The Law Offices of Joseph Adelizzi

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Will Contests can be Avoided When Changing your Will?

Will Contests can be Avoided When Changing your Will?

Will contests can be avoided when changing your Will with the help of an estate planning lawyer.  Many parents have wills that were drafted... Read more

Business Succession Planning and Estate Plan Should go Hand in Hand.

Business Succession Planning and Estate Plan Should go Hand in Hand.

Business Succession Planning and Estate Planning should go hand in hand.  A successful business exit plan can accomplish three important... Read more

An Estate Plan can help Seniors be Prepared for Natural Disasters?

An Estate Plan can help Seniors be Prepared for Natural Disasters?

An Estate Plan can help seniors to be prepared for natural disasters.  With hurricanes, tropical storms and wildfires becoming routine events,... Read more

Using Trusts to Protect Pets after You’re Gone

Using Trusts to Protect Pets after You’re Gone

Using a Trust to protect your pets after you are gone is smart planning.  Many of us consider our pets members of the family, but the law does... Read more

Beneficiary Designations Cannot be Overlooked

Beneficiary Designations Cannot be Overlooked

Beneficiary designations cannot be overlooked.  Here’s one way to mess up your estate plan: naming beneficiaries not by name, but by the... Read more

Beneficiary Designations Trump your Estate Plan?

Beneficiary Designations Trump your Estate Plan?

Beneficiary Designations trump your estate plan.  It’s not uncommon for the intent of an individual’s will and trust to be overridden by... Read more

Disability benefits can be protected with a Special Needs Trust?

Disability benefits can be protected with a Special Needs Trust?

Disability benefits can be protected with a  special needs trust which is a specific type of trust fund that’s created to help a beneficiary... Read more

Yes, You Do Need an Estate Plan and You Do Have an Estate.

Yes, You Do Need an Estate Plan and You Do Have an Estate.

An Estate Plan is more important on a dollar to dollar basis to the middle class.  What many don’t understand is that they do actually have an... Read more

Trust Amendments keep your Estate Plan up to date?

Trust Amendments keep your Estate Plan up to date?

Trust Amendments keep your estate plan up to date.  If you want to make changes to your estate plan, don’t think you can just scratch out a... Read more

Pet Trusts Protect Your Pets After You’re Gone

Pet Trusts Protect Your Pets After You’re Gone

A Pet Trust or provision in your Trust for your pets makes sure your loyal companion is not inadvertently forgotten.  Currently, 67% of American... 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

Call now for a Free Consultation

(760) 632-1338

Try Effortless Estate Planning