The Law Offices of Joseph Adelizzi

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Real Client Results: $850,000 Savings via Estate Planning with Joseph Adelizzi.

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 to give people... Read more

6 Ways to Transfer Your Assets From Beyond the Grave

6 Ways to Transfer Your Assets From Beyond the Grave

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... Read more

What Happens to Assets Left Out of your Trust?

What Happens to Assets Left Out of your Trust?

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 like to think... Read more

Is Inheritance Liable for Dad’s Credit Card Debt after He Dies?

Is Inheritance Liable for Dad’s Credit Card Debt after He Dies?

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 thing any of... Read more

Estate Planning - Do I Need a Will if I am 35?

Estate Planning - Do I Need a Will if I am 35?

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 with your affairs,... Read more

SECURE Act Means It’s Time for an Estate Plan Review

SECURE Act Means It’s Time for an Estate Plan Review

The most significant legislation affecting retirement was signed into law on Friday, Dec. 20, 2019. After stalling for months, Congress suddenly... Read more

Beneficiary Designations? What you Need to Know

Beneficiary Designations? What you Need to Know

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... Read more

Estate Plan Mistakes to Fix

Estate Plan Mistakes to Fix

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 the... Read more

Estate Planning for Unmarried Couples

Estate Planning for Unmarried Couples

Estate Planning for some couples, who are not getting married just doesn’t feel necessary. However, they don’t enjoy the automatic legal rights... 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