Valerie Zammitti public
[search 0]
Download the App!
show episodes
 
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: https://www.zammittilaw.com http://www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerie’s natural care-giver ten ...
  continue reading
 
Loading …
show series
 
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…
  continue reading
 
#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 …
  continue reading
 
#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…
  continue reading
 
#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’…
  continue reading
 
#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…
  continue reading
 
#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…
  continue reading
 
#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…
  continue reading
 
#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…
  continue reading
 
#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…
  continue reading
 
#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…
  continue reading
 
#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…
  continue reading
 
#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…
  continue reading
 
#203 | There's a PostNup. Does He Have a Claim? Does my step father have a claim if there was a post-nuptial in place? Maybe. It could depend on state law and titling of certain assets. -- 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…
  continue reading
 
#202 | 𝗞𝗶𝗱𝘀 & 𝗣𝗿𝗼𝗯𝗮𝘁𝗲... Fewer things are more tragic than when a young parent passes away. What should be expected during the probate process when minor children are involved? There are a few nuances that could potential complicate financial matters for the surviving spouse or family. Here are just a few. -- We’re here to help you learn more! Plea…
  continue reading
 
#201 | 𝗦𝗵𝗼𝘂𝗹𝗱 𝗣𝗿𝗼𝗯𝗮𝘁𝗲 𝗧𝗮𝗸𝗲 𝗧𝗵𝗶𝘀 𝗟𝗼𝗻𝗴? Does four years seem excessive for Probate to take? While that is longer than the average administration, this video lists seven possible reasons why probate could be delayed. Do one of these apply to you? -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledg…
  continue reading
 
#200 | Children & Joint Tenancy Can a Child Who is a Joint Tenant Live in the Home After the Parent Passes Away? The answer comes down to how the tenancy is defined. See if your Trust is worded the way you want. -- 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 wou…
  continue reading
 
#199 | 𝗬𝗲𝘀. 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗠𝗮𝘁𝘁𝗲𝗿𝘀! Is there a difference between an estate planning attorney and elder law? Can you just have your divorce lawyer do your estate plan too? What's wrong with hiring someone that does a little bit of everything? Focus is everything when it comes to protection planning. See why in this video. -- We’re here to help you lear…
  continue reading
 
#198 | 𝗖𝗮𝗻 𝗜 𝗗𝗲𝗻𝘆 𝗠𝘆 𝗜𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲?! Why would anyone ever want to do that? Is there ever a scenario where denying your inheritance might be in your best interests? Or that of your kids? How would you make it legal? Find out in this short video! -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledg…
  continue reading
 
#197 | 𝗖𝗮𝗻 𝗜 𝗝𝘂𝘀𝘁 𝗦𝘄𝗶𝘁𝗰𝗵 𝘁𝗵𝗲 𝗧𝗿𝘂𝘀𝘁𝗲𝗲 𝗠𝘆𝘀𝗲𝗹𝗳? Do you have to go back to the attorney just to switch a trustee or executor from one kid to another? Is it okay to just scratch out and write in? How complicated is it? -- 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 w…
  continue reading
 
#196 | 𝗪𝗵𝗮𝘁 𝗶𝘀 𝗙𝗶𝗹𝗶𝗮𝗹 𝗟𝗮𝘄? How does Filial Law apply to elder care? Can the government make me care for or provide for a family member? What would trigger this? -- 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 …
  continue reading
 
#195 | 𝗛𝗼𝘄 𝗗𝗼 𝗪𝗲 𝗚𝗲𝘁 𝘁𝗵𝗲 𝗘𝘅 𝗢𝗳𝗳 𝘁𝗵𝗲 𝗗𝗲𝗲𝗱?! This can be a tricky one. Was the house purchased jointly? Is there a divorce decree or other legal document that gives your BF sole ownership? Are there any other options? -- 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…
  continue reading
 
#194 | 𝗗𝗼𝗲𝘀 𝗠𝘆 𝗜𝗥𝗔 𝗔𝗳𝗳𝗲𝗰𝘁 𝗠𝗲𝗱𝗶𝗰𝗮𝗶𝗱? If you have an IRA, will that impact your qualifying for Medicaid? Can they take your IRA? We say this a lot, but it depends. On what exactly and how you can protect yourself, is the subject of this short video. -- We’re here to help you learn more! Please comment and let us know if you found this additional know…
  continue reading
 
