Wills and Trusts in Plain English | Custom crafted and complete within 3 weeks

Wills and Trusts in Plain English is the online home of Trust and Will lawyer Joel Bernstein.

I specialize in:

Expert review of existing wills or trusts
Creating new wills and trusts
Post death administration

Of course related documents of health care proxy, durable power of attorney, deeds, and guardianship for children in wills, are part of what I do.

If No Will or Trust Yet

We set THURSDAYS aside for people who don't yet have any estate plan (will or trust). We want a quieter type of day, open for clear thinking with an educational atmosphere. We aim to truly let people know more about their estate planning options, in a friendly way.

Registration open for private one on one sessions for people who don't have a will. We give FREE sessions on Thursdays. On other days of the week, we have a nominal charge that is applied when we do work for you. (We do this to promote efficient use of time).

FREE INDIVIDUAL SESSIONS ON THURSDAYS

May 24, 2012
May 31, 2012

Email me to get the discussion started: joelbernstein10@gmail.com. Or call at 781-863-8606.

If You Have a Will or Trust

Registration is now open for my spring review of existing wills or trust s. These private sessions are personalized one-on-one meetings in my office:

FREE SESSIONS ON THE DATES BELOW:

May 23, 2012 (Wednesday)
May 30, 2012 (Wednesday)

I typically get started by asking some basic questions: Are you married? Do you have children? What are your total assets? Do you have current wills/trust? How do you own their assets? Do you have a person who needs a Supplemental Needs Trust, one of our special areas of knowledge.

Based on your specific circumstances, I will explain to you a way to improve your tax and non-tax goals. For many, this is the only time you'll sit and discuss your estate planning in a relaxed, understandable way.

There's no homework to do before you arrive. Remember, free meetings on the dates above. It's my 'anti-procrastination special.'

Email me at joelbernstein10@gmail.com to start the discussion. Or call at 781-863-8606.

Recently, in the blog...

Why clients amend their estate planning: My study (1/1/09-now)

Thursday, May 3

I was curious. And so were clients who we surveyed on the topics they wanted me to cover in our upcoming talk. So I went back to my records. And I went over every amendment I'd written since 1/1/2009. That's alot. I found that most changes involved moving adult children into roles of co-trustee with the client. This finding did not surprise me. I fear for the other clients, now nearing 85 plus, some of whom are increasingly frail. Some complain their memory is not what it used to be. .

For more on my study, email me and I'll sent you the results. My email is joelbernstein10@gmail.com.

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