The Law Offices of Joseph Adelizzi

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Reduce Blended Family Fighting in Your Estate Plan?

Reduce Blended Family Fighting in Your Estate Plan?

Blended family fighting can be reduced in your estate plan by planning for it upfront.  The IRS recently announced that in 2020, the first... Read more

Not Having a Will Should Scare You and Your Family

Not Having a Will Should Scare You and Your Family

For families of people who don’t have a will, dealing with their estate is an expensive, stressful and time-consuming experience. A will isn’t... Read more

Tips for Choosing a Fiduciary

Tips for Choosing a Fiduciary

One of the important tasks in creating a complete estate plan is selecting people (or financial institutions) to represent you, in case of incapacity... Read more

In Retirement, Income is the only Outcome that matters

In Retirement, Income is the only Outcome that matters

People used to retire at age 65 and live for an average of another 10 or 12 years. It is now common to see people who are healthy and active well... Read more

Joint Tenancy – What Should I Know?

Joint Tenancy – What Should I Know?

Investopedia’s recent article, “Joint Tenancy: Benefits and Pitfalls,” explains that it’s a common practice for couples and business partners... Read more

Social Security tips Women Need to Know

Social Security tips Women Need to Know

Deciding when and how to claim Social Security benefits depends on several different factors, all of which are unique to each person’s situation.... Read more

Simple Estate Planning Mistakes to Avoid

Simple Estate Planning Mistakes to Avoid

There’s so much information available today, good and bad, that it is not always easy to know which is which. Just as we should not perform surgery... Read more

Retirement issues to consider?

Retirement issues to consider?

Investopedia’s recent article, “6 Surprising Facts About Retirement,” writes that if you think most people are saving more in order to prepare... Read more

What Is Probate and How to Prepare for It?

What Is Probate and How to Prepare for It?

The word probate is from the Latin word, meaning “to prove.” It is the court-supervised process of authenticating the last will and testament of... Read more

Can I Disinherit a Family Member?

Can I Disinherit a Family Member?

Every family has at least one, and some families are stuck with more—the family member who makes life miserable for those around them. According to... 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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