#193 | 𝗛𝗼𝘄 𝗠𝘂𝗰𝗵 𝗶𝘀 𝗶𝘁 𝗙𝗼𝗿 𝗝𝘂𝘀𝘁 𝟭 𝗬𝗲𝗮𝗿? How much could a 𝗠𝗲𝗱𝗶𝗰𝗮𝗶𝗱 𝗹𝗶𝗲𝗻 be after just one year? There are some varying factors, but the average amount might just shock you! 𝗔𝘀𝘀𝗲𝘁 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 may be more crucial than you think. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to…
  continue reading
 
#192 | 𝗛𝗼𝘄 𝗪𝗶𝗹𝗹 𝗜 𝗞𝗻𝗼𝘄 𝗶𝗳 𝗜'𝗺 𝗶𝗻 𝗮 𝗪𝗶𝗹𝗹? Are you a beneficiary? How do you know if you're listed in a Last Will and Testament? Who should you ask? What if someone has already passed away? -- 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 wou…
  continue reading
 
#191 | 𝗗𝗼 𝗪𝗲 𝗛𝗮𝘃𝗲 𝘁𝗼 𝗦𝘁𝗮𝗿𝘁 𝗔𝗹𝗹 𝗢𝘃𝗲𝗿?! If a new asset is found, do you have to reopen an estate? What if the probate process has been completed? What if it's been a while? Either way, we'll help you get it done right. -- 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, i…
  continue reading
 
#190 | 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗢𝗳𝗳𝗶𝗰𝗲𝗿 𝘃 𝗢𝘄𝗻𝗲𝗿 - 𝗪𝗵𝗮𝘁'𝘀 𝘁𝗵𝗲 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝗰𝗲? And how does this apply to estate planning? What happens if an officer passes? What about the owner? This video gets down to business. -- 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 yo…
  continue reading
 
#189 | 𝗝𝗼𝗶𝗻𝘁 𝗧𝗲𝗻𝗮𝗻𝘁𝘀 - 𝗪𝗵𝗮𝘁 𝗛𝗮𝗽𝗽𝗲𝗻𝘀 𝗪𝗵𝗲𝗻 𝗢𝗻𝗲 𝗼𝗳 𝗨𝘀 𝗣𝗮𝘀𝘀𝗲𝘀? Do you get a 𝘀𝘁𝗲𝗽-𝘂𝗽 𝗯𝗮𝘀𝗶𝘀 at the death of the first person, with a married a couple, if you own the home as 𝗷𝗼𝗶𝗻𝘁 𝘁𝗲𝗻𝗮𝗻𝘁𝘀 𝘄𝗶𝘁𝗵 𝗿𝗶𝗴𝗵𝘁 𝗼𝗳 𝘀𝘂𝗿𝘃𝗶𝘃𝗼𝗿𝘀𝗵𝗶𝗽? What are joint tenants? What is right of survivorship? What happens when one passes away? How does capital gains apply? This is actually a t…
  continue reading
 
#188 | When Should You Have a Revocable Trust? 𝗪𝗵𝗲𝗻 𝗗𝗼 𝗬𝗼𝘂 𝗡𝗲𝗲𝗱 𝗮 𝗥𝗲𝘃𝗼𝗰𝗮𝗯𝗹𝗲 𝗧𝗿𝘂𝘀𝘁? Some individuals and families may be well protected with just a Will plan alone. However, estate planning is never a one and done solution. So, when do you know it's time to add a Trust into the mix? This video outlines a few key parameters to think about and make su…
  continue reading
 
#187 | 𝗪𝗵𝗮𝘁 𝗶𝘀 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗚𝗮𝗶𝗻𝘀 𝗶𝗻 𝗙𝗟? So Capital Gains are always Federal, but they do vary state by state. So how do they work in Florida? Let's find out. -- 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 …
  continue reading
 
#186 | Is YOUR Trust Worded Correctly?! What happens if a life tenant in a house held in Trust has to go to a nursing home? Some of it depends on how your Trust is worded and/or what your local state law says. Make sure you and your parents are properly protected! -- We’re here to help you learn more! Please comment and let us know if you found thi…
  continue reading
 
