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While trusts can offer asset protection, they also bring tax complexities youโll want to understand. Before transferring your assets, make sure you know how your trust type impacts your taxes, protection, and control.
๐ฅ Watch this video to get the clarity you need before making any decisionsโand feel confident about safeguarding your assets.
#StayInformed #KnowBeforeYouAct #TrustInvestments #AssetProtection #TaxSeason #TrustTypes #AssetManagement #EstatePlanning #MoneyManagement #InvestmentStrategies #RetirementPlanning #SecureFuture #EverythingEstatePlanning #ZammittiLaw
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If you want to talk more about anything estate planning, elder law or probate related:
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We provide PEACE OF MIND to families through estate planning, elder law and probate matters.
Our firm rests on three core pillars:
๐น Family protection
๐น Simplicity and efficiency for our clients
๐น Minimizing taxes and spend down of your hard-earned assets
If you need assistance with estate planning 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 will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protection trusts, minimizing tax liabilities, probate, among many other related topics.
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This video is intended for educational purposes only and does not create an attorney-client relationship.
๐ข๐ต๐ต๐ฐ๐ณ๐ฏ๐ฆ๐บ ๐ข๐ฅ๐ท๐ฆ๐ณ๐ต๐ช๐ด๐ช๐ฏ๐จ
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By: Zammitti Law, PLLC
Title: Estate Planning: Investments, Trusts & Taxes
Sourced From: www.youtube.com/watch?v=415INmCDuco
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