No matter how much property you won, if you don’t have an estate plan, the state and the IRS may create one for you. Unfortunately, their plan will not be geared toward minimizing taxes or looking out for the best interests of you, your heirs and your legacy. This is what makes having your own estate plan so important—and having it created by an attorney who focuses exclusively on estate planning and wealth preservation. At Robert M. Goldberg & Associates, we go well beyond “traditional” approaches, by using the most advanced legal techniques available to help you take full advantage of recent changes in the law and better prepare for the life changes that will impact you and your family. Even if you already have an estate plan, chances are we can make it significantly better.

The Estate Planning services we provide include:

Foundational Estate Planning

  • Revocable Living Trusts
  • Wills
  • Powers of Attorney
  • Health Care Directives
  • HIPAA Authorizations

Advanced Estate Planning

  • Dynasty Trusts
  • Irrevocable Trusts
  • Life Insurance Trusts
  • Family Limited Partnerships
  • Qualified Personal Residence Trusts
  • Medicaid Asset Protection Trusts
  • Retirement Trusts
  • Minors’ Trusts
  • Generation-Skipping Trusts
  • Tax Planning

Learn More: Estate Planning Terms | Why Plan Your Estate