Everything Estate Planning

512 Episodes

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

See All 512 Episodes

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