#352 | Legacy That Lasts: The Giving Plan You Didn’t Know You Could Create

🎁You don’t need to be a millionaire to leave a legacy of generosity.

If giving back has always been important to you, it can continue to be a part of your life’s plan—long after you’re gone.

This isn’t just about charity. It’s about building purpose into your family’s future.

🎬 Watch now to discover a powerful approach to make doing good a lasting part of your estate plan.

#EstatePlanning #LegacyOfGiving #CharitableFoundation #FamilyValues #PlanWithPurpose #ZammittiLaw

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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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#351 | It's Not Morbid. It's a Gift!    𝗪𝗵𝗲𝗻 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗚𝗼𝗲𝘀 𝗩𝗲𝗿𝘆...𝙍𝙄𝙂𝙃𝙏

Death is a subject many of us avoid discussing, but neglecting to plan for it can leave a burden on your loved ones.

In this short video, I explore 𝘁𝘄𝗼 𝗿𝗲𝗮𝗹-𝗹𝗶𝗳𝗲 𝘀𝘁𝗼𝗿𝗶𝗲𝘀 where estate planning made a significant difference.

💭 Curious about what truly happens after someone passes away - when there 𝘞𝘈𝘚 a plan?

🎬 Watch this—you might see things a little differently.

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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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#350 | Purposeful Living. Intentional Spending. Estate Planning 101

𝗪𝗵𝗮𝘁 𝗜𝗳 𝘁𝗵𝗲 𝗚𝗼𝗮𝗹 𝗜𝘀𝗻’𝘁 𝘁𝗼 𝗟𝗲𝗮𝘃𝗲 𝗜𝘁 𝗔𝗹𝗹 𝗕𝗲𝗵𝗶𝗻𝗱?

What would change if you aimed to die with zero—not because you failed to save, but because you lived life to its fullest?

In this week’s reflection, we explore powerful ideas from "𝘋𝘪𝘦 𝘞𝘪𝘵𝘩 𝘡𝘦𝘳𝘰" by Bill Perkins, including what people really regret at the end of life and why it’s never too late to pivot toward a more purposeful existence.

👉 Whether you’re 25 or 65, this message is for you.

Listen now and ask yourself: Are you spending your time—and your life—the way you want to?

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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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#349 | Why Blended Families Need Crystal Clear Estate Plan

🤍Blended families are beautiful… and complex.🤍

However, when it comes to estate planning, complexity without clarity can lead to courtroom chaos.

In this short video, Valerie highlights a crucial, yet often overlooked, piece many forget when planning for a blended family — and the significant consequences of neglecting it. 🧩

💡 If your family includes stepparents, stepkids, or second marriages, this is one essential conversation you don’t want to skip.

👉 Listen now and start thinking ahead — before the courts do it for you.

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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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#348 | AI + Estate Planning: Smart Tool or Risky Shortcut? Artificial intelligence is changing everything—but should it change how you plan your estate?

Can AI enhance your legal decisions, or is it merely a high-tech façade?

There’s one mistake we see too often—and it starts with the wrong question.

▶️ Listen to this quick breakdown from Valerie Zammitti as she shares how 𝗔𝗜 𝗰𝗮𝗻 𝗯𝗲 𝘂𝘀𝗲𝗳𝘂𝗹—and where it 𝗰𝗮𝗻 𝗹𝗲𝗮𝗱 𝘆𝗼𝘂 𝗱𝗮𝗻𝗴𝗲𝗿𝗼𝘂𝘀𝗹𝘆 𝗼𝗳𝗳 𝘁𝗿𝗮𝗰𝗸.

⚠️ Curious minds, proceed with caution.

-- 

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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#347 | Do This Before Meeting With an Attorney

Are you truly ready to sit down with an estate planning attorney? Knowing what to expect and bring can make all the difference.

🔹What personal details should you expect to share? 🔹What financial facts will you want at your fingertips? 🔹What are some common misconceptions that could impact the estate plan you need?

Before you schedule that first meeting, please take a moment to hear this. You might be surprised at what matters most—and the potential pitfalls of being unprepared.

🎧 Listen now to get ahead of the game.

 -- 

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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#346 | 📘"𝙏𝙝𝙚 𝙎𝙡𝙞𝙜𝙝𝙩 𝙀𝙙𝙜𝙚" - The Power of Small Actions Done Daily

🏃‍♀️What if the 𝗯𝗶𝗴𝗴𝗲𝘀𝘁 𝗯𝗿𝗲𝗮𝗸𝘁𝗵𝗿𝗼𝘂𝗴𝗵𝘀 in your life aren't born from monumental efforts—but of the 𝘀𝗺𝗮𝗹𝗹𝗲𝘀𝘁 𝗱𝗮𝗶𝗹𝘆 𝗵𝗮𝗯𝗶𝘁𝘀 repeated over time?

🔑Could the secret to success in your health, your relationships, your career… actually be something this incredibly simple?

This one quote from "𝘛𝘩𝘦 𝘚𝘭𝘪𝘨𝘩𝘵 𝘌𝘥𝘨𝘦" by Jeff Olson might just change the way you see everything.

Watch now and reflect—are your actions today shaping the future you want?

 -- 

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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#345 | Does Irrevocable = Unchangeable?

💡 𝗧𝗵𝗶𝗻𝗸 “𝗜𝗿𝗿𝗲𝘃𝗼𝗰𝗮𝗯𝗹𝗲” 𝗠𝗲𝗮𝗻𝘀 𝗜𝘁 𝗖𝗮𝗻’𝘁 𝗕𝗲 𝗖𝗵𝗮𝗻𝗴𝗲𝗱?

You’ve probably heard that an irrevocable trust is set in stone. But is that really the full story?

💬What happens if your family’s needs or circumstances significantly or unpredictably shift over time?💬What if there are crucial changes in the law?💬 What if the trust, instead of safeguarding your loved ones, inadvertently exposes them to risk?

The good news is that there are ways to amend these seemingly inflexible plans—if you know the right approach.

Before resigning yourself to the idea that you’re stuck with the decisions made years ago, listen to this episode. You might discover your plan has more flexibility than you imagined, especially if it was drafted well to begin with.

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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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#344 | For Baby Boomers & Their Adult Kids

Did You Know? 𝗕𝗮𝗯𝘆 𝗕𝗼𝗼𝗺𝗲𝗿𝘀 are expected to pass down over $𝟳𝟮 𝘁𝗿𝗶𝗹𝗹𝗶𝗼𝗻 in the coming decades 💰💰…But 30–40% don’t have any estate plan at all. 😱

Whether You Have a Lot or a Little:👉 Why isn't “just a will” enough to protect your family from a legal & emotional mess? 👉 What complications arise when a child is disinherited? 👉 Are you accidentally leaving behind more confusion than clarity?

Whether you are a Boomer yourself, or the adult child of one, this message is for you.

This isn't just about a guilt trip. It’s about embracing responsibility and securing your legacy.

Listen to this episode. Then ask yourself: What kind of transition are you preparing your family for?

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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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#343 | Often Overlooked Tax Traps

📢Important Questions Answered in This Episode: 

❓Who files the taxes when someone passes away?❓What happens when a trust earns income—or when property gets sold?⁉️How can small oversights lead to very unnecessary, costly mistakes?

Navigating these questions is crucial, especially when you're handling an estate.

If you’re an executor, trustee, or simply want to gain a better understanding of what’s involved, our brief, insightful video is a must-watch. Don't miss out on critical information most families overlook. 👀

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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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