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Everything Estate Planning

Valerie Zammitti
Estate Planning
Trusts
Probate
Real Property
Wills
New Jersey
New York
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

#464 | One Property. Multiple Owners. Can It Still Go In Trust? 👀 Do you co-own property with siblings or anyone other than your spouse? Don’t assume shared ownership keeps you from including the property in your estate plan. Listen to this short e... more

#463 | Estate Planning With Investments, Trusts & Taxes 🏦 While trusts can offer asset protection, they also bring tax complexities you’ll want to understand. Before transferring your assets, make sure you know how your trust type impacts your taxe... more

#462 | Got a Trust? Great! Buying Property? Listen Here First!    🏡 If you’re purchasing a new home and have a living trust, there’s a crucial detail you can’t afford to overlook.   In this quick tip, let's discuss one 𝘃𝗲𝗿𝘆 𝗰𝗼𝗺𝗺𝗼𝗻 𝗺𝗶𝘀𝘁... more

#461 | Can You Help With Your Ex's Estate Administration?   💔Has your ex-spouse passed away, and it feels like no one’s doing anything about it? Are there any stepsyou can take to help?   This situation can raise important questions, especially when... more

#460 | Have Your Parents Shared Their Plan With You Yet? 

When did you last discuss your parents’ estate plan with them? For some it's a sensitive topic, but having this conversation now can prevent confusion and stress for your family in the futur... more

#459 | Special Needs Planning: The Right Way to Manage Funds It feels like helping,..

But holding a bank account “for” a loved one with special needs can create serious complications down the line.

There’s a smarter solution that safeguards your ... more

#458 | One Home. Multiple Children. The Decision That Could Divide Them All.

🏡 Thinking of leaving your home to just one person...the child who lives with or cares for you, as an example?

🎥 Please take a moment to reflect on the important que... more

#457 | Occupant v Beneficiary: Who Truly Has Right to the Home? Blended Families & Rental Property Owners Listen Up

What if your partner dies, but their kids inherit the house? What if the house is being rented when the owner passes away? What rea... 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. Complete Estate Planning
2. Estate Planning Strategies
3. Jill on Money with Jill Schlesinger
4. Ready For Retirement
5. Masters in Business

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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