#444 | Multiple Beneficiaries: Keeping it Fair & The Family From Fighting

Naming multiple beneficiaries isn't just a financial decision. It's about preserving family harmony, reflecting your values, and safeguarding your legacy. Avoid misunderstandings and conflict. With 𝗰𝗹𝗲𝗮𝗿 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 and 𝘁𝗵𝗼𝘂𝗴𝗵𝘁𝗳𝘂𝗹 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴, you can help prevent disputes and ensure your wishes are honored. ✨ Watch this video to discover how clarity and open conversations can make all the difference 🔑 Don't leave your loved ones guessing. Plan ahead, talk openly, and make sure your wishes are carried out smoothly. 👀 Watch now to see what really matters when naming multiple beneficiaries. #EverythingEstatePlanning #ZammittiLaw #EstatePlanning #FamilyLegacy #Beneficiaries #PeaceOfMind #WealthPlanning #FamilyFirst #InheritancePlanning #AvoidConflict #FuturePlanning #LegacyMatters

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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.

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

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#443 | Prevent Elder Abuse: TOD Scams, Coercion & Deception 😱𝗣𝗮𝘆𝗮𝗯𝗹𝗲 𝗼𝗻 𝗗𝗲𝗮𝘁𝗵 𝘁𝗼.... 𝗪𝗛𝗢?!

👉 Think your money is safe just because you've named a beneficiary on a bank account?

What if, in your later years, someone pressures you to change that name? What if the person you intended to inherit never actually sees a dime?

This isn't just a hypothetical. It happens more often than people realize. And it all comes down to a simple decision that many people get wrong.

Watch this video to learn the hidden risk behind "payable on death" and "transfer on death" accounts, and 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗱𝗼 𝗶𝗻𝘀𝘁𝗲𝗮𝗱 𝘁𝗼 𝘁𝗿𝘂𝗹𝘆 𝗽𝗿𝗼𝘁𝗲𝗰𝘁 𝘆𝗼𝘂𝗿 𝘄𝗶𝘀𝗵𝗲𝘀.

🔑 Your future self deserves peace of mind. Don't leave it to chance.

#EverythingEstatePlanning #ZammittiLaw #TOD #POD #TransferonDeath #PayableonDeath #PreventElderAbuse #EstatePlanning #ProtectYourLegacy #ElderProtection #FinancialWellness #FuturePlanning #InheritanceMatters #PlanAhead #PeaceOfMind

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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.

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

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#442 | Half the Taxes...But Twice the Headache?! What if you could double your tax deductions—but only by jumping through some complicated hoops? A new law raised the SALT cap deduction to $40,000, opening the door for major potential savings. But before you rush to set up a trust, the real question is: 𝘪𝘴 𝘪𝘵 𝘸𝘰𝘳𝘵𝘩 𝘵𝘩𝘦 𝘤𝘰𝘴𝘵 𝘢𝘯𝘥 𝘤𝘰𝘮𝘱𝘭𝘦𝘹𝘪𝘵𝘺? This episode breaks down the advantages, risks, and important decisions you'll face, all in clear, straightforward terms. 👉 Listen now to find out if this strategy makes sense for your financial plan. #EstatePlanning #TaxTalk #SmartMoneyMoves #TrustPlanning #FinancialWellness #FutureProof #PlanAhead #MoneyMatters #EverythingEstatePlanning #ZammittiLaw #TaxLaw #TaxChanges

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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.

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

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#441 | A Quick Guide to Pet Trusts 🐾 𝗪𝗵𝗼 𝗖𝗮𝗿𝗲𝘀 𝗙𝗼𝗿 𝗧𝗵𝗲𝗺 𝗶𝗳 𝗬𝗼𝘂 𝗖𝗮𝗻'𝘁?

Our pets give us unconditional love every single day. But who will look after them if we're no longer able to? Many pet owners have decided NOT to leave it to chance.

This quick guide explains what a Pet Trust is, how it works, and why it's an effective way to ensure your furry family members are always protected.

👉 Watch the video to discover how you can create a plan that guarantees your pets receive the care they deserve.

#EverythingEstatePlanning #ZammittiLaw #PetTrust #EstatePlanningForPets #FurryFamilyFirst #PlanAheadProtectPets #PeaceOfMindPlanning #FutureReadyPets #LoveAndLegacy #ResponsiblePetParent

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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.

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

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#440 | September 11th - Reflection, Resilience & Remembrance

Today, we honor the lives lost, the families impacted, and the resilience demonstrated on September 11, 2001.

Nearly a quarter of a century later, the lessons of that day still remind us that tomorrow is never promised. While we cannot predict the unexpected, we can make thoughtful choices today to protect those we care about.

We share this message in remembrance of those we lost and as a reminder of the importance of fostering peace of mind for our families and communities.

#September11th #NeverForget #911anniversary #honoringheroes #remembering911 #inmemory #EverythingEstatePlanning #ZammittiLaw #PeaceofMindPlanning

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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.

