Everything Estate Planning

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

August 8, 2025 4 mins

#416 | Big Beautiful Bill Expands Medicaid Recovery    

🚨 𝗜𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗨𝗽𝗱𝗮𝘁𝗲𝘀 𝗼𝗻 𝗠𝗲𝗱𝗶𝗰𝗮𝗶𝗱 𝗥𝗲𝗰𝗼𝘃𝗲𝗿𝘆 𝗥𝘂𝗹𝗲𝘀

With the passing of The Big Beautiful Bill, significant changes to Medicaid recovery rules may be on the horizon, and their impact could extend beyond just probate estates.

What happens when state and federal laws intersect? Are your trusts as secure as you assume?

In this episode, we de...

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#415 | Estate Planning - Every Adult Needs to Plan for This Critical Issue

𝗟𝗼𝗻𝗴-𝗧𝗲𝗿𝗺 𝗖𝗮𝗿𝗲: 𝗔 𝗩𝗶𝘁𝗮𝗹 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 𝘁𝗼 𝗛𝗮𝘃𝗲 𝗶𝗻 𝗬𝗼𝘂𝗿 𝟯𝟬𝘀!
 
Have you factored this into your future? Most people don’t think about long-term care costs until they’re already deep in crisis—or paying $15,000 a month.

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#414 | Divorcing? Update Your Estate Plan NOW!

🚨 𝗥𝗲𝗰𝗲𝗻𝘁𝗹𝘆 𝗗𝗶𝘃𝗼𝗿𝗰𝗲𝗱? 𝗗𝗼𝗻'𝘁 𝗢𝘃𝗲𝗿𝗹𝗼𝗼𝗸 𝗧𝗵𝗶𝘀 𝗖𝗿𝘂𝗰𝗶𝗮𝗹 𝗦𝘁𝗲𝗽 𝗔𝗳𝘁𝗲𝗿 𝗙𝗶𝗻𝗮𝗹𝗶𝘇𝗶𝗻𝗴 𝘁𝗵𝗲 𝗣𝗮𝗽𝗲𝗿𝘀.
 
When life changes, your plan has to change with it. Divorce, in particular, necessitates a thorough review of who has control over your health de...

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#413 | What if Your Attorney Dies or Retires Before You Do?

🧠 𝗬𝗼𝘂’𝘃𝗲 𝗚𝗼𝘁 𝗮 𝗣𝗹𝗮𝗻...𝗕𝘂𝘁 𝗗𝗼𝗲𝘀 𝗬𝗼𝘂𝗿 𝗔𝘁𝘁𝗼𝗿𝗻𝗲𝘆?
 
It’s one of the most overlooked parts of estate planning: what happens if your lawyer retires, becomes ill—or isn’t there when your family needs them most?
 
This brief video address...

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#412: Estate Planning: When Your Partner Refuses to Discuss It   

👀 𝗜𝘀 𝘆𝗼𝘂𝗿 𝗽𝗮𝗿𝘁𝗻𝗲𝗿 𝗮𝘃𝗼𝗶𝗱𝗶𝗻𝗴 “𝘁𝗵𝗲 𝘁𝗮𝗹𝗸” 𝗮𝗯𝗼𝘂𝘁 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴? 𝗠𝗮𝘆𝗯𝗲 𝘆𝗼𝘂 𝗮𝗿𝗲 𝘁𝗼𝗼?
 
Let’s be honest. Initiating this conversation is often the hardest part. It can feel uncomfortable, morbid, even confrontational. But h...

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#411 | Estate Planning: What NOT To Leave Behind    

𝗚𝗲𝘁 𝗥𝗶𝗱 𝗼𝗳 Read more

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#410 | Family, Finances, and Fallout: Untangling Shared Property

 𝗪𝗵𝗲𝗻
𝘆𝗼𝘂𝗿 Read more

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#409 | Transfer on Death (TOD) Deeds & Medicaid Recovery   

💭 Think your home is safe from Medicaid just because you filed a Transfer on Death (TOD) Deed?

Here’s the truth: in New York, TOD Deeds are a relatively new tool. While they can help avoid ...

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July 25, 2025 5 mins

#407 | Big Beautiful...Estate Tax?      

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#406 | 𝗧𝗵𝗲 #𝟭 𝗘𝘀𝘁𝗮𝘁𝗲 Read more

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#405 | 𝗛𝗼𝘄 Read more

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#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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July 19, 2025 6 mins

#401 | When NOT to Use a Trust      

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#400 |💡 𝗔 𝗧𝗿𝘂𝘀𝘁 𝗗𝗼𝗲𝘀𝗻'𝘁 𝗦𝗵𝗶𝗲𝗹𝗱 𝗬𝗼𝘂 𝗙𝗿𝗼𝗺 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗚𝗮𝗶𝗻𝘀
 
When selling a home held in trust, tax implications can catch families off guard—especially if you're assuming the trust structure does all the heavy lifting.
 
👀 In this quick but essential episode, we break down:
- W...

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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...

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#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

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#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...

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