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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
Financial Power Of Attorney
Corporate Trustees
Slayer Rule

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

#491 | Every Child Deserves This Protection

๐—ฃ๐—ฎ๐—ฟ๐—ฒ๐—ป๐˜๐˜€, ๐—น๐—ฒ๐˜'๐˜€ ๐—ฏ๐—ฒ ๐—ต๐—ผ๐—ป๐—ฒ๐˜€๐˜ ๐—ฎ๐—ฏ๐—ผ๐˜‚๐˜ ๐˜€๐—ผ๐—บ๐—ฒ๐˜๐—ต๐—ถ๐—ป๐—ด ๐˜‚๐—ป๐—ฐ๐—ผ๐—บ๐—ณ๐—ผ๐—ฟ๐˜๐—ฎ๐—ฏ๐—น๐—ฒ. You'd do ๐˜ข๐˜ฏ๐˜บ๐˜ต๐˜ฉ๐˜ช๐˜ฏ๐˜จ to protect your kids. You buckle them in car seats, teach them to look both... more

#490 | Estate Planning Definitions: Disposition of Remains - A Simple, but Powerful Document

๐Ÿฅ€๐—ช๐—ต๐—ฒ๐—ป ๐—™๐—ฎ๐—บ๐—ถ๐—น๐˜† ๐—ถ๐˜€ ๐—™๐—ผ๐—ฟ๐—ฐ๐—ฒ๐—ฑ ๐˜๐—ผ ๐—ฃ๐—ผ๐˜€๐˜๐—ฝ๐—ผ๐—ป๐—ฒ ๐—ฎ ๐—™๐˜‚๐—ป๐—ฒ๐—ฟ๐—ฎ๐—น...

Because the court has to decide who has legal authority to make fu... more

#489 | Probate Problems: Costly Court Appointments When Family Fights Over Property

This nightmare becomes reality when families can't agree during probate.

๐Ÿ˜ก๐—œ๐—บ๐—ฎ๐—ด๐—ถ๐—ป๐—ฒ ๐—ฏ๐—ฒ๐—ถ๐—ป๐—ด ๐—ณ๐—ผ๐—ฟ๐—ฐ๐—ฒ๐—ฑ ๐˜๐—ผ ๐˜€๐—ฒ๐—น๐—น ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ต๐—ผ๐—บ๐—ฒโ€ฆ๐—ฎ๐—ป๐—ฑ ๐—ฎ ๐˜€๐˜... more

#487 | If You Have a Retirement Account, We Have a Quick Question

Is your 401(k), IRA, or life insurance actually set up to protect your familyโ€ฆ or did you accidentally leave them exposed?

Most people think naming a beneficiary is simple, but the... more

#486 | Planning "Shortcuts" That Can Destroy Your Family's Future

โš ๏ธ Think adding your kids to your accounts avoids probate? It's supposed to, so it might seem like an easy fix. HOWEVER...

โŒ ๐™๐™๐™ž๐™จ ๐™ฌ๐™š๐™ก๐™ก-๐™ข๐™š๐™–๐™ฃ๐™ž๐™ฃ๐™œ ๐™ข๐™ค๐™ซ๐™š ๐™ž๐™จ ๐™—๐™–๐™˜... more

#485 | If This is You, Good News. You DON'T NEED an Estate Plan! For everyone else in NY & NJ, we offer Free Consultations. ๐Ÿ˜… We've compiled a *completely scientific* list of the Top 10 Types of People Who Don't Need Estate Plans... and honestly, yo... more

#484 | Does Estate Planning Scare You? This Will Help. ๐—™๐—ฎ๐—ฐ๐˜๐˜€: ๐—ช๐—ต๐—ฎ๐˜ ๐˜†๐—ผ๐˜‚ ๐—ฑ๐—ผ๐—ป'๐˜ ๐—ธ๐—ป๐—ผ๐˜„ ๐—ฐ๐—ฎ๐—ป ๐—ฐ๐—ผ๐˜€๐˜ ๐˜†๐—ผ๐˜‚ ๐˜๐—ต๐—ฒ ๐—บ๐—ผ๐˜€๐˜.

Many people delay planning because uncertainty feels scary. But the biggest risks come from avoiding uncom... more

#483 | Deed Dangers for Property Owners ๐Ÿ”Š ๐—ฃ๐—ฅ๐—ข๐—ฃ๐—˜๐—ฅ๐—ง๐—ฌ ๐—ข๐—ช๐—ก๐—˜๐—ฅ๐—ฆ โ€” ๐—ฌ๐—ข๐—จ๐—ฅ ๐——๐—˜๐—˜๐—— ๐—–๐—ข๐—จ๐—Ÿ๐—— ๐—•๐—˜ ๐—ฌ๐—ข๐—จ๐—ฅ ๐—™๐—”๐— ๐—œ๐—Ÿ๐—ฌ'๐—ฆ ๐—•๐—œ๐—š๐—š๐—˜๐—ฆ๐—ง ๐— ๐—œ๐—ฆ๐—ง๐—”๐—ž๐—˜

Your deed may be protecting youโ€ฆ or it could be quietly setting your family up for a... 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.

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Talking Points

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#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.

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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. Money Guy Show
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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