Everything Estate Planning

De: Valerie Zammitti
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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
    Zammitti Law 2022
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Episodios
  • #254 | Can I Get a Step Up from Step Mom?

    #254 | Can I Get a Step Up from Step Mom?
    Aug 26 2024
    #254 | 𝗖𝗮𝗻 𝗬𝗼𝘂 𝗚𝗲𝘁 𝗮 𝗦𝘁𝗲𝗽 𝗨𝗽 𝗙𝗿𝗼𝗺 𝗦𝘁𝗲𝗽 𝗠𝗼𝗺? What happens if you inherit a house from one parent or stepparent but they’re no longer married to your other parent? Will you lose the step-up basis? Will you have to pay capital gains now? Do you need to worry about inheritance tax? We've got you covered. -- 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)
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    3 m
  • #253 | $70 Million is Out There. Is Some of it YOURS?

    #253 | $70 Million is Out There. Is Some of it YOURS?
    Aug 23 2024
    🤑$𝟳𝟬 𝗠𝗜𝗟𝗟𝗜𝗢𝗡🤑 Is Some of it Yours?! That's how much is sitting out there in unclaimed funds. Could some of it belong to you? Don't get ghosted 👻 by your own cash. Here's where to find it, how to file a claim and go get your money! -- 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)
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    4 m
  • #252 | Can The Irrevocable be Revoked?

    #252 | Can The Irrevocable be Revoked?
    Aug 22 2024
    #252 | Can the Irrevocable be Revoked? You've created an irrevocable trust, your circumstances drastically changed and now you need to access some of those assets. Does this mean you're screwed? It can get complicated but it may be possible. There are definitely a few things you'll want to discuss with your attorney, which we'll outline for you here. -- 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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    5 m
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