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While trusts can offer asset protection, they also bring tax complexities you’ll want to understand. Before transferring your assets, make sure you know how your trust type impacts your taxes, protection, and control.
🎥 Watch this video to get the clarity you need before making any decisions—and 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:
🔹 Family protection
🔹 Simplicity and efficiency for our clients
🔹 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 – 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.
𝘢𝘵𝘵𝘰𝘳𝘯𝘦𝘺 𝘢𝘥𝘷𝘦𝘳𝘵𝘪𝘴𝘪𝘯𝘨
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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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