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Вміст надано Valerie Zammitti. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Valerie Zammitti або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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#285 | What's Wrong With Gifting the Kids Monthly?

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Manage episode 461261068 series 3558777
Вміст надано Valerie Zammitti. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Valerie Zammitti або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
#285 | What's Wrong With Gifting the Kids Monthly? 𝗗𝗼𝗻'𝘁 𝗦𝗵𝗼𝗼𝘁 𝗬𝗼𝘂𝗿𝘀𝗲𝗹𝗳 𝗶𝗻 𝘁𝗵𝗲 𝗙𝗼𝗼𝘁! Wondering if you can 𝘀𝗶𝗺𝗽𝗹𝘆 𝗴𝗶𝗳𝘁 𝗮 𝗹𝗶𝘁𝘁𝗹𝗲 𝗲𝘃𝗲𝗿𝘆 𝗺𝗼𝗻𝘁𝗵? While outright gifting can benefit some families, it’s 𝗴𝗲𝗻𝗲𝗿𝗮𝗹𝗹𝘆 𝗻𝗼𝘁 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝗲𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 for asset spend-down. Join us as we explore alternative methods for transferring assets to your children, supported by 𝘀𝗶𝘅 𝗰𝗼𝗺𝗽𝗲𝗹𝗹𝗶𝗻𝗴 𝗿𝗲𝗮𝘀𝗼𝗻𝘀 𝘄𝗵𝘆 these are often more beneficial. Still want to give your kids something now? That's ok too. Here are a few ideas for gift-giving that won't negatively impact your estate.

--

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

284 епізодів

Artwork
iconПоширити
 
Manage episode 461261068 series 3558777
Вміст надано Valerie Zammitti. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Valerie Zammitti або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
#285 | What's Wrong With Gifting the Kids Monthly? 𝗗𝗼𝗻'𝘁 𝗦𝗵𝗼𝗼𝘁 𝗬𝗼𝘂𝗿𝘀𝗲𝗹𝗳 𝗶𝗻 𝘁𝗵𝗲 𝗙𝗼𝗼𝘁! Wondering if you can 𝘀𝗶𝗺𝗽𝗹𝘆 𝗴𝗶𝗳𝘁 𝗮 𝗹𝗶𝘁𝘁𝗹𝗲 𝗲𝘃𝗲𝗿𝘆 𝗺𝗼𝗻𝘁𝗵? While outright gifting can benefit some families, it’s 𝗴𝗲𝗻𝗲𝗿𝗮𝗹𝗹𝘆 𝗻𝗼𝘁 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝗲𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 for asset spend-down. Join us as we explore alternative methods for transferring assets to your children, supported by 𝘀𝗶𝘅 𝗰𝗼𝗺𝗽𝗲𝗹𝗹𝗶𝗻𝗴 𝗿𝗲𝗮𝘀𝗼𝗻𝘀 𝘄𝗵𝘆 these are often more beneficial. Still want to give your kids something now? That's ok too. Here are a few ideas for gift-giving that won't negatively impact your estate.

--

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

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