Joel Bernstein - MONOGRAPH SERIES
WHO NEEDS A MONOGRAPH? Confused about wills vs. trusts? Worried your kids will blow their inheritance? Estate approaching $2 million in Massachusetts? These reports give you answers. WHAT YOU GET 10-12 pages of step-by-step guidance. Real examples, specific action items, and smart questions for your attorney. No legal jargon - just practical advice you can use. Subscribe to Newsletter below
The Massachusetts Estate Tax Survival Guide
Many Massachusetts families face unexpected estate taxes without realizing it. While federal estate tax starts at $15... Read more
Will or Trust? The Massachusetts Family's Guide to Choosing Right
Massachusetts families face a crucial choice between wills and living trusts for estate planning. Wills cost $500-$3,500... Read more
Planning for Incapacity: Who Makes Decisions When You Can't
Most people plan for death but ignore incapacity - the gap between healthy and dead. Without proper documents,... Read more
Protecting Your Children's Inheritance: The Massachusetts Parent's Guide
The essential guide that shows Massachusetts parents how to leave money to their children without funding their biggest... Read more