by Barbara M. Pizzolato, Esq. | Feb 6, 2016 | Asset Protection
A revocable living trust is a very valuable estate planning tool. One thing that you should understand right off the bat about a revocable living trust is that it can be useful for you, even if you are not a multimillionaire. In fact, a revocable living trust is not...
by Barbara M. Pizzolato, Esq. | Jan 24, 2016 | Asset Protection
One of these misconceptions is the notion that you lose control of assets that you convey into any type of trust. In reality, the level of control depends upon the nature of the trust, and there are different types of trusts. Topics covered in this whitepaper include:...
by Barbara M. Pizzolato, Esq. | Sep 9, 2015 | Asset Protection, Estate Planning, News and Current Events, Retirement Planning, Tax Planning
While many wines get better with age, the same cannot be said for some irrevocable trusts. Maybe you’re the beneficiary of a trust created by your great grandfather seventy years ago that no longer makes sense. Or maybe you created an irrevocable trust twenty years...
by Barbara M. Pizzolato, Esq. | Sep 2, 2015 | Asset Protection, Estate Planning, News and Current Events, Retirement Planning, Tax Planning
Estate planning has truly evolved over the past 20 years. Gone is the uncertainty about federal estate taxes and the absolute requirement for married couples to use complex trusts to minimize these taxes. But also gone is planning for the “traditional” family. In...
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. | Jul 6, 2015 | Asset Protection, Estate Planning
Some view asset protection planning with a skeptical eye. They believe there is a moral obligation to pay one’s debts. They think that asset protection planning is immoral because it prevents a creditor from collecting on a judgment entered by a court. The truth is...
