Have You Considered a Dynasty Trust for Your Family’s Estate?

Why You Should Think Twice Before Ruling One Out When most people hear the term “dynasty trust,” they assume it’s something for only the wealthiest of families. However, dynasty trusts are not as out of reach as you might think, and can be used by many more families of a greater wealth spectrum than currently use them. Demystifying dynasty trusts Dynasty trusts keep your wealth…

How to Pick a Trustee, Executor, and Agent Under a Power of Attorney

While the term fiduciary is a legal term with a long history, it very generally means someone who is legally obligated to act in another person’s best interests. Trustees, executors, and agents are all examples of fiduciaries. When you pick trustees, executors, and agents in your estate plan, you’re picking one or more people to make decisions in your and your beneficiaries’ best interests and…

ATTORNEY PAUL BERNSTEIN RECEIVES BOARD-CERTIFICATION AS AN ESTATE PLANNING LAW SPECIALIST

Attorney Paul Bernstein is newly Board-certified as an Estate Planning Law Specialist (EPLS) by the Estate Planning Law Specialist Board, Inc., the only such certification accredited by the American Bar Association. Attorney Bernstein joins a select group of 75 attorneys nationwide, and is one of only two in Massachusetts, to have obtained the EPLS Board-certification. To become Board-certified as an Estate Planning Law Specialist (ELPS),…

National Estate Planning Awareness Week, October 17-23, 2011

The Bernstein Law Group Joins Colleagues in Promoting National Estate Planning Awareness Week, October 17-23, 2011 Salem, MA, Oct. 18, 2011 – Paul Bernstein, Esq. of the Bernstein Law Group announced today that he is joining his estate planning colleagues in a public relations campaign to showcase National Estate Planning Awareness Week, October 17-23, 2011. According to a 2010 industry trends survey of estate planners,…

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