#367 | Advisors - The Bigger Risk Your Clients Aren't Talking About

📉 When markets dip, clients panic. We get it.

But there’s an even greater threat many are overlooking—one that could jeopardize everything they’ve worked hard to build.

𝘛𝘩𝘪𝘴 𝘮𝘦𝘴𝘴𝘢𝘨𝘦 𝘪𝘴 𝘧𝘰𝘳 𝘮𝘺 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘴𝘰𝘳 𝘤𝘰𝘭𝘭𝘦𝘢𝘨𝘶𝘦𝘴 𝘩𝘰𝘭𝘥𝘪𝘯𝘨 𝘥𝘰𝘸𝘯 𝘵𝘩𝘦 𝘧𝘰𝘳𝘵. Together, let's reframe the conversation and shift the focus toward something with even greater long-term impact.

Listen now to gain a perspective that you might not have shared with your clients—yet.

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Our firm rests on three core pillars:

1. Family protection

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3. 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.

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