Everything Estate Planning

By Valerie Zammitti

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Episodes: 300

Description

Our goal is to provide valuable information so you can reach PEACE OF MIND through planning. FOLLOW NOW so you are armed with straight forward planning tips for when you're ready to get started! EASIEST WAY TO REACH US: https://www.zammittilaw.com http://www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerie's natural care-giver tendency and aptitude for problem solving has served thousands of families in NY and NJ since 2007. THIS PODCAST -- Gain helpful tidbits Valerie acquired during too many years of school and throughout her years of practice to guide you on your planning journey. After your initial education is thoughtful planning and thenโ€ฆpeace of mind! Within this podcast, you can expect some of the following topics and likely many others: Revocable trusts; living trusts; intervivos trusts Irrevocable trusts; asset protection trusts; Medicaid trusts Wills; last will and testament; simple will Power of Attorney; financial power of attorney Health proxy; health care power of attorney Living Will Trust funding - Real property; Business interests; Other assets Long term care considerations Probate; Surrogate's Court; Trust administration; inheritance Tax considerations - Estate taxes; Inheritance taxes ; Gift taxes; Capital gains taxes; Income taxes Looking forward to sharing 2 minute planning tips to assist you! You can also find us here: Instagram = https://www.instagram.com/zammittilaw/ Facebook = https://www.facebook.com/zammittilaw LinkedIn = https://www.linkedin.com/in/valerie-k-zammitti-jd-mba-llm-2b593821?original_referer=https%3A%2F%2Fwww.google.com%2F YouTube = https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ

Episode Date
#507 | How "Just a Will" Could Hurt Your Family
May 07, 2026
#506 | 30 Days That Could Destroy Everything
Apr 30, 2026
#505 | Why Most Estate Plans Fail While You're Still Alive
Apr 28, 2026
#504 | Big RED FLAG for Property Owner "Protection Planning"
Jan 06, 2026
#503 - Which Power of Attorney Should You Use?
Jan 05, 2026
#502 | Why "The Customer is Always Right" Doesn't Work in Estate Planning
Dec 24, 2025
#501 | This Will be the Hardest Thing for Them and You
Dec 23, 2025
#500 | What Busy People Do When Life Gifts Them Time
Dec 19, 2025
#499 | For Most Beneficiaries, It's Hurry Up & Wait
Dec 18, 2025
#498 | Planning for People Who Love Their Pets
Dec 17, 2025
#497 | Wake Up Call for People Who Own Property in Multiple States!
Dec 16, 2025
#496 | Everyone Hates Estate Planning Rubber Neckers
Dec 15, 2025
#495 | Is Your Property Protected From YOU?
Dec 12, 2025
#494 | You Can Learn From My Big Planning Mistake!
Dec 11, 2025
#493 | When They Can't Live Alone, Who Knows What to Do?
Dec 10, 2025
#492 | Is Your Property Safe? How Sure Are You?
Dec 10, 2025
#491 | Every Child Deserves This Protection
Dec 02, 2025
#490 | Disposition of Remains - A Simple, but Powerful Document
Dec 01, 2025
#489 | Probate Problems: Costly Court Appointments When Family Fights Over Property
Nov 28, 2025
#487 | If You Have a Retirement Account, We Have a Quick Question
Nov 26, 2025
#486 | Planning "Shortcuts" That Can Destroy Your Family's Future
Nov 25, 2025
#485 | If This is You, Good News. You DON'T NEED an Estate Plan!
Nov 24, 2025
#484 | Does Estate Planning Scare You? This Will Hellp.
Nov 21, 2025
#483 | Deed Dangers for Property Owners
Nov 20, 2025
#488 | Grateful for You!
Nov 20, 2025
#482 | What is the Best Trust for Me? (Replay)
Nov 13, 2025
#481 | A Solid Plan for When it All Hits the Fan
Nov 13, 2025
#480 | Estate Planning With Heart, Mind & Soul
Nov 12, 2025
#479 | How to Pay for Long Term Care Without Losing Everything
Nov 11, 2025
#478 | Avoid Probate in 2 Simple Steps!
