Best Valerie Zammitti Podcasts (2024)

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#254 | Can I Get a Step Up from Step Mom? 2:52

3h ago2:52

2:52

#254 | 𝗖𝗮𝗻 𝗬𝗼𝘂 𝗚𝗲𝘁 𝗮 𝗦𝘁𝗲𝗽 𝗨𝗽 𝗙𝗿𝗼𝗺 𝗦𝘁𝗲𝗽 𝗠𝗼𝗺? What happens if you inherit a house from one parent or stepparent but they’re no longer married to your other parent? Will you lose the step-up basis? Will you have to pay capital gains now? Do you need to worry about inheritance tax? We've got you covered. -- We’re here to help you learn more! Please com…

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#253 | $70 Million is Out There. Is Some of it YOURS? 4:06

3h ago4:06

4:06

🤑$𝟳𝟬 𝗠𝗜𝗟𝗟𝗜𝗢𝗡🤑 Is Some of it Yours?! That's how much is sitting out there in unclaimed funds. Could some of it belong to you? Don't get ghosted 👻 by your own cash. Here's where to find it, how to file a claim and go get your money! -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to y…

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#252 | Can The Irrevocable be Revoked? 4:34

3h ago4:34

4:34

#252 | Can the Irrevocable be Revoked? You've created an irrevocable trust, your circumstances drastically changed and now you need to access some of those assets. Does this mean you're screwed? It can get complicated but it may be possible. There are definitely a few things you'll want to discuss with your attorney, which we'll outline for you her…

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#251 | How Messy Could it Get? 1:58

3h ago1:58

1:58

#251 | 𝗛𝗼𝘄 𝗠𝗲𝘀𝘀𝘆 𝗖𝗼𝘂𝗹𝗱 𝗶𝘁 𝗚𝗲𝘁? If you choose an executor or trustee and they pass away before you, what happens to your estate plan? This can happen, especially for those who choose siblings or trusted agents that are from their generation or older. The key is making sure your plan has fail-safes built in like the ones in this episode. -- We’re her…

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#250 | What if My Beneficiary Passes Before I Do? 2:25

8d ago2:25

2:25

#250 | 𝗪𝗵𝗮𝘁 𝗶𝗳 𝗠𝘆 𝗕𝗲𝗻𝗲𝗳𝗶𝗰𝗶𝗮𝗿𝘆 𝗣𝗮𝘀𝘀𝗲𝘀 𝗕𝗲𝗳𝗼𝗿𝗲 𝗜 𝗗𝗼? You could be covered, need a simple update or possibly an entire new plan. Much depends on how your estate plan was set up in the first place. Does your plan have the protections outlined in this episode? -- We’re here to help you learn more! Please comment and let us know if you found this addition…

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#249 | Is it an Asset or Income? 2:45

8d ago2:45

2:45

#249 | Is it an Asset or Income? In estate planning it makes a huge difference! Whether or not you're retired is a major factor in which plan might be right for you. The devil's in the details! -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if y…

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#248 | Where Should You Keep the Originals? 3:37

4d ago3:37

3:37

#248 | Where Should You Keep the Originals? Imagine your family tearing apart your house to try to find a Will. Or what if your attorney retires or worse, passes away? 𝗪𝗵𝗲𝗿𝗲 𝗶𝘀 𝘁𝗵𝗲 𝘀𝗮𝗳𝗲𝘀𝘁 𝗽𝗹𝗮𝗰𝗲 to store your original documents 𝘈𝘕𝘋 make sure that 𝘆𝗼𝘂𝗿 𝘁𝗿𝘂𝘀𝘁𝗲𝗱 𝗮𝗴𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 them? Find out why your home filing cabinet is probably NOT the best plac…

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#247 | 🗣️ 𝗪𝗵𝗼 𝗦𝗵𝗼𝘂𝗹𝗱 𝗬𝗼𝘂 𝗧𝗲𝗹𝗹 𝗔𝗯𝗼𝘂𝘁 𝗬𝗼𝘂𝗿 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻? 3:10

