Are You Worried About Estate Taxes? Call Us!

Estate tax laws are constantly changing.  Currently, they are set at 35%, but this number could very well increase in the future.  The attorneys at James F. Roberts & Associates have the experience and the tools to make sure that you pay the minimum taxes on your estate when you pass away.  If your entire estate — including your home, rental properties, bank and brokerage accounts, retirement accounts, and other assets — is valued at $1 million or more, then you need a trust to protect your assets from probate and potentially paying 35% in estate tax.  It is important to remember that the amount of your life insurance policy is also included in your estate for purposes of estate taxation.  If you want to pass down as much wealth to your beneficiaries as possible and give the government the minimum amount of taxes, our attorneys can draft a trust tailored to your needs.

James F. Roberts
Founder and owner of the Law Office of James F. Roberts and Associates, a premiere estate planning law firm