UET ADDDDDS
Sleep better at night. Get your affairs in order in less than a month for you and your loved ones.
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Stop feeling the pain of procrastination for years on end. Don’t let the state get more than their share. Avoid costly and stressful probate court. Save others from making the wrong medical wishes for you. Prevent an outdated will from ruining your plans.
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Understand how estate planning will help you. Determine the needs of your beneficiaries. Protect them, too, by understanding the impact of taxes.
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Don’t let random acts take over after a death or incapacitation. Develop a plan to know who gets what, when they get it, who’s in charge. Including your retirement accounts. We’ll create the right will or trust and documents for your family needs.
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Planning your estate is more than a one-and-done event. Changes happen, situations develop, tax laws change. We’ll review & refine all existing documents to make any needed adjustments. Including lowering your estate taxes.
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Know what to do next if a family member or spouse died. Know what legal steps are required—whether by law, will or trust. Feeling overwhelmed? Don’t worry. I’ve got you.
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I had anticipated that drawing up a will and trust for my wife and me would be a daunting experience and I was a bit reluctant to begin the process, even full well knowing and respecting our mortality! Joel Bernstein made the process fully clear to us and met all of the objectives we had in mind.
He asked "all the right questions," answered any questions with clarity that we had, and gave us effective guidance throughout the process. The result was a will and trust that fully meet our needs and wishes. Furthermore, I appreciate that he set mutually appropriate dates for us to complete aspects of the will and trust. He kept the process rolling, which was to our benefit! I enthusiastically recommend Joel Bernstein to you to create the will and trust you are seeking." D. Horton - Client |
How would it feel to think and say, “My affairs are in order, my family is taken care of?” Nice, right?
Get started today—it’s easy. |
BACKGROUND IN DETAIL
An attorney who gives estate planning that is easy, prompt, and affordable. |
I created this practice to help people live with… More confidence—less fear. More control—less chaos. More responsibility—less chance. And, more serenity—less worry. That’s what happens when you face, not avoid, planning your estate’s future. And, when you understand everything clearly. I use plain English to explain what’s going on. To clarify your options. To answer your questions. The same applies to the documents you’ll read, review and sign. All along the way--you’ll ‘get it.’ I live and breathe Wills & Trusts. My depth means immediate answers to your questions. There’s no extra charges, whether you ask early, often, or late. It’s part of the up-front, flat-fee package. Ring me anytime. You’ll see. And understand.
Why? I saw that wills and trusts were bewildering for many people. I resolved to combine three things:
How? I’ll write your estate planning documents and clearly explain how they'll work for you. In plain English, no jargon, no brain translation. Even person who depends on you will understand what you've done for yourself and them. |
✓ 30 Years of Practice in this area
✓ Created over #4,000 Wills and Trusts ✓ Built this business on referrals and educating others ✓ Over #300, 4.9 ***** Google and More Reviews |
“I deserve to know my survivors will be taken care of. To know that my decisions will be enacted if I become incapacitated. To not be overwhelmed with options. I want someone who’s done this a thousand times. And make this hassle-free. I’m done procrastinating.”
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Most middle-aged people aren’t ready for their inevitable death. We make estate planning simple, affordable, and quick. So people can live in peace, knowing their affairs are in order. |
"Let me outline in general the process we follow to avoid making inadvertent errors to your existing estate planning:
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