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

#278 | Do I Gotta' Tell the Kids About the Money? 11/25/2024

#277 | Project 2025 & Same Sex Marriage Impacts 11/21/2024

#276 | Can a Mortgaged Home Go in a Revocable Trust? 11/20/2024

#275 | 𝗖𝗮𝗿 ➕ 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 ➕ 𝗧𝗿𝘂𝘀𝘁 11/19/2024

#274 | No, You Can't Use a Dead Person's Credit Card! 11/18/2024

#273 | How to Help a Brother Out 11/14/2024

#273 | How to Help a Brother Out #273 | How to Help a Brother Out Can you help a sibling out by giving them a 𝙡𝙞𝙛𝙚 𝙞𝙣𝙩𝙚𝙧𝙚𝙨𝙩 in a property that they 𝙙𝙤𝙣'𝙩 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡𝙡𝙮 𝙢𝙖𝙞𝙣𝙩𝙖𝙞𝙣? There are good reasons to possibly do this and there are very valid reasons why you may not want to. What's best for everyone? This video should help. -- 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/33934142

#272 | 🎁𝗧𝗵𝗲 𝗕𝗶𝗴𝗴𝗲𝘀𝘁 𝗚𝗶𝗳𝘁 𝗙𝗼𝗿 𝗬𝗼𝘂𝗿 𝗞𝗶𝗱𝘀 𝗜𝘀... 11/06/2024

#272 | 🎁𝗧𝗵𝗲 𝗕𝗶𝗴𝗴𝗲𝘀𝘁 𝗚𝗶𝗳𝘁 𝗙𝗼𝗿 𝗬𝗼𝘂𝗿 𝗞𝗶𝗱𝘀 𝗜𝘀... #272 | 🎁𝗧𝗵𝗲 𝗕𝗶𝗴𝗴𝗲𝘀𝘁 𝗚𝗶𝗳𝘁 𝗙𝗼𝗿 𝗬𝗼𝘂𝗿 𝗞𝗶𝗱𝘀 𝗜𝘀... 🎁 Hint: You can only get it through proper estate planning. So take a listen. It's only a minute long! We're busting out your favorite episodes and most FAQ's from the archives. So, don't worry. Part 2 is already available. Just follow, subscribe and search! -- 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/33672337

#271 | 𝗦𝗽𝗲𝗻𝗱, 𝗗𝗼𝗻'𝘁 𝗦𝗮𝘃𝗲, 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁!! 10/30/2024

#271 | 𝗦𝗽𝗲𝗻𝗱, 𝗗𝗼𝗻'𝘁 𝗦𝗮𝘃𝗲, 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁!! #271 | 𝗦𝗽𝗲𝗻𝗱, 𝗗𝗼𝗻'𝘁 𝗦𝗮𝘃𝗲, 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁!! It's Estate Planning 101. Bottom line, if you're in retirement, you should probably be spending your money on you. Here are all the reasons why! We're busting out your favorite episodes and most FAQ's from the archives. Hope you enjoy this popular rerun! -- 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/33672247

#270 | One Emergency Changed Everything 🚑 10/16/2024

#270 | One Emergency Changed Everything 🚑 #270 | 𝗢𝗻𝗲 𝗘𝗺𝗲𝗿𝗴𝗲𝗻𝗰𝘆 𝗖𝗵𝗮𝗻𝗴𝗲𝗱 𝗘𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 🚑 We recently learned the hard way that estate planning also needs to include emergency preparedness - from trips to the ER to natural disasters. My personal experience changed how we will approach this with our clients from now on and we truly hope it helps 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. (attorney advertising) /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/33469282

#268 | Best Tax Options for Inherited Retirement 10/08/2024

#267 | Special Needs: Avoid State Recovery 10/07/2024

#267 | Special Needs: Avoid State Recovery #267 | 𝗦𝗽𝗲𝗰𝗶𝗮𝗹 𝗡𝗲𝗲𝗱𝘀: 𝗔𝘃𝗼𝗶𝗱 𝗦𝘁𝗮𝘁𝗲 𝗥𝗲𝗰𝗼𝘃𝗲𝗿𝘆 Viewer Question: My mom wants to leave her house to my disabled brother, but we'd like to avoid a state recovery when he dies, so his daughter can get the house. Excellent question. Completely doable, but it has to be done right and there is one very important thing to remember. -- 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/33364857

