Everything Estate Planning

Our goal is to provide valuable information so you can reach PEACE OF MIND through planning. FOLLOW NOW so you are armed with straight forward planning tips for when you're ready to get started! EASIEST WAY TO REACH US: https://www.zammittilaw.com http://www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerie’s natural care-giver tendency and aptitude for problem solving has served thousands of families in NY and NJ since 2007. THIS PODCAST -- Gain helpful tidbits Valerie acquired during too many years of school and throughout her years of practice to guide you on your planning journey. After your initial education is thoughtful planning and then…peace of mind! Within this podcast, you can expect some of the following topics and likely many others: Revocable trusts; living trusts; intervivos trusts Irrevocable trusts; asset protection trusts; Medicaid trusts Wills; last will and testament; simple will Power of Attorney; financial power of attorney Health proxy; health care power of attorney Living Will Trust funding - Real property; Business interests; Other assets Long term care considerations Probate; Surrogate’s Court; Trust administration; inheritance Tax considerations - Estate taxes; Inheritance taxes ; Gift taxes; Capital gains taxes; Income taxes Looking forward to sharing 2 minute planning tips to assist you! You can also find us here: Instagram = https://www.instagram.com/zammittilaw/ Facebook = https://www.facebook.com/zammittilaw LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F YouTube = https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ

#334 | 53% of Small Businesses Will Get Sued! 04/02/2025

#334 | 53% of Small Businesses Will Get Sued! #334 | 53% of Small Businesses Will Get Sued! 📣 𝗦𝗺𝗮𝗹𝗹 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗢𝘄𝗻𝗲𝗿𝘀, 𝗟𝗶𝘀𝘁𝗲𝗻 𝗨𝗽! 💥 Did you know up to 53% of small businesses face at least one lawsuit every year? 👀 And over a 20-year span? The odds skyrocket! In this episode we break down: 🔹Which industries are especially vulnerable 🔹The #1 mistake that leaves your personal assets exposed 🔹A simple structure that could save your business—and your home 𝗪𝗵𝗲𝘁𝗵𝗲𝗿 𝘆𝗼𝘂'𝗿𝗲 𝘀𝗲𝗹𝗹𝗶𝗻𝗴 𝗼𝗻 𝗘𝘁𝘀𝘆 𝗼𝗿 𝘀𝗰𝗮𝗹𝗶𝗻𝗴 𝗮 𝘁𝗲𝗰𝗵 𝘀𝘁𝗮𝗿𝘁𝘂𝗽, 𝘁𝗵𝗲 𝗿𝗶𝘀𝗸𝘀 𝗮𝗿𝗲 𝗿𝗲𝗮𝗹. Don’t wait until it’s too late. 👉 Listen now to learn how to protect what you’ve built. 📍 NY & NJ-based? Schedule a free consultation at YourPlanningAttorney.com -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35974385

#333 | Avoid These 8 Big Mistakes! 04/01/2025

#333 | Avoid These 8 Big Mistakes! #333 | Avoid These 8 Big Mistakes! 😱 𝗔𝗿𝗲 𝘆𝗼𝘂 𝘂𝗻𝗶𝗻𝘁𝗲𝗻𝘁𝗶𝗼𝗻𝗮𝗹𝗹𝘆 𝗽𝘂𝘁𝘁𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗳𝗮𝗺𝗶𝗹𝘆 𝗮𝘁 𝗿𝗶𝘀𝗸? 𝗬𝗼𝘂 𝗺𝗶𝗴𝗵𝘁 𝗯𝗲—𝗮𝗻𝗱 𝗻𝗼𝘁 𝗲𝘃𝗲𝗻 𝗸𝗻𝗼𝘄 𝗶𝘁. 👀 In this video, attorney Valerie Zammitti breaks down the 𝗧𝗼𝗽 𝟴 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗠𝗶𝘀𝘁𝗮𝗸𝗲𝘀 that people make every day, including: 🔹 The #1 mistake almost everyone makes before they even turn 30. 🔹 Why that DIY Will could be legally worthless 😬 🔹 How naming too few—or too many—people can backfire 🔹 And a sneaky issue that could leave you unable to help your kids in a crisis Valerie provides high-value estate planning services in NY and NJ, and in this episode, she offers essential insights to protect your loved ones and safeguard your legacy - no matter where you live. 👉 Listen now and avoid the missteps that could cost your family time, money, and peace of mind. -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35959185

