
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
| Publishes | Daily | Episodes | 300 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EducationKids & Family | |||

#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
#498 | Planning for People Who Love Their Pets 𝗣𝗲𝘁 𝗢𝘄𝗻𝗲𝗿𝘀. Listen Up!
Have you ever wondered what happens to your furry family members if something happens to you?
Most people don't realize there's a 𝘀𝗶𝗺𝗽𝗹𝗲, 𝗹𝗲𝗴𝗮𝗹𝗹𝘆 𝗿𝗲𝗰𝗼... more
#497 | Wake Up Call for People Who Own Property in Multiple States!
Most people have no idea that owning a second home in another state can create a legal mess their family never sees coming.
One property? Fine (if you do it... more
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The content focuses on providing guidance and insights into estate planning, designed to alleviate the complexities and emotional stress associated with planning for the future. Topics discussed include the establishment of various trust types, the importance of wills, and the implications of estate and inheritance taxes. The material emphasizes proactive planning strategies, aiming to equip listeners with the knowledge to ensure their assets are properly managed and their wishes are fulfilled after their passing. The host frequently shares personal anecdotes and practical tips drawn from extensive professional experience in estate law, creating an approachable atmosphere for listeners to consider these often intimidating subjects.
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