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
#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
#483 | Deed Dangers for Property Owners
🔊 𝗣𝗥𝗢𝗣𝗘𝗥𝗧𝗬 𝗢𝗪𝗡𝗘𝗥𝗦 — Read more
#488 | 🙏 𝗚𝗿𝗮𝘁𝗲𝗳𝘂𝗹 𝗳𝗼𝗿 Read more
#481 | A Solid Plan for When it All Hits the Fan
😱 𝗪𝗶𝗹𝗹 𝗬𝗼𝘂
#480 | Estate Planning With Heart, Mind & Soul
🌍🌎𝗖𝗵𝗮𝗻𝗴𝗶𝗻𝗴 𝘁𝗵𝗲
#479 | How to Pay for Long Term Care Without Losing Everything
𝗖𝗮𝗻 𝗬𝗼𝘂 𝗔𝗳𝗳𝗼𝗿𝗱 $𝟭𝟱,𝟬𝟬𝟬 𝗘𝘃𝗲𝗿𝘆 𝗠𝗼𝗻𝘁𝗵?
Here's the reality: 7 out of 10 people turning 65 today will need...
𝗣𝗿𝗼𝗯𝗮𝘁𝗲 𝗶𝘀 𝗟𝗼𝗻𝗴, 𝗣𝘂𝗯𝗹𝗶𝗰 & 𝗘𝘅𝗽𝗲𝗻𝘀𝗶𝘃𝗲...but it doesn't have to be.
#477 | Estate Planning for the Worrier
♾️𝗗𝗼𝗲𝘀 𝗬𝗼𝘂𝗿 Read more
🏠 𝗞𝗲𝗲𝗽 𝗶𝘁 𝗦𝗶𝗺𝗽𝗹𝗲 - 𝗕𝘂𝘆𝗶𝗻𝗴 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗪𝗶𝘁𝗵 𝗮 𝗧𝗿𝘂𝘀𝘁? 𝗛𝗲𝗿𝗲'𝘀 𝗪𝗵𝗮𝘁 𝗠𝗼𝘀𝘁 𝗣𝗲𝗼𝗽𝗹𝗲 𝗚𝗲𝘁 𝗪𝗿𝗼𝗻𝗴.
#474 | ⚠️ Can Your Spouse Lock You Out of Inherited Property?
Do you suspect your spouse is moving assets RIGHT NOW to keep you from accessing them? Do you have any claim to their inherited property?
There's a powerful legal prot...
#473 | ❤️🩹 Someone Needs YOUR Light Today
Sometimes, it's enough to simply lift 𝘰𝘯𝘦 person, a friend, a spouse, a child, a client, even a stranger.
Listen now to discover ...
#472 | ❌ Harsh Trusth: Having ONLY a Will OR a Trust Isn't Enough
What if I told you there's ONE critical mistake that could cost your family everything — even if you think you have a solid estate plan?
Why? Because Trusts don't cover everything and Wills go through probate. And you can't...
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