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

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#439 | Six Smart Steps Every Millennial Should Take 🤩𝗦𝗺𝗮𝗿𝘁 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗳𝗼𝗿 𝗠𝗶𝗹𝗹𝗲𝗻𝗶𝗮𝗹𝘀 Nearly 70% of people turning 65 today will require some form of long-term care—but by the time most consider their options, many choices are no longer available. That's why 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝗻 𝘆𝗼𝘂𝗿 𝟯𝟬𝘀 𝗮𝗻𝗱 𝟰𝟬𝘀 gives you more freedom, flexibility, and peace of mind for the years ahead. It's not about fear—it's about freedom, flexibility, and peace of mind. ✅ 𝘙𝘦𝘢𝘥𝘺 𝘵𝘰 𝘵𝘢𝘬𝘦 𝘤𝘰𝘯𝘵𝘳𝘰𝘭? Watch this video to discover 𝘀𝗶𝘅 𝘀𝗺𝗮𝗿𝘁 𝘀𝘁𝗲𝗽𝘀 you can take now to protect your health, finances, and your family's future. #EverythingEstatePlanning #ZammittiLaw #FutureReady #PlanAheadLiveWell #LongTermCarePlanning #SmartChoicesStrongFuture #HealthAndWealth #PeaceOfMindPlanning #InvestInYourFuture #LifePrepared

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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.

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

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#438 | Navigating Probate: First Steps After Loss

🥀𝗣𝗿𝗼𝗯𝗮𝘁𝗲 𝗙𝗶𝗿𝘀𝘁 𝗦𝘁𝗲𝗽𝘀 - 𝗜𝘁'𝘀 𝗢𝗸𝗮𝘆 𝘁𝗼 𝗧𝗮𝗸𝗲 𝗶𝘁 𝗦𝗹𝗼𝘄

Losing a loved one is overwhelming. Alongside your grief, you may be wondering where to begin with probate and trust administration.

The truth is, you don't need to rush. Taking a few practical, initial steps can help protect your family and give you peace of mind as you allow yourself time to heal.

✨ Watch this video to learn gentle first steps that can help you ease into the process, avoid common pitfalls, and move forward at your own pace during a difficult time.

#EverythingEstatePlanning #ZammittiLaw #ProbateGuidance #PeaceOfMindPlanning #TrustAdministration #AfterLossSupport #GriefAndGuidance #EstatePlanningEducation #NextStepsAfterLoss #CompassionInPlanning --

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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.

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

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#437 | Protecting the Balance Between Partners & Children 💙 𝗪𝗵𝗮𝘁 𝘀𝗵𝗼𝘂𝗹𝗱 𝘆𝗼𝘂 𝗱𝗼 𝗶𝗳 𝘆𝗼𝘂𝗿 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗽𝗮𝗿𝘁𝗻𝗲𝗿 𝗹𝗶𝘃𝗲𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗵𝗼𝗺𝗲 𝘆𝗼𝘂 𝘄𝗮𝗻𝘁 𝘆𝗼𝘂𝗿 𝗰𝗵𝗶𝗹𝗱𝗿𝗲𝗻 𝘁𝗼 𝗶𝗻𝗵𝗲𝗿𝗶𝘁? This is one of the most complex estate planning decisions—finding the right balance between caring for your partner and ensuring your children's inheritance. There are several strategies to consider, each leading to different outcomes. ✨ Listen now to explore your options and learn how to create a plan that's fair, thoughtful, and easy to understand. #EverythingEstatePlan #ZammittiLaw #EstatePlanningMadeSimple #ProtectWhatMattersMost #LoveAndLegacy #PlanAheadLiveWell #FamilyFirstPlanning #FutureReadyLiving #PeaceOfMindMatters

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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.

--

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

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#436 | 𝗜𝗻𝗵𝗲𝗿𝗶𝘁𝗲𝗱 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆, 𝗔 𝗦𝘂𝘀𝗽𝗶𝗰𝗶𝗼𝘂𝘀 𝗗𝗲𝗲𝗱 & 𝗙𝗮𝗺𝗶𝗹𝘆 𝗙𝗲𝘂𝗱𝗶𝗻𝗴 - 𝗪𝗵𝗼'𝘀 𝗥𝗶𝗴𝗵𝘁? ❓ Can a Sibling Really kick you out of a home you inherited? Inheritance, emotions, and property rights often create complex situations. While executors don't automatically have the authority to take over or remove someone from a property—the answer here largely depends on how the inheritance was structured. ⭐Many families encounter this challenge, underscoring the importance of clear estate planning. 👉 Watch this video to learn what can happen in these situations and why understanding your legal rights is essential for protecting your home and your peace of mind. #EverythingEstatePlanning #ZammittiLaw #InheritanceQuestions #EstatePlanningMatters #FamilyPropertyDisputes #ExecutorDuties #ProtectYourRights #ProbateProblems #PeaceOfMindPlanning #SiblingDisputes

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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/

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

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#435 | 🎁𝗗𝗼𝗻𝗼𝗿-𝗔𝗱𝘃𝗶𝘀𝗲𝗱 𝗙𝘂𝗻𝗱 – 𝗔𝗻 𝗘𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲 𝗪𝗮𝘆 𝘁𝗼 𝗕𝘂𝗶𝗹𝗱 𝗬𝗼𝘂𝗿 𝗟𝗲𝗴𝗮𝗰𝘆 Looking for a simple way to make a lasting impact without the complexity of starting a foundation? Donor-advised funds offer a flexible solution to: - Support your favorite causes over time - Involve your family in meaningful giving - Streamline your charitable contributions with valuable tax advantages - Maintain privacy in your philanthropy, if desired If giving back is important to you, this is an option worth exploring. Listen now to discover how you can make a difference today and shape your legacy for the future. #EverythingEstatePlanning #ZammittiLaw #LegacyOfGiving #CharitableImpact #FamilyLegacy #PlannedGiving #GivingBack #EstatePlanning #GenerosityThatLasts #DonorAdvisedFund #FutureFocused #PeaceOfMindPlanning

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

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1. Family protection

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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.

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