#347 | Do This Before Meeting With an Attorney

04/21/25 • 4 min

Are you truly ready to sit down with an estate planning attorney? Knowing what to expect and bring can make all the difference.

🔹What personal details should you expect to share? 🔹What financial facts will you want at your fingertips? 🔹What are some common misconceptions that could impact the estate plan you need?

Before you schedule that first meeting, please take a moment to hear this. You might be surprised at what matters most—and the potential pitfalls of being unprepared.

🎧 Listen now to get ahead of the game.

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:

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

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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#347 | Do This Before Meeting With an Attorney

Are you truly ready to sit down with an estate planning attorney? Knowing what to expect and bring can make all the difference.

🔹What personal details should you expect to share? 🔹What financial facts will you want at your fingertips? 🔹What are some common misconceptions that could impact the estate plan you need?

Before you schedule that first meeting, please take a moment to hear this. You might be surprised at what matters most—and the potential pitfalls of being unprepared.

🎧 Listen now to get ahead of the game.

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:

Family protection
Simplicity and efficiency for our clients
Minimizing taxes and spend down of your hard-earned assets

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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Previous Episode

#346 | "The Slight Edge" - The Power of Small Actions Done Daily

#346 | 📘"The Slight Edge" - The Power of Small Actions Done Daily

🏃‍♀️What if the biggest breakthroughs in your life aren't born from monumental efforts—but of the smallest daily habits repeated over time?

🔑Could the secret to success in your health, your relationships, your career... actually be something this incredibly simple?

This one quote from "The Slight Edge" by Jeff Olson might just change the way you see everything.

Watch now and reflect—are your actions today shaping the future you want?

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:

Family protection
Simplicity and efficiency for our clients
Minimizing taxes and spend down of your hard-earned assets

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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Next Episode

#348 | AI + Estate Planning: Smart Tool or Risky Shortcut?

#348 | AI + Estate Planning: Smart Tool or Risky Shortcut? Artificial intelligence is changing everything—but should it change how you plan your estate?

Can AI enhance your legal decisions, or is it merely a high-tech façade?

There’s one mistake we see too often—and it starts with the wrong question.

▶️ Listen to this quick breakdown from Valerie Zammitti as she shares how AI can be useful—and where it can lead you dangerously off track.

⚠️ Curious minds, proceed with caution.

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: