Estate Administration

The Application Isn’t the Whole Plan

Elder Law, Estate Administration

Georgia Medicaid Planning The following story is fictional, but it reflects situations we commonly see when families begin the Medicaid planning process without professional guidance. When Jim suffered a stroke, his daughter Linda suddenly found herself making decisions she never expected. Doctors. Nursing home care. Insurance. Finances. Then someone asked a question that changed everything. ... Read more

Estate Planning Isn’t Just About Who Receives Your Legacy

Elder Law, Estate Administration

Sometimes It’s About Deciding How They Receive It. The following story is fictional but reflects situations that many families face. “When I’m gone, everything will be split fifty-fifty.” Mark had said it for years. Every Thanksgiving. Every Christmas. Every time the conversation drifted toward “one day.” His daughter, Rachel, would smile. His son, Ben, would ... Read more

5 Myths of Elder Law – Part 2

Elder Law, Estate Administration, Estate Planning

The Phone Call Your Family Hopes They Never Get  Why Estate Planning Matters More Than Most People Realize: Nobody wakes up in the morning expecting their life to end. Most people assume they have more time. More time to create a Will. More time to update beneficiaries. More time to name guardians for their children. ... Read more

The Sandwich Generation Is Carrying More Than Ever

Elder Law, Estate Administration

National Elder Law Month Every May, National Elder Law Month highlights the legal and financial challenges that come with aging. For many Georgia families, those challenges are not happening in isolation. They are happening while people are also raising children, working full-time jobs, and trying to keep up with everyday life. This growing group of ... Read more

Helping a Family Navigate an Estate with Multiple Assets and No Clear Roadmap

Estate Administration

Case Study

Our client, the Executor of her father’s will, had no idea about the best way to handle her father’s estate – much less how to avoid costly, time-consuming mistakes. She didn’t need a lot of conflicting opinions; she needed a structured roadmap for administering her father’s estate—one that protected her as Executor and respected her father’s wishes.

Resolution 6

Estate Administration, Estate Planning

Keep Your Estate Plan Current and Communicated Your estate plan is only effective if your loved ones know what’s in it. It’s important to review your plan and ensure family members understand who is listed in it and what their rolls are. Keep Key People Informed When your loved ones know who is responsible for ... Read more

Protecting a Surviving Spouse from Nearly $2 Million in Medical Bills

Estate Administration

Case Study

When our client’s husband passed away, he’d incurred nearly $2,000,000 in medical bills and other outstanding debts. Like many surviving spouses, she assumed that she must pay every bill. Fortunately, the solution we designed for this client allowed her to legally secure her own future before paying off debts.

Home for the Holidays – Part 2

Elder Law, Estate Administration, Estate Planning, Medicaid Planning

The Little Moments You Notice When You’re Back Home Being home for the holidays feels familiar in comforting ways. The same front door, the same couch, the same family routines. But sometimes, between meals and conversations, small moments stand out. Maybe your parent insists they are doing fine, yet you notice unpaid bills stacked neatly ... Read more

Navigating Life in the Sandwich Generation

Elder Law, Estate Administration, Estate Planning

Caring for Parents and Children in Georgia Many adults today find themselves caring for two generations at once. They are supporting aging parents while also raising children or teenagers. This group is known as the sandwich generation, caught between two sets of responsibilities which often overlap financially, emotionally, and physically. Across Georgia communities such as ... Read more

Helping a Surviving Spouse Protect Their Financial Future

Estate Administration

Case Study

Bill came to us after losing his wife. Further complicating one of life’s most difficult moments was the fact that Bill’s wife had passed without a will. Bill needed a strategy for dividing the family home between himself and his wife’s three children from a former marriage.

Navigating Probate Across State Lines

Estate Administration

Case Study

Sandra faced a challenging situation when her mother, Elizabeth, suddenly passed away during the Christmas holidays. Because Sandra lives in Florida, and her mother's estate needed probate in Georgia, she had limited time to initiate the process before returning home.

Testimonials

What our clients say about us

I needed an Irrevocable Trust for my dad. Robert Goldberg and Jessica at Robert M. Goldberg & Associates were both incredibly hospitable and made the process understandable and easy for me. I’ve enjoyed the ease-of-accessibility and kindness and knowing my questions would be addressed quickly. A+ experience.

Mary McGough

pamela lower

Mr. Goldberg first took care of my in-laws estate and was such an amazing assistance in elder care and veteran benefit of advice that we naturally retained him for our family estate planning. While don’t have large amounts of money or capital, we wanted to prevent our children from having to deal with difficult decisions or probate when “that time” should come. Mr. Goldberg and his team are informative, professional, and so helpful. I fully recommend!

Pamela Lower

Fantastic experience with Bob Goldberg. He has helped me with my parents estate planning, and I could not be more pleased with Bob and his team.

Amy Hubbard