We keep you updated on news that affects you and your loved ones.
Concern about mom or dad’s health and well-being is top of mind for many baby boomers today. Worrisome signs of your parent’s frailty, progressive memory loss, or the decline in
You already may have resolved to create and monitor your business plan and develop a succession plan for your business. The first part of the resolution is fairly easy to
Analysts fear for the future of the Taiwanese economy because of the failures of large family-owned businesses to come up with workable succession plans. Family-owned United States companies can learn
Most small business owners are so busy running their companies that succession planning gets pushed to the back burner. Many owners haven’t thought about the fact that if something happens
All good wealth management includes estate planning as a component. Changes in the tax laws, modern trust conventions and family changes make periodic reviews of estate plans a real necessity.
Every well-built machine has at least some moving parts. When it comes to retirement investing, the dangerous moving part is — you. Early on, when you start saving, the problem
“It takes money to make money.” You know the saying, but when it comes to investing the truth is a bit more complex. Yes, it takes initial capital to make
In his famous poem, “For whom the bell tolls,” English poet John Donne warns his readers against thinking the funeral bells we hear aren’t for us, the living: Because of
You may have juggled a zillion family responsibilities both in and out of the house. But chances are you didn’t handle everything. Perhaps your husband handled the investments. Or dealt
So, just to be sure we all have this right, when you name a trust as the beneficiary of your IRA, how many beneficiaries are there of the IRA? You
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.
