The Law Offices of Joseph Adelizzi

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Five Estate Planning Mistakes to Avoid

Five Estate Planning Mistakes to Avoid

While it’s true that no estate is completely bulletproof, there are mistakes that people make that are big enough to walk through, while others are... Read more

Why Is a Power of Attorney Important?

Why Is a Power of Attorney Important?

A son who is preparing to help his mother with her legal and financial affairs asks what legal documents he needs to obtain in the article “Tips... Read more

Estate Planning When you Own a Business

Estate Planning When you Own a Business

When people think about estate planning, many just think about their personal property and their children’s future. If you have a successful... Read more

Estate Planning Should Be a New Year’s Resolution

Estate Planning Should Be a New Year’s Resolution

Many people think of estate planning as a way to save on taxes as their hard-earned assets are passed from one generation to the next. That’s... Read more

How Does A Health Care Proxy Work?

How Does A Health Care Proxy Work?

With a Health Care Proxy, you can have some control over your medical decisions even if, one day, you cannot make or communicate those choices for... Read more

Estate Planning Mistakes to Avoid

Estate Planning Mistakes to Avoid

Because estate planning has plenty of legal jargon, it can make some people think twice about planning their estates, especially people who believe... Read more

Why a Will Is the Foundation of an Estate Plan

Why a Will Is the Foundation of an Estate Plan

An estate planning lawyer has many different tools to achieve clients’ estate planning goals. However, at the heart of any plan is the will, also... Read more

How Does the SECURE Act Change Your Estate Plan?

How Does the SECURE Act Change Your Estate Plan?

The SECURE Act has made big changes to how IRA distributions occur after death. Anyone who owns an IRA, regardless of its size, needs to examine... Read more

Estate Planning To-Do’s For the New Year

Estate Planning To-Do’s For the New Year

An Estate Planning To-Do List is a good way to start the New Year.  Families who wish their loved ones had not created an estate plan are far... Read more

Health Care Directive – Most Americans Don’t Have but Should

Health Care Directive – Most Americans Don’t Have but Should

Do you have a Health Care Directive?  You may not like the idea of contemplating your own mortality, or that of a loved one. You may... Read more

Effortless Estate Planning

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.

Law Offices of Joseph Adelizzi

The Law Offices of Joseph Adelizzi exists to understand and serve our clients as trusted advisors and to help our clients by organizing their personal and business affairs to benefit their family.

Contact our Office

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(760) 632-1338

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