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
#454 | Why Probate Seems to Take Forever
Serving as an Executor can feel overwhelming. Court backlogs, strict creditor deadlines, family disagreements, and paperwork delays, from even minor mistakes, can all add up.
Probate isn’t designed for speed. But knowing what causes common delays, and having the right guidance along the way, can make the process...
#453 | Can My Ex Be My Executor? Should They?
👀 𝗖𝗮𝗻 𝗬𝗼𝘂𝗿
#451 | 🎁 Options for Those Without Beneficiaries
#450 | Estate Planning: How to Quiet the Noise & Move Forward
🤯 𝗙𝗲𝗲𝗹𝗶𝗻𝗴 𝗣𝘂𝗹...
👀 𝗔𝗿𝗲 𝗬𝗼𝘂 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗪𝗶𝘁𝗵 𝗮 𝗣𝗮𝗿𝘁𝗻𝗲𝗿? Listen to this first!
#448 | Blended Families: Providing for Spouse & Children
🏚️𝗥𝗲-𝗠𝗮𝗿𝗿𝗶𝗲𝗱 𝘄𝗶𝘁𝗵 𝗞𝗶𝗱𝘀? What happens to Your Home?
Ble...
#447 | Protection & Distribution of Digital Assets
𝗪𝗵𝗮𝘁 Read more
#446 | Probate & Estate Administration: Help for Executors & Trustees
💔 𝗖𝗮𝗹𝗺𝗶𝗻𝗴
𝗜𝘀 𝗬𝗼𝘂𝗿 𝗙𝗮𝗺𝗶𝗹𝘆 𝗣𝗿𝗲𝗽𝗮𝗿𝗲𝗱 𝗳𝗼𝗿 𝗧𝗵𝗶𝘀?
#444 | Multiple Beneficiaries: Keeping it Fair & The Family From Fighting
#443 | Prevent Elder Abuse: TOD Scams, Coercion & Deception
😱𝗣𝗮𝘆𝗮𝗯𝗹𝗲 𝗼𝗻 Read more
#442 | Half the Taxes...But Twice the Headache?!
What if you could double your tax deductions—but only by jumping through some complicated hoops?
A new law raised the SALT cap deduction to $40,000, opening the door for major potential savings. But before you rush to set up a trust, the real question is: 𝘪𝘴 𝘪𝘵 𝘸𝘰𝘳𝘵𝘩 𝘵𝘩𝘦 𝘤𝘰𝘴𝘵 𝘢𝘯𝘥 𝘤𝘰𝘮𝘱𝘭𝘦𝘹𝘪𝘵𝘺?
This episode breaks dow...
#441 | A Quick Guide to Pet Trusts
🐾 𝗪𝗵𝗼 𝗖𝗮𝗿𝗲𝘀 Read more
Today, we honor the lives lost, the families impacted, and the resilience demonstrated on September 11, 2001.
🤩𝗦𝗺𝗮𝗿𝘁 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗳𝗼𝗿 𝗠𝗶𝗹𝗹𝗲𝗻𝗶𝗮𝗹𝘀
#438 | Navigating Probate: First Steps After Loss
🥀𝗣𝗿𝗼𝗯𝗮𝘁𝗲 Read more
💙 𝗪𝗵𝗮𝘁 𝘀𝗵𝗼𝘂𝗹𝗱 𝘆𝗼𝘂 𝗱𝗼 𝗶𝗳 𝘆𝗼𝘂𝗿 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗽𝗮𝗿𝘁𝗻𝗲𝗿 𝗹𝗶𝘃𝗲𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗵𝗼𝗺𝗲 𝘆𝗼𝘂 𝘄𝗮𝗻𝘁 𝘆𝗼𝘂𝗿 𝗰𝗵𝗶𝗹𝗱𝗿𝗲𝗻 𝘁𝗼 𝗶𝗻𝗵𝗲𝗿𝗶𝘁?
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