#332 | Best Options for Mortgage Free Homeowners 03/31/2025

#332 | Best Options for Mortgage Free Homeowners #332 | Best Options for Mortgage Free Homeowners 🏡 𝗬𝗮𝘆 𝗬𝗼𝘂 - 𝗬𝗼𝘂 𝗣𝗮𝗶𝗱 𝗢𝗳𝗳 𝗬𝗼𝘂𝗿 𝗛𝗼𝘂𝘀𝗲! Now you've got 3 BIG OPTIONS to consider: ❌ Do nothing ❌ Transfer Ownership to Your Child's Name ✅ Protect Your Asset Listen to this brief podcast to learn which option keeps your home safe and secure for the future. Spoiler Alert: It's Ain't 1 or 2! -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35845700

#331 | 🤔 Will a Trust Affect My Property Tax Rebate? 03/28/2025

#331 | 🤔 Will a Trust Affect My Property Tax Rebate? #331 | 🤔 Will a Trust Affect My Property Tax Rebate? Curious if putting your home in an asset protection trust could mess with your property tax rebates? You might be surprised! 🏡💰 Before making any decisions, be sure to watch this short episode that breaks it all down — no fluff, just facts. Listen to find out what you really need to know! -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35845635

#330 | Disney Trip vs Estate Planning...One is Easier & Cheaper! 03/27/2025

#330 | Disney Trip vs Estate Planning...One is Easier & Cheaper! #330 | Disney Trip vs Estate Planning... One is Easier & Cheaper! ✨ Spoiler: It’s not the one with mouse ears. 🐭💸 We broke it down in a quick video that might surprise you—and significantly reduce your stress. ✅ Legally protect your kids and name guardians ✅ Avoid family drama and expensive court battles ✅ Make sure your wishes are always honored Your family will be thrilled with either option, but one will protect them for a lifetime. Listen Now! -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35845585

#329 | Mortgage Free? Do This Next! 03/26/2025

#329 | Mortgage Free? Do This Next! #329 | Mortgage Free? Do This Next! 🏡 𝗝𝘂𝘀𝘁 𝗽𝗮𝗶𝗱 𝗼𝗳𝗳 𝘆𝗼𝘂𝗿 𝗵𝗼𝗺𝗲? 𝗖𝗼𝗻𝗴𝗿𝗮𝘁𝘂𝗹𝗮𝘁𝗶𝗼𝗻𝘀! That’s a huge milestone — but now what? Before you celebrate too hard, consider this: ❗Your paid-off home is now fully exposed to lawsuits and creditors ❗Unexpected medical bills or accidents could put your asset at risk ❗Without the right plan, your home might not go to the people you intend Listen here to learn 𝘁𝗵𝗲 𝘃𝗲𝗿𝘆 𝗳𝗶𝗿𝘀𝘁 𝘁𝗵𝗶𝗻𝗴 𝘆𝗼𝘂 𝘀𝗵𝗼𝘂𝗹𝗱 𝘁𝗵𝗶𝗻𝗸 𝗮𝗯𝗼𝘂𝘁 𝗮𝗳𝘁𝗲𝗿 𝘆𝗼𝘂𝗿 𝗺𝗼𝗿𝘁𝗴𝗮𝗴𝗲 𝗶𝘀 𝗴𝗼𝗻𝗲. It could insulate and save your home! -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35845525

#328 | 🛡️Business Owners: Is Your Legacy at Risk? 03/25/2025

#328 | 🛡️Business Owners: Is Your Legacy at Risk? #328 | 🛡️Business Owners: Is Your Legacy at Risk? Your business is one of your most significant assets. — but what happens if it’s not properly protected? What even is business protection planning? Consider these critical risks you can't afford to ignore: • Family disputes over ownership or control • Costly legal battles or business interruptions • Loss of value or forced sale if something happens to you 👀 Don’t leave your life’s work to chance. Listen to learn the best strategies for protecting your business and securing your legacy. 👉 Click to listen now — your future self will thank you. businessprotection,businessplanning,businessprotectionplanning,successionplanning -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35845500

