#424 | Can't Kids Just File a Deed After You're Gone? It sounds simple. It's too simple.

This video highlights four key reasons why this well-intentioned plan can go horribly wrong.

𝗧𝗵𝗲𝗿𝗲'𝘀 𝗮 𝘀𝗮𝗳𝗲𝗿, 𝘀𝗺𝗮𝗿𝘁𝗲𝗿 𝘄𝗮𝘆 𝘁𝗼 𝗽𝗿𝗼𝘁𝗲𝗰𝘁 𝘆𝗼𝘂𝗿 𝗵𝗼𝗺𝗲 𝗮𝗻𝗱 𝘆𝗼𝘂𝗿 𝗳𝗮𝗺𝗶𝗹𝘆.

👉 Listen now to discover the hidden risks and learn about a better alternative.

#EverythingEstatePlanning #ZammittiLaw #EstatePlanning #FamilyProtection #HomeOwnership #TrustsAndEstates #LegacyPlanning #InheritanceMatters #TaxSmartPlanning #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:

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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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#423 | 📆 When Should You Start Giving Stuff Away? Follow up episode to "What Not To Leave Behind". Now the question is, When is the right time to start letting go of your personal assets?

It's not just about age—it's about stages of life.

🔑The key? Don't wait until someone else has to make those choices for you.

✨ Start early. Be thoughtful. Have a plan.

Watch this video for practical and insightful guidance on how to approach this transition with clarity and intention.

Invest a few minutes & take a listen. You'll gain a fresh perspective on managing the "stuff" in your life.

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Our firm rests on three core pillars:

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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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#422 | Will You Have to Pay Your Inheritance Back?! What if the inheritance you received isn't really yours to keep?

Imagine this scenario: months after receiving your inheritance, the trustee contacts you demanding repayment, of potentially the entire amount. 😱 𝗗𝗼 𝗬𝗼𝘂 𝗛𝗮𝘃𝗲 𝘁𝗼 𝗣𝗮𝘆 𝗶𝘁 𝗕𝗮𝗰𝗸?

Scary thought, right? But it can happen. The key is knowing your rights, responsibilities, and the necessary steps to safeguard yourself.

🎥 Watch this video to learn the initial actions you should take if you encounter this situation.

👉 Don't wait until it's too late. Knowledge is protection.

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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:

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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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#421 | Shifting Perspective - The Hidden Gains in Life's Setbacks

🎁Life's "losses" often come with a hidden gift. Do you ever have trouble finding them?

Sometimes it takes a challenge, or even a disappointment, to reveal opportunities we wouldn't have recognized otherwise.

This episode reflects on how two simple but powerful shifts in perspective can transform frustration into gratitude, & gratitude into momentum.

These shifts in perspective can turn frustration into gratitude—and gratitude into momentum.

See how even a "bad hand" can be played brilliantly.

#EverythingEstatePlanning #ZammittiLaw #GratitudeMindset #LifePerspective #SilverLining #MindsetMatters #PositiveShift #LessonsInLife #ThankfulHeart #GrowthMindset #Resilience #DailyInspiration

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Our firm rests on three core pillars:

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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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#420 | Estate Planning: 💝 The Ultimate Gift for Your Partner

If you're married, you might think estate planning can wait—especially if everything is jointly owned and your spouse is your beneficiary.

The Surprising Truth: At the first passing, not much may seem to change. But what happens next can either provide your spouse with peace of mind or plunge them into unintended chaos.

A proper estate plan means:

✅ Your surviving spouse has clear decision-makers in place

✅ Directives for health and finances are already secured

✅ No scrambling, no legal surprises, no "nowheresville"

𝘞𝘪𝘵𝘩𝘰𝘶𝘵 𝘢 𝘱𝘭𝘢𝘯, 𝘴𝘵𝘢𝘵𝘦 𝘭𝘢𝘸𝘴 𝘮𝘪𝘨𝘩𝘵 𝘥𝘦𝘤𝘪𝘥𝘦 𝘸𝘩𝘦𝘳𝘦 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘢𝘴𝘴𝘦𝘵𝘴 𝘨𝘰, 𝘢𝘯𝘥 𝘵𝘩𝘢𝘵 𝘪𝘴 𝘯𝘰𝘵 𝘢𝘭𝘸𝘢𝘺𝘴 𝘺𝘰𝘶𝘳 𝘴𝘱𝘰𝘶𝘴𝘦.

This kind of quiet, behind-the-scenes protection can make all the difference when it matters most.

🎥Listen now to learn why creating an estate plan together is one of the best gifts you can give each other.

#EverythingEstatePlanning #ZammittiLaw #EstatePlanning #MarriedLife #SurvivorSpouse #ProtectYourSpouse #LegalPlanning #LifePlanning #PeaceOfMind #FamilyProtection #PlanAhead #EstateLawTips #EstatePlanningAttorney

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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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#419 | Estate Planning for the Traveler & Adventure Lover 🧗𝗖𝗮𝗹𝗹𝗶𝗻𝗴 𝗔𝗹𝗹 𝗧𝗵𝗿𝗶𝗹𝗹 𝗦𝗲𝗲𝗸𝗲𝗿𝘀 & 𝗔𝗱𝗿𝗲𝗻𝗮𝗹𝗶𝗻𝗲 𝗟𝗼𝘃𝗲𝗿𝘀!

Whether you're diving with sharks, racing motorcycles, or skydiving into the unknown, your extraordinary adventures deserve a strategic backup plan.

Because while most trips go off without a hitch, what if… 🏍 the bike slides? 🪂 the landing gets rough? 🧗‍♂️ the gear fails?

