Once our estate planning professionals fully understand your unique needs and goals, you’ll receive a personalized analysis of your situation along with a strategic action plan. The plan may address such issues as:
ESTATE PLANNING
ESTATE PLANNING
ESTATE PLANNING
At Roberts Estate Planning, we believe that a well-designed estate plan is the foundation of securing your legacy and protecting your loved ones. It can help you make informed decisions, provide clarity and peace of mind, and ensure that your assets are distributed according to your wishes for generations to come.
ESTATE PLANNING
At Roberts Estate Planning, we believe that a well-designed estate plan is the foundation of securing your legacy and protecting your loved ones. It can help you make informed decisions, provide clarity and peace of mind, and ensure that your assets are distributed according to your wishes for generations to come.
WHAT IS AN ESTATE PLAN?
An estate plan is a comprehensive strategy designed to protect your assets, provide for your loved ones, and ensure your wishes are honored.
WHAT IS A FIDUCIARY?
A fiduciary is required by law to put your best interests ahead of their own.
- Creating or Updating Living Trusts and Wills
- Establishing Special Needs Trusts
- Strategies for Estate and Tax Planning
- Protecting and Transferring Family Assets
- Planning for Incapacity and Healthcare Directives
- Designating Guardianships for Minor Children
- Ensuring Smooth Probate Avoidance
- Coordinating Beneficiary Designations
Once you are confident in the estate plan tailored to your priorities, our team will guide you through the implementation process to secure your legacy and protect your loved ones.
LIVING TRUSTS AND WILLS
LIVING TRUSTS AND WILLS
Helping you to avoid probate and ensure that your family is protected.
SPECIAL NEEDS TRUSTS
SPECIAL NEEDS TRUSTS
Ensuring loved ones receive financial support while preserving their eligibility for essential government benefits.
ESTATE & TAX PLANNING
ESTATE & TAX PLANNING
We work to maximize your legacy while minimizing tax burdens.
RETIREMENT INCOME PLANNING
RETIREMENT INCOME PLANNING
Once you stop working, you suddenly find yourself without a paycheck coming in. You have to try to understand the best way to take Social Security and Medicare, and which accounts to take money out of when so you don’t run out. Not to mention, there are RMDs (Required Minimum Distributions) starting at age 72, which are due every year from your taxable retirement accounts like 401(k)s. If you don’t do these correctly or on time, you could be subject to a 50% penalty from the IRS.
ROTH IRA CONVERSIONS
ROTH IRA CONVERSIONS
We will analyze your situation and see if a well-planned series of Roth conversions can help you save on taxes in retirement by reducing or eliminating the need for RMDs in retirement. Roberts Tax and Retirement Planning was established to help you with all of the issues and risk you face in retirement, and we are one of the few firms which also offers tax planning as well as tax return preparation all under the same roof. Let’s talk.