Nov 10, 2025
#477 | Estate Planning for the Worrier
Nov 07, 2025
#476 | Buying a Property With a Trust is Simple IF Done Right!
Nov 06, 2025
#475 | What Would This Have Cost YOUR Family?
Nov 04, 2025
#474 | Can Your Spouse Lock You Out of Inherited Property?
Nov 03, 2025
#473 | Someone Needs YOUR Light Today
Oct 31, 2025
#472 | Harsh Truth: Having ONLY a Will OR a Trust Isn't Enough
Oct 30, 2025
#471 | Who Should Fund the Trust? Client or Attorney?
Oct 28, 2025
#470 | Too Late. I Already Got a TOD. Now What Can I Do?
Oct 27, 2025
#469 | Can Success Truly Be Defined?
Oct 24, 2025
#468 | Family Feuds Over Estat4es: A Growing Crisis You Can't Ignore
Oct 23, 2025
#467 | Can a CoTrustee Add Their Own Beneficiary?
Oct 22, 2025
#466 | Can You Inherit Over Family?
Oct 21, 2025
#465 | Is This a Misuse of Executive Power?
Oct 20, 2025
#464 | One Property. Multiple Owners. Can It Still Go In Trust?
Oct 18, 2025
#463 | Estate Planning With Investments, Trusts & Taxes
Oct 17, 2025
#462 | Got a Trust? Great! Buying Property? Listen Here First!
Oct 16, 2025
#461 | Can You Help With Your Ex's Estate Administration?
Oct 15, 2025
#460 | Have Your Parents Shared Their Plan With You Yet?
Oct 13, 2025
#459 | Special Needs Planning: The Right Way to Manage Funds
Oct 10, 2025
#458 | One Home. Multiple Children. The Decision That Could Divide Them All.
Oct 08, 2025
#457 | Occupant v Beneficiary: Who Truly Has Rights to the Home?
Oct 07, 2025
#456 | OMG! DON'T Give Your Kids The House!
Oct 06, 2025
#455 | Modern Estate Planning is Going Digital
Oct 03, 2025
#454 | Why Probate Seems to Take Forever
Oct 02, 2025
#453 | Can My Ex Be My Executor? Should They?
Oct 01, 2025
#452 | Estate Planning for Procrastinators
Sep 30, 2025
#451 | Options for Those Without Beneficiaries
Sep 29, 2025
#450 | Estate Planning: How to Quiet the Noise & Move Forward
Sep 26, 2025
#449 | Planning as a Couple? You Must Start Together.
Sep 25, 2025
#448 | Blended Families: Providing for Spouse & Children
Sep 24, 2025
#447 | Protection & Distribution of Digital Assets
Sep 23, 2025
#446 | Probate & Estate Administration: Help for Executors & Trustees
Sep 22, 2025
#445 | Estate Planning for Those Who Cannot Live Alone
Sep 19, 2025
#444 | Multiple Beneficiaries: Keeping it Fair & The Family From Fighting
Sep 18, 2025
#443 | Prevent Elder Abuse: TOD Scams, Coercion & Fraud
Sep 17, 2025
#442 | Half the Taxes...But Twice the Headache?
Sep 16, 2025
#441 | A Quick Guide to Pet Trusts
Sep 12, 2025
#440 | September 11th - Reflection, Resilience & Remembrance
Sep 11, 2025
#439 | Six Smart Steps Every Millennial Should Take
Sep 10, 2025
#438 | Navigating Probate: First Steps After Loss
Sep 09, 2025
#437 | Protecting the Balance Between Partners & Children
Sep 08, 2025
#436 | Inherited Property, A Suspicious Deed & Family Feuding - Who's Right?
Sep 05, 2025
#435 | Charitable Giving: Donor-Advised Fund an Excellent Tool
Sep 04, 2025
#434 | Guardianship: Why Family May NOT Be the Best Choice
Sep 03, 2025
#433 | Should Your Trust Be The Beneficiary of Your Retirement?
