We keep you updated on news that affects you and your loved ones.
Proper estate planning should always consider estate and gift tax rules. In recent years, we have seen the federal estate, gift and generation skipping transfer (GST) tax exemption rise from
Here are four more common mistakes in estate planning. If your plan is in place and current, this will serve as more validation that you are on the right track.
Most parents want to treat their children fairly in their estate planning, and many assume that means having their children inherit equally. But fair does not necessarily mean equal. There
According to a recent study, family values, traditions and history still mean more than money as an inheritance. These results are from the 2012 Allianz Life American Legacies Pulse Study*
Now that the health care law has been declared constitutional, the remaining provisions will be going into effect. One little known provision is a new 3.8% investment income surtax, also
From time to time, it’s good to review why having a complete, up-to-date estate plan is so important. In addition to confirming our own actions, it can provide us with
It wasn’t very long ago that we had only paper for financial and tax records. We could simply point to a file cabinet or drawer and tell someone, “Everything is
With higher education costs outpacing inflation by 5-6% per year, and the average cost of a four-year public school at nearly $20,000 per year (double that for private schools) it’s
Many Americans have the misperception that estate planning is simply preparing for one’s death and is only necessary for the affluent. To the contrary, estate planning is as much about
Anyone with children or modest assets should seriously consider some minimal estate planning, but the increasing number of blended families underscores the need for proper estate planning. Blended families can
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.
