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Finances When A Loved One Has Passed

The death of a loved one is a very traumatic event. People become emotionally distraught and sometimes angry and disoriented. Mr. Bernstein is known for his patience and the calm manner with which he guides grieving spouses, partners, children in dealing with the financial issues which are left when a loved one dies. He is well known for his understanding and his caring personality and has received many expressions of gratitude from widows and widowers and grieving partners and children.

Mr. Bernstein has developed an expertise in guiding the Executors so that taxes are properly paid and minimized to the greatest extent possible. He works closely with the Executors or the Administrators in order to make certain that the remaining family members are placed in a position of security and that their assets are carefully protected so that they can continue with their lives after a tragic loss.


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