Sep 02, 2025
#432 | Your Circle of Friends Shapes Your Life
Sep 01, 2025
#431 | A Practical Guide for Every Life Plan
Aug 29, 2025
#430 | Grandparent Guardians are NOT Guaranteed
Aug 28, 2025
#429 | Years Later Estranged Spouses Can Still Get Your Money
Aug 27, 2025
#428 | When Disclaiming an Inheritance is Dangerous
Aug 26, 2025
#427 | Your Business is More Valuable Than You Think!
Aug 25, 2025
#426 | Calling ALL Fellow Attorneys in NY & NJ
Aug 22, 2025
#425 | This Can Seriously Backfire!
Aug 21, 2025
#424 | Can't Kids Just File a Deed After You're Gone?
Aug 20, 2025
#423 | When Should You Start Giving Stuff Away?
Aug 19, 2025
#422 | Will You Have to Pay Your Inheritance Back?!
Aug 18, 2025
#421 | Shifting Perspective - The Hidden Gains in Life's Setbacks
Aug 15, 2025
#420 | Estate Planning: ๐Ÿ’The Ultimate Gift for Your Partner
Aug 14, 2025
#419 | Estate Planning for the Traveler & Adventure Lover
Aug 13, 2025
#418 | Don't Make Your Estate Plan Too Specific
Aug 12, 2025
#417 | When to Dissolve Not Transfer an LLC to Trust
Aug 11, 2025
#416 | Big Beautiful Bill Expands Medicaid Recovery
Aug 08, 2025
#415 | Estate Planning - Every Adult Needs to Plan for This Critical Issue
Aug 07, 2025
#414 | Divorcing? Update Your Estate Plan NOW!
Aug 06, 2025
#413 | What if Your Attorney Dies or Retires Before You Do?
Aug 05, 2025
#412 | Estate Planning: When Your Partner Refuses to Discuss It
Aug 04, 2025
#411 | Estate Planning: What NOT To Leave Behind
Jul 31, 2025
#410 | Family, Finances, and Fallout: Untangling Shared Property
Jul 30, 2025
#409 | Transfer on Death (TOD) Deeds & Medicaid Recovery
Jul 29, 2025
#408 | ๐—ง๐—ฎ๐˜…๐—ฒ๐˜€ & ๐—ง๐—ฟ๐—ฎ๐—ป๐˜€๐—ถ๐˜๐—ถ๐—ผ๐—ป - ๐—ง๐—ต๐—ฒ ๐—ข๐˜ƒ๐—ฒ๐—ฟ๐—น๐—ผ๐—ผ๐—ธ๐—ฒ๐—ฑ ๐—ฅ๐—ถ๐˜€๐—ธ๐˜€ ๐—ผ๐—ณ ๐— ๐˜‚๐—น๐˜๐—ถ-๐—ฃ๐—ฟ๐—ผ๐—ฝ๐—ฒ๐—ฟ๐˜๐˜† ๐—ข๐˜„๐—ป๐—ฒ๐—ฟ๐˜€๐—ต๐—ถ๐—ฝ
Jul 28, 2025
#407 | Big Beautiful...Estate Tax?
Jul 25, 2025
#406 | The #1 Estate Planning Secret No One Talks About
Jul 24, 2025
#405 | How Inheritance Could Disrupt Your Estate Plan (and How to Prevent It)
Jul 23, 2025
#404 | When Transfer on Death Deed is Not Available in Your State
Jul 22, 2025
#403 | Debt After Death - What Every Spouse Should Know
Jul 21, 2025
#402 | "One Today is Worth Two Tomorrows"
Jul 20, 2025
#401 | When NOT to Use a Trust
Jul 19, 2025
#400 | A Trust Doesn't Shield You From Capital Gains
Jul 18, 2025
#399 | Trusts: Not Just for the Wealthy
Jul 17, 2025
#398 | Do This Before, During & After You Plan!
Jul 16, 2025
#397 | โš ๏ธ Your Home. Your Legacy. Someone Else's Paycheck?
