Don’t Fall for These Estate Planning Myths
January 28, 2016
People often fall for certain estate planning myths, and far too often, their family members wind up paying a hefty price. Let’s look at some of these myths so that
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People often fall for certain estate planning myths, and far too often, their family members wind up paying a hefty price. Let’s look at some of these myths so that
When you start to explore the subject of taxation on any level, you generally don’t discover a lot of positives. However, when it comes to the subject of inheritance planning,
There are various different types of trusts that can be used to transfer assets at a tax discount. One of them is the grantor retained annuity trust. Before we get
The legal device called a last will or last will and testament is probably the one estate planning document that just about everyone has heard of, but this is not
As you go through life, you pay taxes on your income and your investment gains. Anything that will go to your loved ones after you are gone will be a
Giving to charitable causes and institutions can be quite meaningful when you are thinking about how you will be remembered after you are gone. If you have been very successful
Before we look at the matter of funding, we should explain some things about trusts in general. There are various different types of trusts used in the field of estate
The inheritance planning process is often looked upon as something that is only important after you reach an advanced age. Without question, if you did not plan ahead when you
Studies that are conducted to measure the estate planning preparedness of American adults reach some disturbing conclusions. They consistently find that most American adults are going through life without all
The federal estate tax can be a very significant factor for high net worth families. This tax carries a 40 percent maximum rate, so the damage could be considerable if
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.
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NEW YORK
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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.
