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
Episodes
#504 | Big RED FLAG for Property Owner "Protection Planning"
🚩 𝗦𝗧𝗢𝗣 𝗯𝗲𝗳𝗼𝗿�...
𝗤𝘂𝗶𝗰𝗸 𝗿𝗲𝗮𝗹𝗶𝘁𝘆 𝗰𝗵𝗲𝗰𝗸: Walking into an estate planning conversation already convinced you know exactly what you need can quietly work against you.
#501 | This Will be the Hardest Thing for Them and You
Most families never talk about what happens when independence is no longer an option, until they're forced to.
And by then, the choices feel rushed, emotional, and overwhelming.
This episode breaks down one of the most overlooked parts...
IT'S OUR 500TH EPISODE!!
Thank you for listening, liking, subscribing and...
#499 | For Most Beneficiaries, It's Hurry Up & Wait
𝗕𝗲𝗻𝗲𝗳𝗶𝗰𝗶𝗮𝗿𝗶𝗲𝘀 — 𝗔𝗿𝗲 𝘆𝗼𝘂 𝘄𝗮𝗶𝘁𝗶𝗻𝗴 𝗼𝗻 𝗮𝗻 𝗶𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲 𝗮𝗻𝗱 𝘄𝗼𝗻𝗱𝗲𝗿𝗶𝗻𝗴… "𝗪𝗵𝗮𝘁 𝗶𝘀 𝘁𝗮𝗸𝗶𝗻𝗴 𝘀𝗼 ...
#498 | Planning for People Who Love Their Pets
𝗣𝗲𝘁 𝗢𝘄𝗻𝗲𝗿𝘀. Listen Up!
Have you ever wondered what...
#496 | Everyone Hates Estate Planning Rubber Neckers
𝗘𝘃𝗲𝗿 𝘀𝗶𝘁 Read more
#495 | 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗢𝘄𝗻𝗲𝗿𝘀 — Read more
#494 | You Can Learn From MY Big Planning Mistake!
🙃𝗘𝘃𝗲𝗿 𝗵𝗮𝗱
#493 | When They Can't Live Alone, Who Knows What to Do?
𝗗𝗼𝗻'𝘁 𝗕𝗲 Read more
#492 | Is Your Property Safe? How Sure Are You?
⚠️ Homeowners, 𝗦𝗧𝗢𝗣! Before you make any property decisions, listen to this podcast.
Your biggest investment might be one legal loophole away from serious trouble. Most homeowners think standard insurance and a will are enough protection. 𝗧𝗵𝗲𝘆 𝗔𝗿𝗲 𝗡𝗼𝘁.
Hidden title iss...
#491 | Every Child Deserves This Protection
#490 | Estate Planning Definitions: Disposition of Remains - A Simple, but Powerful Document
🥀𝗪𝗵𝗲𝗻 Read more
#489 | Probate Problems: Costly Court Appointments When Family Fights Over Property
This nightmare becomes reality when families can't agree during probate.
Read more
#487 | If You Have a Retirement Account, We Have a Quick Question
Is your 401(k), IRA, or life insurance actually set up to protect your family… or did you accidentally leave them exposed?
Most people think naming a beneficiary is simple, but the truth is, Read more
#486 | Planning "Shortcuts" That Can Destroy Your Family's Future
⚠️ Think adding your kids to your accounts avoids probate? It's supposed to, so it might seem like an easy fix. HOWEVER...
For everyone else in NY & NJ, we offer Free Consultations. 😅
#484 | Does Estate Planning Scare You? This Will Help.
𝗙𝗮𝗰𝘁𝘀: 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂 Read more
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