by doralevich | Aug 25, 2026 | Uncategorized
In today’s ever-shifting legal and regulatory environment, it’s very easy for families to lose money to taxes, outdated or poorly stated intentions or incomplete/ill-conceived planning structures. On the other hand, it is often very difficult for attorneys,...
by doralevich | Aug 17, 2026 | Uncategorized
August 2026 | Gotham City Networking Annual Bob Formica Golf Outing | Cold Spring Country Club Warren M. Bergstein participated in Gotham City Networking’s Annual Bob Formica Golf Outing at Cold Spring Country Club, where Planning for the Unexpected sponsored a lunch...
by doralevich | Jul 28, 2026 | Uncategorized
Metro Philly Suburbs | July 28, 2026 Warren M. Bergstein, CPA, AEP, was featured in Metro Philly Suburbs in “Spotlight: Planning for the Unexpected.” In the article, Warren discusses how a personal health scare prompted him to take a fresh look at his own planning and...
