needs Trust pay for things like rent and food? Did you know there is more than type of Supplemental Needs Trust? What sort of things can be paid for without interfering with any government benefits? Watch and find out!

    --

    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.

    5 min
  • #203 | There's a PostNup. Does He Have a Claim?
    #203 | There's a PostNup. Does He Have a Claim?

    Does my step father have a claim if there was a post-nuptial in place? Maybe. It could depend on state law and titling of certain assets.

    --

    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

From the publisher's feed

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

Best of Everything Estate Planning

Ranked by our users in the last 21 days

More shows like Everything Estate Planning

TED Talks Daily by TED

TED Talks Daily

10,906 Listeners

The Genius Life by Max Lugavere

The Genius Life

4,860 Listeners

Estate Planning Strategies by Christopher Small

Estate Planning Strategies

47 Listeners

The Long View by Morningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist

The Long View

934 Listeners

Complete Estate Planning by Nick Rosenbauer

Complete Estate Planning

43 Listeners

The Weekly Show with Jon Stewart by Comedy Central

The Weekly Show with Jon Stewart

10,759 Listeners

Passing It On: Estate Planning for Families by Michael Pevney

Passing It On: Estate Planning for Families

11 Listeners