by Barbara M. Pizzolato, Esq. | Jul 30, 2012 | Estate Planning, Uncategorized
Most parents want to treat their children fairly in their estate planning, and many assume that means having their children inherit equally. But fair does not necessarily mean equal. There may be special circumstances to consider. For example, parents may want to... by Barbara M. Pizzolato, Esq. | Jul 23, 2012 | Estate Planning, News and Current Events, Retirement Planning
According to a recent study, family values, traditions and history still mean more than money as an inheritance. These results are from the 2012 Allianz Life American Legacies Pulse Study* which surveyed baby boomers (age 47 to 66) and “elders” (age 72 and older).... by Barbara M. Pizzolato, Esq. | Jul 17, 2012 | Estate Planning, News and Current Events, Tax Planning
Now that the health care law has been declared constitutional, the remaining provisions will be going into effect. One little known provision is a new 3.8% investment income surtax, also called the health care surtax or the Medicare tax, which will go into effect on... by Barbara M. Pizzolato, Esq. | Jul 17, 2012 | Estate Planning, News and Current Events
From time to time, it’s good to review why having a complete, up-to-date estate plan is so important. In addition to confirming our own actions, it can provide us with valuable information to pass along to friends and family who, for whatever reasons, have yet to act.... by Barbara M. Pizzolato, Esq. | Jul 9, 2012 | Estate Planning, News and Current Events
It wasn’t very long ago that we had only paper for financial and tax records. We could simply point to a file cabinet or drawer and tell someone, “Everything is in there when the time comes.” But now we have computers and the internet, and so much of our lives is... 