Jul 15, 2025
#396 | Inheritance Tax Secrets Every Family Should Know
Jul 09, 2025
#395 | Estate Planning for Beneficiaries: What is Taking So Long?
Jul 08, 2025
#394 | For Parents - When "What If?" Becomes "What Now?"
Jul 07, 2025
#393 | Bet. This Plan is Rizz.
Jul 04, 2025
#392 | Can You Sell a House in an Asset Protection Trust & Not Lose the Protection?
Jun 30, 2025
#391 | DIY Trust Dangers & Disasters
Jun 20, 2025
#390 | Multiple Property Owners: Serious Risks Part 2 of 2 - Family & Finances
Jun 19, 2025
#389 | Blended Family Crisis: Depleted Trusts & Broken Promises
Jun 17, 2025
#388 | Multiple Property Owners: Serious Risks Part 1 of 2 - Legal
Jun 17, 2025
#387 | Plan Your Life Like It's Your Next Vacation
Jun 16, 2025
#386 | How to Acquire Unclaimed Property
Jun 13, 2025
#385 | Disinheritance: Is "Something" Really Better Than Nothing?
Jun 12, 2025
#384 | Is Your Estate Plan Still Doing It's Job?
Jun 11, 2025
#383 | Would You Rather... Pay $1,000 or $10,000?
Jun 10, 2025
#382 | Guardianship: Protect Your Kids From Financial Abuse
Jun 09, 2025
#381 | Overwhelmed at the Thought of a Trust? We Make it Simple.
Jun 06, 2025
#380 | After Medicaid, Is Probate Even Worth It?
Jun 05, 2025
#379 | When Love Isn't Enough: Parenting Beyond Presence
Jun 04, 2025
#378 | Will Your Vacation Home Mean Extra Probate?
Jun 03, 2025
#377 | Estate Planning for Giving Families
Jun 02, 2025
#376 | Daily Baby Steps = Monumental Growth
May 30, 2025
#375 | How to Sell a House in an Irrevocable Trust
May 29, 2025
#374 | Estate Planning Information Overload - How to Sift Through It.
May 28, 2025
#373 | Disinheriting? Just a Will is NOT Enough!
May 27, 2025
#372 | A Real Estate Trend We Should All Pay Attention To
May 26, 2025
#371 | Estate Planning is Not a Takeout Menu
May 23, 2025
#370 | Don't Fall For This TOD Deed Misinformation
May 22, 2025
#369 | What if You Contribute to but Don't Own the Home?
May 21, 2025
#368 | When Long-Term Partners Have Zero Rights
May 20, 2025
#367 | Advisors - The Bigger Risk Your Clients Aren't Talking About
May 19, 2025
#366 | Estate Planning 101: A Crucial Distinction - Longevity vs Quality of Life
May 16, 2025
#365 | Two Widows - One Devastating Week
May 15, 2025
#364 | Adult Responsibly - When Should You Hire Your First Lawyer?
May 14, 2025
#363 | Estate Planning & Special Needs: One Mistake That Could Cost Them Everything
May 13, 2025
#362 | The Hidden Barrier to Estate Planning - It's Not What You Think.
May 12, 2025
#361 | Don't Take it Personally - A Lesson That Changes Everything
May 09, 2025
#360 | Estate Planning: Death Tax Repeal - What it Could Mean for Your Family
May 08, 2025
#359 | Can Inheritance Jeopardize Disability Benefits?
May 07, 2025
#358 | How Soon Should You Start Probate?
May 06, 2025
#357 | The Real Financial Risk No One's Talking About
May 05, 2025
#356 | Learn to Struggle Smarter - Not Harder!
May 02, 2025
#355 | The Biggest AI Mistake!
May 01, 2025
#354 | Peace of Mind to Travel Without the Kids
Apr 30, 2025
#353 | Co Ops in Estate Planning
Apr 29, 2025
#352 | Legacy That Lasts: The Giving Plan You Didn't Know You Could Create
Apr 28, 2025
#351 | It's Not Morbid. It's a Gift!
