Estate Planning

Speidel Law Firm's work in estate planning covers all aspects of managing and transferring personal financial resources by the strategic use of trusts, gifts, sales and other income and wealth transfer devices to accomplish family planning goals and minimize the impact of income, gift and estate taxes. Personal estate planning requires coordination with existing business and investment entities and often the creation of new ones. Once the attorney-client planning phase is completed, we draft the documents necessary to implement the plan, which may include the following:

• Wills (simple and complex, including those with trusts)
• Living trusts -- both revocable and irrevocable (including life insurance and charitable trusts)
• Prenuptial and postnuptial property agreements
• Durable powers of Attorney
• Directives to physicians ("living wills")
• Federal gift and income tax returns