529 Plan Misunderstandings
Providing for grandchildren’s college expenses is becoming an important estate planning goal for many families. Many people see it as one of the best ways to contribute to the overall
December 23, 2014
We keep you updated on news that affects you and your loved ones.
Providing for grandchildren’s college expenses is becoming an important estate planning goal for many families. Many people see it as one of the best ways to contribute to the overall
When a trustee passes away or becomes incapacitated, someone else has to take over the trust. This new trustee is called a successor trustee and needs to learn about all
With the holiday season upon us, the charitable giving season is also upon us. Charitable giving is important not only for income tax purposes, but can also be important for
People are living longer and longer than they used to. While that is a great thing, it is beginning to cause issues for many estate plans, especially when trusts are
If your spouse passed away in the last three years, the IRS is offering a potential estate tax break for your estate. However, you need to act quickly if you
It is always a good idea to change your estate plan when there are significant changes in your life. You should also change your estate plan when there are significant
One of the richest aristocrats in Europe passed away recently and details about her estate plan have been made public. She left her husband nothing. Spain’s Duchess of Alba was
Although James Brown passed away in 2006, his estate is not yet settled. The sticky issue in the case is whether or not Brown was married when he passed away
Normally, when people have billions of dollars, they do not lose it all. It is difficult to lose that much money in a lifetime. However, that may have happened to
There are some businesses designed to sell estate plans that have no business doing so. They will use non-attorney sales people to talk you into buying a trust that you
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.
Time waits for no one.
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Barbara M. Pizzolato 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.
