Everything Estate Planning

#517 | Dementia, Legal Capacity, and Protecting the Family Home A dementia diagnosis can change a family's future, but does it automatically eliminate the ability to create an asset protection trust? In this episode, Attorney Valerie Zammitti explains why legal capacity, not the diagnosis alone, determines whether someone may still make important estate planning decisions. Learn what attorneys consider when evaluating capacity, what happens when an individual can no longer understand the transaction, and why early planning can preserve more options for the entire family. Whether you're caring for a spouse, helping an aging parent, or planning for your own future, this conversation offers practical guidance and peace of mind. Zammitti Law, PLLC Serving New York & New Jersey YourPlanningAttorney.com ━━━━━━━━━━━━━━━  🔹 FREE ESTATE PLANNING HELP Estate Planning Resources  🔹 FREE PROBATE HELP Probate Resources  ━━━━━━━━━━━━━━━  🌐 Learn More About Zammitti Law, PLLC Zammitti Law, PLLC  🌐 Schedule a Consultation YourPlanningAttorney.com  ━━━━━━━━━━━━━━━  ABOUT THE SHOW  Everything Estate Planning is a practical, real-world podcast focused on: ✔️ Estate Planning ✔️ Probate ✔️ Trusts & Asset Protection ✔️ Elder Law ✔️ Business & Family Protection Planning ✔️ Incapacity Planning ✔️ Real-Life Planning Mistakes Families Make Every Day  Our goal is simple: Help families create clarity, control, and peace of mind before a crisis happens.  Hosted by Valerie K. Zammitti of Zammitti Law, PLLC.  ━━━━━━━━━━━━━━━  📱 FOLLOW & LISTEN  Instagram: Instagram  TikTok: TikTok  Facebook: Facebook  LinkedIn: LinkedIn  Apple Podcasts:  Apple Podcasts  Spotify: Spotify Podcast  ━━━━━━━━━━━━━━━  ⚖️ DISCLAIMER  This podcast is for educational and informational purposes only and does not create an attorney-client relationship. Zammitti Law, PLLC practices law in New York and New Jersey only.  attorney advertising

Estate Planning at Age 18, 40, 65+...What Everyone Needs to Know Your estate plan should grow and change right along with your life. In this episode, Valerie Zammitti explores what estate planning looks like at four very different stages: becoming a legal adult, raising minor children, preparing for retirement, and living in retirement. You'll hear why turning 18 changes who can legally help you, why parents need more than a guardian designation, how unmarried families can face unexpected legal gaps, and why the years before retirement are often the perfect time to simplify accounts, beneficiaries and ownership. Valerie also discusses the priorities that become increasingly important later in life, including incapacity planning, long-term care, asset protection, taxes, legacy decisions and regular plan reviews. Because a meaningful estate plan isn't just about what happens after you die. It's about protecting your choices, reducing uncertainty and making life easier for the people you love. Zammitti Law, PLLC | New York & New Jersey YourPlanningAttorney.com ━━━━━━━━━━━━━━━  🔹 FREE ESTATE PLANNING HELP Estate Planning Resources  🔹 FREE PROBATE HELP Probate Resources  ━━━━━━━━━━━━━━━  🌐 Learn More About Zammitti Law, PLLC Zammitti Law, PLLC  🌐 Schedule a Consultation YourPlanningAttorney.com  ━━━━━━━━━━━━━━━  ABOUT THE SHOW  Everything Estate Planning is a practical, real-world podcast focused on: ✔️ Estate Planning ✔️ Probate ✔️ Trusts & Asset Protection ✔️ Elder Law ✔️ Business & Family Protection Planning ✔️ Incapacity Planning ✔️ Real-Life Planning Mistakes Families Make Every Day  Our goal is simple: Help families create clarity, control, and peace of mind before a crisis happens.  Hosted by Valerie K. Zammitti of Zammitti Law, PLLC.  ━━━━━━━━━━━━━━━  📱 FOLLOW & LISTEN  Instagram: Instagram  TikTok: TikTok  Facebook: Facebook  LinkedIn: LinkedIn  Apple Podcasts:  Apple Podcasts  Spotify: Spotify Podcast  ━━━━━━━━━━━━━━━  ⚖️ DISCLAIMER  This podcast is for educational and informational purposes only and does not create an attorney-client relationship. Zammitti Law, PLLC practices law in New York and New Jersey only.  attorney advertising 

