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
#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...
#411 | Estate Planning: What NOT To Leave Behind
𝗚𝗲𝘁 𝗥𝗶𝗱 𝗼𝗳 Read more
#410 | Family, Finances, and Fallout: Untangling Shared Property
𝗪𝗵𝗲𝗻 𝘆𝗼𝘂𝗿 Read more
#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 ...
#408 | 𝗧𝗮𝘅𝗲𝘀 & 𝗧𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻 - 𝗧𝗵𝗲 Read more
#407 | Big Beautiful...Estate Tax?
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#406 | 𝗧𝗵𝗲 #𝟭 𝗘𝘀𝘁𝗮𝘁𝗲 Read more
#405 | 𝗛𝗼𝘄 Read more
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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...
##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...
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I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
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