North Reading Estate Planning Attorney — Essex County, Middlesex County and Suffolk County

Attorney Roberta A. Schreiber provides personalized estate, business, retirement, and long-term care planning for individuals, families, and small-business owners, at all stages in their lives, from college students to seniors in need of in-home care or nursing home admission. Located in North Reading, Massachusetts, we serve clients throughout the area in Middlesex County, Wilmington, Lynnfield and Wakefield. Contact us today to schedule a consultation with Attorney Schreiber.

Experienced North Reading Attorney: Probate, Estate Planning, Estate and Gift Tax Planning, Business Planning and Elder Law

  • Estate Planning for individuals and families, including the preparation of Wills, Trusts, Powers of Attorney, Living Wills, Homestead Declarations, Life Estates, Prenuptial Agreements, Domestic Partnership Agreements, Asset Protection Trusts, Irrevocable Insurance Trusts and S pecial Needs Trusts; establishing an appropriate estate plan after a divorce or death of a family member, providing assistance and advice in establishing lifetime gifting programs to family members and charities, preparation of estate and gift tax returns, assistance in purchasing appropriate life insurance, disability, and long-term care policies, and planning to minimize liability for estate taxes, gift taxes and capital gains taxes.
  • Business Planning for small-business owners, including the formation of Corporations, Partnerships, Limited Liability Companies, Trusts, and Buy-Sell and Partnership Agreements, assistance in planning to pass on your business to your children, grandchildren or business partners, and providing the funds to pay for estate taxes with an Irrevocable Insurance Trust or Buy-Sell Agreement funded with life insurance.
  • Retirement Planning for individuals and families, providing advice for withdrawing funds in your IRA, 401(k), and other retirement plans, assistance in obtaining Social Security, Medicare benefits, and other retirement benefits, planning to buy a vacation or retirement home, representation in selling your family home, reviewing contracts for senior housing and assisted living facilities, and when appropriate, assistance in establishing a legal residence in another State.
  • Elder Law and Long-Term Care Planning for Seniors and their families, providing assistance in purchasing the appropriate long-term care policy, obtaining a reverse mortgage, finding appropriate in-home care, adult day care, respite care, senior housing, an assisted living facility and a nursing home, reviewing contracts and obtaining funding to pay for these services and facilities, including Medicare, Medicaid (MassHealth), and Veterans Aid and Attendance benefits to pay for in-home care, rehabilitation, assisted living, and nursing home costs, preserving assets for your spouse, children and grandchildren, and making referrals to Elder Service Agencies, qualified social workers, geriatric case managers and other elder law professionals.
  • Estate and Trust Administration, including probate of Wills, administration of estates and Trusts, representation in Will contests and Trust reformations, arbitration of family disputes, assistance in obtaining life insurance proceeds, retirement, medical and social security benefits, planning to provide for the financial security for the surviving spouse and children, postmortem planning to minimize liability for estate taxes, preparation of estate and gift tax returns, probate and Trust accounts, and estate planning for the surviving spouse and children.

For more information about our practice areas, call 978-664-2552. You can also contact us online for an initial consultation. The first half-hour is free.

Contact the Firm

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

Roberta A. Schreiber, P.C.
Suite 108
348 Park Street
North Reading, MA 01864-2153

Phone: (978) 664-2552
Fax: (978) 664-9227
Map & Directions