Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Valerie Zammitti. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Valerie Zammitti or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

#470 | Too Late. I Already Got a TOD. Now What Can I Do?

3:41
 
Share
 

Manage episode 515897543 series 3558777
Content provided by Valerie Zammitti. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Valerie Zammitti or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

#470 | Too Late. I Already Got a TOD. Now What Can I Do? 🤔

While Transfer on Death accounts skip probate, they're missing crucial elements your family needs: protection, privacy, and control. In this quick episode, I explain why your "simple solution" might leave gaps you never saw coming.

Your legacy deserves more than just avoiding probate, it deserves a plan that truly protects what matters most. 🛡️

⚖️ Listen now to discover why TODs are just the tip of the iceberg, and what you can do to ensure your family's future is genuinely secure.

Ready for real peace of mind? Let's talk about creating a comprehensive plan that works exactly as you intend.

#EstatePlanning #LegacyProtection #WealthPreservation #ZammittiLaw #EverythingEstatePlanning #EstatePlanning #TrustsAndWills #TransferOnDeath #TOD #TrustVsTOD #FinancialPlanning #FamilyProtection #FuturePlanning #ZammittiLaw #YourPlanningAttorney #PeaceOfMindPlanning #AvoidProbateProblems

--

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:

  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 – 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.

attorney advertising

  continue reading

300 episodes

Artwork
iconShare
 
Manage episode 515897543 series 3558777
Content provided by Valerie Zammitti. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Valerie Zammitti or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

#470 | Too Late. I Already Got a TOD. Now What Can I Do? 🤔

While Transfer on Death accounts skip probate, they're missing crucial elements your family needs: protection, privacy, and control. In this quick episode, I explain why your "simple solution" might leave gaps you never saw coming.

Your legacy deserves more than just avoiding probate, it deserves a plan that truly protects what matters most. 🛡️

⚖️ Listen now to discover why TODs are just the tip of the iceberg, and what you can do to ensure your family's future is genuinely secure.

Ready for real peace of mind? Let's talk about creating a comprehensive plan that works exactly as you intend.

#EstatePlanning #LegacyProtection #WealthPreservation #ZammittiLaw #EverythingEstatePlanning #EstatePlanning #TrustsAndWills #TransferOnDeath #TOD #TrustVsTOD #FinancialPlanning #FamilyProtection #FuturePlanning #ZammittiLaw #YourPlanningAttorney #PeaceOfMindPlanning #AvoidProbateProblems

--

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:

  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 – 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.

attorney advertising

  continue reading

300 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play