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#475 | What Would This Have Cost YOUR Family?

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Manage episode 517736118 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.
#475 | What Would This Have Cost YOUR Family? ๐Ÿ’” Meet "David*", a successful marketing executive who spent 18 months researching estate planning attorneys. He had spreadsheets comparing fees. Bookmarked 47 law firm websites. Read every Google review twice. Called for "just one more quote" every few weeks. "๐˜ ๐˜ธ๐˜ข๐˜ฏ๐˜ต๐˜ฆ๐˜ฅ ๐˜ต๐˜ฐ ๐˜ฎ๐˜ข๐˜ฌ๐˜ฆ ๐˜ด๐˜ถ๐˜ณ๐˜ฆ ๐˜ ๐˜ง๐˜ฐ๐˜ถ๐˜ฏ๐˜ฅ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ณ๐˜ช๐˜จ๐˜ฉ๐˜ต ๐˜ญ๐˜ข๐˜ธ๐˜บ๐˜ฆ๐˜ณ ๐˜ข๐˜ต ๐˜ต๐˜ฉ๐˜ฆ ๐˜ณ๐˜ช๐˜จ๐˜ฉ๐˜ต ๐˜ฑ๐˜ณ๐˜ช๐˜ค๐˜ฆ. ๐˜›๐˜ฉ๐˜ฆ๐˜ณ๐˜ฆ'๐˜ด ๐˜ด๐˜ฐ ๐˜ฎ๐˜ถ๐˜ค๐˜ฉ ๐˜ข๐˜ต ๐˜ด๐˜ต๐˜ข๐˜ฌ๐˜ฆ, ๐˜บ๐˜ฐ๐˜ถ ๐˜ฌ๐˜ฏ๐˜ฐ๐˜ธ?" His partner would joke: "You research attorneys longer than we researched buying our house." Then David has a massive heart attack at 52. Now his accounts are frozen. The business David built is locked in legal limbo and losing value every day. His teenage kids' college funds are untouchable. ๐—”๐—น๐—น ๐˜๐—ต๐—ผ๐˜€๐—ฒ ๐—บ๐—ผ๐—ป๐˜๐—ต๐˜€ ๐—ผ๐—ณ "๐˜€๐—ต๐—ผ๐—ฝ๐—ฝ๐—ถ๐—ป๐—ด ๐—ฎ๐—ฟ๐—ผ๐˜‚๐—ป๐—ฑ" ๐—น๐—ฒ๐—ฑ ๐˜๐—ผ ๐˜‡๐—ฒ๐—ฟ๐—ผ ๐—ฝ๐—ฟ๐—ผ๐˜๐—ฒ๐—ฐ๐˜๐—ถ๐—ผ๐—ป ๐˜„๐—ต๐—ฒ๐—ป ๐—ถ๐˜ ๐—บ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐—ฒ๐—ฑ ๐—บ๐—ผ๐˜€๐˜. โญThe attorney you hire matters. The cost is important. The right type of plan is essential. ๐˜•๐˜ฆ๐˜ท๐˜ฆ๐˜ณ ๐˜ฎ๐˜ข๐˜ฌ๐˜ช๐˜ฏ๐˜จ ๐˜ข ๐˜ค๐˜ฉ๐˜ฐ๐˜ช๐˜ค๐˜ฆ? ๐˜•๐˜ฐ ๐˜ฐ๐˜ฏ๐˜ฆ ๐˜ค๐˜ข๐˜ฏ ๐˜ข๐˜ง๐˜ง๐˜ฐ๐˜ณ๐˜ฅ ๐˜ต๐˜ฉ๐˜ข๐˜ต. โญ ๐—ฆ๐˜๐—ผ๐—ฝ ๐˜€๐—ต๐—ผ๐—ฝ๐—ฝ๐—ถ๐—ป๐—ด. ๐—ฆ๐˜๐—ฎ๐—ฟ๐˜ ๐—ฝ๐—ฟ๐—ผ๐˜๐—ฒ๐—ฐ๐˜๐—ถ๐—ป๐—ด. โš–๏ธ Because analysis paralysis isn't a strategy. #EstatePlanning #TakeAction #ProtectYourFamily #DecisionTime #LegacyPlanning #EverythingEstatePlanning #ZammittiLaw #FamilyProtection #ProtectionPlanning

--

We'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.

attorney advertising

*Example only. Any resemblance to actual persons, living or dead, is purely coincidental.

