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
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#192 | 𝗛𝗼𝘄 𝗪𝗶𝗹𝗹 𝗜 𝗞𝗻𝗼𝘄 𝗶𝗳 𝗜'𝗺 𝗶𝗻 𝗮 𝗪𝗶𝗹𝗹?
05/17/2024
#192 | 𝗛𝗼𝘄 𝗪𝗶𝗹𝗹 𝗜 𝗞𝗻𝗼𝘄 𝗶𝗳 𝗜'𝗺 𝗶𝗻 𝗮 𝗪𝗶𝗹𝗹?
#192 | 𝗛𝗼𝘄 𝗪𝗶𝗹𝗹 𝗜 𝗞𝗻𝗼𝘄 𝗶𝗳 𝗜'𝗺 𝗶𝗻 𝗮 𝗪𝗶𝗹𝗹? Are you a beneficiary? How do you know if you're listed in a Last Will and Testament? Who should you ask? What if someone has already passed away? -- 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.
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#191 | 𝗗𝗼 𝗪𝗲 𝗛𝗮𝘃𝗲 𝘁𝗼 𝗦𝘁𝗮𝗿𝘁 𝗔𝗹𝗹 𝗢𝘃𝗲𝗿?!
05/16/2024
#191 | 𝗗𝗼 𝗪𝗲 𝗛𝗮𝘃𝗲 𝘁𝗼 𝗦𝘁𝗮𝗿𝘁 𝗔𝗹𝗹 𝗢𝘃𝗲𝗿?!
#191 | 𝗗𝗼 𝗪𝗲 𝗛𝗮𝘃𝗲 𝘁𝗼 𝗦𝘁𝗮𝗿𝘁 𝗔𝗹𝗹 𝗢𝘃𝗲𝗿?! If a new asset is found, do you have to reopen an estate? What if the probate process has been completed? What if it's been a while? Either way, we'll help you get it done right. -- 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.
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#190 | 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗢𝗳𝗳𝗶𝗰𝗲𝗿 𝘃 𝗢𝘄𝗻𝗲𝗿 - 𝗪𝗵𝗮𝘁'𝘀 𝘁𝗵𝗲 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝗰𝗲?
05/15/2024
#190 | 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗢𝗳𝗳𝗶𝗰𝗲𝗿 𝘃 𝗢𝘄𝗻𝗲𝗿 - 𝗪𝗵𝗮𝘁'𝘀 𝘁𝗵𝗲 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝗰𝗲?
#190 | 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗢𝗳𝗳𝗶𝗰𝗲𝗿 𝘃 𝗢𝘄𝗻𝗲𝗿 - 𝗪𝗵𝗮𝘁'𝘀 𝘁𝗵𝗲 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝗰𝗲? And how does this apply to estate planning? What happens if an officer passes? What about the owner? This video gets down to business. -- 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.
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#189 | Joint Tenants - What Happens When One of Us Passes?
05/14/2024
#189 | Joint Tenants - What Happens When One of Us Passes?
#189 | 𝗝𝗼𝗶𝗻𝘁 𝗧𝗲𝗻𝗮𝗻𝘁𝘀 - 𝗪𝗵𝗮𝘁 𝗛𝗮𝗽𝗽𝗲𝗻𝘀 𝗪𝗵𝗲𝗻 𝗢𝗻𝗲 𝗼𝗳 𝗨𝘀 𝗣𝗮𝘀𝘀𝗲𝘀? Do you get a 𝘀𝘁𝗲𝗽-𝘂𝗽 𝗯𝗮𝘀𝗶𝘀 at the death of the first person, with a married a couple, if you own the home as 𝗷𝗼𝗶𝗻𝘁 𝘁𝗲𝗻𝗮𝗻𝘁𝘀 𝘄𝗶𝘁𝗵 𝗿𝗶𝗴𝗵𝘁 𝗼𝗳 𝘀𝘂𝗿𝘃𝗶𝘃𝗼𝗿𝘀𝗵𝗶𝗽? What are joint tenants? What is right of survivorship? What happens when one passes away? How does capital gains apply? This is actually a tax question, but we've got you covered! -- 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.
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#188 | When Should You Have a Revocable Trust?
05/13/2024
#188 | When Should You Have a Revocable Trust?
#188 | When Should You Have a Revocable Trust? 𝗪𝗵𝗲𝗻 𝗗𝗼 𝗬𝗼𝘂 𝗡𝗲𝗲𝗱 𝗮 𝗥𝗲𝘃𝗼𝗰𝗮𝗯𝗹𝗲 𝗧𝗿𝘂𝘀𝘁? Some individuals and families may be well protected with just a Will plan alone. However, estate planning is never a one and done solution. So, when do you know it's time to add a Trust into the mix? This video outlines a few key parameters to think about and make sure you are getting the most from your 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.