𝗗𝗼𝗻'𝘁 𝗷𝘂𝘀𝘁 𝗽𝗹𝗮𝗻 𝘁𝗵𝗲 𝘁𝗿𝗶𝗽. 𝗣𝗹𝗮𝗻 𝗳𝗼𝗿 𝘁𝗵𝗲 𝘂𝗻𝗲𝘅𝗽𝗲𝗰𝘁𝗲𝗱.

Ensure sure your loved ones aren't left scrambling if life throws a curveball mid-adventure.

Take 2 minutes to listen and 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘺𝘰𝘶'𝘳𝘦 𝘢𝘴 𝘱𝘳𝘦𝘱𝘢𝘳𝘦𝘥 𝘧𝘰𝘳 𝘳𝘦𝘢𝘭-𝘭𝘪𝘧𝘦 𝘤𝘰𝘯𝘵𝘪𝘯𝘨𝘦𝘯𝘤𝘪𝘦𝘴 𝘢𝘴 𝘺𝘰𝘶 𝘢𝘳𝘦 𝘧𝘰𝘳 𝘺𝘰𝘶𝘳 𝘸𝘪𝘭𝘥 𝘳𝘪𝘥𝘦𝘴.

#EverythingEstatePlanning #ZammittiLaw #EstatePlanningForAdventurers #ThrillSeekerChecklist #PlanBeforeYouJump #PreparedNotParanoid #ModernEstatePlanning #AdventureSmart

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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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#418 | Don't Make Your Estate Plan Too Specific If this sounds counter-intuitive, you'll wait to hear this episode on the 𝗥𝗶𝘀𝗸𝘀 𝗼𝗳 𝗦𝗽𝗲𝗰𝗶𝗳𝘆𝗶𝗻𝗴 𝗘𝘅𝗮𝗰𝘁 𝗔𝗺𝗼𝘂𝗻𝘁𝘀 𝗶𝗻 𝗬𝗼𝘂𝗿 𝗪𝗶𝗹𝗹 Think you're making your estate plan clearer by leaving exact amounts or specific accounts to certain people? It might not be as foolproof as you think. Life is dynamic—assets increase, decrease, and relocate. Before you lock in a specific amount to someone, discover how it could lead to unintended consequences… and a very different legacy than the one you imagined. Listen now to learn how to avoid this pitfall and keep your plan aligned with your true wishes. --

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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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#417 | When to Dissolve, Not Transfer an LLC to Trust 🛑 𝗪𝗵𝗲𝗻 𝗦𝗵𝗼𝘂𝗹𝗱 𝗬𝗼𝘂 *𝗡𝗢𝗧* 𝗣𝘂𝘁 𝗬𝗼𝘂𝗿 𝗟𝗟𝗖 𝗶𝗻 𝗧𝗿𝘂𝘀𝘁? If you're selectively taking on projects, working part-time, and your work involves minimal liability, it might be a good time to reconsider your business structure. 𝘔𝘰𝘴𝘵 𝘰𝘧 𝘵𝘩𝘦 𝘵𝘪𝘮𝘦, 𝘺𝘰𝘶 𝘸𝘢𝘯𝘵 𝘺𝘰𝘶𝘳 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘵𝘳𝘢𝘯𝘴𝘧𝘦𝘳𝘳𝘦𝘥 𝘪𝘯𝘵𝘰 𝘢 𝘛𝘳𝘶𝘴𝘵. But, in this video, Valerie discusses when it might be the right time to dissolve your LLC and what factors you should consider if you're nearing the end of your business journey. Watch now and take a smarter step toward peace of mind in your planning. #EverythingEstatePlanning #ZammittiLaw #LLC #BusinessStructure #LimitedLiability #SoleProprietorship #BusinessOwnership #EstatePlanning #SmallBusiness #BusinessPlanning #SuccessionPlanning

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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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#416 | Big Beautiful Bill Expands Medicaid Recovery 🚨 𝗜𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗨𝗽𝗱𝗮𝘁𝗲𝘀 𝗼𝗻 𝗠𝗲𝗱𝗶𝗰𝗮𝗶𝗱 𝗥𝗲𝗰𝗼𝘃𝗲𝗿𝘆 𝗥𝘂𝗹𝗲𝘀 With the passing of The Big Beautiful Bill, significant changes to Medicaid recovery rules may be on the horizon, and their impact could extend beyond just probate estates. What happens when state and federal laws intersect? Are your trusts as secure as you assume? In this episode, we delve into a lesser-known provision within a recent federal law that has the potential to broaden the scope and jurisdiction of Medicaid fund recovery by states. While these changes are not finalized yet, they warrant close attention in every estate plan. Essential Update: If you have engaged in long-term care planning—or even just considered it—this episode is crucial for you. 👀 Stay Informed: Watch the full video now to understand the potential changes and learn how to stay ahead. Keep your estate protected by staying informed.

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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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#415 | Estate Planning - Every Adult Needs to Plan for This Critical Issue 𝗟𝗼𝗻𝗴-𝗧𝗲𝗿𝗺 𝗖𝗮𝗿𝗲: 𝗔 𝗩𝗶𝘁𝗮𝗹 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 𝘁𝗼 𝗛𝗮𝘃𝗲 𝗶𝗻 𝗬𝗼𝘂𝗿 𝟯𝟬𝘀! Have you factored this into your future? Most people don't think about long-term care costs until they're already deep in crisis—or paying $15,000 a month. Whether you're 35 or 85, the truth is the same: long-term care poses a significant risk to both your health and financial well-being. But there are smart, proactive ways to protect yourself and your family—if you plan early. 👉 Listen now to understand your options and avoid the most potentially expensive mistake of your life.

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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

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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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