#327 | Don't Listen to This if You Love Red Tape! 03/24/2025

#327 | Don't Listen to This if You Love Red Tape! #327 | Don't Listen to This if You Love Red Tape! 🚨 If you own property but don’t have an estate plan (or even just a will), your loved ones could be in for a nightmare of paperwork, delays, and court battles. 😨 🏛️ Probate – A long, expensive legal process that ties up your assets. ⏳ Court Delays – Waiting months just for an appointment to move forward. 💰 Creditor Period – Required waiting time before heirs can even access what’s theirs. Your hard-earned property could be stuck in legal limbo, costing everyone time, money, and stress. But there’s a way to protect your assets before it’s too late. Listen 𝗡𝗢𝗪 𝘁𝗼 𝗹𝗲𝗮𝗿𝗻 𝗵𝗼𝘄 𝘁𝗼 𝗸𝗲𝗲𝗽 𝘆𝗼𝘂𝗿 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗮𝘀𝘀𝗲𝘁𝘀 𝘀𝗮𝗳𝗲 𝘁𝗼𝗱𝗮𝘆 𝗮𝗻𝗱 𝗼𝘂𝘁 𝗼𝗳 𝗰𝗼𝘂𝗿𝘁 𝗹𝗮𝘁𝗲𝗿! -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35793490

#326 | Tenants Could Come After You, Personally! 03/21/2025

#326 | Tenants Could Come After You, Personally! #326 | Your Tenants Could Come After You, Personally! 🚨 𝗥𝗲𝗻𝘁𝗮𝗹 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗢𝘄𝗻𝗲𝗿𝘀 – 𝗔𝗿𝗲 𝗬𝗼𝘂𝗿 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗔𝘀𝘀𝗲𝘁𝘀 𝗮𝘁 𝗥𝗶𝘀𝗸? 🚨 Imagine this: 🐕 Your tenant’s dog bites a neighbor. 😱 A tenant's guest slips and falls on your property. 🛠️ An unforeseen maintenance issue leads to costly damage to your tenant or their things. In the event of a lawsuit, it could be 𝘺𝘰𝘶𝘳 𝘱𝘦𝘳𝘴𝘰𝘯𝘢𝘭 𝘴𝘢𝘷𝘪𝘯𝘨𝘴, 𝘩𝘰𝘮𝘦, 𝘰𝘳 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴 𝘵𝘩𝘢𝘵 𝘢𝘳𝘦 𝘢𝘵 𝘳𝘪𝘴𝘬. As a rental property owner, understanding how to protect yourself from unexpected legal and financial troubles is crucial. 🏡💼 Don't wait until it's too late! Watch now to learn how smart investors shield their personal assets from costly lawsuits. Listen Now – your financial future depends on it! -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35793575

