Estate Planning

Estate planning is more than just protecting and preserving your assets and more than just wills and trusts. At Robins & Associates, our goal is to provide you with a customized plan that meets your family’s needs and allows you the peace of mind that comes with knowing a clear roadmap is at the ready.

A comprehensive estate plan will benefit you and your family in many ways. The proper plan will protect you and your family from the need for guardianships, reduce estate taxes and protect assets from long term care expenses.

Depending on your goals and the size of your estate, we may employ some of the following:

  • Will
  • Pour Over Will
  • Revocable Trust
  • Irrevocable Trust
  • Special Needs Trust
  • Power of Attorney For Finance
  • Advance Health Care Directive
  • HIPPA Release
  • Beneficiary Designations
  • Asset Protection Planning
  • Charitable and Gift Planning

International Estate Planning

International estate planning, can be complicated. More and more foreign nationals have assets in the US for investment purposes, asset allocation, or to benefit their children who live in the United States.

Non-resident foreign nationals are subject to extremely high estate taxes when they die. Even though the Federal estate exemption amount is around $5.4 million for US. Citizens, the exempt amount for non-resident foreign nationals is only $60,000 which could subject your property to an enormous estate tax.

If you are a foreign national who maintains property in the United States, we may be able to help you assess your exposure and plan around it.

Asset Protection

In today’s highly litigious society, what steps can you take to protect your hard-earned personal assets from lawsuits and creditors – especially if you operate in a high-risk profession or own your own business? Smart asset-ownership structures can protect against subsequent creditor actions.

We will work with you to decide the appropriate protective vehicle for your specific circumstances. These may include insurance, asset segregation, LLC’s, asset protection trusts, prenuptial agreements, and more.

CALL TODAY FOR AN APPOINTMENT SO THAT WE CAN DISCUSS WHICH STRATEGIES WILL WORK BEST WITH YOUR ESTATE AND GOALS. 312-641-9500