We keep you updated on news that affects you and your loved ones.
While many people worry about the federal estate tax, state estate taxes often effect far more families and individuals. Fortunately, some states are starting to decrease the impact of their
Although often neglected, drawing up an estate plan is as essential to your legacy’s future as drawing up a simple will. A trust, or estate, is not the same as
You don’t have to be rich to set up the equivalent of a charitable foundation — one that can continue making donations even after your death. “Jonathan” was a successful
The IRS has a reputation of rarely admitting to mistakes. However, the truth is that the agency has no problem admitting it made a mistake, at least when it turns
Which heirs have responsibility to pay estate taxes out of their portions of the estate is often a contentious issue. This is especially true in blended families, as is illustrated
One of the duties of an executor is to pay any debts the deceased left behind out of the assets the deceased left behind. These debts can include unpaid federal
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
The U.S. Supreme Court ruled that certain money inherited from individual retirement accounts can be taken by creditors to cover the debts of people in bankruptcy proceedings. In a unanimous
The tax law makes clear that the taxpayer has the burden of substantiating the value of the property. To this end, a taxpayer must not only comply with the procedural
Estate Planning in 2013 and Beyond under the New Tax Law The recent tax legislation dealing with the “fiscal cliff” included significant revisions to the estate tax law that will
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.
