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Contenido proporcionado por Valerie Zammitti. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Valerie Zammitti o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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#255 | This Stuff DOESN'T Go in Your Trust

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Manage episode 440329413 series 3558777
Contenido proporcionado por Valerie Zammitti. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Valerie Zammitti o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
#155 | 𝗧𝗵𝗶𝘀 𝗦𝘁𝘂𝗳𝗳 𝗗𝗢𝗘𝗦𝗡'𝗧 𝗚𝗼 𝗶𝗻 𝗬𝗼𝘂𝗿 𝗧𝗿𝘂𝘀𝘁 Got a Trust? Great! 𝗗𝗼𝗻'𝘁 𝗝𝘂𝘀𝘁 𝗗𝘂𝗺𝗽 𝙀𝙫𝙚𝙧𝙮𝙩𝙝𝙞𝙣𝙜 𝗶𝗻 𝗧𝗵𝗲𝗿𝗲. 🫣 We get it. You want to avoid Probate. So do we. But there are at least 3 things you probably won't want to put in your Trust. We break down what they are and what to do with these assets instead.

--

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://zammittilaw.com

http://yourplanningattorney.com

--

We provide PEACE OF MIND to families through estate planning, elder law and probate matters.

Our firm rests on three core pillars:

  1. Family protection

  1. Simplicity and efficiency for our clients

  1. Minimizing taxes and spend down of your hard-earned assets

If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you. Valerie K. Zammitti is the owner at Zammitti Law, PLLC. She started her firm with one goal – to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!

Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics.

--

Facebook = https://www.facebook.com/zammittilaw

Instagram = https://www.instagram.com/zammittilaw/

TikTok = https://www.tiktok.com/@everythingestateplanning

YouTube = https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ

LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F

--

This podcast is intended for educational purposes only and does not create an attorney-client relationship.

(attorney advertising)

  continue reading

268 episodios

Artwork
iconCompartir
 
Manage episode 440329413 series 3558777
Contenido proporcionado por Valerie Zammitti. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Valerie Zammitti o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
#155 | 𝗧𝗵𝗶𝘀 𝗦𝘁𝘂𝗳𝗳 𝗗𝗢𝗘𝗦𝗡'𝗧 𝗚𝗼 𝗶𝗻 𝗬𝗼𝘂𝗿 𝗧𝗿𝘂𝘀𝘁 Got a Trust? Great! 𝗗𝗼𝗻'𝘁 𝗝𝘂𝘀𝘁 𝗗𝘂𝗺𝗽 𝙀𝙫𝙚𝙧𝙮𝙩𝙝𝙞𝙣𝙜 𝗶𝗻 𝗧𝗵𝗲𝗿𝗲. 🫣 We get it. You want to avoid Probate. So do we. But there are at least 3 things you probably won't want to put in your Trust. We break down what they are and what to do with these assets instead.

--

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://zammittilaw.com

http://yourplanningattorney.com

--

We provide PEACE OF MIND to families through estate planning, elder law and probate matters.

Our firm rests on three core pillars:

  1. Family protection

  1. Simplicity and efficiency for our clients

  1. Minimizing taxes and spend down of your hard-earned assets

If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you. Valerie K. Zammitti is the owner at Zammitti Law, PLLC. She started her firm with one goal – to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!

Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics.

--

Facebook = https://www.facebook.com/zammittilaw

Instagram = https://www.instagram.com/zammittilaw/

TikTok = https://www.tiktok.com/@everythingestateplanning

YouTube = https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ

LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F

--

This podcast is intended for educational purposes only and does not create an attorney-client relationship.

(attorney advertising)

  continue reading

268 episodios

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