by Barbara M. Pizzolato, P.A. | Feb 22, 2023 | Retirement Planning
Want to Leave Your Retirement Account to Your Minor Child? Consider These Things First Your retirement account may be one of the most valuable things you own. Many people consider naming their children as the beneficiaries of these accounts because they think it is a...
by Barbara M. Pizzolato, Esq. | Mar 18, 2016 | Retirement Planning
We practice law in southwest Florida, so we serve people in Naples, Fort Myers, Cape Coral, and the surrounding areas. Without question, this is one of the best places to live in the entire country on many different levels, and it is a fantastic place to retire. When...
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. | Jul 27, 2015 | Estate and Trust Administration, Estate Planning, Retirement Planning, Tax Planning
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 issued upon request by the taxpayer. This change in IRS policy started on June 1, 2015....
by Barbara M. Pizzolato, Esq. | Jul 13, 2015 | Estate Planning, Retirement Planning
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 crime rate and beautiful weather will be irrelevant if high costs deplete your retirement...
