by Barbara M. Pizzolato, Esq. | Oct 31, 2014 | Asset Protection, Estate Planning, Tax Planning
Although often neglected, drawing up an estate plan is as essential to your legacy’s future as drawing up a simple will. A trust, or estate, is not the same as a will – and both are strongly encouraged for financial legacy planning. Below is a basic guide for... by Barbara M. Pizzolato, Esq. | Oct 31, 2014 | Estate Planning, Tax Planning
You don’t have to be rich to set up the equivalent of a charitable foundation — one that can continue making donations even after your death. “Jonathan” was a successful corporate manager who received a big payday when a major firm acquired the... by Barbara M. Pizzolato, Esq. | Oct 30, 2014 | Elder Law, Estate Planning
About 52% of elder financial abuse victims say they were taken advantage of by a family member. Financial abuse of older adults may be far more common than many people realize. About 5% of people 65 and older say they’ve been the victim of financial abuse, but... by Barbara M. Pizzolato, Esq. | Oct 30, 2014 | Estate Planning, Retirement Planning
Concern about mom or dad’s health and well-being is top of mind for many baby boomers today. Worrisome signs of your parent’s frailty, progressive memory loss, or the decline in health require more and more of your help and attention. But what if you live a good... by Barbara M. Pizzolato, Esq. | Oct 29, 2014 | Estate Planning, Retirement Planning
You already may have resolved to create and monitor your business plan and develop a succession plan for your business. The first part of the resolution is fairly easy to achieve. After all, everyone with a business needs a business plan. But few of us really... 
