Robertson & Robertson, PC

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139 South St
New Providence, NJ 07974

Robertson & Robertson, PC, based in New Providence, NJ, specializes in estate planning and administration. The firm, led by Meri-Beth Robertson, emphasizes the importance of having a Will, especially for parents with minor children. They assist clients in creating comprehensive estate plans, including documents such as Last Will and Testament, Power of Attorney, and Advance Directives.

With a focus on attention to detail, Robertson & Robertson, PC ensures that all aspects of the estate plan align seamlessly, from asset distribution to beneficiary designations. They also provide guidance on estate tax implications, highlighting the variances between federal and New Jersey estate tax exemptions, as well as the potential impact of inheritance taxes.

Furthermore, the firm addresses common misconceptions, such as the necessity of a living trust to avoid probate in New Jersey. Robertson & Robertson, PC educates clients on the intricacies of estate planning, offering personalized solutions tailored to individual circumstances to safeguard assets and protect beneficiaries.

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Reviews

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5.01 reviews
Leigh I.
2/13/2015

Meri-Beth Robertson was amazing. We were across the country and had to handle an estate for a deceased family member. She handled everything that had to be done with little to no disruption to...

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