We keep you updated on news that affects you and your loved ones.
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
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
As of July 1, 2015, Connecticut probate courts earned the dubious distinction of charging the highest probate fees in the U.S. Amazingly, the Connecticut legislature voted to completely cut general
Recently, the IRS issued the final rules governing the “portability election” as it relates to the federal estate tax exemption. Married couples need to understand how these final rules may
With cases of financial exploitation of the elderly on the rise, advisors who work with older clients are looking for ways to head off the abuse before it happens. Enter
If you have created a dynasty trust that you intend to last for decades into the future, choosing the right trustee is critical to the trust’s longevity and ultimate success.
While approximately 10,000 cases are appealed to the U.S. Supreme Court each year, only 75 to 80 make it to oral argument. Of those cases, only a handful grab the
Due to the increased volume of federal estate tax return filings in order to make the “portability election,” the IRS has announced that estate tax closing letters will only be
While there are many factors to consider when choosing the place where you will retire, the ones that will impact your wallet may be the most important. Why? Because having a low
Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help you to create and maintain a plan that
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.
Main office
8660 College Pkwy
Suite 400
Fort Myers, FL 33919
Appointment only
NEW YORK
Suite 240, One Suffolk Square
1601 Veterans Memorial Hwy
Islandia, NY 11749
Appointment only
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.
