Attorney Roberta A. Schreiber has more than thirty years of experience providing advice for clients who are retiring, planning to retire, or simply trying to deal with the issues or problems that arise as they grow older, including the following:
- Selling the family home and moving to a condominium or Senior Development
- Contemplating a second marriage
- Buying a timeshare or vacation home
- Dealing with the financial concerns of retiring
- Changing legal residence to another state
- Dealing with the death of a spouse
- Worrying about paying for future medical costs and nursing home care
- Wondering how you can pass on the family home, vacation home, or family business to younger family members now, or in the future
As an experienced estate and retirement planning lawyer, Roberta works with your accountant and financial advisor, to provide the following services:
- Advice in making contributions to and withdrawals from IRA, 401-k, 403(b), Simple IRA, Keough and other tax-deferred tax accounts
- Drafting Pre-Nuptial Agreements
- Obtaining retirement funds, life insurance, and other benefits after the death of a spouse
- Making the most of the exemption from capital gains on the sale of your primary residence
- Planning to pass on the family home, vacation home, or family business to younger family members in a way that minimizes gift and estate taxes
- Reviewing contracts for Senior Retirement Communities
- Recommending and reviewing Long Term Care Policies that will pay for future in-home healthcare, an assisted living facility, and nursing home costs
- Reviewing your finances and making recommendations on how to become eligible for Medicaid (MassHealth) to help with nursing home, assisted living, in home care, or other long term care costs
- Advice and assistance in establishing a legal residence in another State
- Assistance updating Wills, Trusts, and other estate planning documents
If you will be retiring soon, are planning to retire in a few years, or simply have questions about the issues you face as you grow older, and want to know more about your options, Attorney Roberta Schreiber can help. Contact us to schedule an initial consultation.
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