#515 | Estate Planning in 2026: What Families Need to Know Now Estate planning has changed, and not only because the tax laws changed. In this episode of Everything Estate Planning, Valerie Zammitti walks through six issues families should be thinking about in 2026, including aging parents, long-term-care costs, inherited IRAs, AI-driven scams, digital property and business succession. You'll learn why: Being someone's child does not automatically give you legal authority to help them A $15 million federal estate-tax exemption does not make estate planning unnecessary An inherited IRA may come with a 10-year tax clock AI scams are becoming an incapacity-planning issue Passwords alone may not protect digital assets A business may survive its owner legally—but still fail operationally We not trying to over-complicate things. The goal is to make sure your legal documents, assets, beneficiaries and trusted decision-makers still work together in the world you actually live in today. Zammitti Law helps New York and New Jersey families create practical estate plans designed for clarity, protection and peace of mind. Schedule a free consultation: YourPlanningAttorney.com  ━━━━━━━━━━━━━━━  🔹 FREE ESTATE PLANNING HELP Estate Planning Resources  🔹 FREE PROBATE HELP Probate Resources  ━━━━━━━━━━━━━━━  🌐 Learn More About Zammitti Law, PLLC Zammitti Law, PLLC  🌐 Schedule a Consultation YourPlanningAttorney.com  ━━━━━━━━━━━━━━━  ABOUT THE SHOW  Everything Estate Planning is a practical, real-world podcast focused on: ✔️ Estate Planning ✔️ Probate ✔️ Trusts & Asset Protection ✔️ Elder Law ✔️ Business & Family Protection Planning ✔️ Incapacity Planning ✔️ Real-Life Planning Mistakes Families Make Every Day  Our goal is simple: Help families create clarity, control, and peace of mind before a crisis happens.  Hosted by Valerie K. Zammitti of Zammitti Law, PLLC.  ━━━━━━━━━━━━━━━  📱 FOLLOW & LISTEN  Instagram: Instagram  TikTok: TikTok  Facebook: Facebook  LinkedIn: LinkedIn  Apple Podcasts: Apple Podcasts  Spotify: Spotify Podcast  ━━━━━━━━━━━━━━━  ⚖️ DISCLAIMER  This podcast is for educational and informational purposes only and does not create an attorney-client relationship. Zammitti Law, PLLC practices law in New York and New Jersey only.  attorney advertising

#514 | Before You Trust the Experts: The 20-Question Test A license or impressive title does not automatically mean someone is the right professional for your family. In this episode, Valerie shares 20 questions that can help you evaluate an attorney, estate-planning attorney, financial advisor, CPA, tax professional or insurance professional...before you entrust them with important decisions. Learn how to evaluate expertise, compensation, conflicts, communication, long-term support and whether your professionals are truly working together. ━━━━━━━━━━━━━━━  🔹 FREE ESTATE PLANNING HELP Estate Planning Resources  🔹 FREE PROBATE HELP Probate Resources  ━━━━━━━━━━━━━━━  🌐 Learn More About Zammitti Law, PLLC Zammitti Law, PLLC  🌐 Schedule a Consultation YourPlanningAttorney.com  ━━━━━━━━━━━━━━━  ABOUT THE SHOW  Everything Estate Planning is a practical, real-world podcast focused on: ✔️ Estate Planning ✔️ Probate ✔️ Trusts & Asset Protection ✔️ Elder Law ✔️ Business & Family Protection Planning ✔️ Incapacity Planning ✔️ Real-Life Planning Mistakes Families Make Every Day  Our goal is simple: Help families create clarity, control, and peace of mind before a crisis happens.  Hosted by Valerie K. Zammitti of Zammitti Law, PLLC.  ━━━━━━━━━━━━━━━  📱 FOLLOW & LISTEN  Instagram: Instagram  TikTok: TikTok  Facebook: Facebook  LinkedIn: LinkedIn  Apple Podcasts: Apple Podcasts  Spotify: Spotify Podcast  ━━━━━━━━━━━━━━━  ⚖️ DISCLAIMER  This podcast is for educational and informational purposes only and does not create an attorney-client relationship. Zammitti Law, PLLC practices law in New York and New Jersey only.  attorney advertising 

#513 | Adding a Child to Your Deed: The Estate Planning Mistake That Can Cost a Fortune Adding a child to your home's deed is one of the most common estate planning strategies—and one of the most misunderstood. In this episode of Everything Estate Planning, Valerie Zammitti explores what really happens when you add someone to your deed, including how it affects ownership, taxes, creditor exposure, family disputes, and long-term planning. She also explains why a properly designed trust often provides greater flexibility and protection than simply adding a name to the title. Whether you're planning ahead for your family or helping aging parents make important decisions, this episode provides practical education to help you avoid costly mistakes and make informed choices. Learn more or schedule a complimentary consultation at YourPlanningAttorney.com. ━━━━━━━━━━━━━━━  🔹 FREE ESTATE PLANNING HELP Estate Planning Resources  🔹 FREE PROBATE HELP Probate Resources  ━━━━━━━━━━━━━━━  🌐 Learn More About Zammitti Law, PLLC Zammitti Law, PLLC  🌐 Schedule a Consultation YourPlanningAttorney.com  ━━━━━━━━━━━━━━━  ABOUT THE SHOW  Everything Estate Planning is a practical, real-world podcast focused on: ✔️ Estate Planning ✔️ Probate ✔️ Trusts & Asset Protection ✔️ Elder Law ✔️ Business & Family Protection Planning ✔️ Incapacity Planning ✔️ Real-Life Planning Mistakes Families Make Every Day  Our goal is simple: Help families create clarity, control, and peace of mind before a crisis happens.  Hosted by Valerie K. Zammitti of Zammitti Law, PLLC.  ━━━━━━━━━━━━━━━  📱 FOLLOW & LISTEN  Instagram: Instagram  TikTok: TikTok  Facebook: Facebook  LinkedIn: LinkedIn  Apple Podcasts: Apple Podcasts  Spotify: Spotify Podcast  ━━━━━━━━━━━━━━━  ⚖️ DISCLAIMER  This podcast is for educational and informational purposes only and does not create an attorney-client relationship. Zammitti Law, PLLC practices law in New York and New Jersey only.  attorney advertising