The Law Offices of Joseph Adelizzi November 2021 Newsletter
November 1, 2021
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Over the years I have performed estate planning of all different shapes and sizes. Sometimes the solution can be quite complex, and I enjoy helping my clients find tax-advantaged solutions.
Most people do not want to pay $5,000 or more for an attorney to draft their estate plan. Price becomes an obstacle, and unfortunately they try to do it on their own using some dodgy service they found on the internet. The problem with most sites is that they only offer cookie cutter type plans or incomplete or piece meal documents that leave gaping holes in the plan. And like scuba diving or sky diving, with estate plans you only figure out there’s a problem when it’s too late to correct it.
Our Effortless Estate planning allows you to plan your estate using the same interview questionnaire and checklist that we use when we plan our client’s estate. So, instead of sitting across the desk from me and answering my questions, you can simply fill in the answers on the interview form online in your own home. The result is that you will create a customized plan for what is important to you and your family and not have a cookie cutter plan that may have big holes in it.
OK, I have decided to post some results that we have recently obtained for clients who have retained us to set up their estate plans
If there’s one thing living through a global pandemic has taught us it’s that life is fragile and fleeting. It’s never fun to think about
We’ve all heard of FOMO, but what about FOLO: Fear Of Leaving Out? That is, the fear of leaving assets outside of your Trust. I
An inheritance may be liable for debts due after someone dies. When a family is grieving after the death of a loved one, the last
Estate planning is a crucial process for everyone, no matter what assets you have now. If you want your family to be able to deal
The most significant legislation affecting retirement was signed into law on Friday, Dec. 20, 2019. After stalling for months, Congress suddenly passed several bills, as
A beneficiary designation names a person on a life insurance policy or some type of investment account as the individual(s) who will receive those assets,
When an estate plan issue arises, you need to seek the assistance of a qualified and experienced estate planning attorney, who knows how to fix
Estate Planning for some couples, who are not getting married just doesn’t feel necessary. However, they don’t enjoy the automatic legal rights and protections that