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Everything Estate PlanningAuthor: Valerie Zammitti
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 thenpeace 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_refererhttps%3A%2F%2Fwww.google.com%2F YouTube https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ Language: en Genres: Education, Kids & Family Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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#504 | Big RED FLAG for Property Owner "Protection Planning"
Episode 504
Monday, 5 January, 2026
#504 | Big RED FLAG for Property Owner "Protection Planning" 🚩 𝗦𝗧𝗢𝗣 𝗯𝗲𝗳𝗼𝗿𝗲 𝘆𝗼𝘂 𝗱𝗼 𝘁𝗵𝗶𝘀 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂𝗿 𝗵𝗼𝗺𝗲. I recently spoke with a property owner who thought they were protected. But in reality, 𝗲𝘃𝗲𝗿𝘆 𝘀𝗮𝗳𝗲𝗴𝘂𝗮𝗿𝗱 𝗵𝗲 𝗿𝗲𝗹𝗶𝗲𝗱 𝗼𝗻 𝗰𝗼𝘂𝗹𝗱 𝗳𝗮𝗶𝗹 at the exact moment he'd need it most. On paper, it looked responsible. In practice, it created exposure most people never see coming. And once that door opens, there's often no easy way to close it. Today we down why certain structures that sound "smart" can actually erase protection, how liability really works, and what property owners should understand before something goes wrong. If you own real property, or plan to, 𝘁𝗵𝗶𝘀 𝗶𝘀 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗼𝘀𝗲 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀 𝘆𝗼𝘂 𝘄𝗮𝗻𝘁 𝗯𝗲𝗳𝗼𝗿𝗲 𝗮 𝗰𝗿𝗶𝘀𝗶𝘀, 𝗻𝗼𝘁 𝗮𝗳𝘁𝗲𝗿. ▶️ Listen now and make sure your protection is real, not just assumed. ZRealEstatePlan.com #PropertyOwners #RealEstatePlanning #AssetProtection #EstatePlanningMistakes #LiabilityRisk #NYRealEstate #NJRealEstate #SmartPlanning #ProtectYourHome #EverythingEstatePlanning #ZammittiLaw -- 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
