Thoughtfully designed
Estate Plans:
- Keep you in control
- Take care of you if you become disabled
- Allow you to leave what you have to who you want, when you want, the way you want
- Save your loved ones time, stress, anxiety and every dollar possible on taxes, health care costs, attorney fees and court costs
Your estate is comprised of everything you own: your home and other real estate, vehicles, bank accounts, insurance policies, investments, etc. An estate plan spells out what you want to happen with all the things you own after you die or become disabled. But it’s really more than just that.
As an adult, you should have an estate plan whether your needs are simple or complex.
Estate Planning requires a wide range of complicated and sensitive conversations. At Robert M. Goldberg & Associates, we have 25+ years of 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.
Estate Planning
Services include:
*includes: Medicaid Asset Protection Trusts, Senior Trusts, Spousal Lifetime Access Trusts; Special Needs Trusts; Inheritance Protection Trusts, Charitable Trusts, Pet Trusts; Gun Trusts
Asset Protection
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—no minor concern when you consider that 50 percent of all marriages today end in divorce. Similarly, your grandchildren may need protection to ensure they receive their inheritances if your child dies, and their spouse remarries. And your children may even need protection from their own decisions if they are not ready or able to handle a large inheritance.
At Goldberg & Associates, Asset Protection includes a wide variety of options to ensure you’re wishes are carried out the way you want, including:
- Irrevocable Trusts
- Spousal Lifetime Access Trusts
- Special Needs Trusts
- Testamentary Trusts
- Charitable Remainder Trusts
- Dynasty Trusts
- Pet Trusts
- Gun Trusts
Goldberg & Associates has more than 25 years’ experience creating comprehensive estate plans for families and individuals at every stage of life. We’ll help you explore the many strategies to protect your assets for your enjoyment during your lifetime, and for the enjoyment of your loved ones after you are gone.
