We keep you updated on news that affects you and your loved ones.
Thanks to the SECURE Act and its updates, the world of retirement savings and estate planning has seen significant changes. Understanding how these rules impact Required Minimum Distributions (RMDs) is
In the world of Florida estate planning, Spousal Lifetime Access Trusts (SLATs) have become popular tools for managing assets and minimizing estate taxes. A SLAT allows one spouse to create
When you have owned a property for years—whether it is your family home or an investment property—it is understandable to want to pass it on to your children. If one
Creating an estate plan often brings up complex emotions and challenging decisions, especially regarding family dynamics. Imagine you have four children. Three are actively involved in your life, always showing
Do your beneficiary designations match your estate plan? Estate planning is essential to financial management, ensuring that your assets are distributed according to your wishes after you pass away. However,
It is important to let your estate planning attorney know if you own real estate that is subject to a mortgage. Most mortgages include due-on-sale clauses stating that, upon the
On February 14, 2023, California state lottery officials named the winner of the largest lottery prize in United States history: Edwin Castro won an eye-popping $2.04 billion in a November
Although the word “inheritance” usually conjures up images of property or accounts with significant monetary value, you may be able to leave your family an even longer-lasting inheritance by doing
A resume is a snapshot of your experience, skill set, and education that provides prospective employers insight into who you are and how you will perform. Imagine not updating your
Can a Trust Own My Business After I Die? In general, the answer to the title question is yes, your trust can own your business after you die. However, there
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.
