This ONE Mistake Can Cost You and Your Family Your Home!

I’m attorney Paul Bernstein of the Bernstein Law Group. Are you aware that there are over 40 million lawsuits filed in the United States each and every year? Two potential arguments to defend yourself And if you find yourself in the very unlucky position where someone is threatening to sue you, you really only have two arguments to defend yourself with. The first argument is…

Keep the Government from Getting Your Family’s Inheritance

I’m Attorney Paul Bernstein of the Bernstein Law Group. Unfortunately we see it over and over again in our law firm. We get a client who recently lost their spouse. And when they come in, we ask them to bring in any estate planning documents they may have, along with any financial records so we can help settle the estate. A simple will is not…

How Estate Planning is Like Building a House

I’m attorney Paul Bernstein of the Bernstein Law Group. We’ve dealt with many, many local area families over the last 25 plus years in creating their estate plans. And we frequently use the analogy of building a house when we talk about designing and creating someone’s estate plan. Blueprints for the house When someone wants to build a house, they usually start off with having…

5 Living Will Mistakes You Want to Avoid

In today’s video, we’re going to talk about the five living will mistakes you’ll want to avoid. I’m Paul Bernstein of the Bernstein Law Group. And when clients come in to talk to us about their estate plans, one document that frequently gets discussed is something known as a living will. 1. Often confused with the last will The first mistake regarding this particular document…

5 Surprising Things You Don’t Want to Include in Your Will

I’m attorney Paul Bernstein of the Bernstein law group. And today, I’m going to cover five things you just don’t want to put in your will. 1. Burial wishes The first item you do not want to include in your will would be your burial or funeral wishes. If you do, your family may not find out about your wishes until after the funeral and…

3 Terrible Decisions You May Have Made About Your Child’s Inheritance

Subscribe to our YouTube page so you do not miss any important video messages: https://www.youtube.com/channel/UCyuYvPuuGHD7ggPmDu6K6sg Too much money at once One terrible decision is giving the inheritance to the children in such a way that they receive an infusion of money they’re just not prepared for. What many clients don’t realize is that once the client passes away, the child will often get more cash,…

Wait! I Can Give My Child More Than $15,000? Massachusetts estate planning answers

Subscribe to our YouTube page so you do not miss any important video messages: https://www.youtube.com/channel/UCyuYvPuuGHD7ggPmDu6K6sg I’m attorney Paul Bernstein of the Bernstein Law Group. Clients frequently tell us, we understand that we can give away up to $15,000 to each of our kids, but after that, there’d be a tax, and we can’t give anything more. That’s actually incorrect, at least for most people. Questions…

Third-Party Supplemental Needs Trusts

If you want to provide for a loved one who is disabled or has special needs when you are no longer here, care must be taken to ensure that the inheritance you leave will help rather than harm your loved one. An inheritance received outright could negatively impact your loved one if he or she is currently receiving government aid or benefits or will need…

Is Your Estate Plan Incapacity Proof?

For most people, it is perfectly natural to think about estate planning only in terms of planning for death. While planning for your death is very important, if that is all you plan for, your planning can quickly become woefully inadequate. As medical knowledge and technology have improved over the decades, so too has modern medicine’s ability to keep people alive for much longer. It…

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