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Estate Planning

Estate Planning

At Roberts Law, we recognize that preserving and transferring assets is a dynamic process that takes into account personal and family goals and values throughout a client’s lifetime as well as after death.  To assist our clients in achieving these goals, we offer a range of services that include organization and development of estate plans, assistance in the administration of trusts and estates, and working with clients step-by-step through the probate process.

Estate Planning is for Everyone

Wills and estate planning are not just for the elderly or wealthy. Whatever your stage of life, you can achieve the same peace of mind that our other clients enjoy after they sign their planning documents. Good planning can help ensure that your legacy will be protected, fairly distributed, and handled smoothly without any complications.

The Estate Planning Process – Explained

The process begins by answering a few simple questions. First, you will need to take an inventory of all your assets – everything from real estate investments, to automobiles, to money you’ve stored under your bed for a rainy day. The next step is deciding who you want to receive your assets in the event of your death. Then you will need to determine the manner in which the assets will be distributed, and take the proper measures to ensure that the assets are protected. If you have minor children or family members who depend on you, there is also the non-financial side of estate planning, which can involve choosing guardians and trustees.

An estate plan can include Wills, Trusts, Powers of Attorney, Living Wills, and a wide spectrum of legal devices to make the estate plan as comprehensive and efficient as possible.

Keeping An Estate Plan Up-To-Date

Since your assets and relationships will certainly change over time, it is important to keep your estate plan up-to-date to ensure it is still relevant. If you don’t have a well-crafted, current estate plan, it can result in:

  • Large estate taxes
  • Wills being contested
  • Assets not being distributed as intended

The best way to ensure the longevity of your assets and legacy is to have a solid estate plan that is created by an estate planning attorney.

Trusts

Trusts can play a very important role in your estate plan. From avoiding probate to removing assets from your estate to avoid taxes, their usefulness is extensive. At Roberts Law, we fully comprehend all of the benefits trusts have, and we know how to best incorporate them into your estate plan.

There are many kinds of trusts that can be used to help create a solid estate plan for you and your family. A few of them include:

  • Revocable living trusts: These trusts have many advantages, including avoiding probate.
  • Charitable trusts: A charitable trust will allow you to leave money to your favorite cause while avoiding taxes.
  • Qualified personal residence trusts: These trusts can be useful for transferring your home to loved ones and removing your home from estate tax issues that may arise down the road.
  • Grantor trusts: This trust can help you reduce taxes, protect your assets and properly transfer property to your loved ones.

Other Planning Techniques Outside of Trusts

Our team can also work with you to create family limited partnerships and family limited liability companies to help pass your estate in the most effective manner. For more information on what options are best for you, do not hesitate to speak with a passionate attorney at our law firm.

Contact Us Today to get started with your estate planning needs. Don’t wait – there’s no better time to start than now