by Barbara M. Pizzolato, Esq. | Jul 30, 2015 | Estate Planning, Health Care, News and Current Events, Tax Planning
While approximately 10,000 cases are appealed to the U.S. Supreme Court each year, only 75 to 80 make it to oral argument. Of those cases, only a handful grab the media’s attention. Below is a summary of three landmark decisions handed down in 2015 that could affect... by Barbara M. Pizzolato, Esq. | Jul 27, 2015 | Estate and Trust Administration, Estate Planning, Retirement Planning, Tax Planning
Due to the increased volume of federal estate tax return filings in order to make the “portability election,” the IRS has announced that estate tax closing letters will only be issued upon request by the taxpayer. This change in IRS policy started on June 1, 2015.... by Barbara M. Pizzolato, Esq. | Jul 13, 2015 | Estate Planning, Retirement Planning
While there are many factors to consider when choosing the place where you will retire, the ones that will impact your wallet may be the most important. Why? Because having a low crime rate and beautiful weather will be irrelevant if high costs deplete your retirement... by Barbara M. Pizzolato, Esq. | Jul 8, 2015 | Estate Planning
Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it’s needed. Estate Planning... by Barbara M. Pizzolato, Esq. | Jul 6, 2015 | Asset Protection, Estate Planning
Some view asset protection planning with a skeptical eye. They believe there is a moral obligation to pay one’s debts. They think that asset protection planning is immoral because it prevents a creditor from collecting on a judgment entered by a court. The truth is... 