Apr 25, 2025
#350 | Purposeful Living. Intentional Spending. Estate Planning 101
Apr 24, 2025
#349 | Why Blended Families Need Crystal Clear Estate Plan
Apr 23, 2025
#348 | AI + Estate Planning: Smart Tool or Risky Shortcut?
Apr 22, 2025
#347 | Do This Before Meeting With an Attorney
Apr 21, 2025
#346 | "The Slight Edge" - The Power of Small Actions Done Daily
Apr 18, 2025
#345 | Does Irrevocable Always = Unchangeable?
Apr 17, 2025
#344 | For Baby Boomers & Their Adult Kids
Apr 16, 2025
#343 | Often Overlooked Tax Traps
Apr 15, 2025
#342 | DIgital Wills: Helpful Innovation or Unnecessary Hassle?
Apr 14, 2025
#341 | Are You Living In Your "Zone of Genius"?
Apr 11, 2025
#340 | Even Nice Families Fight Sometimes
Apr 10, 2025
#339 | Digital Assets After Death: You Could Lose Them Forever
Apr 09, 2025
#338 | New Trend With Young Married Couples
Apr 08, 2025
#337 | Your Oxygen Mask Goes On First!
Apr 07, 2025
#336 | Don't Put All Your Eggs in One Basket!
Apr 04, 2025
#335 | Landlords - One Claim Could Cost You Everything!
Apr 03, 2025
#334 | 53% of Small Businesses Will Get Sued!
Apr 02, 2025
#333 | Avoid These 8 Big Mistakes!
Apr 01, 2025
#332 | Best Options for Mortgage Free Homeowners
Mar 31, 2025
#331 | ๐Ÿค” Will a Trust Affect My Property Tax Rebate?
Mar 28, 2025
#330 | Disney Trip vs Estate Planning...One is Easier & Cheaper!
Mar 27, 2025
#329 | Mortgage Free? Do This Next!
Mar 26, 2025
#328 | ๐Ÿ›ก๏ธBusiness Owners: Is Your Legacy at Risk?
Mar 25, 2025
#327 | Don't Listen to This if You Love Red Tape!
Mar 24, 2025
#326 | Tenants Could Come After You, Personally!
Mar 21, 2025
#325 | The Conversation With Aging Parents You Can't Afford to Avoid
Mar 20, 2025
#324 | Hidden Risks for the Sandwich Generation
Mar 18, 2025
#323 | Multiple Properties Could Mean Multiple Probates!
Mar 17, 2025
#322 | POD/TOD Die Hards, Listen Up!
Mar 13, 2025
#321 | ๐Ÿ’ฐGot Gold? Don't Make This Estate Planning Mistake!
Mar 12, 2025
#320 | The Truth About Gifting Accounts - Don't Make This Mistake!
Mar 10, 2025
#319 | ๐—ช๐—ต๐˜† ๐—ฃ๐—ข๐—— & ๐—ง๐—ข๐—— ๐—”๐—ฐ๐—ฐ๐—ผ๐˜‚๐—ป๐˜๐˜€ ๐—–๐—ผ๐˜‚๐—น๐—ฑ ๐—•๐—ฒ ๐—ฎ ๐—–๐—ผ๐˜€๐˜๐—น๐˜† ๐— ๐—ถ๐˜€๐˜๐—ฎ๐—ธ๐—ฒ!
Mar 07, 2025
#318 | Estate Planning & AI - Game Changer or Just Hype?
Mar 06, 2025
#317 | How the Probate Process Affects Minor Children
Mar 05, 2025
#316 | You Earned It. Protect It!
Mar 04, 2025
#315 | You Doing This Benefits Everyone
Mar 03, 2025
#314 | Do I Have to Use the Sale Proceeds to Pay the Debt?
Feb 28, 2025
#313 | How to Propel the Probate Process
Feb 27, 2025
#312 | Can a Mortgaged Property Go In ANY Type of Trust?
