Goldberg * Stern PLLC
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Estate, Business And Tax Planning Services To Protect Your Assets And Legacy

When most Floridians think about estate planning, they think about wills. Goldberg * Stern PLLC can certainly provide you with a will, but estate planning is about so much more. It is about protecting your legacy and safeguarding what you have worked for throughout your life.

Protecting your interests and promoting your goals requires a wealth management plan that minimizes your tax liabilities, protects your assets, and passes on your assets or your business to the next generation in the most advantageous way. Whether you are a high net-worth individual, a small business owner or a family with young children, we can help you create an advantageous estate plan and provide sound business and tax planning assistance.

Friendly, Experienced Attorneys in Ponte Vedra Beach

In our decades of experience with estate and tax planning in Florida, we have seen too many people wait far too long to get help. With no plan in place when sudden incapacity or death occurs, loved ones and colleagues who are left behind may experience financial hardship and be forced to make unfortunate decisions.

Rather than leave your family's or company's future up to chance, create a plan that manages and distributes your wealth in the way you decide. With the help of a qualified lawyer, making a viable plan is not as difficult as you may think. We will take the time to ask you the right questions, listen to you, and walk you through the process step-by-step.

Our estate planning services include:

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

Begin Making Your Plan Today

During your no-fee initial consultation, we will be clear about your costs and options, no surprises or pushing services. Please call us at 904-834-0540 or email us to find out more or schedule your first appointment.

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