Everything Estate Planning Podcast Por Valerie Zammitti arte de portada

Everything Estate Planning

Everything Estate Planning

De: Valerie Zammitti
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 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_QzALXgcbQZammitti Law 2022
Episodios
  • #371 | Estate Planning is Not a Takeout Menu

    #371 | Estate Planning is Not a Takeout Menu
    May 23 2025
    #371 | Estate Planning is Not a Takeout Menu 𝗔𝗿𝗲 𝘆𝗼𝘂 𝗱𝗿𝗶𝘃𝗶𝗻𝗴 the legal process—𝗼𝗿 𝗯𝗲𝗶𝗻𝗴 𝗴𝘂𝗶𝗱𝗲𝗱 through it? The success of your plan hinges on your approach. In this week’s book segment, we revisit "𝘛𝘩𝘦 4-𝘏𝘰𝘶𝘳 𝘞𝘰𝘳𝘬 𝘞𝘦𝘦𝘬" by Tim Ferriss and draw a powerful connection to the legal industry—especially estate planning. We'll share a thought-provoking quote from Henry Ford that could transform how you choose your professional services from now on. ⚠️ If you're working with someone who simply agrees to your requests without question, they might not be fulfilling their duty. 👀 Watch the video to hear why the best professionals don’t just follow your lead—they guide you with expertise you didn’t know you needed. #EverythingEstatePlanning #ZammittiLaw #EstatePlanning #4HourWorkWeek #LegalEducation #GuidedNotBlind #ValueInGuidance -- 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: https://zammittilaw.com http://yourplanningattorney.com -- 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 = https://www.facebook.com/zammittilaw Instagram = https://www.instagram.com/zammittilaw/ TikTok = https://www.tiktok.com/@everythingestateplanning YouTube = https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising
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    6 m
  • #370 | Don't Fall For This TOD Deed Misinformation

    #370 | Don't Fall For This TOD Deed Misinformation
    May 22 2025
    #370 | Don't Fall For This TOD Deed Misinformation 𝗧𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗮𝗯𝗼𝘂𝘁 𝘂𝘀𝗶𝗻𝗴 𝗮 𝗧𝗿𝗮𝗻𝘀𝗳𝗲𝗿 𝗼𝗻 𝗗𝗲𝗮𝘁𝗵 𝗗𝗲𝗲𝗱 𝘁𝗼 𝗽𝗮𝘀𝘀 𝗼𝗻 𝘆𝗼𝘂𝗿 𝗵𝗼𝗺𝗲? It sounds like a quick fix — but its apparent simplicity can come with significant drawbacks. espite the widespread belief that it's a foolproof option, the reality is that many people overlook critical hidden risks until it’s too late. ❗ Potential conflicts with your estate plan ❗ Inherited debt and creditor claims ❗ Missed updates and messy oversights ❗ Medicaid claw back issues Don't take a risk simply because it seems convenient. You deserve to make an informed decision. 📺 Watch the video to understand what you're really signing up for. 👉 You might be surprised at what you learn. #EverythingEstatePlanning #ZammittiLaw #EstatePlanningAttorney #EstatePlanningLawyer #EstatePlanning #TODDeed #ProtectYourLegacy #RealEstate #ProbatePlanning #FinancialWellness #TransferOnDeath -- 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: https://zammittilaw.com http://yourplanningattorney.com -- 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 = https://www.facebook.com/zammittilaw Instagram = https://www.instagram.com/zammittilaw/ TikTok = https://www.tiktok.com/@everythingestateplanning YouTube = https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising
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    5 m
  • #369 | What if You Contribute to but Don't Own the Home?

    #369 | What if You Contribute to but Don't Own the Home?
    May 21 2025
    #369 | What if You Contribute to but Don't Own the Home? Imagine living in a home for decades, helping to pay the bills, and experiencing every high and low—yet your name isn't on the deed... so where does that leave you when the estate is settled? (𝘚𝘱𝘰𝘪𝘭𝘦𝘳 𝘈𝘭𝘦𝘳𝘵: 𝘠𝘰𝘶 𝘋𝘖𝘕'𝘛 𝘸𝘢𝘯𝘵 𝘺𝘰𝘶𝘳 𝘯𝘢𝘮𝘦 𝘰𝘯 𝘵𝘩𝘦 𝘋𝘦𝘦𝘥.) This scenario is more common than you might think, as this compelling real-life example recently reminded us. List now to learn what steps you must take now if you're contributing to a home you don't legally own. 👉Don't wait for confusion or conflict to arise. Take action now to protect your 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: https://zammittilaw.com http://yourplanningattorney.com -- 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 = https://www.facebook.com/zammittilaw Instagram = https://www.instagram.com/zammittilaw/ TikTok = https://www.tiktok.com/@everythingestateplanning YouTube = https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F -- This podcast is intended for educational purposes only and does not create an attorney-client relationship. attorney advertising
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    4 m
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