Everything Estate Planning

Valerie Zammitti
  • 5.0 (3)
  • EDUCATION
  • UPDATED WEEKLY
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

  1. 15H AGO

    #400 | A Trust Doesn't Shield You From Capital Gains

    #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: - When capital gains tax applies - Crucial details in grantor trusts - Common misconceptions about replacing a home - A strategy to potentially delay the tax impact—when it fits your situation   ⚠️ Planning to sell real estate held in trust? Ensure you understand the full picture before proceeding.   🎥 Listen now to avoid costly surprises.    --  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.    attorney advertising

    5 min

  2. 1D AGO

    #399 | Trusts: Not Just for the Wealthy

    #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 assume that if they have “just a will” or “not much saved,” they don’t need a trust. But the truth might surprise you. Whether you’ve built a small nest egg or just started planning ahead, the structure you choose now could determine how much time, money, and stress your family deals with later. Take a quick listen to learn why a trust might be worth considering — even if your estate isn’t massive. 👉 Listen now and protect your peace of mind.    --  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.    attorney advertising

    2 min

  3. 2D AGO

    #398 | Do This Before, During & After You Plan!

    #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, 𝘄𝗼𝘂𝗹𝗱 𝘆𝗼𝘂𝗿 𝗳𝗮𝗺𝗶𝗹𝘆 𝗸𝗻𝗼𝘄 𝘄𝗵𝗲𝗿𝗲 𝘁𝗼 𝗳𝗶𝗻𝗱 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴? Wills, trusts, insurance documents, deeds, business records—if these crucial elements are scattered, unclear, or missing, even the best estate plans can become chaotic.  𝗢𝗿𝗴𝗮𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗮𝗳𝘁𝗲𝗿 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝘀𝗻’𝘁 𝗮 𝗻𝗶𝗰𝗲-𝘁𝗼-𝗵𝗮𝘃𝗲. 𝗜𝘁’𝘀 𝗮 𝗺𝘂𝘀𝘁. Watch this quick video for a few simple, powerful ways to give your loved ones clarity, not confusion. ✅ Easy tips ✅ Real-world examples ✅ One smart tool to start using today Listen now—and give your family the peace of mind they deserve.  𝘗𝘙𝘖 𝘛𝘐𝘗: 𝘖𝘳𝘨𝘢𝘯𝘪𝘻𝘪𝘯𝘨 𝘉𝘌𝘍𝘖𝘙𝘌 𝘺𝘰𝘶 𝘱𝘭𝘢𝘯, 𝘸𝘪𝘭𝘭 𝘮𝘢𝘬𝘦 𝘺𝘰𝘶𝘳 𝘱𝘭𝘢𝘯𝘯𝘪𝘯𝘨 𝘦𝘷𝘦𝘯 𝘦𝘢𝘴𝘪𝘦𝘳! --  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.   attorney advertising

    8 min

  4. 2D AGO

    #397 | ⚠️ Your Home. Your Legacy. Someone Else's Paycheck?

    #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 someone you love has an irrevocable trust—especially one with a professional named as trustee—this is must-see information. 🎥 Watch this video now to find out what crucial elements you need to review in your trust before it’s too late. --  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.    attorney advertising

    3 min

  5. JUL 9

    #396 | Inheritance Tax Secrets Every Family Should Know

    #396 | Inheritance Tax Secrets Every Family Should Know   𝗜𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲 𝗧𝗮𝘅: 𝗡𝗼𝘁 𝗔𝗹𝗹 𝗛𝗲𝗶𝗿𝘀 𝗔𝗿𝗲 𝗖𝗿𝗲𝗮𝘁𝗲𝗱 𝗘𝗾𝘂𝗮𝗹 💭 Think your family is in the clear when it comes to inheritance tax? Think again. Even if you don't possess substantial wealth, your location and the nature of your beneficiaries can significantly impact what gets passed on and what gets taxed. 🎥 In this video we share key insights every New Yorker and New Jerseyan should hear — especially if your beneficiaries include anyone outside your immediate family. 👉 Don't assume you're automatically protected. Watch this to potentially save your loved ones considerable money and stress.  --  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.    attorney advertising

    3 min

  6. JUL 8

    #395 | Estate Planning for Beneficiaries: What is Taking So Long?

    #395 | 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗳𝗼𝗿 𝗕𝗲𝗻𝗲𝗳𝗶𝗰𝗶𝗮𝗿𝗶𝗲𝘀: What is Taking So Long?   It should be simple. 𝗬𝗼𝘂'𝗿𝗲 𝗮 𝗯𝗲𝗻𝗲𝗳𝗶𝗰𝗶𝗮𝗿𝘆—you're supposed to receive something, right? So 𝘄𝗵𝘆 𝗰𝗮𝗻 𝗶𝘁 𝗳𝗲𝗲𝗹 𝗹𝗶𝗸𝗲 𝘆𝗼𝘂'𝗿𝗲 𝘀𝘁𝘂𝗰𝗸 waiting, worrying, and wondering what’s going on?" Whether you've been named in a will or anticipate an inheritance in the future, our short video might surprise you.   👉 Watch now to learn what no one tells you about the real experience of being a beneficiary—and discover ways to simplify the process for your loved ones.   #EverythingEstatePlanning #ZammittiLaw #EstatePlanning #Beneficiaries #ProbateReality #Trusts #InheritanceInsights #PlanAhead #PeaceOfMind  --  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.    attorney advertising

    4 min

  7. JUL 7

    #394 | For Parents - When "What If?" Becomes "What Now?"

    #394 | For Parents - When "What If?" Becomes "What Now?" 💡 Dear Parents, Here’s the Truth: You Plan for Playdates, But Have You Planned for the Unthinkable? It’s a conversation no parent wants to have — but one that matters more than almost anything else. If something unexpected happens to you, who will raise your children? Who will manage their finances? What values will guide these choices? Without a plan, the court makes the call. In this episode, we share a personal, practical, and powerful message every parent needs to hear. Listen now — and take the first step toward securing your children’s future. --  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.    attorney advertising

    3 min

  8. JUL 4

    #393 | Bet. This Plan is Rizz.

    #393 | Bet. This Plan is Rizz. YIPPEETeen.com  The moment you turn 18, things change... legally. If you're suddenly unable to make decisions for yourself, whether due to an accident or illness, your parents or guardians can't automatically intervene in your medical or financial matters. 🤪𝗦𝗼𝘂𝗻𝗱 𝗿𝗶𝗱𝗶𝗰𝘂𝗹𝗼𝘂𝘀? 𝗜𝘁 𝗸𝗶𝗻𝗱 𝗼𝗳 𝗶𝘀. But the fix is easier than you think. It’s just a few documents and a couple trusted names away. 🎥 Watch this quick video to find out what every 18+ needs to know—before life throws a curveball. 👀 You’ll be glad you did.  --  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.    attorney advertising

    1 min
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Ratings & Reviews

5
out of 5
3 Ratings

About

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

Information

  • Creator
    Valerie Zammitti
  • Years Active
    2022 - 2025
  • Episodes
    296
  • Rating
    Clean
  • Copyright
    © Zammitti Law 2022
  • Show Website
    Everything Estate Planning

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