#325 | The Conversation With Aging Parents You Can't Afford to Avoid 03/20/2025

#325 | The Conversation With Aging Parents You Can't Afford to Avoid #325 | The Conversation With Aging Parents You Can't Afford to Avoid ❗ 𝗧𝗵𝗲 𝗧𝗼𝘂𝗴𝗵 𝗧𝗮𝗹𝗸 𝗘𝘃𝗲𝗿𝘆 𝗔𝗱𝘂𝗹𝘁 𝗖𝗵𝗶𝗹𝗱 𝗡𝗲𝗲𝗱𝘀 𝘁𝗼 𝗛𝗮𝘃𝗲 𝗪𝗶𝘁𝗵 𝗠𝗼𝗺 & 𝗗𝗮𝗱 — Today Are you juggling the responsibilities of caring for your aging parents while also looking after your own children? Ensuring everyone's happiness, health, and protection can be challenging. As you transition into caretaker for your parents, making sure they have proper protection planning is crucial. ❓ How do you even 𝘀𝘁𝗮𝗿𝘁 𝘁𝗵𝗲 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 about estate planning without it feeling uncomfortable? ❓ What happens if your parents don’t have a plan—𝘄𝗶𝗹𝗹 𝘆𝗼𝘂 𝗳𝗶𝗻𝗱 𝘆𝗼𝘂𝗿𝘀𝗲𝗹𝗳 𝗯𝘂𝗿𝗱𝗲𝗻𝗲𝗱 𝘄𝗶𝘁𝗵 𝗰𝗼𝘀𝘁𝗹𝘆 𝗹𝗲𝗴𝗮𝗹 𝗯𝗮𝘁𝘁𝗹𝗲𝘀 𝗮𝗻𝗱 𝗳𝗮𝗺𝗶𝗹𝘆 𝘀𝘁𝗿𝗲𝘀𝘀? ❓ Could you unintentionally be 𝗽𝘂𝘁𝘁𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗼𝘄𝗻 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗳𝘂𝘁𝘂𝗿𝗲 𝗮𝘁 𝗿𝗶𝘀𝗸 if their affairs aren’t in order? The reality is, your involvement is crucial — Just as you continue to influence your teenage and adult children, your aging parents will increasingly depend on your help and guidance. 𝘔𝘢𝘬𝘪𝘯𝘨 𝘴𝘶𝘳𝘦 𝘵𝘩𝘦𝘺 𝘩𝘢𝘷𝘦 𝘢 𝘴𝘰𝘭𝘪𝘥 𝘱𝘭𝘢𝘯 𝘪𝘯 𝘱𝘭𝘢𝘤𝘦 𝘴𝘢𝘧𝘦𝘨𝘶𝘢𝘳𝘥𝘴 𝘵𝘩𝘦𝘮, 𝘺𝘰𝘶, 𝘢𝘯𝘥 𝘵𝘩𝘦 𝘳𝘦𝘴𝘵 𝘰𝘧 𝘺𝘰𝘶𝘳 𝘧𝘢𝘮𝘪𝘭𝘺. -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35791225

#324 | Hidden Risks for the Sandwich Generation 03/18/2025

#324 | Hidden Risks for the Sandwich Generation #324 | Hidden Risks for the Sandwich Generation 🥪𝗔𝗿𝗲 𝗬𝗼𝘂 𝗦𝘁𝘂𝗰𝗸 𝗶𝗻 𝘁𝗵𝗲 𝗠𝗶𝗱𝗱𝗹𝗲? If you're in your 40s, 50s, or early 60s, chances are you're balancing aging parents AND adult children—welcome to the 𝘚𝘢𝘯𝘥𝘸𝘪𝘤𝘩 𝘎𝘦𝘯𝘦𝘳𝘢𝘵𝘪𝘰𝘯. But while you’re busy making sure everyone is taken care of… who’s looking out for YOU? ❓ What happens if your adult child has a medical emergency or accident? Who will make decisions for them if they don’t have the right legal documents? ❓ If they’re over 18, did you know you may not have automatic rights to help them in a crisis? ❓ How can you ensure that your family is prepared for life’s unexpected turns? As a key decision-maker for both your parents and your children, your input matters more than ever. The risks are real—take action today! Our latest podcast discusses why incapacity planning is a must for your adult kids AND how to safeguard your own future. 👉 Click to listen now! -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35738095

#323 | Multiple Properties Could Mean Multiple Probates! 03/17/2025

#323 | Multiple Properties Could Mean Multiple Probates! #323 | Mulitple Properties Could Mean Multiple Probates! 🏠🏠 𝗢𝗪𝗡 𝗣𝗥𝗢𝗣𝗘𝗥𝗧𝗬 𝗜𝗡 𝗠𝗨𝗟𝗧𝗜𝗣𝗟𝗘 𝗦𝗧𝗔𝗧𝗘𝗦? 𝗜𝗺𝗮𝗴𝗶𝗻𝗲 𝗣𝗿𝗼𝗯𝗮𝘁𝗲 𝗶𝗻 𝗘𝘃𝗲𝗿𝘆 𝗦𝗶𝗻𝗴𝗹𝗲 𝗢𝗻𝗲! Do you own vacation homes or rental properties in various states? Have you thought about what will happen to them when you pass away? 🤔 ❓ Did You Know❓ 😱 Your loved ones could face unnecessary delays and legal headaches to access or sell them. 💰 Your family could have to deal with probate in multiple states - costing valuable time & money. ❗There IS a way to simplify everything and keep your estate out of multiple probate courts! Catch our latest podcast to learn the #1 estate planning tool that protects your properties and your loved ones. Don’t wait until it’s too late! 👉 Click to listen now! -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35737840

