CREATE PEACE OF MIND FOR YOUR LOVED ONES.
AVOID PROBATE AND COURT OVERSIGHT.
DISTRIBUTE YOUR ASSETS WITHOUT COURT DELAY.
MINIMIZE TAXES. PROTECT ASSETS.
REDUCE THE POSSIBILITY OF EXPENSIVE CREDITOR LAWSUITS AND CONTESTED BENEFICIARY CLAIMS.
PLAN AHEAD FOR MEDICAL DECISIONS.

About Stephen Stern

With 25 years of legal-tested experience, Stephen understands the importance of Protecting Assets, avoiding Court-Supervised Probate, and devising a strategic Estate Plan. This is crucial not only for Peace of Mind, but also to add an additional burden to family and friends already grieving over your loss. An Effective Estate Plan clearly identifies beneficiaries, including Pets, describes the property to be distributed, and the terms under which the property is distributed. Moreover, it also provides alternatives should the intended beneficiary(ies) not survive you, or have judgment creditors waiting to grab the trust property assets upon distribution. Stephen will assist you with customizing your estate plan to avoid pitfalls, and confusion between and among beneficiaries, to minimize the likelihood of litigation. This also includes drafting Will(s) that pour-over assets into the Trust, and transferring Real Property deeds and other Assets into the Trust. Stephen will explain the roles of Executors, Executrix, Trustor-Trustees and Successor Trustees, Charitable Remainders, and the benefits of different types of Trust. Additionally, Stephen will guide you through the purpose and scope of various Powers of Attorney’s, including for Asset Management and Personal Care, and the roles and authority of empowered Agent(s), as well as the selection options for Advanced Health Care Directive (AHCD).

We all realize that the end is inevitable and Family and Friends will grieve. That’s why it’s imperative that we leave them with Peace of Mind rather than:

• Years of Court Supervision, Appraisal and Audits;
• Court Hearings, and litigation over disputed beneficiary rights;
• Potentially expensive Lawyer’s fees;
• Court determination of Beneficiaries and amounts.

• Asset Protection
• Will
• Trusts
• Powers of Attorney for Healthcare
• Power of Attorney for Finances
• Advanced Healthcare Directives