#439 | Six Smart Steps Every Millennial Should Take
Everything Estate Planning
#439 | Six Smart Steps Every Millennial Should Take ๐คฉ๐ฆ๐บ๐ฎ๐ฟ๐ ๐ฃ๐น๐ฎ๐ป๐ป๐ถ๐ป๐ด ๐ณ๐ผ๐ฟ ๐ ๐ถ๐น๐น๐ฒ๐ป๐ถ๐ฎ๐น๐ Nearly 70% of people turning 65 today will require some form of long-term careโbut by the time most consider their options, many choices are no longer available. Thatโs why ๐ฝ๐น๐ฎ๐ป๐ป๐ถ๐ป๐ด ๐ถ๐ป ๐๐ผ๐๐ฟ ๐ฏ๐ฌ๐ ๐ฎ๐ป๐ฑ ๐ฐ๐ฌ๐ gives you more freedom, flexibility, and peace of mind for the years ahead. Itโs not about fearโitโs about freedom, flexibility, and peace of...
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#438 | Navigating Probate: First Steps After Loss
Everything Estate Planning
#438 | Navigating Probate: First Steps After Loss ๐ฅ๐ฃ๐ฟ๐ผ๐ฏ๐ฎ๐๐ฒ ๐๐ถ๐ฟ๐๐ ๐ฆ๐๐ฒ๐ฝ๐ - ๐๐'๐ ๐ข๐ธ๐ฎ๐ ๐๐ผ ๐ง๐ฎ๐ธ๐ฒ ๐ถ๐ ๐ฆ๐น๐ผ๐ 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 donโt 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. โจ Watch this video to learn gentle first steps that can help you ease into...
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#437 | Protecting the Balance Between Partners & Children
Everything Estate Planning
#437 | Protecting the Balance Between Partners & Children ๐ ๐ช๐ต๐ฎ๐ ๐๐ต๐ผ๐๐น๐ฑ ๐๐ผ๐ ๐ฑ๐ผ ๐ถ๐ณ ๐๐ผ๐๐ฟ ๐น๐ผ๐ป๐ด-๐๐ฒ๐ฟ๐บ ๐ฝ๐ฎ๐ฟ๐๐ป๐ฒ๐ฟ ๐น๐ถ๐๐ฒ๐ ๐ถ๐ป ๐๐ต๐ฒ ๐ต๐ผ๐บ๐ฒ ๐๐ผ๐ ๐๐ฎ๐ป๐ ๐๐ผ๐๐ฟ ๐ฐ๐ต๐ถ๐น๐ฑ๐ฟ๐ฒ๐ป ๐๐ผ ๐ถ๐ป๐ต๐ฒ๐ฟ๐ถ๐? This is one of the most complex estate planning decisionsโfinding the right balance between caring for your partner and ensuring your childrenโs inheritance. There are several...
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#436 | Inherited Property, A Suspicious Deed & Family Feuding - Who's Right?
Everything Estate Planning
#436 | ๐๐ป๐ต๐ฒ๐ฟ๐ถ๐๐ฒ๐ฑ ๐ฃ๐ฟ๐ผ๐ฝ๐ฒ๐ฟ๐๐, ๐ ๐ฆ๐๐๐ฝ๐ถ๐ฐ๐ถ๐ผ๐๐ ๐๐ฒ๐ฒ๐ฑ & ๐๐ฎ๐บ๐ถ๐น๐ ๐๐ฒ๐๐ฑ๐ถ๐ป๐ด - ๐ช๐ต๐ผ'๐ ๐ฅ๐ถ๐ด๐ต๐? โ Can a Sibling Really kick you out of a home you inherited? Inheritance, emotions, and property rights often create complex situations. While executors donโt automatically have the authority to take over or remove someone from a propertyโthe answer here largely depends on how the inheritance was structured. โญMany families...
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#435 | Charitable Giving: Donor-Advised Fund an Excellent Tool
Everything Estate Planning
#435 | ๐๐๐ผ๐ป๐ผ๐ฟ-๐๐ฑ๐๐ถ๐๐ฒ๐ฑ ๐๐๐ป๐ฑ โ ๐๐ป ๐๐ณ๐ณ๐ฒ๐ฐ๐๐ถ๐๐ฒ ๐ช๐ฎ๐ ๐๐ผ ๐๐๐ถ๐น๐ฑ ๐ฌ๐ผ๐๐ฟ ๐๐ฒ๐ด๐ฎ๐ฐ๐ 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...
