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Everything Estate Planning

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

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

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Artwork for Everything Estate Planning

Latest Episodes

#511 | Filial Responsibility: Fact, Fiction, and What Actually Happens

One obscure area of state law continues to generate more questions than almost any estate planning topic we've covered.

Can adult children ever be responsible for a parent's c... more

#510 | What Happens to a Timeshare When You Die? Probate, Inheritance & Family Responsibility Timeshares can create unexpected challenges after death.

In this episode, Valerie Zammitti explores the questions families ask most often when a loved one... more

#509 | The Dangers of AI Estate Planning "Advice"

Most people assume estate planning is about documents.

A will. A trust. A few signatures. Done.

But what if the real risks have nothing to do with the documents themselves?

What happens when o... more

#508 | Should Your Child Own Your House? The Answer Isn't What You Think.

For many families, the home is more than a building—it's years of sacrifice, memories, and financial security.

That's why decisions involving ownership, inheritance, probat... more

#507 | How "Just a Will" Could Hurt Your Family

Most people assume having a will means their family is protected.

But many families discover too late that a will alone can still lead to court involvement, delays, frozen accounts, confusion, and u... more

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

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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.

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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. Trust Us: Estate Planning Wisdom
5. Your Money, Your Wealth

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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