Attorney Jeffrey W. Roberts an estate-planning specialist with the Springfield-based firm Robinson Donovan was recently featured in the September 1st Edition of the Business West article: State of the Estate Tax , Beyond 2010: Uncertainty Reigns, but There’s Still Planning to Do By George O’Brien.
"There are currently two main estate-tax deductions at present, said Roberts, one for charity, which is unlimited — “if you’re like Warren Buffet and say you’re going to leave everything to charity, then you pay no tax” — and what is left to a spouse. But what is left to a spouse then becomes part of his or her exposure to estate-tax liability."
"people can’t assume anything when it comes to the estate tax, nor can they merely be spectators and watch how the whole thing plays itself out."
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Jeffrey W. Roberts, Esq. (413) 732-2301
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