#322 | POD/TOD Die Hards, Listen Up! 03/13/2025

#322 | POD/TOD Die Hards, Listen Up! #322 | POD/TOD Die Hards, Listen Up! We've had a few comments from viewers that suggest a TOD (Transfer on Death) or POD (Payable on Death) accounts could serve as viable alternatives to a Will or Trust. — but here’s the truth: 𝗧𝗵𝗲𝘆’𝗿𝗲 𝗻𝗼𝘁 𝗮 𝗰𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻! 😱 There is no "one-size-fits-all" plan when it comes to estate planning and protecting your family, which means a Trust isn't always the best choice either. But 𝗵𝗮𝘃𝗶𝗻𝗴 𝗮 𝗽𝗹𝗮𝗻 𝗶𝘀 𝗮𝗯𝘀𝗼𝗹𝘂𝘁𝗲𝗹𝘆 𝗻𝗲𝗰𝗲𝘀𝘀𝗮𝗿𝘆! Listen to our latest podcast to understand why relying on 𝗧𝗢𝗗/𝗣𝗢𝗗 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝘀 𝗶𝘀 𝗷𝘂𝘀𝘁 𝗮𝘀 𝗿𝗶𝘀𝗸𝘆 𝗮𝘀 𝗵𝗮𝘃𝗶𝗻𝗴 𝗡𝗢 𝗣𝗹𝗮𝗻 at all — and why you should consider alternative strategies! -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. 𝘢𝘵𝘵𝘰𝘳𝘯𝘦𝘺 𝘢𝘥𝘷𝘦𝘳𝘵𝘪𝘴𝘪𝘯𝘨 /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35672765

#321 | 💰Got Gold? Don’t Make This Estate Planning Mistake! 03/12/2025

#321 | 💰Got Gold? Don’t Make This Estate Planning Mistake! #321 | 💰Got Gold? Don’t Make This Estate Planning Mistake! 💰 You’ve invested in gold. Great! Have you secured it properly? What will happen to it when you're no longer here? 🤔 ❓ How safe is your gold?❓ Will your heirs be able to access it according to 𝘺𝘰𝘶𝘳 wishes? ❓ Will it need to go through probate? Gold is a valuable asset, but without the right planning, it can turn into a substantial headache. 😬 👉 Listen now to learn how to protect your gold and secure your legacy! -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. (attorney advertising) /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35662475

#320 | The Truth About Gifting Accounts - Don't Make This Mistake! 03/10/2025

#320 | The Truth About Gifting Accounts - Don't Make This Mistake! #320 | 📢 𝗧𝗵𝗲 𝗧𝗿𝘂𝘁𝗵 𝗔𝗯𝗼𝘂𝘁 𝗚𝗶𝗳𝘁𝗶𝗻𝗴 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝘀 – 𝗗𝗼𝗻’𝘁 𝗠𝗮𝗸𝗲 𝗧𝗵𝗶𝘀 𝗠𝗶𝘀𝘁𝗮𝗸𝗲! Considering gifting accounts to your children? Think again! This seemingly harmless estate planning strategy might come with unexpected tax liabilities, creditor risks, and potential family disputes. This common estate planning move can create major headaches down the road. This episode explains why this strategy often backfires—and what to do instead to to safeguard your assets and provide for your loved ones more effectively. Listen now to discover a smarter approach to managing your estate! 💬 Got questions? Drop them below & share to help others avoid costly mistakes. . -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35562600