4h ago3:10

3:10

#247 | 🗣️ 𝗪𝗵𝗼 𝗦𝗵𝗼𝘂𝗹𝗱 𝗬𝗼𝘂 𝗧𝗲𝗹𝗹 𝗔𝗯𝗼𝘂𝘁 𝗬𝗼𝘂𝗿 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻? You've done the work. Your estate plan is in place. Now, who needs to know? There are 𝗮𝘁 𝗹𝗲𝗮𝘀𝘁 𝟱 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 that you'll want to talk to now. So 𝘄𝗵𝗼 should you share with, 𝘄𝗵𝗲𝗻 should you talk to them and 𝗵𝗼𝘄 𝗺𝘂𝗰𝗵 𝗶𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 do you want to divulge? Watch this video to find out! -- We’re he…

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#246 | What Happens if I Forget to Fund My Trust? 4:42

7h ago4:42

4:42

#246 | What Happens if I Forget to Fund My Trust? 𝗪𝗵𝗮𝘁 𝗛𝗮𝗽𝗽𝗲𝗻𝘀 𝗶𝗳 𝗬𝗼𝘂 𝗡𝗲𝘃𝗲𝗿 𝗙𝘂𝗻𝗱 𝗬𝗼𝘂𝗿 𝗧𝗿𝘂𝘀𝘁? Funding is when you transfer assets into the trust. So, what happens if someone has a trust but they 𝗻𝗲𝘃𝗲𝗿 𝗳𝘂𝗻𝗱 it or they 𝘂𝗻𝗱𝗲𝗿𝗳𝘂𝗻𝗱 it? This is one of the most common estate planning mistakes we see, so this one is a must-see! -- We’re here to help you lea…

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#245 | Do We Have to Create Our Own Trust Now? 2:47

3h ago2:47

2:47

#245 | Do We Have to Create Our Own Trust Now? Dad had a trust. The brothers are beneficiaries. Now what? Do they each need to create their own trust to receive their inheritance? Find out the answer and the reason why in this episode. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful…

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#244 | Can I Sell a Home in a Living Trust? 2:08

1d ago2:08

2:08

#244 | 🏠 Can I Sell a Home in a Living Trust?🏠 There are actually a lot of things you can do with your assets in a Living Trust. You'll want to make sure your Trust is worded correctly and there are few other details to take into consideration. Don't worry. We'll cover all that and more in this episode. -- We’re here to help you learn more! Please …

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#243 | Will Mom Inherit Dad's Debt?! 2:21

2d ago2:21

2:21

#243 | 𝗪𝗶𝗹𝗹 𝗠𝗼𝗺 𝗜𝗻𝗵𝗲𝗿𝗶𝘁 𝗗𝗮𝗱'𝘀 𝗗𝗲𝗯𝘁?! 😱 Scenario: Dad passed away. An insurance refund check is expected, and Mom needs to open an estate in order to cash it. Can Dad's creditors now come after Mom for his debt? We'll break it down here. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge usefu…

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#242 | When Someone Dies, What Happens Next Legally? 3:07

5d ago3:07

3:07

#242 | When Someone Dies, What Happens Next Legally? First of all, our deepest condolences to anyone who is currently facing this difficult time in their lives. Our purpose is to help you through the legal process and give you peace of mind that things are handled correctly, while you and your family focus on healing. -- We’re here to help you lear…

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#241 | Don't Put Your Kids on Your Accounts! 2:49

7d ago2:49

2:49

#241 | 🚫Don’t Put Your Kids On Your Bank Accounts!!🚫 Wait. What? Why?! 😱 There are 2 main reasons, but the bottom line is it doesn't benefit you that much and it could cost your kids bigtime later. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome …

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#240 | The Truth About the "Reading of the Will" 2:26

8d ago2:26

2:26

#140 | The Truth About the “Reading of the Will” A bickering family together in the lawyer's office. A catchy Taylor Swift song. All sorts of images may come to our heads when we think about a Will Reading. Here's what really happens and how it might affect you. -- We’re here to help you learn more! Please comment and let us know if you found this …

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#239 | What if There are Two Different Wills?! 3:43

11d ago3:43

3:43

#239 | 🥴🥴𝗪𝗵𝗮𝘁 𝗶𝗳 𝗧𝗵𝗲𝗿𝗲 𝗮𝗿𝗲 𝟮 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗪𝗶𝗹𝗹𝘀?!🥴🥴 Bottom line, the most recent one may stand. However, this video outlines 6 mitigating factors that may make it worth it to contest the newer version. Discover what some of your option may be here. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowle…

