Everything Estate Planning

#345 | Does Irrevocable = Unchangeable?

💡 Think “Irrevocable” Means It Can’t Be Changed?

You’ve probably heard that an irrevocable trust is set in stone. But is that really the full story?

💬What happens if your family’s needs or circumstances significantly or unpredictably shift over time?💬What if there are crucial changes in the law?💬 What if the trust, instead of safeguarding your loved ones, inadvertently exposes them to risk?

The good news is that there are ways to amend these seemingly inflexible plans—if you know the right approach.

Before resigning yourself to the idea that you’re stuck with the decisions made years ago, listen to this episode. You might discover your plan has more flexibility than you imagined, especially if it was drafted well to begin with.

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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. 😊

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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
2. Simplicity and efficiency for our clients
3. 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.

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

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

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

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

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#344 | For Baby Boomers & Their Adult Kids

Did You Know? Baby Boomers are expected to pass down over $72 trillion in the coming decades 💰💰...But 30–40% don’t have any estate plan at all. 😱

Whether You Have a Lot or a Little:👉 Why isn't “just a will” enough to protect your family from a legal & emotional mess? 👉 What complications arise when a child is disinherited? 👉 Are you accidentally leaving behind more confusion than clarity?

Whether you are a Boomer yourself, or the adult child of one, this message is for you.

This isn't just about a guilt trip. It’s about embracing responsibility and securing your legacy.

Listen to this episode. Then ask yourself: What kind of transition are you preparing your family for?

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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
2. Simplicity and efficiency for our clients
3. 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

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

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#343 | Often Overlooked Tax Traps

📢Important Questions Answered in This Episode:

❓Who files the taxes when someone passes away?❓What happens when a trust earns income—or when property gets sold?!?️How can small oversights lead to very unnecessary, costly mistakes?

Navigating these questions is crucial, especially when you're handling an estate.

If you’re an executor, trustee, or simply want to gain a better understanding of what’s involved, our brief, insightful video is a must-watch. Don't miss out on critical information most families overlook. 👀

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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
2. Simplicity and efficiency for our clients
3. 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

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

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In the digital age, what becomes of your will? Is it truly possible to sign your will online and consider it legally binding? And if you relocate to another state, will your digital will still be valid? 🤔💻

With more states adopting electronic will legislation, legal landscape is rapidly evolving. But does this shift simplify the process... or just complicate it?

We'll break down what you really need to know about Digital Wills in this quick, eye-opening episode.

👉 Are you ready for the legal future? Listen now and decide for yourself.

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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
2. Simplicity and efficiency for our clients
3. 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

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

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#341 | Are You Living in Your "Zone of Genius"?

🔹What if the biggest thing holding you back... could it be you?

🔹What if the perpetual feeling of "not enough time" isn't really about time management at all?

🔹And what if the path to more purpose, ease, and impact is already in front of you—but you just haven't seen it yet?

In this week’s reading, we dive into The Big Leap by Gay Hendricks to explore his concept of the "Zone of Genius"—and why it might just be the key to unlocking your full potential in work, life, and relationships.

👉 Could it be that what you're best at is also what feels the most effortless?

👉 How do you even find your zone of genius—and why does it matter so much?

Tune in, reflect, and let’s explore together.

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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
2. Simplicity and efficiency for our clients
3. 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.

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