Experienced North Reading Attorney: Probate, Estate Planning, Estate and Gift Tax Planning, Business Planning & Elder Law
The law office of Roberta A. Schreiber, P.C., located in North Reading, Massachusetts, serves clients primarily in Middlesex County, Wilmington, Lynnfield and Wakefield. Roberta A. Schreiber is an experienced attorney who specializes in Estate Planning, Business Planning, Probate, and Elder Law. For more than 30 years, Roberta has provided personalized estate, retirement and business planning for individuals, families, and small business owners at all stages in their lives. Whether you are starting a new family, marrying for the second time, establishing or managing a family business, planning for retirement, moving to an assisted living facility, or applying for medicaid benefits to pay for nursing home costs, Roberta and her experienced staff can help you and your family navigate the process.
There is a reason clients are referred to our firm from all over the state. Call Attorney Schreiber today at 978-664-2552 or email her to set up a consultation. We will help to create a lasting plan that protects you, your loved ones and your estate.
Minimize Tax Implications, Protect Your Loved Ones And Plan With Confidence
The law firm offers traditional Estate Planning for estates of all sizes, planning to minimize Gift and Estate Taxes, the use of trusts to avoid probate and protect assets, Business Planning for small business owners, and Retirement Planning for individuals of all income levels. In the area of Elder Law, Roberta will guide you through the complexities of Social Security, Medicare and Medicaid (MassHealth) laws and regulations, explain the options available to pay for home health care, assisted living and nursing home costs, assist you in qualifying for these benefits, and implement a plan to protect your assets from nursing home costs. Probate representation includes the probate of wills, will contests, the administration of trusts, and completion of Estate and Gift Tax Returns.
Learn More About Attorney Schreiber
Because the areas of estate planning and elder law are complicated, Roberta has written two books for her clients, using simple language, free of the “legalese” that makes most laws and legal documents impossible to understand. If you would like more information about any of the topics in this website, please contact Roberta’s assistant, Jeanne Carabello, to request a complimentary copy of one, or both, of these books. They are “The Client’s Guide to Estate Planning” and “The Clients Guide to Advance Planning for Long-Term Care.” To keep down the cost of legal representation, Roberta has developed questionnaires to be filled out by her clients prior to meetings. The completed questionnaires provide the information she needs to draft estate planning documents, implement a plan to protect assets, to fill out applications for Medicaid (MassHealth) and other health care benefits, or complete probate forms and gift and estate tax returns. This allows Roberta to spend more of her time with you and your family, listening carefully, and explaining the laws and regulations that apply to your situation. She also has client checklists to help you navigate the process of selling your home, acting as executor of an estate or trustee of a trust, or gathering information to complete a MassHealth application. Her goal is simple: to work with you to implement a plan that will help you and your family achieve your goals, and to be an effective advocate and advisor when the unexpected happens.
Roberta is involved in her local community and is an active member of several organizations devoted to elder law and nursing home issues, legislation, and advocacy:
- National Academy of Elder Law Attorneys
- Massachusetts Chapter of the National Academy of Elder Law Attorneys
- National Citizens’ Coalition for Nursing Home Reform
- Massachusetts Bar Association, Probate and Taxation Sections
- Reading-North Reading Chamber of Commerce
Roberta A. Schreiber is knowledgeable and experienced in all aspects of estate planning and administration, elder law, business and retirement planning, estate and gift taxation, and probate and trust administration. To make an appointment for an initial consultation, please contact Roberta’s assistant, Jeanne Carabello, at 978-664-2552.