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#238 | Why is Everyone So Freaked Out About Probate?! 5:23

12d ago5:23

5:23

#238 | Why is Everyone So Freaked Out About Probate?! Facts. There are many different reasons why you DON'T want you or your family to ever have to go through Probate. This episode breaks down just 10 of the biggest reasons why most people try to avoid Probate whenever and however possible. If you're facing a lengthy administration process because …

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#237 | What If There's No One I Trust? 3:59

29d ago3:59

3:59

#237 | What if There's No One I Trust?! You're ready to start your estate plan, but you don't trust anyone in your family to make financial or health decisions for you if you're incapacitated. Or you don't have anyone you trust enough to be the Trustee at your passing. So, now what do you? This shouldn't be the thing that stops you from being prote…

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#236 | Do We Have to Use the Same Attorney? 3:38

29d ago3:38

3:38

#236 | 𝗗𝗼 𝗪𝗲 𝗛𝗮𝘃𝗲 𝘁𝗼 𝗨𝘀𝗲 𝘁𝗵𝗲 𝗦𝗮𝗺𝗲 𝗔𝘁𝘁𝗼𝗿𝗻𝗲𝘆? When someone passes, do you have to use the same attorney that drafted their Trust or Will? What if you don't like or feel comfortable with them? The Administration process can take a while, especially if Probate is required, so here are a few important things to consider before making your final decision…

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#235 | I Got Kids, A House & A Business - Where Do I Start? 4:17

21d ago4:17

4:17

# 235 | I Got Kids, A House & A Business - Where Do I Start? Sound like "lions, tigers and bears, oh my"? It may seem like a lot, but actually your core plan doesn't have to be as complicated as it sounds. In this episode we break down the basic documents every adult age 18 or older needs, as well as what a family with property and a business may w…

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#234 | My Attorney Died/Retired. Now What?! 3:33

19d ago3:33

3:33

#234 | 𝗠𝘆 𝗔𝘁𝘁𝗼𝗿𝗻𝗲𝘆 𝗗𝗶𝗲𝗱/𝗥𝗲𝘁𝗶𝗿𝗲𝗱, 𝗡𝗼𝘄 𝗪𝗵𝗮𝘁?! What happens when your trusted attorney passes away or is no longer practicing? Do you have to start over? How do you get your original documents? There will be a process to obtain new counsel, but we've broken down 3 steps you definitely want to take and given you some other ideas and suggestions to hope…

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#233 | Who Pays the Capital Gains Now? 3:37

22d ago3:37

3:37

#233 | Who Pays the Capital Gains Now? An inherited home is sold 2 years after someone passes. Who will have to pay Capital Gains? The estate or the beneficiaries? Timing is everything and this episode will explain more. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plu…

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#232 | Can the HOA Foreclose on a House in Trust? 2:12

26d ago2:12

2:12

#232 | Can the HOA Foreclose on a House in Trust? This is a serious question with some huge potential consequences. HOA's don't often mess around and can definitely place liens for unpaid dues. So what if the house is in a trust? Can they still put a lien on it? Could they take it?! -- We’re here to help you learn more! Please comment and let us kn…

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#231 | I'm Dead Broke - Why Do I Need an Estate Plan? 3:58

1M ago3:58

3:58

#231 | I'm Dead Broke - Why Do I Need an Estate Plan? Did you know? Estate plans just don't just protect your stuff and they're not just for after you die. Proper protection planning includes protecting you now and is necessary even if you don't own a single asset. This episode breaks down the what, why and how to get it done. We’re here to help yo…

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#230 | Rentals, LLCs & Trusts - How Do They Work? 3:43

29d ago3:43

3:43

#230 | Rentals, LLCs & Trusts - How Do They Work? Have you heard this before? "If you have rental property, you should have an LLC. If you have an LLC, it should be part of your estate plan." So how does it all work. Who owns and/or controls what? This episode breaks down the order and function of each part of the equation so you, your property and…

