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#383 | Would You Rather... Pay $1,000 or $10,000?

Everything Estate Planning

Release Date: 06/10/2025

#393 | Bet. This Plan is Rizz. show art #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. ๐Ÿคช๐—ฆ๐—ผ๐˜‚๐—ป๐—ฑ ๐—ฟ๐—ถ๐—ฑ๐—ถ๐—ฐ๐˜‚๐—น๐—ผ๐˜‚๐˜€? ๐—œ๐˜ ๐—ธ๐—ถ๐—ป๐—ฑ ๐—ผ๐—ณ ๐—ถ๐˜€. But the fix is easier than you think. Itโ€™s just a few documents and a couple trusted names away. ๐ŸŽฅ Watch this quick video to find out what every 18+ needs to knowโ€”before life throws a curveball. ๐Ÿ‘€...

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#392 | Can You Sell a House in an Asset Protection Trust & Not Lose the Protection? show art #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?  ๐Ÿ’ก Itโ€™s a question weโ€™ve been hearing a lot latelyโ€”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.  ๐Ÿ‘‰ Listen...

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#391 | DIY Trust Dangers & Disasters show art #391 | DIY Trust Dangers & Disasters

Everything Estate Planning

#391 | DIY Trust Dangers & Disasters    ๐—–๐—ฎ๐—ป ๐—ฌ๐—ผ๐˜‚ ๐—ฅ๐—ฒ๐—ฎ๐—น๐—น๐˜† ๐——๐—œ๐—ฌ ๐—ฎ ๐—ง๐—ฟ๐˜‚๐˜€๐˜?   Bought the kitโ€ฆ but never used it? Or perhaps you filled it out and had it notarized, thinking that's all it takes?   ๐ŸšซNot so fast.   We're bringing back one of our most popular YouTube videos, and itโ€™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DIY estate plans may appear to be a convenient shortcut, they can lead to significant issues if they're incomplete, outdated, filled out...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 show art #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: โš ๏ธ Costly court delays โš ๏ธ Power struggles between children/heirs โš ๏ธ Financial chaos during periods of incapacity From ๐˜จ๐˜ถ๐˜ข๐˜ณ๐˜ฅ๐˜ช๐˜ข๐˜ฏ๐˜ด๐˜ฉ๐˜ช๐˜ฑ issues to ๐˜ซ๐˜ฐ๐˜ช๐˜ฏ๐˜ต ๐˜ฐ๐˜ธ๐˜ฏ๐˜ฆ๐˜ณ๐˜ด๐˜ฉ๐˜ช๐˜ฑ disasters, this video explains the pitfalls of inadequate planning and what...

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

Everything Estate Planning

#389 | Blended Family Crisis: Depleted Trusts & Broken Promises    ๐——๐—ฎ๐—ฑ ๐— ๐—ฎ๐—ฑ๐—ฒ ๐—ฎ ๐—ฃ๐—ฟ๐—ผ๐—บ๐—ถ๐˜€๐—ฒ. ๐—ฆ๐˜๐—ฒ๐—ฝ๐—บ๐—ผ๐—บ ๐—œ๐—ป๐˜€๐—ถ๐˜€๐˜๐—ฒ๐—ฑ ๐—ผ๐—ป ๐—ฆ๐—ฒ๐—น๐—น๐—ถ๐—ป๐—ด. ๐—ช๐—ต๐—ฎ๐˜ ๐—ก๐—ผ๐˜„? Navigating blended families and verbal promises can make estate planning particularly challengingโ€”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 show art #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. ๐Ÿ ๐Ÿ’ผ Owning multiple properties comes with significant legal risks that many families tend to overlookโ€”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 โ€” Protect what youโ€™ve built and and ensure the well-being of your loved ones.  --  Weโ€™re here to help you...

