by Barbara M. Pizzolato, Esq. | Aug 26, 2015 | Asset Protection, Estate and Trust Administration, Estate Planning, News and Current Events, Tax Planning
The IRS recently signaled that it may be ready to issue new regulations that will affect valuation discounts on family business entities by early September. What Are the Benefits of Planning With a Family Business Entity? For years, wealthy families have taken... by Barbara M. Pizzolato, Esq. | Aug 19, 2015 | Estate and Trust Administration, Estate Planning
As of July 1, 2015, Connecticut probate courts earned the dubious distinction of charging the highest probate fees in the U.S. Amazingly, the Connecticut legislature voted to completely cut general fund support for the state’s probate courts for the next two fiscal... by Barbara M. Pizzolato, Esq. | Aug 12, 2015 | Estate and Trust Administration, Estate Planning, Tax Planning
Recently, the IRS issued the final rules governing the “portability election” as it relates to the federal estate tax exemption. Married couples need to understand how these final rules may affect their existing estate plans, while recent widows and widowers need to... by Barbara M. Pizzolato, Esq. | Aug 5, 2015 | Elder Law, Estate Planning, Health Care, News and Current Events
With cases of financial exploitation of the elderly on the rise, advisors who work with older clients are looking for ways to head off the abuse before it happens. Enter the “Emergency Contact Authorization Form,” a document in which clients can list a trusted person... by Barbara M. Pizzolato, Esq. | Aug 3, 2015 | Estate and Trust Administration, Estate Planning
If you have created a dynasty trust that you intend to last for decades into the future, choosing the right trustee is critical to the trust’s longevity and ultimate success. Initially, you may think that a family member, such as a sibling (“Uncle Bill” to your... 
