Welcome to the Barbara M. Pizzolato web page that is dedicated to our neighbors in Marco Island, Florida. Marco Island is a city in Collier County, Florida, and it is located on an island of the same name. Marco Island is a barrier island off the southwest Florida coast in the Gulf of Mexico. Located near the Florida Everglades and Naples, FL, Marco Island is the largest inhabited island of the “Ten Thousand Islands.”
We Serve the Great Residents of Marco Island
The Calusa, a tribe of Paleo-Indians, inhabited the area and the island for more than a thousand years. Relatively little is known about the Calusa. Archeologists tell us that they were fishermen and artisans. They made brightly painted clay masks and carefully woven fishing nets. The Calusa were known as the first “shell collectors.” They made tools and jewelry from shells, and they also used shells as ornaments for their shrines. It is thought that they considered Marco to be a sacred place, as do many of the residents today.
Spanish explorers came to the island in the 1500’s, and they gave the island the name La Isla de San Marco, named after St. Mark. Early development of the island began in the late 1800s by William Thomas Collier and his family. Barron G. Collier, who Collier County is named after (no relation to William T. Collier), purchased a large amount of land on Marco Island in 1922, and in 1927 the island was incorporated as Collier City. Collier City was abolished in 1957. Significant development of Marco Island took place in the 1960s, and the island was reincorporated as a city in 1997.
Marco Island, along with other nearby cities such as Naples, Everglades City, Immokalee, and Ave Maria, is part of the “Paradise Coast,” and it is easy to understand why. The area’s white beaches and sparkling clear water make it an idyllic tropical paradise. The year around great weather and pristine beauty of Marco Island make it a great retirement destination. That is why over 46% of the island’s population is 65 or older.
Estate Planning in Florida
Estate planning should be viewed as part of a comprehensive, long-term financial plan. You should plan ahead in a holistic manner so that you are prepared as you enter each stage of life. The decisions that you make today will impact your future. With this in mind, you should be acting within a cogent framework that leads to the fruition of clearly defined financial goals. There is a great deal to take into consideration. You must satisfy your immediate needs as you traverse your career path. At the same time, you should be are preparing for your active retirement years.
For people here in Marco Island, the estate tax can be a huge factor when you are devising your estate plan. This tax is applicable on large asset transfers, and there are many wealthy people here in our area. Fortunately, there are steps you can take to ease the burden if you act in advance.
Make the Connection with an Experienced Attorney
If you would like to take direct action right now and discuss your financial future with a licensed attorney, our firm can help. We offer no obligation consultations to people here in the greater Marco Island area. At the consultation, we can gain an understanding of your financial situation, your objectives, and your family dynamic and make the appropriate recommendations. You can give us a call right now at (239) 225-7911 to set up an appointment.