• Home
  • Who We Are
    • About Our Firm
    • Meet Our Team
    • News and Events
  • Estate Planning
    • Asset & Business Planning
    • Elder Law & Medicaid Planning
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • Family-Owned Businesses & Farms
    • Legacy Planning Services
    • LGBTQ Estate Planning
    • Pet Planning
    • Special Needs Planning
    • Trust Administration & Probate
    • Young Families
  • Elder Law
    • Coping With Alzheimer’s
    • Emergency Medicaid & Nursing Home Planning
    • Guardianship & Conservatorship
    • Hospice Care
    • Medicaid Planning
    • Veteran’s Benefits
  • Resources
    • Definitions
    • Elder Law Resources
      • Bath Elder Law
      • Elder Law Reports
      • Pittsford Elder Law
      • Rochester Elder Law
    • Family Farm Succession Planning
    • FREE Estate Planning Worksheet
    • FREE Workshops
    • Frequently Asked Questions
      • Elder Law FAQs
      • Estate Planning FAQs
      • FAQs for Families Without an Estate Plan
      • Is Your Estate Plan Outdated?
      • LGBTQ Estate Planning
      • Medicaid FAQs
      • Probate FAQs
      • Probate Avoidance FAQs
      • Trust Administration FAQs
      • Trusts FAQs
      • Veterans’ Benefits FAQs
    • Medicaid Resources
    • Newsletters
    • Presentations
    • Probate Resources
      • Bath Probate
      • Pittsford Probate
      • Probate Checklist
      • Rochester Probate
    • Professional Articles
    • Reports
      • Estate Planning Reports
        • Advanced Estate Planning
        • Basic Estate Planning
        • Estate Planning for Niches
        • Trust Administration
    • Top Estate Planning Techniques
  • Reviews
    • Our Reviews
    • Review Us
  • Communities We Serve
    • Finger Lakes Region
      • Canandaigua
    • Geneseo
    • Livingston County
    • Mendon
    • Monroe County
      • Mendon
      • Pittsford
      • Rochester
    • Ontario County
      • Farmington
      • Naples
    • Schuyler County
      • Watkins Glen
    • Steuben County
      • Bath
      • Corning
    • Wayne County
      • Ontario
    • Yates County
      • Penn Yan
  • Blog
  • Contact Us

WAEstate

Law Office of Michael Robinson, P.C.

Connect With Us Today (585) 374-5210

Attend a Free Workshop

What Is the Purpose of Probate?

December 5, 2019Estate Planning

probate

If you start to look into the subject of estate planning, you will definitely run across the word “probate” quite a bit. Here in New York, probate matters are handled by the Surrogate’s Court. In this post, we will look at the function of probate as it applies to elder law and estate planning matters.Proving of a Last WillOne of the major misconceptions that people harbor about estate planning is the notion that a last will is the simplest and most efficient estate planning device to … [Read more...]

Income Tax Basis

October 30, 2019Estate Planning, Legal Education

Income tax basis is important in tax and estate planning. This article examines the concept of income tax basis, how one acquires a basis, how it gets adjusted, etc. The article then examines how the basis is subtracted from the sale price to determine gain or loss. The next article in the series will examine how income tax basis is an important factor in estate planning.Income Tax Basis … [Read more...]

Use Trust Protectors for Added Protection and Flexibility

October 23, 2019Estate Planning, Legal Education

Trust Protectors are increasingly popular in trusts. This article examines how Trust Protectors can add flexibility to your trust. This flexibility helps achieve your goals and can protect the beneficiaries and Trustee.Use Trust Protectors for Added Protection and Flexibility … [Read more...]

How Will You Obtain the Care You Need?

October 16, 2019Estate Planning, Legal Education

What’s the right direction for you in planning for the help you might need in the future? Seven in ten of us will need long-term care at some point in our lives. Here are possible paths for covering the assistance you may need.How Will You Obtain the Care You Need? … [Read more...]

Income Tax Basis in Estate Planning

October 2, 2019Estate Planning, Legal Education

Income tax basis is important in estate planning. This article examines what happens to an asset’s basis when it is gifted. It then examines what happens to the basis of an asset when someone dies with the asset and then bequeaths it to someone. Many people find it surprising that these are treated differently. Income tax basis is an important factor in considering estate planning strategies.Income Tax Basis in Estate Planning … [Read more...]

Which Type of Life Insurance Is Right for Me?

