Estate Planning

Stover & Spitz LLC is pleased to provide a variety of estate planning services, including the preparation of wills, medical and general powers of attorney, declarations as to medical and surgical treatment (also known as living wills), authorizations to disclose protected health information compliant with the Health Insurance Portability and Accountability Act of 1996 (HIPAA), revocable trusts, irrevocable life insurance trusts (ILITs), qualified personal residence trusts (QPRTs) and other irrevocable trusts, as well as the creation of partnerships and limited liability companies, annual gifting and tax planning.

Below are links to two Estate Planning Information Forms that we may ask you to fill out to assist us with assessing your estate planning needs. Please select the one that is appropriate to your marital status. This web site is not secure and due to the sensitive nature of information we ask for, these forms are designed to be printed out and are not writable online.

SINGLE

MARRIED

Please be aware that filling out one of these forms does not create an attorney-client relationship.

If you are charitably inclined, Stover & Spitz LLC can advise you on the benefits of lifetime and testamentary charitable gifts to entities such as IRC 501(c)(3) public charities, private foundations and donor advised funds. We can also assist with the creation and operation of charitable remainder trusts (CRTs, CRUTs and CRATs), charitable lead trusts (CLTs, CLUTs and CLATs) and other charitable techniques as part of your estate planning.

If you wish to discuss your estate planning with us, please call us at 303-682-0433 to set an appointment.