Feb 26, 2025
#311 | Help Me Leave My Half to My Daughter
Feb 25, 2025
#310 | It Might Still be Valid & You May be Out of Luck
Feb 24, 2025
#309 | What if the Attorney Also Dies?
Feb 21, 2025
#308 | Where Do I Find the Estate's Debt?
Feb 20, 2025
#307 | Who's Looking Out For ME?
Feb 19, 2025
#306 | Can I Buy Gran's House Before She Dies?
Feb 18, 2025
#305 | How to (Properly) Transfer Real Property to a Trust
Feb 17, 2025
#304 | Stocks, Capital Gains & Sharing With Siblings
Feb 14, 2025
#303 | Can Funds from an Irrevocable Trust Cover Future Rent?
Feb 13, 2025
#302 | Pending Lawsuits & Probate
Feb 12, 2025
#301 | Does This Mean Probate is Unavoidable?
Feb 11, 2025
#300 | LLC Rentals & Trusts: Why Waiting Could Cost You!
Feb 10, 2025
#299 | My Sibling Sold Everything & Kept the Cash!
Feb 07, 2025
#298 | What if I Can't/Don't Want to Do It?
Feb 06, 2025
#297 | Do I Have to Sign My Will in Person?
Feb 05, 2025
#296 | This New Law Affects Every Business!
Feb 04, 2025
#295 | Can a Revocable Trust Protect Against Long Term Care Costs?
Feb 03, 2025
#294 | Should I Include the Date in My Trust Name?
Feb 01, 2025
#293 | How Can I Avoid Paying Taxes?
Jan 30, 2025
#292 | Will This New Tax Rule Impact Your Retirement?
Jan 29, 2025
#291 | What Goes Through Probate?
Jan 28, 2025
#290 | Your Family's Peace of Mind is Our Promise!
Jan 24, 2025
#289 | Which Is Better to Protect Inheritance - Trust or Will?
Jan 23, 2025
#288 | Can You Afford NOT to YIPPEEโ„ข?
Jan 22, 2025
#287 | Answers to the Filial Law Freakout
Jan 21, 2025
#286 | Protecting Your Kids is Our Priority!
Jan 20, 2025
#285 | What's Wrong With Gifting the Kids Monthly?
Jan 15, 2025
#284 | ๐Ÿก How to Insure a House in a Trust
Jan 14, 2025
#283 | Can You Replace/Remove an Administrator?
Jan 13, 2025
#282 | Can I Refuse Part or All of My Inheritance?
Jan 10, 2025
#281 | Not Planning Hurts Everyone
Jan 09, 2025
#280 | Digital Asset Disasters
Nov 27, 2024
#279 | The New Wife is Hiding My Kids' Inheritance. Help!
Nov 26, 2024
#278 | Do I Gotta' Tell the Kids About the Money?
Nov 25, 2024
#277 | Project 2025 & Same Sex Marriage Impacts
Nov 21, 2024
#276 | Can a Mortgaged Home Go in a Revocable Trust?
Nov 20, 2024
#275 | ๐—–๐—ฎ๐—ฟ โž• ๐—•๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ โž• ๐—ง๐—ฟ๐˜‚๐˜€๐˜
Nov 19, 2024
#274 | No, You Can't Use a Dead Person's Credit Card!
Nov 18, 2024
#273 | How to Help a Brother Out
Nov 14, 2024
#272 | ๐ŸŽ๐—ง๐—ต๐—ฒ ๐—•๐—ถ๐—ด๐—ด๐—ฒ๐˜€๐˜ ๐—š๐—ถ๐—ณ๐˜ ๐—™๐—ผ๐—ฟ ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—ž๐—ถ๐—ฑ๐˜€ ๐—œ๐˜€...
Nov 06, 2024
#271 | ๐—ฆ๐—ฝ๐—ฒ๐—ป๐—ฑ, ๐——๐—ผ๐—ป'๐˜ ๐—ฆ๐—ฎ๐˜ƒ๐—ฒ, ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—ฅ๐—ฒ๐˜๐—ถ๐—ฟ๐—ฒ๐—บ๐—ฒ๐—ป๐˜!!
