Protecting the People you love and the Assets you own
Our firm is dedicated to providing comprehensive and personalized estate planning services to individuals and families in Southwest Florida. Founded on decades of experience and fueled by a genuine desire to protect families and safeguard their financial future, we stand ready to guide you through the process of crafting a tailored estate plan that meets your unique needs and aspirations.
Our Commitment
Our team understands the anxieties and concerns surrounding estate planning. We take pride in offering a client-centered approach, focusing on open communication, personalized attention, and clear explanation of every step of the process. We collaborate with you to understand your individual circumstances, goals, and concerns. Then, we meticulously craft an estate plan that addresses your specific needs, ensuring your wishes are clearly documented and legally valid.
Our Services
We offer a comprehensive range of services designed to address all aspects of estate planning, including:
**Estate Planning & Asset Protection
- Creation of wills, trusts, and power of attorney documents
- Protection of your home, savings, and other assets
- Tax optimization strategies for wealth preservation
**Trust Administration
- Efficient management of trusts after the creator's death or incapacity
- Ensuring proper distribution of assets to beneficiaries
- Detailed accounting and reporting for trust administration
**Probate
- Comprehensive guidance through the probate court process
- Efficient and respectful handling of all legal and financial matters
- Minimizing probate costs and taxes
**Incapacity Planning
- Establishing legal documents to manage healthcare decisions and financial matters in case of incapacity
- Ensuring your autonomy and peace of mind
**Charitable Giving
- Strategies for making meaningful contributions to your favorite causes
- Tax benefits and legal guidance for charitable donations
**Business Planning
- Business succession planning and transition strategies
- Guidance on business valuation, buy/sell agreements, and succession planning
Our Team
Our team comprises experienced legal professionals with deep knowledge of estate law and a genuine desire to help clients. We are committed to providing personalized attention, responsive communication, and working collaboratively with you every step of the way.
Overview of Reviews
The majority of the reviews are extremely positive, with a 5-star rating from numerous clients. The reviewers praise Barbara Pizzolato and her team for their expertise, professionalism, and excellent service.
Client Testimonials
The reviews highlight several key aspects of Barbara Pizzolato's services:
- Expertise: Clients praise Barbara's extensive knowledge of estate laws and her ability to explain complex legal concepts in a clear and concise manner.
- Personalized Service: Reviewers appreciate the personalized attention and dedication Barbara provides to each client, going above and beyond to ensure their needs are met.
- Efficiency: Clients appreciate the efficient and streamlined process Barbara employs, making the sometimes-complex task of estate planning and trust management easy to navigate.
- Communication: Reviewers appreciate the clear and regular communication provided by Barbara and her team, keeping clients informed throughout the process.
Comparison and Criticism
A few reviewers did not have as positive an experience. One reviewer mentioned that Barbara was unwilling to work with an existing trust and estate plan, instead insisting that she recreate everything from scratch. Another reviewer felt shut down when asking initial questions, and was quoted a high hourly rate. These negative experiences were isolated, however, and do not reflect the majority of positive reviews.
