We make our clients the priority by committing to our principles:
Estate planning is an opportunity for a client to detail the management and care of the client and the client’s assets during his or her lifetime and at death.
Tax planning requires a comprehensive review of income tax, transfer tax, and property tax issues involved with business succession planning, estate planning, and the administration of trusts and estates.
Clients with philanthropic goals have many opportunities to make charitable contributions, including lifetime gifting, legacy planning, and the establishment of charitable organizations.
The management of an individual’s care and assets will be subject to court oversight through a Probate, Conservatorship, or Guardianship proceeding if the individual does not have an effective estate plan.
We help trustees fulfill their fiduciary obligations, as well as provide guidance for addressing challenging family dynamics and resolving otherwise unexpected issues arising during the administration.
Placing your business in a position to be successful requires careful consideration of many issues, including choice of entity and tax elections. A successful business must also keep accurate records and comply with federal, state, and local reporting requirements.
We’ve launched a new website. Come on in and look around! Take a look at what the Spivack Law website has to offer. It’s here! We’re delighted to lift the veil on our new website and would like to offer you
Congress recently passed two laws covering retirement accounts: Setting Every Community Up for Retirement Enhancement Act (SECURE Act) and the Coronavirus Aid, Relief, and Economic Security Act (CARES Act).