by Barbara M. Pizzolato, Esq. | Jun 27, 2016 | Estate and Trust Administration, Estate Planning, Tax Planning
For the vast majority of people in the United States, the estate tax seems like something that should be of little concern. After all, it really only applies to a small percentage of Americans, estimated to consist of less than one percent of the overall population –...
by Barbara M. Pizzolato, Esq. | Jan 14, 2016 | Tax Planning
How Large of an Estate Can You Pass Estate Tax Free? from Barbara Pizzolato Recognizing the fact that you will be able to leave behind a meaningful legacy to your loved ones is a beautiful thing. The bad news is that death taxes are looming.
by Barbara M. Pizzolato, Esq. | Jan 13, 2016 | Tax Planning
You should be fully aware of the potential impact of the federal estate tax when you are putting your estate plan together. This tax carries a 40 percent maximum rate, and this can cost your family a great deal of money if your estate is in taxable territory. To...
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. | Aug 26, 2015 | Asset Protection, Estate and Trust Administration, Estate Planning, News and Current Events, Tax Planning
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 Planning With a Family Business Entity? For years, wealthy families have taken...
