#344 | For Baby Boomers & Their Adult Kids
04/16/25 • 6 min
#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?
--
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:
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:
- Family protection
- Simplicity and efficiency for our clients
- 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
--
This podcast is intended for educational purposes only and does not create an attorney-client relationship.
attorney advertising
#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?
--
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:
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:
- Family protection
- Simplicity and efficiency for our clients
- 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
--
This podcast is intended for educational purposes only and does not create an attorney-client relationship.
attorney advertising
Previous Episode
#343 | Often Overlooked Tax Traps
#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. 👀
--
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:
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:
- Family protection
- Simplicity and efficiency for our clients
- 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
--
This podcast is intended for educational purposes only and does not create an attorney-client relationship.
attorney advertising
Next Episode
#345 | Does Irrevocable Always = Unchangeable?
#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.
--
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:
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:
- Family protection
- Simplicity and efficiency for our clients
- 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
--
This podcast is intended for educational purposes only and does not create an attorney-client relationship.
attorney advertising
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