by Barbara M. Pizzolato, Esq. | Aug 28, 2014 | Estate Planning, News and Current Events
When most people first go off to college, the last thing they think they need is an estate plan. However, there are two very important estate planning documents that every college student should have before they leave home. Recently, Forbespublished an article titled,... by Barbara M. Pizzolato, Esq. | Aug 27, 2014 | Estate Planning
Some types of assets in your estate require that special plans be made to handle them after you pass away. These are assets that you cannot merely give away in a Will or trust. Many assets you have are easy to distribute after you pass away. For example, it is easy to... by Barbara M. Pizzolato, Esq. | Aug 26, 2014 | Estate Planning
People normally think that the wealthy are easy to spot by their possessions and lifestyles. However, as some charities in Albany, New York recently found out, that is not always the case. When Phyllis Stone passed away, most people in Albany assumed she was an... by Barbara M. Pizzolato, Esq. | Aug 25, 2014 | Estate and Trust Administration, Estate Planning
When a trustee chooses an unwise investment strategy, that trustee can be held liable if the trust assets are unnecessarily depleted as a result of the trustee’s actions. A recent case in Massachusetts illustrates this principle. As reported by the Wills, Trusts... by Barbara M. Pizzolato, Esq. | Aug 23, 2014 | Estate and Trust Administration
Trustees are required to act in the best interests of the trust and its beneficiaries. However, sometimes trustees are tempted to make decisions about a trust’s finances that benefit the trustees’ financial institution more than the beneficiaries. When Eli...