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Law Office of Michael Robinson, P.C.

Estate Planning Services in Rochester, New York and the Finger Lakes Area

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Taking Care of Your Spouse After You Are Gone

September 27, 2015

Taking Care of Your Spouse After You Are Gone Compliments of Our Law Firm, Written By: The American Academy of Estate Planning Attorneys Family often ends up providing the bulk of care to those who suffer from incapacitating illnesses and injuries, with the AARP’s Public Policy Institute estimating that one in five family caregivers is a spouse. These spousal caregivers provide assistance with things like medical and nursing care, wound care and medication management. For example, there are … [Read more...] about Taking Care of Your Spouse After You Are Gone

The Ties that Bind: Grandparents and Grandchildren

September 24, 2015

The Ties that Bind: Grandparents and Grandchildren  Compliments of Our Law Firm, Written By: The American Academy of Estate Planning Attorneys The memories made with grandchildren are some of the best. Still, it’s understandable to want to leave them with a bit more than great stories to someday pass down to their own grandchildren. Fortunately, there are many ways to accomplish this. The key is to ensure there’s no ambiguity in your will and other estate planning documents. Even better, … [Read more...] about The Ties that Bind: Grandparents and Grandchildren

Fair Does Not Always Mean Equal: Avoiding Conflict in Inheritances

September 21, 2015

Fair Does Not Always Mean Equal: Avoiding Conflict in Inheritances  Compliments of Our Law Firm, Written By: The American Academy of Estate Planning Attorneys Let’s face it, even in the closest-knit families, money and assets can still create problems. For example, resentment can show up when one sibling has seen greater financial and career success than his siblings and trying to “balance” that in your estate plan can cause further friction in the future. So what do you do when you’re … [Read more...] about Fair Does Not Always Mean Equal: Avoiding Conflict in Inheritances

Claiming More Than Marriage: Important Financial and Estate Planning for Same-Sex Marriages

September 18, 2015

Claiming More Than Marriage: Important Financial and Estate Planning for Same-Sex Marriages  Compliments of Our Law Firm, Written By: The American Academy of Estate Planning Attorneys In the past, many same-sex couples never focused on estate planning or even financial planning because they felt it was moot. The ways around those impossible and unfair laws were successful for some couples, in some states, and in some instances. This meant many died intestate, or, without a will. There was a … [Read more...] about Claiming More Than Marriage: Important Financial and Estate Planning for Same-Sex Marriages

The Role of Legacy Planning

August 17, 2015

The Role of Legacy Planning  Compliments of Our Law Firm, Written By: The American Academy of Estate Planning Attorneys You may have many fond childhood memories of lively family gatherings. And it was probably not unusual to hear older family members remark how happy they were when everyone gathered for those special meals and how proud they were to see their legacy living on in their loved ones. Think of legacy planning as an extension of that sentiment. Different from estate planning, … [Read more...] about The Role of Legacy Planning

A New Approach to Wealth Planning

April 30, 2015

A New Approach to Wealth Planning  Compliments of Our Law Firm, Written By: The American Academy of Estate Planning Attorneys Estate Planning is important for passing assets to the next generation. However, is that enough? For many, Legacy Wealth Planning is an important element of their overall Estate Planning efforts. If Estate Planning is the beginning, then Legacy Wealth Planning takes it to the next level: your holistic efforts of protecting and planning for future generations. Legacy … [Read more...] about A New Approach to Wealth Planning

Loaning Family Money – What You Need To Know

May 31, 2014

Loaning Family Money – What You Need To Know Written By: The American Academy of Estate Planning Attorneys People lend money to family members for a variety of reasons. For example, lending your son money to buy his first home, or lending your daughter money to start a new business. At some point, you may find yourself in a similar situation. Therefore, it is important to know how this will impact you from a tax standpoint. Are you charging the borrower interest on the loan? If so, you must … [Read more...] about Loaning Family Money – What You Need To Know

Estate Planning is a Team Effort

January 31, 2014

Compliments of Our Law Firm, Written By: The American Academy of Estate Planning Attorneys An effective estate plan is not just a stack of well-drafted documents, it’s an arrangement designed to take care of you and your family during the most challenging moments of your lives. It takes a team of advisors to pull together all the details to be sure that your plan is ready to spring into action when you need it. Most people need these core players on their team: Experienced Estate Planning … [Read more...] about Estate Planning is a Team Effort

Four Tips for a Pain-Free Tax Season

January 31, 2014

Compliments of Our Law Firm, Written By: The American Academy of Estate Planning Attorneys New Year’s Day has come and gone, and April 15th looms in the not-too-distant future. While it’s true that many of the big tax planning decisions – like deferring income or bunching deductions – should be made before December 31st, there is still plenty you can do to save money and hassles this tax season. Here are a few simple suggestions: Get Organized. Don’t wait until April to begin gathering … [Read more...] about Four Tips for a Pain-Free Tax Season

Estate Planning is Essential for Same-Sex Couples

June 5, 2013

Compliments of Our Law Firm, Written By: The American Academy of Estate Planning Attorneys You might not realize it, but you already have an estate plan. Even if you’ve  never created a Will, never set foot inside an estate planning attorney’s office, and never given estate planning a second thought. Here’s why: each state provides every citizen with a default estate plan. This estate plan comes in the form of intestacy law – a set of basic, one-size-fits-all rules for what happens to … [Read more...] about Estate Planning is Essential for Same-Sex Couples

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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

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