Randy Marvin Spiro's Guides

Factors in determining whether or not the estate plan is likely to be attacked

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Factors that the surviving spouse should review in determining whether or not to disclaim

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Steps in excluding insurance from estate taxes when held in irrevocable trust.

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Evaluating whether it is necessary to file a federal estate tax return.

Considerations for Durable Power of Attorney for Health Care

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Determining whether or not to give a power of attorney for financial matters.

When the Owner of an IRA Dies

Determining what kind of trust a married couple has.

Determining Whether Real Estate Has Been Removed From a Trust During a Refinance

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Changing a Beneficiary