232 episodes
Everything Estate Planning Valerie Zammitti
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- Education
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5.0 • 3 Ratings
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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
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#235 | I Got Kids, A House & A Business - Where Do I Start?
# 235 | I Got Kids, A House & A Business - Where Do I Start? Sound like "lions, tigers and bears, oh my"? It may seem like a lot, but actually your core plan doesn't have to be as complicated as it sounds.
In this episode we break down the basic documents every adult age 18 or older needs, as well as what a family with property and a business may want to consider to make sure everything and everyone is properly protected from head to toe.
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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.
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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
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This podcast is intended for educational purposes only and does not create an attorney-client relationship.
Estateplanning,probate,legalpodcast,assetprotection,generationalwealth,protectionplanning,willandtrusts,familyprotection,protectionplanning,everythingestateplanning
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#234 | My Attorney Died/Retired. Now What?!
#234 | 𝗠𝘆 𝗔𝘁𝘁𝗼𝗿𝗻𝗲𝘆 𝗗𝗶𝗲𝗱/𝗥𝗲𝘁𝗶𝗿𝗲𝗱, 𝗡𝗼𝘄 𝗪𝗵𝗮𝘁?!
What happens when your trusted attorney passes away or is no longer practicing? Do you have to start over? How do you get your original documents?
There will be a process to obtain new counsel, but we've broken down 3 steps you definitely want to take and given you some other ideas and suggestions to hopefully make things easier.
𝘕𝘰𝘵𝘦 𝘵𝘰 𝘈𝘵𝘵𝘰𝘳𝘯𝘦𝘺𝘴: 𝘞𝘦 𝘰𝘧𝘧𝘦𝘳 𝘴𝘶𝘤𝘤𝘦𝘴𝘴𝘪𝘰𝘯 𝘱𝘭𝘢𝘯𝘯𝘪𝘯𝘨 𝘧𝘰𝘳 𝘳𝘦𝘵𝘪𝘳𝘪𝘯𝘨 𝘢𝘵𝘵𝘰𝘳𝘯𝘦𝘺𝘴. 𝘗𝘭𝘦𝘢𝘴𝘦 𝘳𝘦𝘢𝘤𝘩 𝘰𝘶𝘵 𝘧𝘰𝘳 𝘢 𝘍𝘳𝘦𝘦 𝘊𝘰𝘯𝘴𝘶𝘭𝘵𝘢𝘵𝘪𝘰𝘯 YourPlanningAttorney.com
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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
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This podcast is intended for educational purposes only and does not create an attorney-client relationship.
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#233 | Who Pays the Capital Gains Now?
#233 | Who Pays the Capital Gains Now? An inherited home is sold 2 years after someone passes. Who will have to pay Capital Gains? The estate or the beneficiaries? Timing is everything and this episode will explain more.
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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
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This podcast is intended for educational purposes only and does not create an attorney-client relationship. -
#232 | Can the HOA Foreclose on a House in Trust?
#232 | Can the HOA Foreclose on a House in Trust? This is a serious question with some huge potential consequences. HOA's don't often mess around and can definitely place liens for unpaid dues. So what if the house is in a trust? Can they still put a lien on it? Could they take it?!
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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
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This podcast is intended for educational purposes only and does not create an attorney-client relationship. -
#231 | I'm Dead Broke - Why Do I Need an Estate Plan?
#231 | I'm Dead Broke - Why Do I Need an Estate Plan? Did you know? Estate plans just don't just protect your stuff and they're not just for after you die. Proper protection planning includes protecting you now and is necessary even if you don't own a single asset. This episode breaks down the what, why and how to get it done.
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
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This podcast is intended for educational purposes only and does not create an attorney-client relationship.
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#230 | Rentals, LLCs & Trusts - How Do They Work?
#230 | Rentals, LLCs & Trusts - How Do They Work? Have you heard this before? "If you have rental property, you should have an LLC. If you have an LLC, it should be part of your estate plan." So how does it all work. Who owns and/or controls what? This episode breaks down the order and function of each part of the equation so you, your property and your business get the best protection possible.
Note: There is a graphic to this episode, which is availble on our YouTube channel.
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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.
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