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#387 | Plan Your Life Like It's Your Next Vacation show art #387 | Plan Your Life Like It's Your Next Vacation

Everything Estate Planning

#387 | Plan Your Life Like It's Your Next Vacation    โ€œDreams are the fuel of the human spirit.โ€ โ€” The Dream Manager   We ๐—บ๐—ฒ๐˜๐—ถ๐—ฐ๐˜‚๐—น๐—ผ๐˜‚๐˜€๐—น๐˜† ๐—ฝ๐—น๐—ฎ๐—ป ๐—ผ๐˜‚๐—ฟ ๐˜ƒ๐—ฎ๐—ฐ๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€โ€”down to the flights, hotels, meals, even our outfits. So why, when it comes to ๐—ฝ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด ๐—ผ๐˜‚๐—ฟ ๐—ณ๐˜‚๐˜๐˜‚๐—ฟ๐—ฒโ€”our health, family, and legacyโ€” do we often ๐—น๐—ฒ๐—ฎ๐˜ƒ๐—ฒ ๐—ถ๐˜ ๐˜๐—ผ ๐—ฐ๐—ต๐—ฎ๐—ป๐—ฐ๐—ฒ?   This episode is your reminder to stop postponing and start...

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#386 | How to Acquire Unclaimed Property show art #386 | How to Acquire Unclaimed Property

Everything Estate Planning

#386 | How to Acquire Unclaimed Property    ๐—ช๐—ต๐—ผ ๐—›๐—ฎ๐˜€ ๐—ฅ๐—ถ๐—ด๐—ต๐˜๐˜€ ๐˜๐—ผ ๐—จ๐—ป๐—ฐ๐—น๐—ฎ๐—ถ๐—บ๐—ฒ๐—ฑ ๐—ฃ๐—ฟ๐—ผ๐—ฝ๐—ฒ๐—ฟ๐˜๐˜†?   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 #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 โ€œcheck the boxโ€? (๐˜‰๐˜ข๐˜ด๐˜ฆ๐˜ฅ ๐˜ฐ๐˜ฏ ๐˜ข ๐˜ท๐˜ช๐˜ฆ๐˜ธ๐˜ฆ๐˜ณ ๐˜ฒ๐˜ถ๐˜ฆ๐˜ด๐˜ต๐˜ช๐˜ฐ๐˜ฏ.) You might be in for a surpriseโ€”this seemingly small gesture can actually invite legal complications.   ๐Ÿ’ก 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? show art #384 | Is Your Estate Plan Still Doing It's Job?

Everything Estate Planning

#384 | Is Your Estate Plan Still Doing It's Job?   ๐Ÿ”When was the last time you checked?   Significant life eventsโ€”such as marriage, the arrival of a new baby, the loss of a loved one, or purchasing new propertyโ€”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...

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

๐—ง๐—ต๐—ฒ ๐—ฆ๐˜‚๐—ฝ๐—ฒ๐—ฟ๐—ฝ๐—ผ๐˜„๐—ฒ๐—ฟ ๐—ฌ๐—ผ๐˜‚ ๐—ก๐—ฒ๐—ฒ๐—ฑ ๐—ณ๐—ฟ๐—ผ๐—บ ๐Ÿญ๐Ÿด - ๐Ÿญ๐Ÿญ๐Ÿด.

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?

Hereโ€™s a reality check for every adult: If youโ€™re not legally prepared, a court could make those decisions for you.

๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜ ๐—ฎ ๐—Ÿ๐—ถ๐˜๐˜๐—น๐—ฒ ๐—ก๐—ผ๐˜„ ๐—ผ๐—ฟ ๐—ฅ๐—ถ๐˜€๐—ธ ๐—˜๐˜ƒ๐—ฒ๐—ฟ๐˜†๐˜๐—ต๐—ถ๐—ป๐—ด ๐—Ÿ๐—ฎ๐˜๐—ฒ๐—ฟ. ๐—ง๐—ต๐—ฒ ๐—–๐—ต๐—ผ๐—ถ๐—ฐ๐—ฒ ๐—ถ๐˜€ ๐—ฌ๐—ผ๐˜‚๐—ฟ๐˜€.

Start with the basics. Listen Now.

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Weโ€™re here to help you learn more Please comment and let us know if you found this additional knowledge useful to youโ€ฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐Ÿ˜Š 

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If you want to talk more about anything estate planning, elder law or probate related: 

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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 โ€“ 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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