#381 | Overwhelmed at the Thought of a Trust? We Make it Simple.
Release Date: 06/06/2025
#393 | Bet. This Plan is Rizz.
Everything Estate Planning
#393 | Bet. This Plan is Rizz. The moment you turn 18, things change... legally. If you're suddenly unable to make decisions for yourself, whether due to an accident or illness, your parents or guardians can't automatically intervene in your medical or financial matters. 🤪𝗦𝗼𝘂𝗻𝗱 𝗿𝗶𝗱𝗶𝗰𝘂𝗹𝗼𝘂𝘀? 𝗜𝘁 𝗸𝗶𝗻𝗱 𝗼𝗳 𝗶𝘀. But the fix is easier than you think. It’s just a few documents and a couple trusted names away. 🎥 Watch this quick video to find out what every 18+ needs to know—before life throws a curveball. 👀...
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#392 | Can You Sell a House in an Asset Protection Trust & Not Lose the Protection?
Everything Estate Planning
#392 | Can You Sell a House in Asset Protection & Not Lose the Protection? 💡 It’s a question we’ve been hearing a lot lately—and for good reason. If your home is already in an irrevocable trust, understanding the next steps is crucial for maintaining your asset protection plan. What happens if you want to sell the house? Can you still remain protected? Will Medicaid reset the clock? We just re-released one of our most popular episodes that that clarifies these important concerns. If you're involved in long-term care planning, this is a must-listen. 👉 Listen...
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#391 | DIY Trust Dangers & Disasters
Everything Estate Planning
#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DIY estate plans may appear to be a convenient shortcut, they can lead to significant issues if they're incomplete, outdated, filled out...
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#390 | Multiple Property Owners: Serious Risks Part 2 of 2 - Family & Finances
Everything Estate Planning
#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...
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#389 | Blended Family Crisis: Depleted Trusts & Broken Promises
Everything Estate Planning
#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...
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#388 | Multiple Property Owners: Serious Risks Part 1 of 2 - Legal
Everything Estate Planning
#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...
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#387 | Plan Your Life Like It's Your Next Vacation
Everything Estate Planning
#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...
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#386 | How to Acquire Unclaimed Property
Everything Estate Planning
#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...
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#385 | Disinheritance: Is "Something" Really Better Than Nothing?
Everything Estate Planning
#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...
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#384 | Is Your Estate Plan Still Doing It's Job?
Everything Estate Planning
#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...
info_outline#381 | Overwhelmed at the Thought of a Trust? We Make it Simple.
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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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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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