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
#404 | When Transfer of Death (TOD) Deed is Not Available in Your State
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#403 | Debt After Death - What Every Spouse Should Know
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#402 | "One Today is Worth Two Tomorrows" - Benjamin Franklin
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#401 | When NOT to Use a Trust
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#399 | Trusts: Not Just for the Wealthy
🔔 Quick Reality Check: If something happened to you today, would your loved ones face a smooth transition… or a legal headache?
Too often, people assu...
#398 | Do This Before, During & After You Plan!
##You did the hard part—you made a plan.
But here’s the question no one wants to answer: If something happened tonight, Read more
#397 | ⚠️ Your Home. Your Legacy. Someone Else's Paycheck?
Homeowners with a trust—Avoid This Critical Trustee Mistake!
Imagine this: The very person you entrusted to protect your home quietly profits after you're gone, leaving your family blindsided. It sounds unreal, but this is a real situation that recently crossed my desk, and I couldn’t stay silent.
If you or so...
#396 | Inheritance Tax Secrets Every Family Should Know
𝗜𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲 𝗧𝗮𝘅...
#394 | For Parents - When "What If?" Becomes "What Now?"
💡 Dear Parents, Here’s the Truth: You Plan for Playdates, But Have You Planned for the Unthinkable? It’s a conversation no parent wants to have — but one that matters more than almost anything else.
If something unexpected happens to y...
#393 | Bet. This Plan is Rizz.
The moment you turn 18, things change... legally. If you're suddenly unable to make decisions for yourself, whether due to an accident or illness, your parents or guardians can't automatically intervene in your medical or financial matters.
...
#392 | Can You Sell a House in Asset Protection & Not Lose the Protection?
💡 It’s a question we’ve been hearing a lot lately—and for good reason. If your home is already in an irrevocable trust, understanding the next steps is crucial for maintaining your asset protection plan.
- What happens if you want to sell the house?
- Can you still remain protected?
- Will Medicaid reset the cl...
#390 | Multiple Property Owners: Serious Risks Part 2 of 2 - Family & Finances
You've strategically built your real estate portfolio with great care. However, if your estate planning doesn't reflect the same meticulous attention, your family could face:
⚠️ Costly court delays
#389 | Blended Family Crisis: Depleted Trusts & Broken Promises
𝗗𝗮𝗱 𝗠𝗮𝗱𝗲 𝗮<...
#388 | Multiple Property Owners: Serious Risks Part 1 of 2 - Legal
If you've worked hard to build a real estate portfolio, don't leave its future up to chance. 🏠💼
Owning multiple properties comes with signific...
#385 | Disinheritance: Is "Something" Really Better Than Nothing?
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