by Barbara M. Pizzolato, Esq. | May 26, 2015 | Estate Planning
Small and family business owners have heard many nightmares about similar businesses that have had problems with probate. Many of the stories are true. However, with careful planning most of the problems associated with probate can be avoided. Business owners normally... by Barbara M. Pizzolato, Esq. | May 22, 2015 | Estate Planning
Many wealthy Americans wonder whether they should give money to their heirs during their lifetimes or leave it as an inheritance. There are many aspects to the decision. However, if taxes are a concern, then it might be better to give the money now than to leave an... by Barbara M. Pizzolato, Esq. | May 21, 2015 | Asset Protection, Estate and Trust Administration, Estate Planning
Estate planning is a key element in any financial plan, no matter what your age. Estate planning allows you to decide how your assets should be distributed upon your death. In essence, it allows control from the grave! And a word of advice to those under 50, dying... by Barbara M. Pizzolato, Esq. | May 20, 2015 | Estate Planning, Retirement Planning
A new survey suggests that many Americans are counting on receiving an inheritance to retire on instead of saving enough for retirement themselves. This has the potential to create disasters for several reasons. Recently, CNBC published the results of an inheritance... by Barbara M. Pizzolato, Esq. | May 19, 2015 | Estate Planning, Tax Planning
People who want to give a large amount of money to another person often have questions about how much they can give without having to pay taxes on the gift. Fortunately, the gift tax is relatively simple once you know the basics. Many parents find themselves in a... 