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#187 | What is Capital Gains in Florida?
05/11/2024
#187 | What is Capital Gains in Florida?
#187 | 𝗪𝗵𝗮𝘁 𝗶𝘀 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗚𝗮𝗶𝗻𝘀 𝗶𝗻 𝗙𝗟? So Capital Gains are always Federal, but they do vary state by state. So how do they work in Florida? Let's find out. -- 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.
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#186 | Is YOUR Trust Worded Correctly?!
05/09/2024
#186 | Is YOUR Trust Worded Correctly?!
#186 | Is YOUR Trust Worded Correctly?! What happens if a life tenant in a house held in Trust has to go to a nursing home? Some of it depends on how your Trust is worded and/or what your local state law says. Make sure you and your parents are properly protected! -- 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. Estateplanning,attorney,lawyer,estateplanninglawyer,estateplanningattorney,yourplanningattorney,nyattorney,nylawyer,njattorney,probate,wills,trusts,familyprotection
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#185 | The House is Mine. Why Am I Not on the Title?
05/07/2024
#185 | The House is Mine. Why Am I Not on the Title?
#185 | The House is Mine. Why Am I Not on the Title? 𝗕𝗶𝗴 𝗤𝘂𝗮𝗻𝗱𝗮𝗿𝘆. 𝗦𝗶𝗺𝗽𝗹𝗲 𝗔𝗻𝘀𝘄𝗲𝗿. The Question: Why isn't my name on the house title if I inherited if from my mother? Basically there is a a process to transfer title and this video will help you know where to begin. -- 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.
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#184 | What if Stepmom Doesn't Follow the Trust?
04/29/2024
#184 | What if Stepmom Doesn't Follow the Trust?
#184 | What if Stepmom Doesn't Follow the Trust? Let's talk Marital Trusts. What do they do? How flexible are they? What if stepmom doesn't follow the marital trust? Do the children have any rights? -- 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.
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#183 | Can I Work on Medicaid & SSI?
04/29/2024
#183 | Can I Work on Medicaid & SSI?
#183 | Can I Work on Medicaid & SSI? -- 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.
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#182 | Is My Will Still Valid?
04/27/2024
#182 | Is My Will Still Valid?
#182 | Is My Will Still Valid? If you move out of state, does your Will move with you? Sort, of. Should it be updated? Probably. Listen to learn why. -- 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.
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#181 | Can Non U.S. Citizens Be Beneficiaries?
04/25/2024
#181 | Can Non U.S. Citizens Be Beneficiaries?
#181 | Can Non U.S. Citizens Be Beneficiaries? 𝗖𝗮𝗻 𝗮 𝗡𝗮𝘁𝘂𝗿𝗮𝗹𝗶𝘇𝗲𝗱 𝗨.𝗦. 𝗖𝗶𝘁𝗶𝘇𝗲𝗻 𝗡𝗮𝗺𝗲 𝗮 𝗡𝗼𝗻-𝗨.𝗦. 𝗖𝗶𝘁𝗶𝘇𝗲𝗻 𝗮𝘀 𝗮 𝗕𝗲𝗻𝗲𝗳𝗶𝗰𝗶𝗮𝗿𝘆? Does a naturalized citizen have the same estate planning protection as a U.S.-born citizen? Can either name a non-U.S. citizen as a beneficiary in their estate plan? If so, how does it work? Are there any risks? -- 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.
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#180 | What Does "Irrevocable" Mean?
04/22/2024
#180 | What Does "Irrevocable" Mean?
#180 | What Does Irrevocable Mean? According to the 𝘔𝘪𝘳𝘳𝘪𝘢𝘮-𝘞𝘦𝘣𝘴𝘵𝘦𝘳 𝘥𝘦𝘧: "𝘯𝘰𝘵 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦 𝘵𝘰 𝘳𝘦𝘷𝘰𝘬𝘦 : 𝘜𝘕𝘈𝘓𝘛𝘌𝘙𝘈𝘉𝘓𝘌" the answer seems obvious. But, is that what "Irrevocable" really means in estate planning? The answer might surprise you! -- 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.
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#179 | What Should the Snowbirds Do?
04/19/2024
#179 | What Should the Snowbirds Do?
#179 | What Should the Snowbirds Do? Are you a snowbird? Do you live in one state but own properties somewhere else? Do you need multiple Trusts? Don't worry. It's not as complicated as you might think! # | TITLE -- 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.
