Asset Protection, Trusts and Wills

OUR GOAL—YOUR Complete Satisfaction and Understanding
Our goal is to provide each of our clients with as much information as possible about Asset Protection, Trusts and Wills. As you will see as you review the following material, there is a lot of information to digest and consider. Many legal aspects may be complex and confusing. We want you to know we are available to speak with you about any legal aspects of Asset Protection, Trusts and Wills at your convenience either over the telephone or in person at the Spiegel and Utrera, P.A., office nearest you. What do some of these terms mean? Click here for a Glossary. For answers to Frequently Asked Questions (FAQs) about Asset Protection, Trusts and Wills. Click here for FAQs.

Gifts

You will want to reduce the size of your taxable estate by making tax-excluded gifts to your family members. Gifts that are not more than the annual exclusion for the calendar year, tuition or medical expenses you pay for someone (the educational and medical exclusions), gifts to your spouse, and gifts to a political organization for its use generally are not taxable gifts.

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