How to Successfully Make a “Large” Gift to Your Children or Grandchildren
What constitutes a “large” gift can be relative. That being said, if you are considering giving cash or property to someone, a little bit of planning can really help avoid
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What constitutes a “large” gift can be relative. That being said, if you are considering giving cash or property to someone, a little bit of planning can really help avoid
Receiving an inheritance is a huge blessing but, if not handled properly, can also become a curse. Often times, the inheritor does not know what to do with the new
The third week of October is National Estate Planning Awareness Week (Oct. 15-21, 2018). Estate planning is important for everyone regardless of wealth or family status because if you become
To the general public, a trust may seem like an advanced tool only for the wealthiest among us. But, the reality is that trusts are a foundational estate planning tool
If you find yourself caring for both your children and your parents, simultaneously, you should know whether your parents have put together an estate plan. While it is still your parents’ choice to make their estate-planning decisions, having a plan – no matter how late in life it is created – is an absolute must.
[et_pb_section bb_built=”1″ admin_label=”section” _builder_version=”3.0.47″ next_background_color=”#f7f7f7″][et_pb_row admin_label=”row” _builder_version=”3.0.48″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″][et_pb_text _builder_version=”3.0.74″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”] When you think of IRAs, you probably think of retirement. But But what happens to your
Estate planning can best be described as a process. When you plan your estate, you take the necessary legal steps to make sure that your loved ones are provided for
[et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”3.22″][et_pb_row admin_label=”row” _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.5.3″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” hover_enabled=”0″]A power of attorney for use in Fort Myers, Florida is one of
If you are considering a DIY (do it yourself) will, you need to think carefully about whether this is really the best approach to take or not. While DIY wills
Few things are more important for your end-of-life planning than putting into place the right estate plan for your needs. To get the right plan, however, you have to have
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.