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#178 | Do I Pay Capital Gains if I Sell My Vacation Home?
04/17/2024
#178 | Do I Pay Capital Gains if I Sell My Vacation Home?
#178 | Do I Pay Capital Gains if I Sell My Vacation Home? If you sell a vacation home that wasn't your primary residence, then you will likely pay capital gains. Why and how does it work? We give you a quick break down, with some specific examples to help you crunch your own numbers. -- 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.
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#177 | What is the Best Trust for ME?
04/15/2024
#177 | What is the Best Trust for ME?
#177 | What is the Best Trust for ME? Real Life Scenario: She's a Widow with adult children and a paid-off home. What do you think is the BEST TRUST for her at this point in her life? The answer might not be what you think. -- 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.
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#176 | Are You Getting the Best Value From Your Estate Planning Attorney?
03/26/2024
#176 | Are You Getting the Best Value From Your Estate Planning Attorney?
#176 | Are You Getting the Best Value From Your Estate Planning Attorney? Estate Planning is NOT preparing some documents and then never talking to your attorney again. At least it shouldn't be. Your estate planning attorney should be there for you and your family throughout the years. This podcast outlines just a few key things you should expect from them and why. -- 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.
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#175 | Holy Cannoli! He's Been There HOW Long?!
03/25/2024
#175 | Holy Cannoli! He's Been There HOW Long?!
#175 | Holy Cannoli! He's Been There HOW Long?! What would say about my brother living in our mother's house since she passed away...TEN YEARS AGO? Here's exactly what I think about that. -- 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.
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#174 | Dad Passed Away 4 Years Ago. Where Do We Start?
03/23/2024
#174 | Dad Passed Away 4 Years Ago. Where Do We Start?
#174 | Dad Passed Away 4 Years Ago. Where Do We Start? The scene: A parent passes away years ago without a Will and the estate has never gone through the Probate Process. Where should you start? What comes next? -- 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.
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#173 | Can They Take the House if I'm Paying the Mortgage?
03/21/2024
#173 | Can They Take the House if I'm Paying the Mortgage?
#173 | Can They Take the House if I'm Paying the Mortgage? -- 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.
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#172 | When the Trustee Goes Dark
03/19/2024
#172 | When the Trustee Goes Dark
#172 | When the Trustee Goes Dark What should you do if your brother is the Trustee, but he isn't doing anything and refuses to talk to any of you? Find out on this episode. -- 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. Estateplanning,attorney,lawyer,estateplanninglawyer,estateplanningattorney,yourplanningattorney,nyattorney,nylawyer,njattorney,probate,wills,trusts,familyprotection
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#171 | Do You Need a TIN for a Transfer on Death Deed?
03/18/2024
#171 | Do You Need a TIN for a Transfer on Death Deed?
#171 | Do You Need a TIN for a Transfer on Death Deed? -- 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.
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#170 | The Will May be Irrelevant
03/15/2024
#170 | The Will May be Irrelevant
#170 | The Will May be Irrelevant -- 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.
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#169 | How to Get the Step Up Cost Basis
03/14/2024
#169 | How to Get the Step Up Cost Basis
#169 | How to Get the Step Up Cost Basis -- 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.
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#168 | Your Attorney Should be a Resource For You
03/13/2024
#168 | Your Attorney Should be a Resource For You
#168 | Your Attorney Should be a Resource For You -- 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.
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#167 | Can Medicaid Put a Lien on My Home?
03/12/2024
#167 | Can Medicaid Put a Lien on My Home?
#167 | Can Medicaid Put a Lien on My 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.
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#166 | Can The Nursing Home Take My Friend's Pension?
03/11/2024
#166 | Can The Nursing Home Take My Friend's Pension?
#166 | Can The Nursing Home Take My Friend's Pension? -- 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.
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#165 | What if I Move Out of State?
03/10/2024
#165 | What if I Move Out of State?
#165 | What if I Move Out of State? -- 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.
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#164 | Does My Stepmom Owe me Money?
03/09/2024
#164 | Does My Stepmom Owe me Money?
#164 | Does My Stepmom Owe me Money? -- 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. Estateplanning,attorney,lawyer,estateplanninglawyer,estateplanningattorney,yourplanningattorney,nyattorney,nylawyer,njattorney,probate,wills,trusts,familyprotection
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#163 | Can a Home Be Left in a Will?
03/08/2024
#163 | Can a Home Be Left in a Will?
#163 | Can a Home Be Left in a Will? -- 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.
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