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Estate Planning and Personal Services

Personal Services

When protecting your assets, an array of external risks can potentially endanger what's rightfully yours.

  • Estate and inheritance taxes
  • Creditors
  • 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.

Services

Business succession

Elder law

Estate administration

Estate planning

Gifting

Guardianships

Healthcare directives

Medicaid issues

Powers of attorney

Pre-nuptial agreements

Probate

Real estate purchase agreements

Small business planning

Special needs planning

Trusts

VA benefits

Wills

Reported Cases

Court of Appeals of Indiana - The Estate of Bessie Langley vs. Sherry Shafer - 1989