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Everything Estate Planning

Valerie Zammitti
Estate Planning
Trusts
New York
New Jersey
Probate Process
Inheritance
Probate Administration
Long-Term Care
Probate
Power Of Attorney
Wills
Medicaid
Revocable Living Trust
Capital Gains Tax
Guardianship
Zammitti Law
Real Property
Incapacity Planning
Limited Liability Company
Real Estate

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: www.zammittilaw.com www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helpe... more

PublishesDailyEpisodes300Founded4 years ago
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Artwork for Everything Estate Planning

Latest Episodes

Most people think estate planning starts at the end of life. It doesn't. The biggest breakdown happens when someone is still alive… but suddenly unable to act. And families are left trying to make critical decisions without legal permission to do so.... more

Most estate plans are designed around death—but that's not where they fail.

They fail during life.

In this episode, we break down why estate plans commonly break during temporary incapacity, including real-world scenarios where families are left ... more

#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 𝘀𝗮𝗳𝗲𝗴𝘂𝗮... more

#503 - Which Power of Attorney Should You Use? Most people don't realize there are very 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝘄𝗮𝘆𝘀 𝗮 𝗣𝗢𝗔 𝗰𝗮𝗻 𝗯𝗲 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝗱, and those differences can determine whether help is immediate or painfully delayed when it... more

#502 | Why "The Customer is Always Right" Doesn't Work in Estate Planning 𝗤𝘂𝗶𝗰𝗸 𝗿𝗲𝗮𝗹𝗶𝘁𝘆 𝗰𝗵𝗲𝗰𝗸: Walking into an estate planning conversation already convinced you know exactly what you need can quietly work against you. Many people ca... more

#501 | This Will be the Hardest Thing for Them and You Most families never talk about what happens when independence is no longer an option, until they're forced to.

And by then, the choices feel rushed, emotional, and overwhelming.

This episode ... more

IT'S OUR 500TH EPISODE!! Thank you for listening, liking, subscribing and sharing. We couldn't do this without you. #500 | What Busy People Do When Life Gifts Them Time 🚨 𝗦𝘁𝘂𝗰𝗸 𝗶𝗻 𝘁𝗿𝗮𝗳𝗳𝗶𝗰? 𝗦𝗶𝘁𝘁𝗶𝗻𝗴 𝗼𝗻 𝗮 𝘁𝗿𝗮𝗶𝗻? 𝗛𝗲𝗿𝗲'𝘀... more

#499 | For Most Beneficiaries, It's Hurry Up & Wait 𝗕𝗲𝗻𝗲𝗳𝗶𝗰𝗶𝗮𝗿𝗶𝗲𝘀 — 𝗔𝗿𝗲 𝘆𝗼𝘂 𝘄𝗮𝗶𝘁𝗶𝗻𝗴 𝗼𝗻 𝗮𝗻 𝗶𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲 𝗮𝗻𝗱 𝘄𝗼𝗻𝗱𝗲𝗿𝗶𝗻𝗴… "𝗪𝗵𝗮𝘁 𝗶𝘀 𝘁𝗮𝗸𝗶𝗻𝗴 𝘀𝗼 𝗹𝗼𝗻𝗴?"

Before frustration sets in, pause... more

Key Facts

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Similar Podcasts

People also subscribe to these shows.

The Death Readiness Podcast: Not your dad’s estate planning podcast
The Death Readiness Podcast: Not your dad’s estate planning podcastJill Mastroianni - Estate Planning & Probate Attorney/Lawyer for Women
Retirement Answer Man
Retirement Answer ManRoger Whitney, CFP®, CIMA®, RMA, CPWA®
Big Picture Retirement®
Big Picture Retirement®Devin Carroll, CFP® & John Ross, JD

Host

Valerie Zammitti
Attorney and owner of Zammitti Law; Host of Everything Estate Planning; Experienced estate planning, elder law, and probate attorney serving NY/NJ since 2007.

Talking Points

Recent interactions between the hosts and their guests.

#482 | What is the Best Trust for Me? (Replay)
Q: If I'm a widow with three adult children and a paid off home, what trust do I use?
An Asset Protection Trust may be appropriate, as it protects the home from creditors and starts the look back period for Medicaid, while allowing for a stepped up cost basis for capital gains tax purposes.
#245 | Do We Have to Create Our Own Trust Now?
Q: My dad passed with a trust. Do my brother and I create a new trust in our names and move the money into it?
It depends on how the trust document was created and what the specific language states regarding distributions to beneficiaries.
#375 | How to Sell a House in an Irrevocable Trust
Q: What happens to the assets if mom wants to sell the house that's in an irrevocable trust?
Assets can still be maintained under the trust after the house sale, and proceeds can be placed into an irrevocable trust account created by the trustees.
#292 | Will This New Tax Rule Impact Your Retirement?
Q: What are the implications of the new 10-year payout rule for beneficiaries?
The new rule requires beneficiaries to withdraw all assets from inherited retirement accounts within 10 years, which can result in higher taxes during their peak earning years.

Audience Metrics

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Frequently Asked Questions About Everything Estate Planning

What is Everything Estate Planning about and what kind of topics does it cover?

This show delivers practical, attorney-led guidance on estate planning, elder law, and probate with a focus on actionable steps families can take to protect assets, plan for caregiving, and simplify complex processes. Episodes cover a wide range of topics—from trusts (living, revocable, irrevocable) and powers of attorney to real property protection, Medicaid planning, pet trusts, and the interplay of taxes with estate strategy. The host frequently shares relatable client anecdotes and clear frameworks to help listeners prioritize planning, understand common pitfalls, and create peace of mind for themselves and their loved ones. A recurring emphasis on accessible planning tools, proactive conversations, and real-world examples makes it usef... more

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Which podcasts are similar to Everything Estate Planning?

These podcasts share a similar audience with Everything Estate Planning:

1. Estate Planning Strategies
2. Complete Estate Planning
3. The Death Readiness Podcast: Not your dad’s estate planning podcast
4. Retirement Answer Man
5. Big Picture Retirement®

How many episodes of Everything Estate Planning are there?

Everything Estate Planning launched 4 years ago and published 300 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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