#266 | Yep. We Beat AI!! 10/03/2024

#265 | What if An Inherited Property is Upside Down? 10/02/2024

#265 | What if An Inherited Property is Upside Down? #265 | What if An Inherited Property is Upside Down? 🏠 What can you do if you inherit a house that is worth less than the mortgage and/or liens against it? And yes. A property, even 𝗮𝗻 𝗲𝘀𝘁𝗮𝘁𝗲, 𝗰𝗼𝘂𝗹𝗱 𝗵𝗮𝘃𝗲 𝗮 𝗻𝗲𝗴𝗮𝘁𝗶𝘃𝗲 𝗻𝗲𝘁 𝘄𝗼𝗿𝘁𝗵. Much depends on (1) your goals & (2) how upside down the house might be. We'll run through a few different scenarios to help you choose the best option 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. (attorney advertising) /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/33268897

#264 | Can an Executor Earn Interest? 10/01/2024

#263 | Just What Should You Name a Trust? 09/30/2024

#263 | Just What Should You Name a Trust? #263 | 🤷‍♀️𝗝𝘂𝘀𝘁 𝗪𝗵𝗮𝘁 𝙎𝙝𝙤𝙪𝙡𝙙 𝗬𝗼𝘂 𝗡𝗮𝗺𝗲 𝗬𝗼𝘂 𝗧𝗿𝘂𝘀𝘁? "What's in a Name?" There is quite a bit of flexibility when naming a Trust, but a bit of caution is in order. While there are no hard and fast rules, we do recommend a few specific things to make sure that all funding and any transitions can happen as smoothly as possible. -- 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/33268537

#262 | Probate Problems: Who Gets Paid First? 09/27/2024

#262 | Probate Problems: Who Gets Paid First? #262 | 𝗣𝗿𝗼𝗯𝗮𝘁𝗲 𝗣𝗿𝗼𝗯𝗹𝗲𝗺𝘀: 𝗪𝗵𝗼 𝗚𝗲𝘁𝘀 𝗣𝗮𝗶𝗱 𝗙𝗶𝗿𝘀𝘁? Probate involves costs, expenses, creditors and beneficiaries. So, who gets paid first? Why and when? 𝘏𝘰𝘸 𝘭𝘰𝘯𝘨 𝘥𝘰𝘦𝘴 𝘪𝘵 𝘵𝘢𝘬𝘦 𝘣𝘦𝘧𝘰𝘳𝘦 𝘵𝘩𝘦 𝘣𝘦𝘯𝘦𝘧𝘪𝘤𝘪𝘢𝘳𝘪𝘦𝘴 𝘨𝘦𝘵 𝘵𝘩𝘦𝘪𝘳 𝘪𝘯𝘩𝘦𝘳𝘪𝘵𝘢𝘯𝘤𝘦? Estate Administration can be complicated, especially if you're trying to do it on your own. With a better understanding of how probate works, hopefully it will become easier for you to navigate. -- 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/33188492

#261 | Kids in College? Nope. They DON'T Have To Tell You Anything! 09/26/2024

#261 | Kids in College? Nope. They DON'T Have To Tell You Anything! #261 | Parents - They DON'T Have To Tell You Anything! 𝗡𝗼𝗽𝗲. 𝗧𝗵𝗲𝘆 𝗗𝗼𝗻'𝘁 𝗛𝗮𝘃𝗲 𝘁𝗼 𝗖𝗮𝗹𝗹 𝗬𝗼𝘂. Not the doctors, not the hospital, not the police. Your 18-year old is a legal adult. And yup, they've probably reminded you of that fact 1,000 times already. But this also means y𝗼𝘂 𝗺𝗮𝘆 𝗻𝗼𝘁 𝗯𝗲 𝗻𝗼𝘁𝗶𝗳𝗶𝗲𝗱 𝗶𝗳 𝘁𝗵𝗲𝗿𝗲'𝘀 𝗲𝘃𝗲𝗿 𝗮𝗻 𝗲𝗺𝗲𝗿𝗴𝗲𝗻𝗰𝘆 involving your young adult children. As they spread their wings, whether they're heading off to college, starting a new job, taking a gap year, or attempting the latest TikTok trend, this video will 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂 𝗵𝗲𝗹𝗽 𝘁𝗵𝗲𝗺 to plan ahead for 𝗮𝗱𝘂𝗹𝘁𝗶𝗻𝗴 𝗺𝗼𝗿𝗲 𝘀𝗮𝗳𝗲𝗹𝘆 𝗮𝗻𝗱 𝘀𝗲𝗰𝘂𝗿𝗲𝗹𝘆. -- 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/33188437