#319 | 𝗪𝗵𝘆 𝗣𝗢𝗗 & 𝗧𝗢𝗗 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝘀 𝗖𝗼𝘂𝗹𝗱 𝗕𝗲 𝗮 𝗖𝗼𝘀𝘁𝗹𝘆 𝗠𝗶𝘀𝘁𝗮𝗸𝗲! 03/07/2025

#319 | 𝗪𝗵𝘆 𝗣𝗢𝗗 & 𝗧𝗢𝗗 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝘀 𝗖𝗼𝘂𝗹𝗱 𝗕𝗲 𝗮 𝗖𝗼𝘀𝘁𝗹𝘆 𝗠𝗶𝘀𝘁𝗮𝗸𝗲! #319 | 🚨𝗪𝗵𝘆 𝗣𝗢𝗗 & 𝗧𝗢𝗗 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝘀 𝗖𝗼𝘂𝗹𝗱 𝗕𝗲 𝗮 𝗖𝗼𝘀𝘁𝗹𝘆 𝗠𝗶𝘀𝘁𝗮𝗸𝗲! Thinking of using Payable on Death (POD) or Transfer on Death (TOD) for your estate? Think again! 🚨 While they appear straightforward, they can lead to complicated legal challenges for your loved ones, leaving them unprotected and vulnerable. 😨 Our latest episode explores these risks and provides a smarter, more secure way to protect your assets and beneficiaries. Don't make a costly mistake — Listen now to learn the best approach! -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35562060

#318 | Estate Planning & AI - Game Changer or Just Hype? 03/06/2025

#318 | Estate Planning & AI - Game Changer or Just Hype? #318 | 🤖 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 & 𝗔𝗜 — 𝗚𝗮𝗺𝗲 𝗖𝗵𝗮𝗻𝗴𝗲𝗿 𝗼𝗿 𝗝𝘂𝘀𝘁 𝗛𝘆𝗽𝗲? Artificial Intelligence is revolutionizing countless industries, and estate planning is no exception. But can AI really replace expert legal advice? 🤔 In this video we break down 𝘩𝘰𝘸 𝘈𝘐 𝘪𝘴 𝘴𝘩𝘢𝘱𝘪𝘯𝘨 𝘵𝘩𝘦 𝘪𝘯𝘥𝘶𝘴𝘵𝘳𝘺, 𝘸𝘩𝘦𝘳𝘦 𝘪𝘵 𝘧𝘢𝘭𝘭𝘴 𝘴𝘩𝘰𝘳𝘵, 𝘢𝘯𝘥 𝘸𝘩𝘺 𝘢𝘴𝘬𝘪𝘯𝘨 𝘵𝘩𝘦 𝘳𝘪𝘨𝘩𝘵 𝘲𝘶𝘦𝘴𝘵𝘪𝘰𝘯𝘴 𝘪𝘴 𝘦𝘷𝘦𝘳𝘺𝘵𝘩𝘪𝘯𝘨. 🎥 Watch now to see what AI can (and can’t) do when it comes to protecting your future! 👇 Drop your thoughts in the comments! Would you trust AI with your estate plan? -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35560915

#317 | How the Probate Process Affects Minor Children 03/05/2025

#317 | How the Probate Process Affects Minor Children #317 | How the Probate Process Affects Minor Children ❗ Even with a trust in place, the court must step in when minor children inherit assets. 🤍 Naming a guardian in your will, someone you trust with your children, is essential—but what if circumstances change? Listen to this episode to learn: ✅ Why the court plays a role in probate when minors inherit ✅ How conflicts of interest impact financial guardianship ✅ The most common mistake parents make when choosing guardians 🔄 Please 𝘚𝘩𝘢𝘳𝘦 this post and help a friend protect their family! 💙 -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35535155

#316 | You Earned It. Protect It! 03/04/2025

#316 | You Earned It. Protect It! #316 | You Earned It. Protect It! 𝗖𝗼𝗻𝗴𝗿𝗮𝘁𝘂𝗹𝗮𝘁𝗶𝗼𝗻𝘀 𝗼𝗻 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗣𝗮𝘆𝗶𝗻𝗴 𝗢𝗳𝗳 𝗬𝗼𝘂𝗿 𝗛𝗼𝗺𝗲! 🎉 Now What?! 🏠 Should you tap into your home’s equity—or protect it? 🏥 What if unexpected medical costs arise? 💼 Even with insurance, could you still lose your assets? 🚨 The answers may surprise you! In this episode, we'll show you how to safeguard the assets you've worked so hard to build and ensure your family's future security. 📌 Listen/Download now & share with someone who needs to hear this! -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35534670

