Philadelphia Estate and Tax Planning Lawyers

Attorneys in Folsom, Pennsylvania

When you are planning for the distribution of your assets upon death, a significant part of your estate planning will be geared toward managing the tax burden on your estate. Because of the complexity of the tax laws, you want a tax attorney with extensive experience in the affects of the income, inheritance, and estate tax laws on the distribution of property at death.

At the law offices of Spadea & Associates, LLC, in Folsom, Pennsylvania, we have over 25 years of experience in estate and tax planning. We provide comprehensive advice to tax and estate planning clients throughout Delaware County, Montgomery County, Philadelphia County and South Jersey. Before opening his law practice, Gregory J. Spadea worked as an Internal Revenue agent and as a Certified Public Accountant. Contact our offices to set up a free initial consultation.

At our offices, all of your issues will be handled directly by Gregory J. Spadea or one of his associates. We take the time to carefully listen to your concerns, so that we can identify and implement strategies that help you meet your goals.

When you hire us to assist you with your estate planning, we begin by asking you a lot of questions, so that we can fully understand your financial
situation and your objectives for the distribution of your estate. Next, we will help you understand the different strategies available, including the use of wills and trusts, the retitling of assets, and the benefits of lifetime gifting. Once you have decided on your approach, we will prepare
and implement all the documents necessary to set up your estate plan, including:

  • Wills
  • IRA Trusts
  • Intentionally Defective Grantor Trusts
  • Irrevocable Life Insurance Trusts
  • Special Needs Trusts
  • Powers of attorney
  • Health care directives

Our lead attorney, Gregory J. Spadea, is a retired JAG officer in the US Army Reserve. If you are a veteran, come in for your free will.

As a part of our estate planning practice, we handle all the details involved in the probating of estates, including the preparation and filing of inheritance, estate, and fiduciary tax returns. We also advise clients on elder law issues, including Medicaid planning.

Tax Preparation Services

We prepare all types of income tax returns for individuals and businesses, from personal income tax returns to corporate tax filings. We also handle federal and state income tax audits.

For a free initial consultation with an experienced estate and tax planning lawyer, contact us.

Law Offices of Spadea & Associates, LLC
1300 MacDade Boulevard, Suite 1
Folsom, PA 19033
Phone: (610) 521-0604

At the law offices of Spadea & Associates, LLC, in Folsom, Pennsylvania, we represent individuals and businesses throughout southeastern Pennsylvania, including Delaware County, Montgomery County and Camden County. We also work with clients in Philadelphia and Burlington Counties.

© 2024 The Law Offices of Spadea & Associates. All Rights Reserved. Sitemap | Disclaimer | Privacy Policy by VPS Marketing Agency, LLC