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#229 | 𝗪𝗵𝗮𝘁 𝗶𝗳 𝗠𝘆 𝗧𝗿𝘂𝘀𝘁 𝗶𝘀 𝗦𝘂𝗽𝗲𝗿 𝗢𝗹𝗱? 3:46

2M ago3:46

3:46

#229 | 𝗪𝗵𝗮𝘁 𝗶𝗳 𝗠𝘆 𝗧𝗿𝘂𝘀𝘁 𝗶𝘀 𝗦𝘂𝗽𝗲𝗿 𝗢𝗹𝗱? It may surprise you to know that the age of your Trust doesn't matter as much as how it is set up and worded. Watch this video and then talk to your estate planning attorney to make sure your Trust is truly meeting your needs and wishes. -- We’re here to help you learn more! Please comment and let us know if yo…

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#228 | 𝗜'𝗱 𝗥𝗮𝘁𝗵𝗲𝗿 𝗣𝗼𝗸𝗲 𝗠𝘆 𝗘𝘆𝗲 𝗢𝘂𝘁 𝗧𝗵𝗮𝗻 𝗧𝗮𝗹𝗸 𝗔𝗯𝗼𝘂𝘁... 2:30

1M ago2:30

2:30

#228 | 𝗜'𝗱 𝗥𝗮𝘁𝗵𝗲𝗿 𝗣𝗼𝗸𝗲 𝗠𝘆 𝗘𝘆𝗲 𝗢𝘂𝘁 𝗧𝗵𝗮𝗻 𝗧𝗮𝗹𝗸 𝗔𝗯𝗼𝘂𝘁... My Own Death! Just know that this is one of the most common reasons for people not starting essential planning. So, you're not alone. But we're going to help you push past the procrastination. Trust us. You'll want to. -- We’re here to help you learn more! Please comment and let us know if you fo…

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#227 | Are Joint Tenants on the Home OK? 4:00

2M ago4:00

4:00

#227 | Are Joint Tenants on the Home OK? Is it Ok to add your kids as joint tenants in common on your home? It's probably not a good idea, and here are at least three different reasons why. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you w…

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#226 | It's the IRS - So It's Good News / Bad News 1:51

2M ago1:51

1:51

#226 | It's the IRS - So It's Good News & Bad News What happens if you want to sell a house and you have the Tax ID number for the Trust but not the confirmation from the IRS. Not all is loss, but you will have to jump through some hoops. Here's what to do. -- -- We’re here to help you learn more! Please comment and let us know if you found this ad…

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#225 | Can the Beneficiary Carry Capital Losses? 1:39

2M ago1:39

1:39

#225 | Can the Beneficiary Carry Capital Losses? If the beneficiary sells a property, can they carry any capital losses? Someone got some misinformation, which we'll clear up for you here. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you wo…

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#224 | What About Timeshares? 2:37

2M ago2:37

2:37

#224 | What About Timeshares? With all the snowbirds in NY and NJ, timeshares are often an issue with estate planning and this is a very frequently asked question. So we'll talk pros, cons and what to do with your timeshare, and most importantly WHEN. -- We’re here to help you learn more! Please comment and let us know if you found this additional …

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#223 | So Who Gets What Now? 2:40

2M ago2:40

2:40

#223 | So Who Gets What Now? Listener Question: There's NO WILL. What happens when a parent dies with one living child and one grandchild of a deceased child? It will likely depend on the intestacy laws of your state, but here's how it'll go down in New York. -- -- We’re here to help you learn more! Please comment and let us know if you found this …

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#222 | 𝗖𝗮𝗻 𝗬𝗼𝘂 𝗗𝗶𝘀𝗶𝗻𝗵𝗲𝗿𝗶𝘁 𝗦𝗼𝗺𝗲𝗼𝗻𝗲? 3:47

2M ago3:47

3:47

#222 | 𝗖𝗮𝗻 𝗬𝗼𝘂 𝗗𝗶𝘀𝗶𝗻𝗵𝗲𝗿𝗶𝘁 𝗦𝗼𝗺𝗲𝗼𝗻𝗲? Absolutely! HOWEVER, this episode has some specific suggestions as to how to make sure your wishes are followed should your heir at law decide to contest your estate plan. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be…

