209 episodes

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

Everything Estate Planning Valerie Zammitti

    • Education
    • 5.0 • 3 Ratings

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

    #212 | Can I Make a Non-US Citizen Beneficiary?

    #212 | Can I Make a Non-US Citizen Beneficiary?

    #212 | Can I Make a Non-US Citizen Beneficiary?
    This question was specific to life insurance, and the short answer is "Yes." However, there are potential tax implications to consider, in whatever country may be involved. Listen to this podcast and then consult with an experienced attorney!
    -- 

    We’re here to help you learn more!  Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 

    -- 

    If you want to talk more about anything estate planning, elder law or probate related: 

    https://zammittilaw.com 

    http://yourplanningattorney.com 

    -- 

    We provide PEACE OF MIND to families through estate planning, elder law and probate matters. 

    Our firm rests on three core pillars: 

    Family protection 

    Simplicity and efficiency for our clients 

    Minimizing taxes and spend down of your hard-earned assets 

    If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you.  Valerie K. Zammitti is the owner at Zammitti Law, PLLC.  She started her firm with one goal – to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!   

    Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics. 

    -- 

    Facebook = https://www.facebook.com/zammittilaw  

    Instagram = https://www.instagram.com/zammittilaw/ 

    TikTok = https://www.tiktok.com/@everythingestateplanning 


    YouTube =  https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ 

    LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F 

    -- 

    This podcast is intended for educational purposes only and does not create an attorney-client relationship.

    • 2 min
    #211 | 𝗠𝘆 𝗛𝗼𝘂𝘀𝗲 𝗶𝘀 𝗶𝗻 𝗮 𝗧𝗿𝘂𝘀𝘁. 𝗖𝗮𝗻 𝗮 𝗡𝘂𝗿𝘀𝗶𝗻𝗴 𝗛𝗼𝗺𝗲 𝗧𝗮𝗸𝗲 𝗜𝘁?

    #211 | 𝗠𝘆 𝗛𝗼𝘂𝘀𝗲 𝗶𝘀 𝗶𝗻 𝗮 𝗧𝗿𝘂𝘀𝘁. 𝗖𝗮𝗻 𝗮 𝗡𝘂𝗿𝘀𝗶𝗻𝗴 𝗛𝗼𝗺𝗲 𝗧𝗮𝗸𝗲 𝗜𝘁?

    #211 | 𝗠𝘆 𝗛𝗼𝘂𝘀𝗲 𝗶𝘀 𝗶𝗻 𝗮 𝗧𝗿𝘂𝘀𝘁. 𝗖𝗮𝗻 𝗮 𝗡𝘂𝗿𝘀𝗶𝗻𝗴 𝗛𝗼𝗺𝗲 𝗧𝗮𝗸𝗲 𝗜𝘁?
     The short answer is "No." However, there are some important factors to consider, especially as how Medicaid may become involved. What they can take is a bit different. If you are concerned about this issue - whether for yourself or a parent, please listen to this episode.

    -- 

    We’re here to help you learn more!  Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 

    -- 

    If you want to talk more about anything estate planning, elder law or probate related: 

    https://zammittilaw.com 

    http://yourplanningattorney.com 

    -- 

    We provide PEACE OF MIND to families through estate planning, elder law and probate matters. 

    Our firm rests on three core pillars: 

    Family protection 

    Simplicity and efficiency for our clients 

    Minimizing taxes and spend down of your hard-earned assets 

    If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you.  Valerie K. Zammitti is the owner at Zammitti Law, PLLC.  She started her firm with one goal – to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!   

    Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics. 

    -- 

    Facebook = https://www.facebook.com/zammittilaw  

    Instagram = https://www.instagram.com/zammittilaw/ 

    TikTok = https://www.tiktok.com/@everythingestateplanning 


    YouTube =  https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ 

    LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F 

    -- 

    This podcast is intended for educational purposes only and does not create an attorney-client relationship.

    • 3 min
    #210 | What's the Step Up Cost Basis if Appraisal is TOO Low?

    #210 | What's the Step Up Cost Basis if Appraisal is TOO Low?

    #210 | What's the Step Up Cost Basis if Appraisal is TOO Low? --  We’re here to help you learn more!  Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 

    -- 

    If you want to talk more about anything estate planning, elder law or probate related: 

    https://zammittilaw.com 

    http://yourplanningattorney.com 

    -- 

    We provide PEACE OF MIND to families through estate planning, elder law and probate matters. 

    Our firm rests on three core pillars: 

    Family protection 

    Simplicity and efficiency for our clients 

    Minimizing taxes and spend down of your hard-earned assets 

    If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you.  Valerie K. Zammitti is the owner at Zammitti Law, PLLC.  She started her firm with one goal – to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!   

    Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics. 

    -- 

    Facebook = https://www.facebook.com/zammittilaw  

    Instagram = https://www.instagram.com/zammittilaw/ 

    TikTok = https://www.tiktok.com/@everythingestateplanning 


    YouTube =  https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ 

    LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F 

    -- 

    This podcast is intended for educational purposes only and does not create an attorney-client relationship. 

     

    • 4 min
    #209 | Can't I Just Keep Paying Their Mortgage?

    #209 | Can't I Just Keep Paying Their Mortgage?

    #209 | Can't I Just Keep Paying Their Mortgage? If someone dies without a will, can you just keep paying the mortgage for them? The truth is the bank probably won't care how they get their money but there are some definite risks and it could end up costing you a lot more than just the mortgage.
    -- 

    We’re here to help you learn more!  Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 

    -- 

    If you want to talk more about anything estate planning, elder law or probate related: 

    https://zammittilaw.com 

    http://yourplanningattorney.com 

    -- 

    We provide PEACE OF MIND to families through estate planning, elder law and probate matters. 

    Our firm rests on three core pillars: 

    Family protection 

    Simplicity and efficiency for our clients 

    Minimizing taxes and spend down of your hard-earned assets 

    If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you.  Valerie K. Zammitti is the owner at Zammitti Law, PLLC.  She started her firm with one goal – to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!   

    Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics. 

    -- 

    Facebook = https://www.facebook.com/zammittilaw  

    Instagram = https://www.instagram.com/zammittilaw/ 

    TikTok = https://www.tiktok.com/@everythingestateplanning 


    YouTube =  https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ 

    LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F 

    -- 

    This podcast is intended for educational purposes only and does not create an attorney-client relationship.

    • 4 min
    #208 | How Can I Get The House After 23 Years?

    #208 | How Can I Get The House After 23 Years?

    #208 | How Can I Get the House After 23 Years?! 
    Here's the scene: There's an old house that has been vacant for 23 years since the owner passed away. There is no known family to claim it. How could you obtain it? Here are few ideas.
    -- 

    We’re here to help you learn more!  Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 

    -- 

    If you want to talk more about anything estate planning, elder law or probate related: 

    https://zammittilaw.com 

    http://yourplanningattorney.com 

    -- 

    We provide PEACE OF MIND to families through estate planning, elder law and probate matters. 

    Our firm rests on three core pillars: 

    Family protection 

    Simplicity and efficiency for our clients 

    Minimizing taxes and spend down of your hard-earned assets 

    If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you.  Valerie K. Zammitti is the owner at Zammitti Law, PLLC.  She started her firm with one goal – to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!   

    Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics. 

    -- 

    Facebook = https://www.facebook.com/zammittilaw  

    Instagram = https://www.instagram.com/zammittilaw/ 

    TikTok = https://www.tiktok.com/@everythingestateplanning 


    YouTube =  https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ 

    LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F 

    -- 

    This podcast is intended for educational purposes only and does not create an attorney-client relationship.

    • 2 min
    #207 | Can an LLC be Put in an Asset Protection Trust?

    #207 | Can an LLC be Put in an Asset Protection Trust?

    #207 | Can an LLC be Put in an Asset Protection Trust? 
    Hmmm. There is a difference between putting the LLC into the Trust and the Trust being the owner of the LLC. Also, some of it depends on state law regarding Asset Protection Trusts and income flow. This short video explains more.
    p.s. This is a follow up episode to yesterday's podcast about rental properties in Trust. Be sure to follow us so you never miss an episode! 
    -- 

    We’re here to help you learn more!  Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 

    -- 

    If you want to talk more about anything estate planning, elder law or probate related: 

    https://zammittilaw.com 

    http://yourplanningattorney.com 

    -- 

    We provide PEACE OF MIND to families through estate planning, elder law and probate matters. 

    Our firm rests on three core pillars: 

    Family protection 

    Simplicity and efficiency for our clients 

    Minimizing taxes and spend down of your hard-earned assets 

    If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you.  Valerie K. Zammitti is the owner at Zammitti Law, PLLC.  She started her firm with one goal – to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!   

    Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics. 

    -- 

    Facebook = https://www.facebook.com/zammittilaw  

    Instagram = https://www.instagram.com/zammittilaw/ 

    TikTok = https://www.tiktok.com/@everythingestateplanning 


    YouTube =  https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ 

    LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F 

    -- 

    This podcast is intended for educational purposes only and does not create an attorney-client relationship. 

    • 2 min

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