Tag Archives: Estate Taxes
Valuable Lessons in Estate Planning
Valuable Lessons in Estate Planning Don’t Let History Repeat Itself By: Richard S. Bernstein, CEO There is a wide divergence when it comes to how individuals communicate and execute their estate and wealth transfer plans. For many, these subjects are … Continue reading
Posted in Tip of the Week
Tagged Bernstein, Brando, Burger, Celebrity Mistakes, Estate Planning, Estate Planning Errors, Estate Planning Mistakes, Estate Planning Techniques, Estate Taxes, High Profile, History, Insruance, Life Insurance, Robbie, Wealth, Wealth strategies, Wealth Transfer
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‘Dynasty’ Trusts
‘Dynasty’ Trusts A Core Component of a Successful Estate Plan By: Richard S. Bernstein, CEO As the matriarch or patriarch of a family with significant assets, you may have estate planning issues that will similarly concern your children. Some of … Continue reading
Posted in Everything Insurance
Tagged Assets, Bernstein, business, Children, Dynasty Trusts, economy, Estate Planning, Estate Taxes, Family, Finance, Financial Planning, GST, Insurance, Life Insurance, Tax Exemption, Trusts
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Richard Bernstein & Associates 