  continue reading

300 episodes

Artwork
iconShare
 
Manage episode 517736118 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.
#475 | What Would This Have Cost YOUR Family? ๐Ÿ’” Meet "David*", a successful marketing executive who spent 18 months researching estate planning attorneys. He had spreadsheets comparing fees. Bookmarked 47 law firm websites. Read every Google review twice. Called for "just one more quote" every few weeks. "๐˜ ๐˜ธ๐˜ข๐˜ฏ๐˜ต๐˜ฆ๐˜ฅ ๐˜ต๐˜ฐ ๐˜ฎ๐˜ข๐˜ฌ๐˜ฆ ๐˜ด๐˜ถ๐˜ณ๐˜ฆ ๐˜ ๐˜ง๐˜ฐ๐˜ถ๐˜ฏ๐˜ฅ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ณ๐˜ช๐˜จ๐˜ฉ๐˜ต ๐˜ญ๐˜ข๐˜ธ๐˜บ๐˜ฆ๐˜ณ ๐˜ข๐˜ต ๐˜ต๐˜ฉ๐˜ฆ ๐˜ณ๐˜ช๐˜จ๐˜ฉ๐˜ต ๐˜ฑ๐˜ณ๐˜ช๐˜ค๐˜ฆ. ๐˜›๐˜ฉ๐˜ฆ๐˜ณ๐˜ฆ'๐˜ด ๐˜ด๐˜ฐ ๐˜ฎ๐˜ถ๐˜ค๐˜ฉ ๐˜ข๐˜ต ๐˜ด๐˜ต๐˜ข๐˜ฌ๐˜ฆ, ๐˜บ๐˜ฐ๐˜ถ ๐˜ฌ๐˜ฏ๐˜ฐ๐˜ธ?" His partner would joke: "You research attorneys longer than we researched buying our house." Then David has a massive heart attack at 52. Now his accounts are frozen. The business David built is locked in legal limbo and losing value every day. His teenage kids' college funds are untouchable. ๐—”๐—น๐—น ๐˜๐—ต๐—ผ๐˜€๐—ฒ ๐—บ๐—ผ๐—ป๐˜๐—ต๐˜€ ๐—ผ๐—ณ "๐˜€๐—ต๐—ผ๐—ฝ๐—ฝ๐—ถ๐—ป๐—ด ๐—ฎ๐—ฟ๐—ผ๐˜‚๐—ป๐—ฑ" ๐—น๐—ฒ๐—ฑ ๐˜๐—ผ ๐˜‡๐—ฒ๐—ฟ๐—ผ ๐—ฝ๐—ฟ๐—ผ๐˜๐—ฒ๐—ฐ๐˜๐—ถ๐—ผ๐—ป ๐˜„๐—ต๐—ฒ๐—ป ๐—ถ๐˜ ๐—บ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐—ฒ๐—ฑ ๐—บ๐—ผ๐˜€๐˜. โญThe attorney you hire matters. The cost is important. The right type of plan is essential. ๐˜•๐˜ฆ๐˜ท๐˜ฆ๐˜ณ ๐˜ฎ๐˜ข๐˜ฌ๐˜ช๐˜ฏ๐˜จ ๐˜ข ๐˜ค๐˜ฉ๐˜ฐ๐˜ช๐˜ค๐˜ฆ? ๐˜•๐˜ฐ ๐˜ฐ๐˜ฏ๐˜ฆ ๐˜ค๐˜ข๐˜ฏ ๐˜ข๐˜ง๐˜ง๐˜ฐ๐˜ณ๐˜ฅ ๐˜ต๐˜ฉ๐˜ข๐˜ต. โญ ๐—ฆ๐˜๐—ผ๐—ฝ ๐˜€๐—ต๐—ผ๐—ฝ๐—ฝ๐—ถ๐—ป๐—ด. ๐—ฆ๐˜๐—ฎ๐—ฟ๐˜ ๐—ฝ๐—ฟ๐—ผ๐˜๐—ฒ๐—ฐ๐˜๐—ถ๐—ป๐—ด. โš–๏ธ Because analysis paralysis isn't a strategy. #EstatePlanning #TakeAction #ProtectYourFamily #DecisionTime #LegacyPlanning #EverythingEstatePlanning #ZammittiLaw #FamilyProtection #ProtectionPlanning

--

We'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.

attorney advertising

*Example only. Any resemblance to actual persons, living or dead, is purely coincidental.

  continue reading

300 episodes

All episodes

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