July 23, 2019Estate Planning

Pittsford estate planning attorneys

Although every estate plan is unique, there are some components that are commonly found in the average estate plan. Life insurance is one of those. Because there are several types of life insurance, a life insurance policy can be used in a variety of ways within an estate plan. To help you decide which type is right for you, the Pittsford estate planning attorneys at the Law Office of Michael Robinson, P.C. explain the most common types of life insurance policies.Life Insurance … [Read more...]

The Little Things May be the Most Important

February 27, 2019Estate Planning, Legal Education

Your estate may be worth a little or a lot at your death.  The items which your beneficiaries might cherish could be the sentimental ones.  Read on to learn how your will or trust could provide the ability for you to keep a list and update it without needing to see your lawyer every time you change your mind on an item.The Little Things May be the Most Important … [Read more...]

What Is the New York Estate Tax Cliff?

February 26, 2019Estate Planning

estate tax cliff

Financial success is a very good thing, but when it comes to estate planning, it presents a potential challenge. There are estate taxes that can have a major impact on your legacy if you are exposed. One of them is the federal estate tax, and it carries a 40 percent maximum rate.Most families do not have to contend with this tax, because there is a credit or exclusion that allows you to transfer a certain amount free of taxation. In 2019, the exact amount of federal estate tax exclusion is … [Read more...]

SALT Deduction Limit…Can You Get Around It?

February 20, 2019Estate Planning, Legal Education

The Tax Cuts and Jobs Act increased the standard deduction amount. However, it also limited itemized deductions for state and local taxes (SALT) on the federal income tax return. Read on to learn what works (and what doesn’t work) to maneuver around the $10,000 SALT limitation.SALT Deduction Limit…Can You Get Around It? … [Read more...]

Tax Tips after New Year

February 13, 2019Estate Planning, Legal Education

The New Year is here.  Can you do anything to reduce your tax liability for 2018?  This article provides a few tax tips now that we’ve begun another year.  Read on to learn more.Tax Tips after New Year … [Read more...]

  • 1
  • 2
  • Next Page »

Free Estate Planning Worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.
  • This field is for validation purposes and should be left unchanged.

Follow Us

  • Facebook
  • Twitter
  • Linkdin
  • Youtube

News & Events

Getting Ready For Our Annual Holiday Open House

Read more →

Testimonials

Establishing a Family Wealth Trust through the Law Office has been a positive experience, the staff is congenial, patient, thorough, professional and knowledgeable. Thank you for all your kindness. We certainly are comfortable and confident with our decision.
Beverly L.
Over the years we have been to many programs regarding Estate Planning. We were most impressed with Mr. Robinson’s presentation – both in subject matter and explanation in an understandable manner. We have put our “trust” in his competent hands. We were not aware of the complexity and the volume of paperwork generated for this undertaking. We found his staff to be most capable and client orien…
F.T. & L.T.
Our overall experience was one of thoughtfulness, clarity and comprehensiveness on the part of Michael Robinson, his staff and associates. We attended Michael’s seminar on legacy wealth, and found him to be clear and well-spoken. He touched on all aspects of Estate Planning in which we were interested. Our first of two visits to his office was timely and helpful enough for us to consider develop…
Sharon T.
A pleasure as always dealing with the entire staff. Always willing to explain the answers to our questions.Joseph and Julie Ann M. 
Always Helpful When Working With The Firm
From the first visit I was welcomed (like family). The office & girls have all their ducks in order! Very friendly! Mr. Robinson explained everything in detail. 100% satisfied. Will pass the word on. Great Law Firm. Thank you so much.
Geraldine P.

Bath Office

10 West Pulteney Square
Suite 103,
Bath, NY 14810
Phone: (585) 374-5210
Fax: (585) 485-0394

See Larger Map Get Directions

Pittsford Office

1163 Pittsford-Victor Road, Suite 120 (Powder Mill Office Park)
Pittsford, NY 14534-3817
Phone: (585) 374-5210
Fax: (585) 485-0394

See Larger Map Get Directions

Map

mrobinson_sidbr_map
  • Advantages of Working With Our Firm
  • About The American Academy
  • Disclaimer
  • Privacy Policy
  • Sitemap
  • Contact Us

Connect with Us

  • Facebook
  • Twitter
  • Linkdin
  • Youtube
footer-logo

The Law Office of Michael Robinson, P.C.

Attorney Advertisement


© 2019 American Academy of Estate Planning Attorneys, Inc.