Everything Estate Planning

Everything Estate Planning

By Valerie ZammittiEducationKids & Family
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Everything Estate Planning episodes

  • #192 | ๐—›๐—ผ๐˜„ ๐—ช๐—ถ๐—น๐—น ๐—œ ๐—ž๐—ป๐—ผ๐˜„ ๐—ถ๐—ณ ๐—œ'๐—บ ๐—ถ๐—ป ๐—ฎ ๐—ช๐—ถ๐—น๐—น?

    #192 | ๐—›๐—ผ๐˜„ ๐—ช๐—ถ๐—น๐—น ๐—œ ๐—ž๐—ป๐—ผ๐˜„ ๐—ถ๐—ณ ๐—œ'๐—บ ๐—ถ๐—ป ๐—ฎ ๐—ช๐—ถ๐—น๐—น?

    Are you a beneficiary? How do you know if you're listed in a Last Will and Testament? Who should you ask? What if someone has already passed away?

    --

    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
  • #191 | ๐——๐—ผ ๐—ช๐—ฒ ๐—›๐—ฎ๐˜ƒ๐—ฒ ๐˜๐—ผ ๐—ฆ๐˜๐—ฎ๐—ฟ๐˜ ๐—”๐—น๐—น ๐—ข๐˜ƒ๐—ฒ๐—ฟ?!

    #191 | ๐——๐—ผ ๐—ช๐—ฒ ๐—›๐—ฎ๐˜ƒ๐—ฒ ๐˜๐—ผ ๐—ฆ๐˜๐—ฎ๐—ฟ๐˜ ๐—”๐—น๐—น ๐—ข๐˜ƒ๐—ฒ๐—ฟ?!

    If a new asset is found, do you have to reopen an estate? What if the probate process has been completed? What if it's been a while? Either way, we'll help you get it done right.

    --

    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
  • #190 | ๐—–๐—ผ๐—ฟ๐—ฝ๐—ผ๐—ฟ๐—ฎ๐˜๐—ฒ ๐—ข๐—ณ๐—ณ๐—ถ๐—ฐ๐—ฒ๐—ฟ ๐˜ƒ ๐—ข๐˜„๐—ป๐—ฒ๐—ฟ - ๐—ช๐—ต๐—ฎ๐˜'๐˜€ ๐˜๐—ต๐—ฒ ๐——๐—ถ๐—ณ๐—ณ๐—ฒ๐—ฟ๐—ฒ๐—ป๐—ฐ๐—ฒ?

    #190 | ๐—–๐—ผ๐—ฟ๐—ฝ๐—ผ๐—ฟ๐—ฎ๐˜๐—ฒ ๐—ข๐—ณ๐—ณ๐—ถ๐—ฐ๐—ฒ๐—ฟ ๐˜ƒ ๐—ข๐˜„๐—ป๐—ฒ๐—ฟ - ๐—ช๐—ต๐—ฎ๐˜'๐˜€ ๐˜๐—ต๐—ฒ ๐——๐—ถ๐—ณ๐—ณ๐—ฒ๐—ฟ๐—ฒ๐—ป๐—ฐ๐—ฒ?

    And how does this apply to estate planning? What happens if an officer passes? What about the owner? This video gets down to business.

    --

    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
  • #189 | Joint Tenants - What Happens When One of Us Passes?
    #189 | ๐—๐—ผ๐—ถ๐—ป๐˜ ๐—ง๐—ฒ๐—ป๐—ฎ๐—ป๐˜๐˜€ - ๐—ช๐—ต๐—ฎ๐˜ ๐—›๐—ฎ๐—ฝ๐—ฝ๐—ฒ๐—ป๐˜€ ๐—ช๐—ต๐—ฒ๐—ป ๐—ข๐—ป๐—ฒ ๐—ผ๐—ณ ๐—จ๐˜€ ๐—ฃ๐—ฎ๐˜€๐˜€๐—ฒ๐˜€?

    Do you get a ๐˜€๐˜๐—ฒ๐—ฝ-๐˜‚๐—ฝ ๐—ฏ๐—ฎ๐˜€๐—ถ๐˜€ at the death of the first person, with a married a couple, if you own the home as ๐—ท๐—ผ๐—ถ๐—ป๐˜ ๐˜๐—ฒ๐—ป๐—ฎ๐—ป๐˜๐˜€ ๐˜„๐—ถ๐˜๐—ต ๐—ฟ๐—ถ๐—ด๐—ต๐˜ ๐—ผ๐—ณ ๐˜€๐˜‚๐—ฟ๐˜ƒ๐—ถ๐˜ƒ๐—ผ๐—ฟ๐˜€๐—ต๐—ถ๐—ฝ? What are joint tenants? What is right of survivorship? What happens when one passes away? How does capital gains apply? This is actually a tax question, but we've got you covered!

    --

    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
  • #188 | When Should You Have a Revocable Trust?

    #188 | When Should You Have a Revocable Trust?

    ๐—ช๐—ต๐—ฒ๐—ป ๐——๐—ผ ๐—ฌ๐—ผ๐˜‚ ๐—ก๐—ฒ๐—ฒ๐—ฑ ๐—ฎ ๐—ฅ๐—ฒ๐˜ƒ๐—ผ๐—ฐ๐—ฎ๐—ฏ๐—น๐—ฒ ๐—ง๐—ฟ๐˜‚๐˜€๐˜? Some individuals and families may be well protected with just a Will plan alone. However, estate planning is never a one and done solution.

    So, when do you know it's time to add a Trust into the mix? This video outlines a few key parameters to think about and make sure you are getting the most from your plan.

    ___

    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
  • #187 | What is Capital Gains in Florida?
    #187 | ๐—ช๐—ต๐—ฎ๐˜ ๐—ถ๐˜€ ๐—–๐—ฎ๐—ฝ๐—ถ๐˜๐—ฎ๐—น ๐—š๐—ฎ๐—ถ๐—ป๐˜€ ๐—ถ๐—ป ๐—™๐—Ÿ? So Capital Gains are always Federal, but they do vary state by state. So how do they work in Florida? Let's 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.

    3 min
  • #186 | Is YOUR Trust Worded Correctly?!

    #186 | Is YOUR Trust Worded Correctly?!

    What happens if a life tenant in a house held in Trust has to go to a nursing home? Some of it depends on how your Trust is worded and/or what your local state law says. Make sure you and your parents are properly protected!

    --

    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

    5 min
  • #185 | The House is Mine. Why Am I Not on the Title?

    #185 | The House is Mine. Why Am I Not on the Title?

    ๐—•๐—ถ๐—ด ๐—ค๐˜‚๐—ฎ๐—ป๐—ฑ๐—ฎ๐—ฟ๐˜†. ๐—ฆ๐—ถ๐—บ๐—ฝ๐—น๐—ฒ ๐—”๐—ป๐˜€๐˜„๐—ฒ๐—ฟ. The Question: Why isn't my name on the house title if I inherited if from my mother? Basically there is a a process to transfer title and this video will help you know where to begin.

    --

    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
  • #184 | What if Stepmom Doesn't Follow the Trust?

    #184 | What if Stepmom Doesn't Follow the Trust?

    Let's talk Marital Trusts. What do they do? How flexible are they? What if stepmom doesn't follow the marital trust? Do the children have any rights?

    --

    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
  • #183 | Can I Work on Medicaid & SSI?

    #183 | Can I Work on Medicaid & SSI?

    --

    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

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