Oct 30, 2024
#270 | One Emergency Changed Everything ๐Ÿš‘
Oct 16, 2024
#268 | Best Tax Options for Inherited Retirement
Oct 08, 2024
#267 | Special Needs: Avoid State Recovery
Oct 07, 2024
#266 | Yep. We Beat AI!!
Oct 03, 2024
#265 | What if An Inherited Property is Upside Down?
Oct 02, 2024
#264 | Can an Executor Earn Interest?
Oct 01, 2024
#263 | Just What Should You Name a Trust?
Sep 30, 2024
#262 | Probate Problems: Who Gets Paid First?
Sep 27, 2024
#261 | Kids in College? Nope. They DON'T Have To Tell You Anything!
Sep 26, 2024
#260 | How to Talk Estate Planning With Your BFF
Sep 25, 2024
#259 | Probate Problem: 2 Siblings + 1 House = ?
Sep 24, 2024
#258 | It's Much More Than Just a Bunch of Documents!
Sep 23, 2024
#257 | Can't My Mom Just Take My Kids?
Sep 20, 2024
#256 | Everyone Needs This, But Only 33% Are Doing It!
Sep 19, 2024
#255 | This Stuff DOESN'T Go in Your Trust
Sep 16, 2024
#254 | Can I Get a Step Up from Step Mom?
Aug 26, 2024
#253 | $70 Million is Out There. Is Some of it YOURS?
Aug 23, 2024
#252 | Can The Irrevocable be Revoked?
Aug 22, 2024
#251 | How Messy Could it Get?
Aug 21, 2024
#250 | What if My Beneficiary Passes Before I Do?
Aug 20, 2024
#249 | Is it an Asset or Income?
Aug 19, 2024
#248 | Where Should You Keep the Originals?
Aug 16, 2024
#247 | ๐Ÿ—ฃ๏ธ ๐—ช๐—ต๐—ผ ๐—ฆ๐—ต๐—ผ๐˜‚๐—น๐—ฑ ๐—ฌ๐—ผ๐˜‚ ๐—ง๐—ฒ๐—น๐—น ๐—”๐—ฏ๐—ผ๐˜‚๐˜ ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—˜๐˜€๐˜๐—ฎ๐˜๐—ฒ ๐—ฃ๐—น๐—ฎ๐—ป?
Aug 15, 2024
#246 | What Happens if I Forget to Fund My Trust?
Aug 14, 2024
#245 | Do We Have to Create Our Own Trust Now?
Aug 13, 2024
#244 | Can I Sell a Home in a Living Trust?
Aug 12, 2024
#243 | Will Mom Inherit Dad's Debt?!
Aug 11, 2024
#242 | When Someone Dies, What Happens Next Legally?
Aug 08, 2024
#241 | Don't Put Your Kids on Your Accounts!
Aug 06, 2024
#240 | The Truth About the "Reading of the Will"
Aug 05, 2024
#239 | What if There are Two Different Wills?!
Aug 02, 2024
#238 | Why is Everyone So Freaked Out About Probate?!
Aug 01, 2024
#237 | What If There's No One I Trust?
Jul 31, 2024
#236 | Do We Have to Use the Same Attorney?
Jul 30, 2024
#235 | I Got Kids, A House & A Business - Where Do I Start?
Jul 26, 2024
#234 | My Attorney Died/Retired. Now What?!
Jul 25, 2024
#233 | Who Pays the Capital Gains Now?
Jul 22, 2024
#232 | Can the HOA Foreclose on a House in Trust?
Jul 19, 2024
#231 | I'm Dead Broke - Why Do I Need an Estate Plan?
Jul 18, 2024
#230 | Rentals, LLCs & Trusts - How Do They Work?
Jul 16, 2024
#229 | ๐—ช๐—ต๐—ฎ๐˜ ๐—ถ๐—ณ ๐— ๐˜† ๐—ง๐—ฟ๐˜‚๐˜€๐˜ ๐—ถ๐˜€ ๐—ฆ๐˜‚๐—ฝ๐—ฒ๐—ฟ ๐—ข๐—น๐—ฑ?
