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Everything Estate Planning

Valerie Zammitti
Estate Planning
Trusts
Probate
Real Property
Wills
New York
New Jersey
Trust Funding
Will Reading
Living Trust
Taxation
Incapacity Planning
Attorney Services
Professional Fiduciaries
Probate Process
Wills and Trusts
Retirement Assets
Last Will and Testament
Financial Power Of Attorney
Corporate Trustees

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

PublishesDailyEpisodes300Founded3 years ago
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Artwork for Everything Estate Planning

Latest Episodes

#482 | What is the Best Trust for Me? (Replay) The truth about estate planning? Most people get it wrong when it matters most. One common scenario facing many families today: A widow. Adult children. A home that's fully paid off. 𝘞𝘩𝘪𝘤𝘩 𝘵𝘳𝘶𝘴�... more

#481 | A Solid Plan for When it All Hits the Fan

😱 𝗪𝗶𝗹𝗹 𝗬𝗼𝘂 𝗞𝗻𝗼𝘄 𝗪𝗵𝗮𝘁 𝘁𝗼 𝗗𝗼?

We don't always get to choose when life changes, but we can choose to be ready for it.

There comes a time when 𝘁𝗼𝘂𝗴𝗵 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻... more

#480 | Estate Planning With Heart, Mind & Soul

🌍🌎𝗖𝗵𝗮𝗻𝗴𝗶𝗻𝗴 𝘁𝗵𝗲 𝗪𝗼𝗿𝗹𝗱 - In the Smallest Moments of Time

🌟 Ever feel like your day is filled with small, ordinary moments? 🎁 Will you make the most of those gifts?

Here's a gent... more

#479 | How to Pay for Long Term Care Without Losing Everything 𝗖𝗮𝗻 𝗬𝗼𝘂 𝗔𝗳𝗳𝗼𝗿𝗱 $𝟭𝟱,𝟬𝟬𝟬 𝗘𝘃𝗲𝗿𝘆 𝗠𝗼𝗻𝘁𝗵?

Here's the reality: 7 out of 10 people turning 65 today will need long-term care. The question isn't 𝙞𝙛 you'll need it... more

#478 | Avoid Probate in 2 Simple Steps! 𝗣𝗿𝗼𝗯𝗮𝘁𝗲 𝗶𝘀 𝗟𝗼𝗻𝗴, 𝗣𝘂𝗯𝗹𝗶𝗰 & 𝗘𝘅𝗽𝗲𝗻𝘀𝗶𝘃𝗲...but it doesn't have to be. Most families don't realize that even a Will still has to go through probate and 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗳𝗮𝗺𝗶𝗹𝘆 𝗯𝘂𝘀𝗶... more

#477 | Estate Planning for the Worrier ♾️𝗗𝗼𝗲𝘀 𝗬𝗼𝘂𝗿 𝗠𝗶𝗻𝗱 𝗘𝘃𝗲𝗿 𝗚𝗲𝘁 𝗦𝘁𝘂𝗰𝗸 𝗼𝗻 𝘁𝗵𝗲 𝗔𝗻𝘅𝗶𝗲𝘁𝘆 𝗟𝗼𝗼𝗽?

A profound quote from "𝘌𝘴𝘴𝘦𝘯𝘵𝘪𝘢𝘭𝘪𝘴𝘮 - 𝘛𝘩𝘦 𝘋𝘪𝘴𝘤𝘪𝘱𝘭𝘪𝘯𝘦𝘥 𝘗𝘶𝘳𝘴𝘶𝘪𝘵 𝘰𝘧 𝘓𝘦𝘴𝘴" by Gre... more

#476 | Buying a Property With a Trust is Simple IF Done Right! 🏠 𝗞𝗲𝗲𝗽 𝗶𝘁 𝗦𝗶𝗺𝗽𝗹𝗲 - 𝗕𝘂𝘆𝗶𝗻𝗴 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗪𝗶𝘁𝗵 𝗮 𝗧𝗿𝘂𝘀𝘁? 𝗛𝗲𝗿𝗲'𝘀 𝗪𝗵𝗮𝘁 𝗠𝗼𝘀𝘁 𝗣𝗲𝗼𝗽𝗹𝗲 𝗚𝗲𝘁 𝗪𝗿𝗼𝗻𝗴. You set up your trust. Check. Now you'r... more

#475 | What Would This Have Cost YOUR Family? 💔 Meet "David*", a successful marketing executive who spent 18 months researching estate planning attorneys. He had spreadsheets comparing fees. Bookmarked 47 law firm websites. Read every Google review ... more

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Host

Valerie Zammitti
Valerie Zammitti is an estate planning attorney based in New York and New Jersey, specializing in elder law and probate. Since 2007, she has dedicated her career to guiding families through the complexities of estate planning, providing valuable insights and strategies to ensure peace of mind.

Talking Points

Recent interactions between the hosts and their guests.

#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.

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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?

Providing valuable insights into estate planning, the content focuses primarily on helping families achieve peace of mind through structured and informed planning. Central topics include wills, trusts (revocable and irrevocable), power of attorney options, and the probate process. Episodes also touch on elder law, long-term care considerations, and tax implications related to estate management. Unique to this content is its emphasis on simplicity and accessibility, aiming to demystify complex legal concepts for everyday listeners, making it particularly appealing to individuals seeking straightforward guidance on estate matters.

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Which podcasts are similar to Everything Estate Planning?

These podcasts share a similar audience with Everything Estate Planning:

1. Passing It On: Estate Planning for Families
2. Estate Planning Strategies
3. Complete Estate Planning
4. Stay Wealthy Retirement Podcast
5. Ready For Retirement

How many episodes of Everything Estate Planning are there?

Everything Estate Planning launched 3 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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