Estate Planning Seminar Educates Florida Residents on Advantages of Living Trusts

Share Article

Barbara M. Pizzolato, a local Estate Planning Attorney, presents free monthly seminars to residents of Lee and Collier Counties, Florida.

We have expanded on the services we've always provided, shifting from 'traditional estate planning' to a more comprehensive approach we call 'Legacy Wealth Planning.'

Barbara M. Pizzolato, a local Estate Planning Attorney, presents free monthly seminars to residents of Lee and Collier Counties, Florida on how to effectively plan their estate and leave a meaningful legacy.

“Our experience has shown us that what was done in the past may no longer be adequate to fully protect our clients today. We have expanded on the services we’ve always provided, shifting from ‘traditional estate planning’ to a more comprehensive approach we call ‘Legacy Wealth Planning.’ This holistic approach allows us to protect, preserve, and support your family’s financial and non-financial wealth,” says Pizzolato.

Ms. Pizzolato discusses several important issues during the two hour workshops, including:

  •     The advantages and disadvantages of Wills and Living Trusts
  •     How you may protect your estate and maintain your privacy if you become incapacitated
  •     Why putting property in your children’s names may be a mistake
  •     How to plan your estate so it may pass to your loved ones most efficiently
  •     How probate works, and more importantly, how you may avoid probate altogether
  •     How you may protect your children’s inheritance from probate, lawsuits, and unstable marriages
  •     How you may provide for special needs children and grandchildren

The upcoming dates, times, and locations of these free seminars are:

Tuesday, April 28, 2015
10:00 am – 12:00 pm
Hyatt Place Fort Myers at The Forum
2600 Champion Ring Road
Fort Myers, FL 33905

Wednesday, April 29, 2015
2:00 pm – 4:00 pm
River Hall Country Club
3500 River Hall Parkway
Alva, FL 33920

Thursday, April 30, 2015
10:00 am – 12:00 pm
Hyatt Place Fort Myers at The Forum
2600 Champion Ring Road
Fort Myers, FL 33905

Saturday, May 2, 2015
10:00 am – 12:00 pm
Palmetto Pine Country Club
1940 SW 9th Court
Cape Coral, FL 33991

Call (239) 225-7987 or register online at http://www.pizzolatolaw.com/workshops to reserve your seat today. Please arrive early as seating may be limited.

About Barbara M. Pizzolato
Barbara M. Pizzolato is the owner of Barbara M. Pizzolato, P.A., an Estate, Trusts and Business Planning legal practice in Southwest Florida. The firm was established in 1994 when Ms. Pizzolato started her own practice. Ms. Pizzolato relocated to Florida in 2002. She has been practicing law since 1987. She is licensed in New Jersey (1987), New York (1988), Connecticut (1988), and Florida (2002) and still practices in New York, New Jersey, and Florida. The primary emphasis of her practice is Estate Planning, Trust Administration, Probate, and Business Planning. Ms. Pizzolato has received an AV® Preeminent™ rating from Martindale-Hubbell® Lawyer Ratings (2014, 2015) and is a member of the Bar Register of AV® Preeminent™ Women Lawyers (2014, 2015). She is a Member of the American Academy of Estate Planning Attorneys and Wealth Counsel®. She is a member of the Florida Bar (Real Property, Probate & Trust Law and Tax Law Sections); Lee County Bar Association; Florida Association of Women Lawyers; Lee County Estate Planning Council; and Rotary South of Fort Myers. She received her Juris Doctorate from New York Law School in 1987.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Christine M. Bufton
@PizzolatoLaw
since: 11/2011
Follow >
Barbara M. Pizzolato, P.A.
since: 06/2014
Like >
Barbara M. Pizzolato, PA

Follow us on
Visit website