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The Questions of Estate Planning, Part 2

November 20, 2019Estate Planning, Legal Education

The Question Of Estate Planning

People often have questions about Estate Planning. This is the second in a series of articles addressing those questions. This second article addresses “what” Estate Planning comprises. Read on to learn more. The Questions of Estate Planning, Part 2 … [Read more...] about The Questions of Estate Planning, Part 2

Five Reasons to Consult With an Estate Planning Attorney

November 19, 2019Estate Planning

estate planning lawyer

There are websites on the Internet that sell do-it-yourself estate planning documents like last wills, and they contend that it is very easy to plan your own estate without legal assistance. In reality, this is an inaccurate statement, and you do not have to take our word for it. Several years ago, the highly regarded publication Consumer Reports put the question of DIY estate planning effectiveness under the microscope. They had people on their staff use downloads and worksheets that were … [Read more...] about Five Reasons to Consult With an Estate Planning Attorney

Legacy Planning: How Will You Be Remembered?

November 14, 2019Estate Planning

legacy planning

The process of estate planning is often looked upon as a purely financial endeavor. You create a will or trust to facilitate asset distributions, and the job is done. This is one way to look at it, and a basic estate plan is far better than no estate plan at all. However, if you would like to take a more comprehensive approach, you can engage in the process of legacy planning. When you carefully craft a legacy plan, you pass along things to your loved ones that can transcend mere dollars and … [Read more...] about Legacy Planning: How Will You Be Remembered?

The Questions of Estate Planning, Part I: Who

November 13, 2019Estate Planning, Legal Education

The Question Of Estate Planning

People often have questions on Estate Planning. This is the first in a series of articles addressing those questions. This first article addresses “who” should do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part I: Who … [Read more...] about The Questions of Estate Planning, Part I: Who

Your Estate May Be In Jeopardy

November 12, 2019Estate Planning

legacy estate

As estate planning lawyers, we advise clients about the legacy threats that exist so that they can take steps to keep their resources safe and sound. In this blog post, we will look at three of the sources of asset erosion that are out there. We will also explain some of the steps that you can take to preserve your resources for the benefit of your loved ones if any of these threats apply to you. Federal and State Estate Taxes The federal estate tax can take a very significant bite out of the … [Read more...] about Your Estate May Be In Jeopardy

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TESTIMONIALS

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

- Joseph and Julie Ann M. Client Review August 26, 2020

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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. Client Review August 26, 2020

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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. Client Review August 26, 2020

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“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. Client Review August 26, 2020

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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. Client Review August 26, 2020

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