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An Honor to Serve

by mattspahn on December 20, 2013

In my 22nd year, I’m as excited as ever about being your estate planning attorney.  Every new client gets the good news: there’s a better way to do things than what you’ve heard.

We can avoid probate; we can plan strategically for taxes; we can protect and preserve your assets for generations. You can be a good steward of your assets now, and far into the future.

All you existing clients can contact us with questions and let us continue to help you. As we say, just when we get the answers, they change the questions.

Speaking of change –  healthcare, and the economics around it, is in a state of flux. Paying for acute-care needs has never been more complicated.  For those of you with long-term care insurance to pay for chronic care needs, we saw in the last couple of years some carriers go out of the business and others raise their premiums.

We plan for the worst and hope for the best. No matter the state of politics and economics, I am here to help protect your wealth and your health. Every opportunity to serve is an honor for me.

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From the edge of the cliff

by mattspahn on January 4, 2013

I think it’s generally a bad idea to react in fear.  And, I don’t like legislation that results from congressionally-created crisis.  That being said, the so-called fiscal cliff has been navigated.  We have new tax laws.

There are changes to taxable rates for income and capital gains, yes.  My focus, of course, is on the death tax.  The bill that passed maintains the estate, gift and generation skipping transfer taxes at $5 million adjusted annually for inflation.  It moved the top rate from 35% to 40%.

That’s essentially where we were.  So, we have increases in rates but basically the same rules.  Do you fully understand the annual exclusion?  The lifetime exclusion?

If you’re not a client, I haven’t taught you about estate planning one on one.  Call for your class today.

 

photo credit: Rennett Stowe

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You need ICE

November 27, 2012

Do you have ICE on your cell phone?  No?  Don’t know what I mean by ICE?  I don’t mean really cold water.  I mean In Case of Emergency! If you are unconscious in your car or on your living room floor, first responders are trained to save your life and now, to find your cell […]

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“Super Will” to the rescue!

April 5, 2012

I’ve been asked by some financial professionals why property would need to be styled in some way other than just in an individual’s name.   There are a couple of reasons.  Perhaps not all apply to you, but consider the following. You have a will.  That’s nice.  Wills transfer property after people die but wills must […]

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Spahn Law Firm Gifts Combat-wounded Veteran and Family

January 24, 2012

1/23/12 San Antonio, Texas: The Spahn Law Firm of San Antonio is honored to recognize the sacrifices of native Texan Army veteran SSgt. Shilo Harris and his family. Harris was a combat Army Cavalry veteran on his second deployment, attached to the 10th Mountain Division, I-89th Cavalry in Iraq in 2007. Severely wounded when the […]

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A Real Christmas Tree

December 15, 2011

It’s that time of year again:  time to put up the Christmas tree.  We recently did that at the office.  We went out and picked up a pre-lit artificial tree.  As I stared at the box and contemplated assembling it (while everyone else at the office did the “real” work), I had mixed feelings.  The […]

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“What’s up, Doc?”

August 4, 2011

Often after presentations, attendees exclaim to me their surprise at my passion for the subject of estate planning. They say, “Wow, Matt. You really love talking about wills and trusts and powers of attorney!” Yeah, I do. I love talking about it and doing it. My clients and I share a really good feeling after […]

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We Don’t Need No Stinking Bypass Trusts Anymore. Do We? (Part Two)

April 4, 2011

To preserve your estate tax lifetime exclusion, your good attorney put in your will (or your living revocable trust) a bypass trust.  Might have called it credit shelter trust, might have called it the family trust, regardless, if drafted right, it followed the internal revenue code and could receive your lifetime exclusion upon your death.  […]

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We Don’t Need No Stinking Bypass Trusts Anymore. Do We?

March 30, 2011

Doesn’t the title to this blog just flow from your lips?  So, when a spouse wants to make a gift to their spouse while they are both alive, there’s really been no limits because the transfer tax laws say there’s none.  Same thing when the first spouse dies and gives the estate to the surviving […]

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The Heart of a Teacher

February 15, 2011

I’m teaching estate planning at St. Mary’s Law School and I have the best students.  Most are in their last semester, and although ready to graduate and receive that doctorate degree in jurisprudence, they are worried about that bar exam.  The hundreds of thousands of dollars the degree costs won’t allow them to practice law. […]

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