Boca Raton, FL

Estate planning is about much more than distribution of your assets after you have passed away.  For example, who will take care of your minor children in the event that both you and your spouse were to pass away in a car accident or airplain crash?  This sort of designation needs to be made in your will or a state judge will decide it for you.  It is very common for people to think their estate plan is simple, only to find out there are issues they hadn’t considered. That’s why it’s important to develop a plan that fits you.  Roberts Attorneys, P.A. will  provide you a step-by-step analysis of which plan is right for you.  

We educate and guide clients through the estate planning process, including the creation of wills, trusts, powers of attorney, and healthcare directives.

We assist business owners with succession planning, ensuring that their businesses can continue to thrive even after they retire or pass away.

We provide sophisticated, tax-efficient estate planning solutions for high net worth individuals, including both domestic and offshore trusts, family limited partnerships, dynasty trusts, and charitable giving.  We place an emphasis on privacy through such devices as layered ownership strutures, holding companies, and other methods of obscuring public access to ownership of familiy assets.  

We help clients in blended families navigate the complexities of estate planning, including the protection of assets and the distribution of property.

We create special needs trusts to ensure that loved ones with disabilities receive the care and support they need without sacrificing government benefits.

We help clients protect their digital assets, including social media accounts, cryptocurrency, and other online property, through trust and estate planning.