At the Bernstein Law Group, PC, we work with people who have families and care about them.
Although each of our clients is unique, below is a sampling of the situations we frequently help clients with:
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“Nest egg” protection planning;
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Nursing home/Long term care cost planning;
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Planning for the protection of young children should something happen to the parents;
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Incapacity planning should an illness or accident occur;
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Tax minimization;
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Planning for Parents with Special Needs Children;
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Retirement plan beneficiary protection and maximization;
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Keeping inheritances in the family;
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Transition planning, including changes due to the death of a spouse or divorce;
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Planning for business owners to protect and maximize the value of the business;
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Rental real estate ownership protection;
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Protecting assets from lawsuits;
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Keeping assets in the family while minimizing costs and delay, and maximizing privacy; and
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Charitable planning.