#185 | The House is Mine. Why Am I Not on the Title? 𝗕𝗶𝗴 𝗤𝘂𝗮𝗻𝗱𝗮𝗿𝘆. 𝗦𝗶𝗺𝗽𝗹𝗲 𝗔𝗻𝘀𝘄𝗲𝗿. The Question: Why isn't my name on the house title if I inherited if from my mother? Basically there is a a process to transfer title and this video will help you know where to begin. -- We’re here to help you learn more! Please comment and let us know if you found th…
  continue reading
 
#184 | What if Stepmom Doesn't Follow the Trust? Let's talk Marital Trusts. What do they do? How flexible are they? What if stepmom doesn't follow the marital trust? Do the children have any rights? -- 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…
  continue reading
 
#183 | Can I Work on Medicaid & SSI? -- 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 probate related: https://zammit…
  continue reading
 
#182 | Is My Will Still Valid? If you move out of state, does your Will move with you? Sort, of. Should it be updated? Probably. Listen to learn 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 would SUBSCRIBE too! It would mean a lot …
  continue reading
 
#181 | Can Non U.S. Citizens Be Beneficiaries? 𝗖𝗮𝗻 𝗮 𝗡𝗮𝘁𝘂𝗿𝗮𝗹𝗶𝘇𝗲𝗱 𝗨.𝗦. 𝗖𝗶𝘁𝗶𝘇𝗲𝗻 𝗡𝗮𝗺𝗲 𝗮 𝗡𝗼𝗻-𝗨.𝗦. 𝗖𝗶𝘁𝗶𝘇𝗲𝗻 𝗮𝘀 𝗮 𝗕𝗲𝗻𝗲𝗳𝗶𝗰𝗶𝗮𝗿𝘆? Does a naturalized citizen have the same estate planning protection as a U.S.-born citizen? Can either name a non-U.S. citizen as a beneficiary in their estate plan? If so, how does it work? Are there any risks? -- We’re here to h…
  continue reading
 
#179 | What Should the Snowbirds Do? Are you a snowbird? Do you live in one state but own properties somewhere else? Do you need multiple Trusts? Don't worry. It's not as complicated as you might think! # | TITLE -- 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 wo…
  continue reading
 
#178 | Do I Pay Capital Gains if I Sell My Vacation Home? If you sell a vacation home that wasn't your primary residence, then you will likely pay capital gains. Why and how does it work? We give you a quick break down, with some specific examples to help you crunch your own numbers. -- We’re here to help you learn more! Please comment and let us k…
  continue reading
 
#177 | What is the Best Trust for ME? Real Life Scenario: She's a Widow with adult children and a paid-off home. What do you think is the BEST TRUST for her at this point in her life? The answer might not be what you think. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and …
  continue reading
 
#176 | Are You Getting the Best Value From Your Estate Planning Attorney? Estate Planning is NOT preparing some documents and then never talking to your attorney again. At least it shouldn't be. Your estate planning attorney should be there for you and your family throughout the years. This podcast outlines just a few key things you should expect f…
  continue reading
 
#175 | Holy Cannoli! He's Been There HOW Long?! What would say about my brother living in our mother's house since she passed away...TEN YEARS AGO? Here's exactly what I think about that. -- 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 wou…
  continue reading
 
#174 | Dad Passed Away 4 Years Ago. Where Do We Start? The scene: A parent passes away years ago without a Will and the estate has never gone through the Probate Process. Where should you start? What comes next? -- 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 wou…
  continue reading
 
#173 | Can They Take the House if I'm Paying the Mortgage? -- 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 probate r…
  continue reading
 
#172 | When the Trustee Goes Dark What should you do if your brother is the Trustee, but he isn't doing anything and refuses to talk to any of you? Find out on this episode. -- 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 t…
  continue reading
 
#171 | Do You Need a TIN for a Transfer on Death Deed? -- 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 probate relat…
  continue reading
 
#170 | The Will May be Irrelevant -- 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 probate related: https://zammittil…
  continue reading
 
#169 | How to Get the Step Up Cost Basis -- 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 probate related: https://za…
  continue reading
 
#168 | Your Attorney Should be a Resource For You -- 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 probate related: h…
  continue reading
 
#167 | Can Medicaid Put a Lien on My Home? -- 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 probate related: https://…
  continue reading
 
#166 | Can The Nursing Home Take My Friend's Pension? -- 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 probate relate…
  continue reading
 
#165 | What if I Move Out of State? -- 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 probate related: https://zammitt…
  continue reading
 
Loading …

Quick Reference Guide