by Valerie Zammitti
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 tendency and aptitude for problem solving has served thousands of families in NY and NJ since 2007. THIS PODCAST -- Gain helpful tidbits Valerie acquired during too many years of school and throughout her years of practice to guide you on your planning journey. After your initial education is thoughtful planning and then…peace of mind! Within this podcast, you can expect some of the following topics and likely many others: Revocable trusts; living trusts; intervivos trusts Irrevocable trusts; asset protection trusts; Medicaid trusts Wills; last will and testament; simple will Power of Attorney; financial power of attorney Health proxy; health care power of attorney Living Will Trust funding - Real property; Business interests; Other assets Long term care considerations Probate; Surrogate’s Court; Trust administration; inheritance Tax considerations - Estate taxes; Inheritance taxes ; Gift taxes; Capital gains taxes; Income taxes Looking forward to sharing 2 minute planning tips to assist you! You can also find us here: Instagram = https://www.instagram.com/zammittilaw/ Facebook = https://www.facebook.com/zammittilaw LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F YouTube = https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ
Language
🇺🇲
Publishing Since
7/1/2022
Email Addresses
1 available
Phone Numbers
0 available
May 1, 2025
Valerie K. Zammitti, estate planning attorney, explores the potential pitfalls of relying solely on AI for estate planning, highlighting areas where it helps and where human expertise remains crucial.
April 30, 2025
Valerie K. Zammitti discusses methods to ensure children's safety and well-being while parents travel, offering peace of mind through effective planning.
April 29, 2025
Valerie K. Zammitti, estate planning attorney, examines the complexities of co-op ownership within estate planning, highlighting board regulations and transfer challenges, to inform owners about protecting their interests.
Michael Pevney
Nick Rosenbauer
Christopher Small
Jean Chatzky Her Money
Danielle Friedman, Herb Fineburg, & Max McCauley, Offit Kurman
Curtis Chang
The Wall Street Journal
The Wall Street Journal & Gimlet
The American College of Trust and Estate Counsel | ACTEC
The Daily Wire
The New York Times
The Lincoln Project
NPR
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