Tag Archives: probate

Podcast – BPB Knows Estate Planning

Posted on November 16, 2023 by Joseph Saka

In this episode, Provenance Wealth Advisors CEO Eric Zeitlin explains the basics of estate planning and how it can help avoid probate and protect your family.

Podcast – BPB Knows Estate Planning

Posted on May 19, 2022 by

In this episode Director of Tax Services Jeff Mutnik explains when someone needs an estate plan and the potential tax and legacy value in creating a plan, including avoiding probate and trusts you can control before and after death.

Berkowitz Pollack Brant

Berkowitz Pollack Brant has cultivated a diverse client base that includes companies of all sizes. Our clients range from start-ups to long-standing national and international entities, including real estate developers and owners, not-for-profit organizations, healthcare entities, trusts and partnerships, and closely held businesses.

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