All Posts by David Bernstein

About the Author

My goal is to be your trusted advisor who helps you make the very best legal decisions for your family throughout your lifetime. I want to help you not just now, but also when you can’t be there so that I can help guide your loved ones through a difficult process.

Aug 18

Planning to Protect Your Assets

By David Bernstein

Planning to protect your assets is an important step to take in safeguarding your hard-earned assets from being lost, inadvertently, because you overlooked something important.​The most foundational level of asset protection is to plan for what will happen to your assets in the event of your incapacity or death because you are 100% guaranteed to […]

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Jul 14

Tax Lessons to be Learned from Celebrity Estate Plans

By David Bernstein

A celebrity’s image and likeness can continue to produce considerable income after death. This type of intellectual property is considered part of your estate, and the IRS can tax its value. In the case of pop star Michael Jackson’s estate, that recently meant an IRS bill to the tune of $64.5 million, years after his […]

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