904-834-0540
Goldberg * Stern PLLC
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Helping You Protect What Matters Most

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Safeguarding Your Family, Business and Estate

There is no such thing as a one-size-fits-all estate plan. We can tailor your plan to your exact wishes and help you answer questions you may not have asked yourself. For instance, who will care for your minor children? Who will make your health care choices if you are incapacitated? Is the structure of your business one that is tax-advantageous and which best enables you to plan for its succession after you pass on? How will your decisions be affected by state and federal taxes?

By listening to you, we can create a plan that ensures your choices are carried out in a way that will protect both your family and your assets.

During our no-fee initial consultation, we can answer your questions and help you determine your next steps.

Thorough Estate Planning and Asset Protection Services

Our goal at Goldberg * Stern PLLC is to ensure your health, your assets, your business and your family are given the attention and care they deserve. We help clients create comprehensive estate plans that include:

  • Wills and trusts
  • Powers of attorney and health care advance directives
  • Tax planning
  • Business organization and succession planning
  • Addressing elder law concerns, including retirement plans and Medicaid qualification strategies
  • Asset protection strategies and implementation

We will sit down with you, discuss your goals, and help you create a plan that minimizes your tax liability and leaves a legacy for future generations.

Please schedule a no-fee initial consultation here in Ponte Vedra Beach by calling 904-834-0540 or by sending us an email. We serve the needs of clients in Ponte Vedra Beach, Jacksonville and St. Augustine, as well as the surrounding areas of Duval and St. Johns counties.

Decades of Experience Working For You

We at Goldberg * Stern PLLC have over a half century of combined experience helping clients achieve their personal and financial goals. Stuart Goldberg is board certified in wills, trusts and estates law by the Florida Bar Board of Legal Specialization and Education. Arthur Stern holds a degree from Harvard Law School, has served as a tax attorney with the Department of Justice, and is licensed to practice in both Florida and New York State. Along with our dedication to you, our experience means you will receive personalized, cost-effective service.

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