Podcast
Everything Estate Planning
Hosted by Valerie Zammitti · EN
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
29episodes
Episodes
Newest firstAll episodes
#276 | Can a Mortgaged Home Go in a Revocable Trust?
Nov 20, 202400:01:37Tap to summarize#276 | Can a House With a Mortgage Go in a Revocable Trust? This is a very common question, especially with first-time home buyers. Many younger families know they need proper protection planning but they hesitate to start with a mortgage or other debt. The good news is, you don't have to wait! -- 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
Transcribe →#275 | 𝗖𝗮𝗿 ➕ 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 ➕ 𝗧𝗿𝘂𝘀𝘁
Nov 19, 202400:02:58Tap to summarize#275 | 𝗖𝗮𝗿 ➕ 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 ➕ 𝗧𝗿𝘂𝘀𝘁 What goes where and in what order? How do you get maximum protection for your business and your assets? Here's the answer and the order. -- 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
Transcribe →#274 | No, You Can't Use a Dead Person's Credit Card!
Nov 18, 202400:01:33Tap to summarize#274 | Can You Use a Dead Person's Credit Card? What if you're the executor of the Will or a beneficiary of the estate? Is there ever a time it's okay to use a credit card in a deceased person's name? How serious is it really? -- 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
Transcribe →#273 | How to Help a Brother Out
Nov 14, 202400:03:36Tap to summarize#273 | How to Help a Brother Out Can you help a sibling out by giving them a 𝙡𝙞𝙛𝙚 𝙞𝙣𝙩𝙚𝙧𝙚𝙨𝙩 in a property that they 𝙙𝙤𝙣'𝙩 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡𝙡𝙮 𝙢𝙖𝙞𝙣𝙩𝙖𝙞𝙣? There are good reasons to possibly do this and there are very valid reasons why you may not want to. What's best for everyone? This video should help. -- 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)
Transcribe →#272 | 🎁𝗧𝗵𝗲 𝗕𝗶𝗴𝗴𝗲𝘀𝘁 𝗚𝗶𝗳𝘁 𝗙𝗼𝗿 𝗬𝗼𝘂𝗿 𝗞𝗶𝗱𝘀 𝗜𝘀...
Nov 6, 202400:01:00Tap to summarize#272 | 🎁𝗧𝗵𝗲 𝗕𝗶𝗴𝗴𝗲𝘀𝘁 𝗚𝗶𝗳𝘁 𝗙𝗼𝗿 𝗬𝗼𝘂𝗿 𝗞𝗶𝗱𝘀 𝗜𝘀... 🎁 Hint: You can only get it through proper estate planning. So take a listen. It's only a minute long! We're busting out your favorite episodes and most FAQ's from the archives. So, don't worry. Part 2 is already available. Just follow, subscribe and search! -- 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)
Transcribe →#271 | 𝗦𝗽𝗲𝗻𝗱, 𝗗𝗼𝗻'𝘁 𝗦𝗮𝘃𝗲, 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁!!
Oct 30, 202400:02:48Tap to summarize#271 | 𝗦𝗽𝗲𝗻𝗱, 𝗗𝗼𝗻'𝘁 𝗦𝗮𝘃𝗲, 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁!! It's Estate Planning 101. Bottom line, if you're in retirement, you should probably be spending your money on you. Here are all the reasons why! We're busting out your favorite episodes and most FAQ's from the archives. Hope you enjoy this popular rerun! -- 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)
Transcribe →#270 | One Emergency Changed Everything 🚑
Oct 16, 202400:02:02Tap to summarize#270 | 𝗢𝗻𝗲 𝗘𝗺𝗲𝗿𝗴𝗲𝗻𝗰𝘆 𝗖𝗵𝗮𝗻𝗴𝗲𝗱 𝗘𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 🚑 We recently learned the hard way that estate planning also needs to include emergency preparedness - from trips to the ER to natural disasters. My personal experience changed how we will approach this with our clients from now on and we truly hope it helps you! -- 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)
Transcribe →#268 | Best Tax Options for Inherited Retirement
Oct 8, 202400:02:21Tap to summarize#268 | What are The Best Tax Options if I Inherit an IRA? So, you've inherited a nice sized retirement account. What should you do with it? Do you cash it out or take payouts over time? Tax laws changed not that long ago and it's good to know our options so we can reduce the tax consequences as much as possible. -- 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)
Transcribe →#267 | Special Needs: Avoid State Recovery
Oct 7, 202400:03:09Tap to summarize#267 | 𝗦𝗽𝗲𝗰𝗶𝗮𝗹 𝗡𝗲𝗲𝗱𝘀: 𝗔𝘃𝗼𝗶𝗱 𝗦𝘁𝗮𝘁𝗲 𝗥𝗲𝗰𝗼𝘃𝗲𝗿𝘆 Viewer Question: My mom wants to leave her house to my disabled brother, but we'd like to avoid a state recovery when he dies, so his daughter can get the house. Excellent question. Completely doable, but it has to be done right and there is one very important thing to remember. -- 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)
Transcribe →