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#434 | Guardianship: Why Family May NOT Be the Best Choice
Everything Estate Planning
#434 | Guardianship: Why Family May NOT Be the Best Choice If something happened to you tomorrow, who would raise your children? Thatโs why choosing the right guardian isnโt just about picking a relative. It's about choosing someone who truly shares your values, prioritizes your childโs well-being, and can help them navigate a complex world. This is one of the hardest choices parents will ever make, but also the most important. ๐ Listen now and take a step toward lasting peace of mind. #EverythingEstatePlanning #ZammittiLaw #ProtectChildhood #GuardianshipMatters #ParentingChoices...
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#433 | Should Your Trust Be The Beneficiary of Your Retirement?
Everything Estate Planning
#433 | ๐ค ๐ฆ๐ต๐ผ๐๐น๐ฑ ๐ฌ๐ผ๐๐ฟ ๐ง๐ฟ๐๐๐ ๐ฏ๐ฒ ๐๐ต๐ฒ ๐๐ฒ๐ป๐ฒ๐ณ๐ถ๐ฐ๐ถ๐ฎ๐ฟ๐ ๐ผ๐ณ ๐ฌ๐ผ๐๐ฟ ๐ฅ๐ฒ๐๐ถ๐ฟ๐ฒ๐บ๐ฒ๐ป๐? Choosing the wrong beneficiary can lead to higher taxes for your family and fewer options to manage withdrawals. But thereโs one powerful exception that changes everything. Small details like this play a crucial role in safeguarding your familyโs financial future. Listen now to learn how to get it right. โจ Protect your legacy. Secure your familyโs future. ...
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#432 | Your Circle of Friends Shapes Your Life
Everything Estate Planning
#432 | Your Circle of Friends Shapes Your Life โจ ๐๐ผ๐น๐ถ๐ฑ๐ฎ๐๐ are more than a break from routineโthey're ๐ฎ ๐ฟ๐ฒ๐ณ๐น๐ฒ๐ฐ๐๐ถ๐ผ๐ป ๐ผ๐ณ ๐๐ต๐ฒ ๐ฐ๐ผ๐บ๐ฝ๐ฎ๐ป๐ ๐๐ฒ ๐ธ๐ฒ๐ฒ๐ฝ. The people around us have the power to uplift or drain us. Today, letโs be intentional about choosing joy, kindness, and positivity. Take a moment to reflect on your circle. Are they helping you become your best self? ๐ก Todayโs episode is a thoughtful reminder of why the people you surround yourself with matter more...
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#431 | A Practical Guide for Every Life Plan
Everything Estate Planning
#431 | A Practical Guide for Every Life Plan ๐ Did you know you should hire your first professional as soon as you turn 18? From turning 18 to raising kids, buying a home, building wealth, and protecting it in retirementโeach stage of adulthood brings new needs, risks and challenges. How do you Determine ๐ช๐ต๐ฎ๐ ๐๐ผ ๐๐ป๐ฐ๐น๐๐ฑ๐ฒ ๐ถ๐ป ๐ฌ๐ผ๐๐ฟ ๐๐ถ๐ณ๐ฒ ๐ฃ๐น๐ฎ๐ป & ๐ช๐ต๐ฒ๐ฟ๐ฒ ๐๐ผ ๐๐ผ ๐๐ผ ๐๐ฒ๐ ๐๐? ๐ ๐ฐ๐ถ๐ณ ๐ต๐ฆ๐ข๐ฎ ๐ฐ๐ง ...