#260 | How to Talk Estate Planning With Your BFF 09/25/2024

#260 | How to Talk Estate Planning With Your BFF #260 | 𝗛𝗼𝘄 𝘁𝗼 𝗧𝗮𝗹𝗸 𝗔𝗯𝗼𝘂𝘁 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗪𝗶𝘁𝗵 𝗬𝗼𝘂𝗿 𝗕𝗙𝗙 Your ride or die. Your very best friend. You've been through it all and you'd do anything to protect them. If you've already completed your estate plan, you know how important it is to get it done now and get it done right. If you've been following us and watching our videos, you also know how important estate planning is and maybe you're struggling with taking the first step. This video will help you have that conversation, the one where you and your bestie get the estate planning you know you both need, push past whatever might be stopping you (or them) and just 𝗴𝗲𝘁 𝗶𝘁 𝗱𝗼𝗻𝗲! -- 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/33188382

#259 | Probate Problem: 2 Siblings + 1 House = ? 09/24/2024

#259 | Probate Problem: 2 Siblings + 1 House = ? #259 | 𝗦𝗼𝗹𝘃𝗲 𝗧𝗵𝗶𝘀 𝗣𝗿𝗼𝗯𝗮𝘁𝗲 𝗣𝗿𝗼𝗯𝗹𝗲𝗺: 𝟮 𝗦𝗶𝗯𝗹𝗶𝗻𝗴𝘀 + 𝟭 𝗛𝗼𝘂𝘀𝗲 = ❓ 🧓🏠🧑‍🦰 What happens if one sibling wants to sell an inherited house but the other wants to sell it? Dealing with a complicated probate process while also working through personal grief and loss can cause emotions and tensions to run higher, even (or especially) between siblings. There are a few solutions to choose from, some less messy than others. See what your options are, whether you're the sibling that wants to stay or the one that wants to sell. -- 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/33188317

#258 | It's Much More Than Just a Bunch of Documents! 09/23/2024

#258 | It's Much More Than Just a Bunch of Documents! #258 | It's Much More Than Just a Bunch of Documents! 🤷‍♀️𝗪𝗵𝗮𝘁, 𝗘𝘅𝗮𝗰𝘁𝗹𝘆, 𝗔𝗿𝗲 𝗬𝗼𝘂 𝗣𝗮𝘆𝗶𝗻𝗴 𝗙𝗼𝗿? Online/DIY estate planning may be gaining in popularity, but there are at least four common issues we regularly have to correct for our clients. Here's why your estate plan should include much more than just a few signed documents. 🧩 𝘔𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘺𝘰𝘶𝘳 𝘦𝘴𝘵𝘢𝘵𝘦 𝘱𝘭𝘢𝘯 𝘪𝘯𝘤𝘭𝘶𝘥𝘦𝘴 𝘵𝘩𝘦 𝙥𝙡𝙖𝙣𝙣𝙞𝙣𝙜 𝘱𝘪𝘦𝘤𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘱𝘶𝘻𝘻𝘭𝘦! -- 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/33170797

#257 | Can't My Mom Just Take My Kids? 09/20/2024

#257 | Can't My Mom Just Take My Kids? #257 | Can't My Mom Just Take My Kids? "𝘔𝘰𝘮 𝘴𝘢𝘪𝘥 𝘴𝘩𝘦'𝘭𝘭 𝘵𝘢𝘬𝘦 𝘵𝘩𝘦 𝘬𝘪𝘥𝘴, 𝘴𝘰 𝘸𝘦'𝘳𝘦 𝘢𝘭𝘭 𝘴𝘦𝘵." Is that really all there is to it? If something happens to you, what's the guardianship process like? Will your mom get your kids, just because that was the understanding in your family? How do you make it legal? Will your wishes hold up in Court? 𝗣𝗮𝗿𝗲𝗻𝘁𝘀, 𝗹𝗶𝘀𝘁𝗲𝗻 𝘂𝗽! 𝗜f you've got 𝗺𝗶𝗻𝗼𝗿 𝗸𝗶𝗱𝘀 - 𝗼𝗳 𝗮𝗻𝘆 𝗮𝗴𝗲 - you'll want to tune in! - 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/33129282

