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What Everyone Should Know about the New FDIC Regulations

March 30, 2022consumer protection, Estate Planning, Legal Education

Although revocable trusts are the centerpiece for many estate plans, many clients are confused by what amount of their deposit accounts are insured by the Federal Deposit Insurance Company. To make the rules easier to apply, the Federal Deposit Insurance Company released new rules with a delayed effective date. These rules build on the current concepts while simplifying their application. Read on to learn more. … [Read more...] about What Everyone Should Know about the New FDIC Regulations

Application of the Updated Life Expectancy Tables

March 23, 2022consumer, Estate Planning, Legal Education, Retirement Planning

Since the creation of Individual Retirement Accounts in 1971, they have become an increasingly important part of a well-balanced Estate Plan. Taxpayers contribute to the IRA. Upon attaining a certain age, the taxpayer begins taking distributions based upon tables promulgated by the Internal Revenue Service. The Internal Revenue Service recently updated those tables which will significantly impact certain taxpayers. Read on to learn more. … [Read more...] about Application of the Updated Life Expectancy Tables

What is a Living Trust?

March 17, 2022Wills & Trusts

estate planning

Although you may have heard a lot about living trusts, you may not fully understand what a living trust is. There are a number of different types of living trusts, but the two basic forms are the revocable trust and the irrevocable trust. With the revocable trust, you will still remain in control of the trust and can add assets to the trust, or remove them, as you see fit. The irrevocable trust usually provides more protection from creditors and taxes, but you do lose some control of the assets … [Read more...] about What is a Living Trust?

The Evolution of our Unified Estate and Gift Tax System

March 16, 2022Estate Planning, Legal Education

Many individuals think that if their estate is below a certain amount that they need not be concerned with Estate Planning.  As this article demonstrates, because the Estate Tax evolves constantly, it’s important to talk with a professional to create a plan to accomplish your goals.  Read on to learn more. … [Read more...] about The Evolution of our Unified Estate and Gift Tax System

Your Estate Planning To Do List

March 15, 2022Estate Planning

to do list

We understand that your estate planning isn’t necessarily the most fun thing on your to do list; it likely ranks right up there with going to the dentist.  However, there’s good news.  While you need to go to the dentist twice a year, you only need to meet with your estate planning attorney every three to five years.  However, have your estate plan reviewed sooner than the three to five year mark if you have major changes in your life such as health changes, the death of a spouse or trusted … [Read more...] about Your Estate Planning To Do List

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TESTIMONIALS

A pleasure as always dealing with the entire staff. Always willing to explain the answers to our questions.

- Joseph and Julie Ann M.

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 oriented in their knowledge and delivery.

- 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 developing a plan. We finalized our document at a necessary meeting. His staff was accommodating and virtually spelled out every aspect of the plan. We highly recommended Michael and his system for developing a trust.

- Sharon T.

“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.

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.

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Seniors Rock Radio Show Recording 5-1-21

https://drive.google.com/file/d/1U7UkQbEGy-xY7XFAXvX9Qz7pKSVDVV3D/view?usp=drive_web   Read more →

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