Estate Planning

Estate planning is a crucial endeavor, and at Roberts & Roberts, our seasoned attorneys, all members of the Estate Planning Section of the State Bar, are dedicated to guiding clients through this intricate process. Our focus extends beyond the mere creation of documents; we prioritize planning to circumvent costly and disruptive guardianship proceedings and streamline the probate process. Understanding that these considerations are paramount and often matters of life and death, we work closely with our clients to develop tailored plans that meet their specific needs.

Our array of estate planning tools encompasses essential instruments such as Last Will & Testament, Durable Power of Attorney, Medical Power of Attorney, Directive to Physicians ("Living Will"), and Do Not Resuscitate Order. These tools provide clarity on critical decisions regarding medical treatment, end-of-life preferences, and the appointment of guardians. Our services also cover the Declaration of Guardian, allowing clients to designate caregivers in the event of incapacity. We provide insights into living trusts, offering information on their utility in specific circumstances and cautioning against unnecessary adoption.

At Roberts & Roberts, we recognize the evolving nature of life and the need for periodic reviews of estate plans. Our article on Reviewing Your Estate Plan encourages clients to undergo regular "estate plan checkups" to ensure their plans remain current and effective. Additionally, we delve into complex topics such as Estate Tax Rules, providing a summary of the current status of gift taxes and the "death tax" to help clients navigate potential implications for their estates. For those seeking alternatives to traditional probate, our exploration of Transfer on Death Deeds presents a new approach to conveying land that may bypass the probate process.