The Law Offices of Joseph Adelizzi

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How Blended Families Can Address Finances and Inheritance Issues

How Blended Families Can Address Finances and Inheritance Issues

The holiday season is a popular time for people to get engaged, including people who have been married before. If that’s you, understand that... Read more

What Estate Planning Documents Do You Need?

What Estate Planning Documents Do You Need?

Wouldn’t your children be relieved to learn that you’ve done all the necessary advance estate planning so that if you should become... Read more

A Trustee You can Trust?

A Trustee You can Trust?

Who do you “trust” as Trustee to make certain that your financial legacy lives on?Kiplinger’s recent article, “Consider Your Trustee... Read more

Use Your 401(k) to ‘Build a Bridge’ to Social Security

Use Your 401(k) to ‘Build a Bridge’ to Social Security

A new white paper from the Center for Retirement Research at Boston College says that Americans should tap their 401(k) accounts to provide monthly... Read more

Strategies for the “Sandwich” Generation

Strategies for the “Sandwich” Generation

If you are taking care of your aging parents and still helping your own children, you are part of the “sandwich” generation. If you feel as if... Read more

Estate Planning Lawyer Can Properly Upgrade Your Estate Plan?

Estate Planning Lawyer Can Properly Upgrade Your Estate Plan?

Forbes’ recent article, “4 Ways To Improve Your Estate Plan,” suggests that since most people want to plan for a good life and a good... Read more

Disinheritance or ‘Bye Bye Love’ Rocker Ric Ocasek Cuts Wife Out of Will

Disinheritance or ‘Bye Bye Love’ Rocker Ric Ocasek Cuts Wife Out of Will

Disinheritance in a Will happens, but it must be done the right way.  The language in the will was very clear, according to the article “Cars... Read more

Have an Estate Plan, for Your Heir’s Sake

Have an Estate Plan, for Your Heir’s Sake

Few people want to leave their heirs with a paperwork disaster, but that’s what happens when there’s no estate plan. According to the article... Read more

Why Do I Need a Power of Attorney?

Why Do I Need a Power of Attorney?

You might nominate both of your children as attorneys-in-fact, requiring that they agree to act on your behalf under a power of attorney.Fed Week’s... Read more

A Good Estate Plan Equals Peace of Mind and Peace in the Family

A Good Estate Plan Equals Peace of Mind and Peace in the Family

An Estate Plan will protect yourself and your family from 2-3 years of being in probate court and thousands of dollars in unnecessary fees.  The... 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

Try Effortless Estate Planning