Love is
a well-planned estate:
Your Estate is comprised of everything you own: real estate, vehicles, bank accounts, insurance policies, investments, etc. It also includes your debt. An Estate Plan spells out what you want to happen with all the things you own after you die or become disabled. Who you want to make decisions for you if you can’t make them for yourself. And it establishes how you want to pay off any debt, so your family isn’t burdened by it. But Estate Planning services are so much more.
A thoughtfully designed Estate Plan:
- Protects your assets
- Helps your assets work harder and go further
- Allows you to make sure your loved ones are cared for the way you want them to be.
How do you plan an estate? Estate Planning involves a wide range of complicated and sensitive conversations. When you choose us to be your Estate Planners, we listen carefully to your concerns. We’ll walk you through every step of the process, answer all of your questions, and make sure you understand every detail.
As an adult, you should have an estate plan whether your needs are simple or complex.
Robert M. Goldberg & Associates, has 25+ years’ experience guiding clients through this process. We take the time to understand what’s important to you so we can tailor an Estate Plan protecting the people you love as well as your hard-earned assets.
Check out our
Estate Planning FAQs and Glossary of Common TermsQuick access to your Healthcare Directives
Complete a Will or Trust Package with health care advance directives, and you’ll receive a one-year membership to DocuBank. DocuBank makes your documents instantly available to doctors and loved ones, giving them clarity in an emergency.
Note: Legal insurance plans do not cover third-party services like DocuBank. Legal insurance clients may enroll separately if they wish to add this benefit.
Asset Protection
Is a critical part of Estate Planning.
Many people believe asset protection is only for wealthy people or corporations. This is not the case; if you own any property, such as a home, you should have asset protection as part of your overall Estate Plan.
The latter can involve such issues as ensuring your child’s inheritance is safe should he or she get divorced. Similarly, your grandchildren may need protection to ensure they receive their inheritances if your child dies, and their spouse remarries. Your children may even need protection from their own decisions if they are not ready or able to handle a large inheritance.
Your Asset Protection Plan should accomplish two main goals:
Asset protection involves a wide variety of Estate Planning options to ensure your wishes are carried out the way you want, including:
*for: Seniors, Spousal Lifetime Access, Special Needs, Testamentary, Inheritance, Charitable Remainder, Pets, Guns
