What Is a Grantor Retained Annuity Trust?
There are various different types of trusts that can be used to transfer assets at a tax discount. One of them is the grantor retained annuity trust. Before we get
January 21, 2016
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There are various different types of trusts that can be used to transfer assets at a tax discount. One of them is the grantor retained annuity trust. Before we get
Today many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a living trust will
The legal device called a last will or last will and testament is probably the one estate planning document that just about everyone has heard of, but this is not
After a loved one dies, her estate must be settled. While most people want the settlement process to be done ASAP, probate can take between 18 and 24 months. Â Yes,
How Large of an Estate Can You Pass Estate Tax Free? from Barbara Pizzolato Recognizing the fact that you will be able to leave behind a meaningful legacy to your
The bad news: probated estates are subject to a variety of costs from attorneys, executors, appraisers, accountants, courts, and state law. Depending on the probate’s complexity, fees can run into
You should be fully aware of the potential impact of the federal estate tax when you are putting your estate plan together. This tax carries a 40 percent maximum rate,
Revocable living trusts are very widely utilized among people who understand some of the intricacies of estate planning. A living trust can be a better choice than a last will
As you go through life, you pay taxes on your income and your investment gains. Anything that will go to your loved ones after you are gone will be a
Giving to charitable causes and institutions can be quite meaningful when you are thinking about how you will be remembered after you are gone. If you have been very successful
Act now.
Take action before it becomes a race against time.
Rely on the Barbara M. Pizzolato, P.A. skilled estate team to shield your work and guide your loved ones.
We specialize in estate planning, incapacity planning, business planning, trust administration, and probate.
Take your first step by contacting us or attending a free estate planning event today.
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Barbara M. Pizzolato, P.A. proudly offers Estate Planning and Legal Services in Ft. Myers, Cape Coral, Estero, Bonita Springs, Lee County, Collier County, Charlotte County & Southwest Florida.
Disclaimer: The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation.
