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Inhoud geleverd door Valerie Zammitti. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geรผpload en geleverd door Valerie Zammitti of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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#246 | What Happens if I Forget to Fund My Trust?

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Manage episode 434163900 series 3558777
Inhoud geleverd door Valerie Zammitti. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geรผpload en geleverd door Valerie Zammitti of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
#246 | What Happens if I Forget to Fund My Trust?

๐—ช๐—ต๐—ฎ๐˜ ๐—›๐—ฎ๐—ฝ๐—ฝ๐—ฒ๐—ป๐˜€ ๐—ถ๐—ณ ๐—ฌ๐—ผ๐˜‚ ๐—ก๐—ฒ๐˜ƒ๐—ฒ๐—ฟ ๐—™๐˜‚๐—ป๐—ฑ ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—ง๐—ฟ๐˜‚๐˜€๐˜? Funding is when you transfer assets into the trust. So, what happens if someone has a trust but they ๐—ป๐—ฒ๐˜ƒ๐—ฒ๐—ฟ ๐—ณ๐˜‚๐—ป๐—ฑ it or they ๐˜‚๐—ป๐—ฑ๐—ฒ๐—ฟ๐—ณ๐˜‚๐—ป๐—ฑ it? This is one of the most common estate planning mistakes we see, so this one is a must-see!

--

Weโ€™re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโ€ฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐Ÿ˜Š

--

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

  1. Simplicity and efficiency for our clients

  1. 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 โ€“ 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.

  continue reading

268 afleveringen

Artwork
iconDelen
 
Manage episode 434163900 series 3558777
Inhoud geleverd door Valerie Zammitti. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geรผpload en geleverd door Valerie Zammitti of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
#246 | What Happens if I Forget to Fund My Trust?

๐—ช๐—ต๐—ฎ๐˜ ๐—›๐—ฎ๐—ฝ๐—ฝ๐—ฒ๐—ป๐˜€ ๐—ถ๐—ณ ๐—ฌ๐—ผ๐˜‚ ๐—ก๐—ฒ๐˜ƒ๐—ฒ๐—ฟ ๐—™๐˜‚๐—ป๐—ฑ ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—ง๐—ฟ๐˜‚๐˜€๐˜? Funding is when you transfer assets into the trust. So, what happens if someone has a trust but they ๐—ป๐—ฒ๐˜ƒ๐—ฒ๐—ฟ ๐—ณ๐˜‚๐—ป๐—ฑ it or they ๐˜‚๐—ป๐—ฑ๐—ฒ๐—ฟ๐—ณ๐˜‚๐—ป๐—ฑ it? This is one of the most common estate planning mistakes we see, so this one is a must-see!

--

Weโ€™re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโ€ฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐Ÿ˜Š

--

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

  1. Simplicity and efficiency for our clients

  1. 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 โ€“ 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.

  continue reading

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