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#221 | 𝗗𝗼 𝗜 𝗛𝗮𝘃𝗲 𝘁𝗼 𝗣𝗮𝘆 𝗧𝘄𝗶𝗰𝗲?! 2:20

2M ago2:20

2:20

#221 | 𝗗𝗼 𝗜 𝗛𝗮𝘃𝗲 𝘁𝗼 𝗣𝗮𝘆 𝗧𝘄𝗶𝗰𝗲?! If you live in one state and you sell a property in another, do you have to pay taxes twice? Reporting in both states is likely mandatory, as for payment....well you'll have to watch the video to find out. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge usef…

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#220 | 𝗬𝘂𝗽! 𝗜𝘁'𝘀 𝙏𝙃𝘼𝙏 𝗺𝘂𝗰𝗵 𝗯𝗲𝘁𝘁𝗲𝗿! 5:07

2M ago5:07

5:07

#220 | 𝗬𝘂𝗽! 𝗜𝘁'𝘀 𝙏𝙃𝘼𝙏 𝗺𝘂𝗰𝗵 𝗯𝗲𝘁𝘁𝗲𝗿! One of the most common questions we get is, "What makes a Trust better than a Will?" There are a many but this video just breaks down our Top 5. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSC…

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#219 | 𝗜𝘁 𝗶𝘁 𝗧𝗼𝗼 𝗟𝗮𝘁𝗲 𝘁𝗼 𝗚𝗲𝘁 𝗮 𝗠𝗼𝗿𝘁𝗴𝗮𝗴𝗲? 2:22

2M ago2:22

2:22

#219 | 𝗜𝘁 𝗶𝘁 𝗧𝗼𝗼 𝗟𝗮𝘁𝗲 𝘁𝗼 𝗚𝗲𝘁 𝗮 𝗠𝗼𝗿𝘁𝗴𝗮𝗴𝗲? So, you've created a Trust and funded it with your property. Good for you!! But, now you need a mortgage, or a HELOC or just need to use some of the equity. How will this affect your Trust? Is it even possible? -- We’re here to help you learn more! Please comment and let us know if you found this additional …

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#218 | Can I Just Use a Transfer on Death Account? 2:57

2M ago2:57

2:57

#218 | Can I Just Use a Transfer on Death Account? If I have a Transfer on Death bank account, will it give my beneficiaries the access they need? Do I still need an estate plan? This video talks about the advantages and limitations of this type of bank account and why more is essential. -- We’re here to help you learn more! Please comment and let …

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#217 | Is It Too Late to Protect My Assets? 3:03

2M ago3:03

3:03

#217 | Is It Too Late to Protect My Assets? What happens if long-term care becomes imminent and you haven't finished your estate planning? Can you still protect your assets? Will Medicaid take your house? Find out in today's video. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to …

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#216 | Who is the Best Beneficiary for a Retirement Plan? 5:03

2M ago5:03

5:03

𝗪𝗵𝗼 𝗶𝘀 𝘁𝗵𝗲 𝗕𝗲𝘀𝘁 𝗕𝗲𝗻𝗲𝗳𝗶𝗰𝗶𝗮𝗿𝘆 𝗳𝗼𝗿 𝗮 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻? The law recently changed and that may affect your decision. We'll talk about the pros, cons and importance of getting this done right the first time. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be aweso…

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#215 | It's an Administrative Nightmare! 3:24

3M ago3:24

3:24

#215 | 𝗔𝗻 𝗔𝗱𝗺𝗶𝗻𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝘃𝗲 𝗡𝗶𝗴𝗵𝘁𝗺𝗮𝗿𝗲! Or Is It? They've been together for years. Not married. Have kids, but don't really get along with them and they're about to retire. What's the best plan for them? Complicated but not difficult - for someone who focuses on estate planning, that is. Here are some things to consider as you choose the best attorney …

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#214 | Can the Nursing Home Sue ME as Power of Attorney? 3:22

3M ago3:22

3:22

#214 | Can the Nursing Home Sue ME as Power of Attorney? There are a few scenarios where the answer is “Yes” but don’t freak out. It is rare. And, there’s a way you can protect yourself if you know this information before you accept the assignment. So, listen to this episode. -- We’re here to help you learn more! Please comment and let us know if y…

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#213 | Can My Siblings Just Gift Mom's House to Me? 5:06

