#391 | DIY Trust Dangers & Disasters    𝗖𝗮𝗻 𝗬𝗼𝘂 𝗥𝗲𝗮𝗹𝗹𝘆 𝗗𝗜𝗬 𝗮 𝗧𝗿𝘂𝘀𝘁?   Bought the kit… but never used it? Or perhaps you filled it out and had it notarized, thinking that's all it takes?   🚫Not so fast.   We're bringing back one of our most popular YouTube videos, and it’s more pertinent than ever with the growing trend of DIY and digital wills.   While DIY estate plans may appear to be a convenient shortcut, they can lead to significant issues if they're incomplete, outdated, filled out incorrectly, not legally executed, or we've even seen (and corrected) all of the above!   If you've ever questioned whether an off-the-shelf trust kit can genuinely protect your family, you'll want to give this a listen.

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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. 😊 

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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 

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

 

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#390 | Multiple Property Owners: Serious Risks Part 2 of 2 - Family & Finances    

You've strategically built your real estate portfolio with great care. However, if your estate planning doesn't reflect the same meticulous attention, your family could face:

⚠️ Costly court delays ⚠️ Power struggles between children/heirs ⚠️ Financial chaos during periods of incapacity

From 𝘨𝘶𝘢𝘳𝘥𝘪𝘢𝘯𝘴𝘩𝘪𝘱 issues to 𝘫𝘰𝘪𝘯𝘵 𝘰𝘸𝘯𝘦𝘳𝘴𝘩𝘪𝘱 disasters, this video explains the pitfalls of inadequate planning and what you can do to prevent them.

Listen now to protect your family, secure your finances, and ensure your peace of mind.

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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 

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

 

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#389 | Blended Family Crisis: Depleted Trusts & Broken Promises   

𝗗𝗮𝗱 𝗠𝗮𝗱𝗲 𝗮 𝗣𝗿𝗼𝗺𝗶𝘀𝗲. 𝗦𝘁𝗲𝗽𝗺𝗼𝗺 𝗜𝗻𝘀𝗶𝘀𝘁𝗲𝗱 𝗼𝗻 𝗦𝗲𝗹𝗹𝗶𝗻𝗴. 𝗪𝗵𝗮𝘁 𝗡𝗼𝘄?

Navigating blended families and verbal promises can make estate planning particularly challenging—especially when those heartfelt commitments aren't mirrored in the legal documentation.

In this episode, we delve into the consequences of unrecorded intentions and the disappearance of assets from an established estate plan. 🎥

 Listen now to discover what truly matters when it comes to safeguarding your inheritance. 

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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. 

 

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#388 | Multiple Property Owners: Serious Risks Part 1 of 2 - Legal     If you've worked hard to build a real estate portfolio, don't leave its future up to chance. 🏠💼

Owning multiple properties comes with significant legal risks that many families tend to overlook—especially without the safeguard of a trust. From the complexities of probate to the public exposure of your assets, this video will detail everything you need to know.

Listen to Part 1 now — Protect what you’ve built and and ensure the well-being of your loved ones.

 -- 

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. 

 

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#387 | Plan Your Life Like It's Your Next Vacation    “Dreams are the fuel of the human spirit.” — The Dream Manager   We 𝗺𝗲𝘁𝗶𝗰𝘂𝗹𝗼𝘂𝘀𝗹𝘆 𝗽𝗹𝗮𝗻 𝗼𝘂𝗿 𝘃𝗮𝗰𝗮𝘁𝗶𝗼𝗻𝘀—down to the flights, hotels, meals, even our outfits. So why, when it comes to 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗼𝘂𝗿 𝗳𝘂𝘁𝘂𝗿𝗲—our health, family, and legacy— do we often 𝗹𝗲𝗮𝘃𝗲 𝗶𝘁 𝘁𝗼 𝗰𝗵𝗮𝗻𝗰𝗲?   This episode is your reminder to stop postponing and start planning. Write it down Break it down Protect what matters   Estate planning isn't just about paperwork. It's about safeguarding your dreams, preserving your purpose, and protecting the people you love the most.    

-- 

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. 

