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

"You have been outstanding in taking care of my legal needs over the years.  This gives me a great sense of security, as I have no family to provide any assistance on my behalf.  Your firm is especially recognized in the field of elder law; and since I mostly associate with that age group now, I never hesitate to recommend your services to my friends with full confidence."

Karen 1/18/13