Estate Planning and Personal Services
When protecting your assets, an array of external risks can potentially endanger what's rightfully yours.
- Estate and inheritance taxes
- Gifting and generation-skipping taxes
- Long term nursing home expenses
- Property and estate disputes
The professionals at Bamberger focus on wealth planning, wealth management, estate planning, probate and trust administration, elder law and other personal services. We strive to build a lasting relationship with each client and provide you with a plan customized for your needs.
You can rely on Bamberger to stay on top of the ever-changing tax laws and legal regulations, and to work diligently for you, to secure your present and your future.
Achieving your goals. It's what we do.
Powers of attorney
Real estate purchase agreements
Small business planning
Special needs planning