Jul 12, 2024
#228 | ๐—œ'๐—ฑ ๐—ฅ๐—ฎ๐˜๐—ต๐—ฒ๐—ฟ ๐—ฃ๐—ผ๐—ธ๐—ฒ ๐— ๐˜† ๐—˜๐˜†๐—ฒ ๐—ข๐˜‚๐˜ ๐—ง๐—ต๐—ฎ๐—ป ๐—ง๐—ฎ๐—น๐—ธ ๐—”๐—ฏ๐—ผ๐˜‚๐˜...
Jul 11, 2024
#227 | Are Joint Tenants on the Home OK?
Jul 10, 2024
#226 | It's the IRS - So It's Good News / Bad News
Jul 09, 2024
#225 | Can the Beneficiary Carry Capital Losses?
Jul 08, 2024
#224 | What About Timeshares?
Jul 05, 2024
#223 | So Who Gets What Now?
Jul 03, 2024
#222 | ๐—–๐—ฎ๐—ป ๐—ฌ๐—ผ๐˜‚ ๐——๐—ถ๐˜€๐—ถ๐—ป๐—ต๐—ฒ๐—ฟ๐—ถ๐˜ ๐—ฆ๐—ผ๐—บ๐—ฒ๐—ผ๐—ป๐—ฒ?
Jul 02, 2024
#221 | ๐——๐—ผ ๐—œ ๐—›๐—ฎ๐˜ƒ๐—ฒ ๐˜๐—ผ ๐—ฃ๐—ฎ๐˜† ๐—ง๐˜„๐—ถ๐—ฐ๐—ฒ?!
Jul 01, 2024
#220 | ๐—ฌ๐˜‚๐—ฝ! ๐—œ๐˜'๐˜€ ๐™๐™ƒ๐˜ผ๐™ ๐—บ๐˜‚๐—ฐ๐—ต ๐—ฏ๐—ฒ๐˜๐˜๐—ฒ๐—ฟ!
Jun 28, 2024
#219 | ๐—œ๐˜ ๐—ถ๐˜ ๐—ง๐—ผ๐—ผ ๐—Ÿ๐—ฎ๐˜๐—ฒ ๐˜๐—ผ ๐—š๐—ฒ๐˜ ๐—ฎ ๐— ๐—ผ๐—ฟ๐˜๐—ด๐—ฎ๐—ด๐—ฒ?
Jun 27, 2024
#218 | Can I Just Use a Transfer on Death Account?
Jun 25, 2024
#217 | Is It Too Late to Protect My Assets?
Jun 24, 2024
#216 | Who is the Best Beneficiary for a Retirement Plan?
Jun 20, 2024
#215 | It's an Administrative Nightmare!
Jun 19, 2024
#214 | Can the Nursing Home Sue ME as Power of Attorney?
Jun 18, 2024
#213 | Can My Siblings Just Gift Mom's House to Me?
Jun 17, 2024
#212 | Can I Make a Non-US Citizen Beneficiary?
Jun 14, 2024
#211 | ๐— ๐˜† ๐—›๐—ผ๐˜‚๐˜€๐—ฒ ๐—ถ๐˜€ ๐—ถ๐—ป ๐—ฎ ๐—ง๐—ฟ๐˜‚๐˜€๐˜. ๐—–๐—ฎ๐—ป ๐—ฎ ๐—ก๐˜‚๐—ฟ๐˜€๐—ถ๐—ป๐—ด ๐—›๐—ผ๐—บ๐—ฒ ๐—ง๐—ฎ๐—ธ๐—ฒ ๐—œ๐˜?
Jun 13, 2024
#210 | What's the Step Up Cost Basis if Appraisal is TOO Low?
Jun 12, 2024
#209 | Can't I Just Keep Paying Their Mortgage?
Jun 11, 2024
#208 | How Can I Get The House After 23 Years?
Jun 10, 2024
#207 | Can an LLC be Put in an Asset Protection Trust?
Jun 08, 2024