We keep you updated on news that affects you and your loved ones.
Analysts fear for the future of the Taiwanese economy because of the failures of large family-owned businesses to come up with workable succession plans. Family-owned United States companies can learn
The fallout from the Great Recession, plus continued job insecurity and a seesaw stock market, have all contributed to people’s fears that their money won’t last. And this makes them
Recent filings with the Surrogate’s Court in Manhattan (that’s probate court, for us non-New Yorkers) show that Lou Reed’s estate has already earned $20,379,169 (give or take a few bucks)
Shelly Sterling has emerged from probate court, which allowed her to sell the Los Angeles Clippers professional basketball franchise. Which decision brings to light some harsh tax and estate planning
If you have assets, then you need protection. Protection from creditors, civil suits, the IRS, and even possible future claims of a spouse. Obviously, not all assets can be or
A ruling by the U.S. Supreme Court holding that assets contained in an inherited individual retirement account (IRA) don’t qualify as retirement funds for the purposes of bankruptcy exemption has
Most small business owners are so busy running their companies that succession planning gets pushed to the back burner. Many owners haven’t thought about the fact that if something happens
The man had inherited his father’s business when he was in his 30s and spent the next few years growing it into a $6 million company. When he later
All good wealth management includes estate planning as a component. Changes in the tax laws, modern trust conventions and family changes make periodic reviews of estate plans a real necessity.
Just Married? Congratulations — Now Start Estate Planning! The first thing you want to do as a newlywed probably has nothing to do with estate planning, but it’s critical to
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.
Main office
8660 College Pkwy
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Fort Myers, FL 33919
Appointment only
NEW YORK
Suite 240, One Suffolk Square
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Islandia, NY 11749
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NEW JERSEY
c/o Richard A. Feldman, Esq.
80 Main Street, Suite 140
West Orange, NJ 07052
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.
