Estate Planning

The estate planning landscape has changed significantly within this past year.  The Tax Cuts and Jobs Act has warranted entire overhauls of many families’

The Tax Cuts and Jobs Act has delivered significant estate planning opportunities, but many families have not taken advantage of these changes. Whether it’s the

By: Arthur L. Bernstein, & Barry D. Siegel, Esq.

In the midst of the trauma of divorce, few couples are thinking first (or at all) about their estate

By: Richard S. Bernstein & Rebecca G. Doane, Esq. 

Estate planning for women who have previously been married should be a positive and harmonious

By: Richard S. Bernstein & Richard L. DeNapoli, J.D., LL.M., CFP

On December 22, 2017, President Trump signed into law the first significant reform of the US

By: Richard S. Bernstein & Abraham M. Mora

On December 22, 2017, President Trump signed the “Tax Cuts and Jobs Act” into law.  This landmark legislation

By: Arthur L. Bernstein & Benjamin P. Shenkman, Esq. J.D., LL.M.

For some people, their most-prized possession is not a piece of jewelry or classic

By: Richard S. Bernstein & Lisa A. Schneider, Private Wealth Services, Gunster

Often a dilemma in later marriages, especially when there is a

By: Richard S. Bernstein, CEO & Randell C. Doane, Esq.

The last few weeks have been a wild ride for those who follow legislative proposals affecting the

On September 27, 2017, the Trump Administration, House Ways and Means Committee, and Senate Finance Committee released their unified framework for tax reform