#256 | Everyone Needs This, But Only 33% Are Doing It! 09/19/2024

#256 | Everyone Needs This, But Only 33% Are Doing It! #256 | 𝗪𝗲 𝗔𝗟𝗟 𝗡𝗲𝗲𝗱 𝗜𝘁. But 𝗢𝗻𝗹𝘆 𝟯𝟯% 𝗼𝗳 𝗬𝗼𝘂 Are Getting it Done! We tackle an age old question, with a healthy dose of reality. Still think estate planning is irrelevant? If you're 18 or older, this episode is personal and it applies to you, 𝙬𝙝𝙞𝙡𝙚 𝙮𝙤𝙪'𝙧𝙚 𝙨𝙩𝙞𝙡𝙡 𝙖𝙡𝙞𝙫𝙚 by the way. It's time to blow this statistic away. 𝗧𝗵𝗼𝘀𝗲 𝟯𝟯% 𝗞𝗻𝗼𝘄 𝗪𝗵𝗮𝘁'𝘀 𝗨𝗽! 💯 -- 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/33125157

#255 | This Stuff DOESN'T Go in Your Trust 09/16/2024

#255 | This Stuff DOESN'T Go in Your Trust #155 | 𝗧𝗵𝗶𝘀 𝗦𝘁𝘂𝗳𝗳 𝗗𝗢𝗘𝗦𝗡'𝗧 𝗚𝗼 𝗶𝗻 𝗬𝗼𝘂𝗿 𝗧𝗿𝘂𝘀𝘁 Got a Trust? Great! 𝗗𝗼𝗻'𝘁 𝗝𝘂𝘀𝘁 𝗗𝘂𝗺𝗽 𝙀𝙫𝙚𝙧𝙮𝙩𝙝𝙞𝙣𝙜 𝗶𝗻 𝗧𝗵𝗲𝗿𝗲. 🫣 We get it. You want to avoid Probate. So do we. But there are at least 3 things you probably won't want to put in your Trust. We break down what they are and what to do with these assets instead. -- 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/33080987

#254 | Can I Get a Step Up from Step Mom? 08/26/2024

#254 | Can I Get a Step Up from Step Mom? #254 | 𝗖𝗮𝗻 𝗬𝗼𝘂 𝗚𝗲𝘁 𝗮 𝗦𝘁𝗲𝗽 𝗨𝗽 𝗙𝗿𝗼𝗺 𝗦𝘁𝗲𝗽 𝗠𝗼𝗺? What happens if you inherit a house from one parent or stepparent but they’re no longer married to your other parent? Will you lose the step-up basis? Will you have to pay capital gains now? Do you need to worry about inheritance tax? 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. (attorney advertising) /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/32707047

#253 | $70 Million is Out There. Is Some of it YOURS? 08/23/2024

#252 | Can The Irrevocable be Revoked? 08/22/2024

#251 | How Messy Could it Get? 08/21/2024

#251 | How Messy Could it Get? #251 | 𝗛𝗼𝘄 𝗠𝗲𝘀𝘀𝘆 𝗖𝗼𝘂𝗹𝗱 𝗶𝘁 𝗚𝗲𝘁? If you choose an executor or trustee and they pass away before you, what happens to your estate plan? This can happen, especially for those who choose siblings or trusted agents that are from their generation or older. The key is making sure your plan has fail-safes built in like the ones in 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. (attorney advertising) /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/32561712

#250 | What if My Beneficiary Passes Before I Do? 08/20/2024

#250 | What if My Beneficiary Passes Before I Do? #250 | 𝗪𝗵𝗮𝘁 𝗶𝗳 𝗠𝘆 𝗕𝗲𝗻𝗲𝗳𝗶𝗰𝗶𝗮𝗿𝘆 𝗣𝗮𝘀𝘀𝗲𝘀 𝗕𝗲𝗳𝗼𝗿𝗲 𝗜 𝗗𝗼? You could be covered, need a simple update or possibly an entire new plan. Much depends on how your estate plan was set up in the first place. Does your plan have the protections outlined in 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. (attorney advertising) /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/32561662

#249 | Is it an Asset or Income? 08/19/2024

#248 | Where Should You Keep the Originals? 08/16/2024

#248 | Where Should You Keep the Originals? #248 | Where Should You Keep the Originals? Imagine your family tearing apart your house to try to find a Will. Or what if your attorney retires or worse, passes away? 𝗪𝗵𝗲𝗿𝗲 𝗶𝘀 𝘁𝗵𝗲 𝘀𝗮𝗳𝗲𝘀𝘁 𝗽𝗹𝗮𝗰𝗲 to store your original documents 𝘈𝘕𝘋 make sure that 𝘆𝗼𝘂𝗿 𝘁𝗿𝘂𝘀𝘁𝗲𝗱 𝗮𝗴𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 them? Find out why your home filing cabinet is probably NOT the best place! -- 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. /episode/index/show/40f7c6f9-45da-4b61-8723-344d0cc20980/id/32532137

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