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#430 | Grandparent Guardians are NOT Guaranteed
Everything Estate Planning
#430 | Grandparent Guardians are NOT Guaranteed Many families still believe grandparents can step in if something happens to the parents. In reality, itโs not automatic. If no legal guardian is named, the Court considers several factors, ๐จ๐ณ๐ข๐ฏ๐ฅ๐ฑ๐ข๐ณ๐ฆ๐ฏ๐ต๐ด ๐ฎ๐ข๐บ ๐ฏ๐ฐ๐ต ๐ฃ๐ฆ ๐ต๐ฉ๐ฆ ๐ง๐ช๐ณ๐ด๐ต ๐ค๐ฉ๐ฐ๐ช๐ค๐ฆ. ๐ก๐ข. ๐๐ฟ๐ฎ๐ป๐ฑ๐ฝ๐ฎ๐ฟ๐ฒ๐ป๐๐ ๐๐ผ ๐ก๐ผ๐ ๐๐๐๐ผ๐บ๐ฎ๐๐ถ๐ฐ๐ฎ๐น๐น๐ ๐๐ฒ๐ฐ๐ผ๐บ๐ฒ ๐๐๐ฎ๐ฟ๐ฑ๐ถ๐ฎ๐ป๐. The...
info_outline #426 | Calling ALL Fellow Attorneys in NY & NJ
(๐ผ๐ก๐ก ๐๐๐๐ฌ๐๐ง๐จ ๐๐ฒ๐ฒ ๐ฏ๐ฒ๐น๐ผ๐ ๐ณ๐ผ๐ฟ ๐ฎ๐ป ๐ถ๐บ๐ฝ๐ผ๐ฟ๐๐ฎ๐ป๐ ๐ป๐ผ๐๐ฒ):
Have you ever wondered how to end your career on your own terms, while protecting your clients and harnessing the value of everything you've built?
Or, perhaps you're in search of a reliable partner for multi-state estate planning and probate matters?
Advocating for a wholistic client approach, in this short video Valerie Zammitti shares 3 ways we support fellow attorneys, whether youโre:
โ Licensed in either NY or NJ and need trusted support in the other;
โ Beginning to explore what your retirement could and should look like; or
โ Seeking to refer out-of-scope matters while still adding value to your clients.
๐ฅ Take a few minutes to watchโit could inspire your next strategic move for your practice and future.
For more information on Succession Planning or to schedule a Free Consultation, please go to ZLawyerLegacy.com. You can also watch our full-length video there or here: https://youtu.be/UMjtZCjRtfU
Watch now and let's connect.
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โผ๏ธ๐๐๐ ๐ฉ๐๐๐ช๐๐ฅ๐ฆ ๐๐ผ๐ฟ๐ธ๐ถ๐ป๐ด ๐๐ถ๐๐ต ๐ฎ๐ป๐ ๐ฎ๐๐๐ผ๐ฟ๐ป๐ฒ๐โ๐ต๐ฒ๐ฟ๐ฒโ๐ ๐ฎ ๐พ๐๐ฒ๐๐๐ถ๐ผ๐ป ๐๐ผ๐ ๐๐ต๐ผ๐๐น๐ฑ ๐ฏ๐ฒ ๐ฎ๐๐ธ๐ถ๐ป๐ด ๐๐ต๐ฒ๐บ ๐๐ฝ ๐ณ๐ฟ๐ผ๐ป๐: โIf something ever happened to you, what would happen to my case or plan?โ
Whether youโre hiring a lawyer for planning, probate, litigation, or anything elseโitโs critical to know if they have a succession plan in place.
Because ๐ฑ๐ณ๐ฐ๐ต๐ฆ๐ค๐ต๐ช๐ฏ๐จ ๐บ๐ฐ๐ถ๐ณ ๐ง๐ถ๐ต๐ถ๐ณ๐ฆ ๐ด๐ต๐ข๐ณ๐ต๐ด ๐ธ๐ช๐ต๐ฉ ๐ค๐ฉ๐ฐ๐ฐ๐ด๐ช๐ฏ๐จ ๐ฑ๐ณ๐ฐ๐ง๐ฆ๐ด๐ด๐ช๐ฐ๐ฏ๐ข๐ญ๐ด ๐ธ๐ฉ๐ฐ ๐ฉ๐ข๐ท๐ฆ ๐ด๐ฆ๐ค๐ถ๐ณ๐ฆ๐ฅ ๐ต๐ฉ๐ฆ๐ช๐ณ๐ด.
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Weโre here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐
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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:
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Family protection
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Simplicity and efficiency for our clients
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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 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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