3M ago5:06

5:06

#213 | Can My Siblings Just Gift Mom's House to Me? If someone passes without a will, and there are multiple beneficiaries, can they decide amongst themselves to just gift the house to one sibling? Possibly. Is it a good idea? That depends. There are multiple factors to consider, but this podcast should help point you in the right direction. -- We’…

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#212 | Can I Make a Non-US Citizen Beneficiary? 2:00

3M ago2:00

2:00

#212 | Can I Make a Non-US Citizen Beneficiary? This question was specific to life insurance, and the short answer is "Yes." However, there are potential tax implications to consider, in whatever country may be involved. Listen to this podcast and then consult with an experienced attorney! -- We’re here to help you learn more! Please comment and le…

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#211 | 𝗠𝘆 𝗛𝗼𝘂𝘀𝗲 𝗶𝘀 𝗶𝗻 𝗮 𝗧𝗿𝘂𝘀𝘁. 𝗖𝗮𝗻 𝗮 𝗡𝘂𝗿𝘀𝗶𝗻𝗴 𝗛𝗼𝗺𝗲 𝗧𝗮𝗸𝗲 𝗜𝘁? 3:26

3M ago3:26

3:26

#211 | 𝗠𝘆 𝗛𝗼𝘂𝘀𝗲 𝗶𝘀 𝗶𝗻 𝗮 𝗧𝗿𝘂𝘀𝘁. 𝗖𝗮𝗻 𝗮 𝗡𝘂𝗿𝘀𝗶𝗻𝗴 𝗛𝗼𝗺𝗲 𝗧𝗮𝗸𝗲 𝗜𝘁? The short answer is "No." However, there are some important factors to consider, especially as how Medicaid may become involved. What they can take is a bit different. If you are concerned about this issue - whether for yourself or a parent, please listen to this episode. -- We’re here to h…

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#210 | What's the Step Up Cost Basis if Appraisal is TOO Low? 4:17

3M ago4:17

4:17

#210 | What's the Step Up Cost Basis if Appraisal is TOO Low? -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 -- If you want to talk more about anything estate planning, elder law or probat…

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#209 | Can't I Just Keep Paying Their Mortgage? 4:04

3M ago4:04

4:04

#209 | Can't I Just Keep Paying Their Mortgage? If someone dies without a will, can you just keep paying the mortgage for them? The truth is the bank probably won't care how they get their money but there are some definite risks and it could end up costing you a lot more than just the mortgage. -- We’re here to help you learn more! Please comment a…

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#208 | How Can I Get The House After 23 Years? 2:52

3M ago2:52

2:52

#208 | How Can I Get the House After 23 Years?! Here's the scene: There's an old house that has been vacant for 23 years since the owner passed away. There is no known family to claim it. How could you obtain it? Here are few ideas. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to…

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#207 | Can an LLC be Put in an Asset Protection Trust? 2:27

3M ago2:27

2:27

#207 | Can an LLC be Put in an Asset Protection Trust? Hmmm. There is a difference between putting the LLC into the Trust and the Trust being the owner of the LLC. Also, some of it depends on state law regarding Asset Protection Trusts and income flow. This short video explains more. p.s. This is a follow up episode to yesterday's podcast about ren…

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#206 | Should I Put Rental Property in a Trust? 2:21

3M ago2:21

2:21

#206 | Should I Put Rental Property in a Trust? The answer is...maybe. There is, however, something you should ALWAYS have if you own rental property. What is it? When, why and how might a rental property go in a Trust? p.s. Stay tuned for a follow up episode tomorrow re. LLCs. -- We’re here to help you learn more! Please comment and let us know if…

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#205 | Special Needs Trust - Can it Pay Rent & Food? 4:11

3M ago4:11

4:11

#205 | 𝗖𝗮𝗻 𝗶𝘁 𝗣𝗮𝘆 𝗥𝗲𝗻𝘁 & 𝗙𝗼𝗼𝗱? Can a Special Needs Trust pay for things like rent and food? Did you know there is more than type of Supplemental Needs Trust? What sort of things can be paid for without interfering with any government benefits? Watch and find out! -- We’re here to help you learn more! Please comment and let us know if you found this…

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