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#386 | How to Acquire Unclaimed Property    𝗪𝗵𝗼 𝗛𝗮𝘀 𝗥𝗶𝗴𝗵𝘁𝘀 𝘁𝗼 𝗨𝗻𝗰𝗹𝗮𝗶𝗺𝗲𝗱 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆?   Have you ever wondered what happens to a relative's property if they pass away and no one claims it? Can you, as a family member or even a non-family member, stake a claim?   Navigating the legal complexities of unclaimed property involves more than just showing interest. From understanding intestacy laws to addressing due diligence and potential title issues, the process is intricate and often unexpected.   Listen now to gain a clear understanding of property rights and inheritance, especially when there's no will involved.   -- 

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. 

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#385 | Disinheritance: Is "Something" Really Better Than Nothing?  

If you're considering disinheriting someone from your estate, should you give them a small amount just to “check the box”? (𝘉𝘢𝘴𝘦𝘥 𝘰𝘯 𝘢 𝘷𝘪𝘦𝘸𝘦𝘳 𝘲𝘶𝘦𝘴𝘵𝘪𝘰𝘯.) You might be in for a surprise—this seemingly small gesture can actually invite legal complications.   💡 Discover a real-life example where a mother faced unexpected challenges by taking this approach, and learn how one strategic document turned the situation around.   Listen to the full episode to learn why “something” isn’t always better than “nothing.”  

-- 

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. 

 

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#384 | Is Your Estate Plan Still Doing It's Job?  

🔍When was the last time you checked?   Significant life events—such as marriage, the arrival of a new baby, the loss of a loved one, or purchasing new property—can render your existing plan outdated. Even the simple passage of time can necessitate adjustments.   In this insightful video, I delve into real-life scenarios highlighting the importance of regularly updating your estate plan before unforeseen circumstances force your hand.   Spend just three minutes to discover the key moments that should prompt an estate plan review.   𝘖𝘧 𝘤𝘰𝘶𝘳𝘴𝘦, 𝘪𝘧 𝘺𝘰𝘶 𝘩𝘢𝘷𝘦𝘯'𝘵 𝘦𝘷𝘦𝘯 𝘴𝘵𝘢𝘳𝘵𝘦𝘥 𝘺𝘦𝘵 - 𝘞𝘩𝘢𝘵 𝘢𝘳𝘦 𝘺𝘰𝘶 𝘸𝘢𝘪𝘵𝘪𝘯𝘨 𝘧𝘰𝘳?   Listen now to ensure peace of mind for both you and your family.  

-- 

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. 

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#383 | Would You Rather? $1,000 vs $10,000  

𝗧𝗵𝗲 𝗦𝘂𝗽𝗲𝗿𝗽𝗼𝘄𝗲𝗿 𝗬𝗼𝘂 𝗡𝗲𝗲𝗱 𝗳𝗿𝗼𝗺 𝟭𝟴 - 𝟭𝟭𝟴.

Most people wait too long. But adulthood comes with both opportunities & responsibilities. Are you prepared to take control?

Consider this: What happens if you suddenly can't speak for yourself? Who will pay your bills or make critical medical decisions on your behalf?

Here’s a reality check for every adult: If you’re not legally prepared, a court could make those decisions for you.

𝗜𝗻𝘃𝗲𝘀𝘁 𝗮 𝗟𝗶𝘁𝘁𝗹𝗲 𝗡𝗼𝘄 𝗼𝗿 𝗥𝗶𝘀𝗸 𝗘𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝗟𝗮𝘁𝗲𝗿. 𝗧𝗵𝗲 𝗖𝗵𝗼𝗶𝗰𝗲 𝗶𝘀 𝗬𝗼𝘂𝗿𝘀.

Start with the basics. Listen Now.

-- 

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. 

 

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#382 | Guardianship: Protect Your Kids From Financial Abuse    𝗟𝗼𝘃𝗲, 𝗧𝗿𝘂𝘀𝘁 & 𝗠𝗼𝗻𝗲𝘆 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁   When it comes to selecting guardians for your children, love and trust are just the beginning. Have you considered what might happen if the person responsible for your child's care also manages their finances?   This real-world dilemma surprised one family, highlighting an important aspect of estate planning that all parents should carefully examine.   Curious about establishing protections, instructions, and checks and balances?   🎥 Watch the video to learn how to safeguard your child’s future—bfar beyond simply naming guardians.

-- 

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. 

 

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