#315 | You Doing This Benefits Everyone 03/03/2025

#315 | You Doing This Benefits Everyone #315 | You Doing This Benefits Everyone We are often called the "sandwich generation," and the choices we make today have far-reaching implications for everyone in our lives. By taking a few straightforward steps now, we can save ourselves and our families a significant amount of time, money, and frustration. It begins with us—we need to prioritize our own well-being first. Only then can we effectively support those we love in the generations that depend on us. -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35518885

#314 | Do I Have to Use the Sale Proceeds to Pay the Debt? 02/28/2025

#314 | Do I Have to Use the Sale Proceeds to Pay the Debt? #314 | Do I Have to Use the Sale Proceeds to Pay the Debt? 𝗚𝗿𝗲𝗮𝘁 𝗩𝗶𝗲𝘄𝗲𝗿 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻: If you inherit your mother's house, do you the credit card bills have to be paid from the proceeds of the sale? Welcome to the world of creditor claims. Curious to get all the details and clear up any confusion? Listen to this insightful podcast now and get the answers you need to navigate this challenging situation with confidence. Click here to watch the video and find out more! -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35425845

#313 | How to Propel the Probate Process 02/27/2025

#313 | How to Propel the Probate Process #313 | How to Propel the Probate Process Facing This Probate Challenge? You're a beneficiary, the 𝘀𝗹𝗼𝘄-𝗺𝗼𝘃𝗶𝗻𝗴 𝗽𝗿𝗼𝗯𝗮𝘁𝗲 process is really frustrating, and you feel you've been 𝗹𝗲𝗳𝘁 𝗶𝗻 𝘁𝗵𝗲 𝗱𝗮𝗿𝗸. You might be curious about the estate’s value, wondering how you ended up in the will or trust, or feeling anxious because the executor or trustee isn't keeping you informed. Maybe you even thought you'd have received some inheritance by now. So what can you do? Listen now to gain the clarity and peace of mind you deserve. 𝗟𝗲𝗮𝗿𝗻 𝗵𝗼𝘄 𝘁𝗼 𝗻𝗮𝘃𝗶𝗴𝗮𝘁𝗲 𝘁𝗵𝗲 𝗽𝗿𝗼𝗯𝗮𝘁𝗲 𝗽𝗿𝗼𝗰𝗲𝘀𝘀 𝗺𝗼𝗿𝗲 𝘀𝗺𝗼𝗼𝘁𝗵𝗹𝘆 𝗮𝗻𝗱 𝗲𝗻𝘀𝘂𝗿𝗲 𝘆𝗼𝘂𝗿 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝘀 𝗮𝗿𝗲 𝗽𝗿𝗼𝘁𝗲𝗰𝘁𝗲𝗱. You owe it to yourself to stay informed and take action! -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35425905

#312 | Can a Mortgaged Property Go In ANY Type of Trust? 02/26/2025

#312 | Can a Mortgaged Property Go In ANY Type of Trust? #312 | 𝗙𝗔𝗤: 𝗖𝗮𝗻 𝗮 𝗠𝗼𝗿𝘁𝗴𝗮𝗴𝗲𝗱 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗕𝗲 𝗣𝗹𝗮𝗰𝗲𝗱 𝗶𝗻 𝘼𝙣𝙮 𝗧𝘆𝗽𝗲 𝗼𝗳 𝗧𝗿𝘂𝘀𝘁? Placing a mortgaged property into a trust is possible but involves various considerations and potential restrictions. Attorney opinions can differ on this topic. Some advocate for more aggressive approach while others prefer a conservative strategy for increased protection. This episode breaks down the key issues and provides essential insights that could make all the difference for your financial future. Don't miss out—listen now! -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35424400

#311 | Help Me Leave My Half to My Daughter 02/25/2025

#311 | Help Me Leave My Half to My Daughter #311 | Help Me Leave My Half to My Daughter Viewer Question: "I live in the house that my sister and I inherited from our mother. If something were to happen to me, what happens to my half? I want my share of the property to go to my daughter." Achieving this goal largely depends on how the house is titled and whether there is a comprehensive estate plan in place to clearly outline your wishes. This episode will guide you through the essential steps to ensure your plans are executed smoothly and your loved ones are taken care of according to your wishes. -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35424340

#310 | It Might Still be Valid & You May be Out of Luck 02/24/2025

#310 | It Might Still be Valid & You May be Out of Luck #310 | It Might Still be Valid & You May be Out of Luck If my father appointed me as the executor of his will 30-40 years ago, is it still valid? While it might still hold validity, it could also be outdated and no longer relevant. If you're listening to this podcast, you can access the referenced timeline at to determine where you stand and if it's time to update your father’s plan and your own as well. -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35414965

#309 | What if the Attorney Also Dies? 02/21/2025

#309 | What if the Attorney Also Dies? #309 | What if the Attorney Also Dies? Imagine you're unable to find the original will, and the attorney who handled it has also passed away. What do you do? Who can you turn to for help? How do you even begin the estate administration process? Unfortunately, it's not uncommon for estate planning attorneys to leave their practice without any contingency plans in place. Here are some steps you can take to navigate this situation and get the assistance you need. -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35336810

#308 | Where Do I Find the Estate's Debt? 02/20/2025

#308 | Where Do I Find the Estate's Debt? #308 | Where Do I Find the Estate's Debt? When someone passes away and you are appointed as the Trustee or Executor, how do you ascertain the estate's debt? Where should you begin? How much time and effort will be required to settle the debt? Is there a risk of personal liability if you're managing the estate administration? Get the insights you need here to confidently navigate estate administration and understand your obligations. -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35336565

#307 | Who's Looking Out For ME? 02/19/2025

#307 | Who's Looking Out For ME? #307 | 𝗪𝗵𝗼'𝘀 𝗟𝗼𝗼𝗸𝗶𝗻𝗴 𝗢𝘂𝘁 𝗙𝗼𝗿 𝗠𝗘? When a beneficiary is stuck in probate limbo, do they have any recourse? Do they need to hire their own attorney? If so, what qualities or qualifications should they look for? The options available can vary depending on the situation and family dynamics. Here are a few key points to consider. -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35335645

#306 | Can I Buy Gran's House Before She Dies? 02/18/2025

#306 | Can I Buy Gran's House Before She Dies? #306 | Can I Buy Gran's House Before She Dies? Granny's Trust stipulates that I buy her house upon her death, but I'd like to buy it now. Is this legal? Are there 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀 𝗼𝗿 𝗿𝗶𝘀𝗸𝘀 that I should know about? How complicated is it to purchase the house in trust 𝘣𝘦𝘧𝘰𝘳𝘦 her passing? Here are some important considerations before making any final decisions. . 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35334695

#305 | How to (Properly) Transfer Real Property to a Trust 02/17/2025

#305 | How to (Properly) Transfer Real Property to a Trust #305 | 𝗛𝗼𝘄 𝘁𝗼 (𝗣𝗿𝗼𝗽𝗲𝗿𝗹𝘆) 𝗧𝗿𝗮𝗻𝘀𝗳𝗲𝗿 𝗬𝗼𝘂𝗿 𝗥𝗲𝗮𝗹 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝘁𝗼 𝗮 𝗧𝗿𝘂𝘀𝘁 Transferring real property to a trust involves more than just the transfer itself; it also requires updating your homeowner's policy. There are four essential steps, and you'll definitely want to have expert legal guidance when doing so. Also, if you have property in multiple states, be sure your local attorney is willing to coordinate with out-of-state counsel to facilitate these transfers as well. -- 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: -- We provide PEACE OF MIND to families through estate planning, elder law and probate matters. Our firm rests on three core pillars: Family protection Simplicity and efficiency for our clients 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 = Instagram = TikTok = YouTube = LinkedIn = -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/35318985

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