News/Insights

By Warren M. Bergstein, CPA, AEP Most of us know we should have our financial and personal affairs in order. We have wills, insurance policies, retirement accounts, and perhaps a folder containing important documents. So, we're prepared. Right? Not necessarily. Having the right documents is only part of being prepared. Making sure everything is current, coordinated, and accessible to the people who may someday need to step in is another matter entirely. And that's often...

In today’s ever-shifting legal and regulatory environment, it’s very easy for families to lose money to taxes, outdated or poorly stated intentions or incomplete/ill-conceived planning structures.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, accountants and risk advisors to get clients to focus on the inevitable. All of this became very clear to me when I had a recent serious health scare. As a lifelong CPA, I thought I had just about...

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 station. The event provided an opportunity to reconnect with fellow Gotham members, meet new contacts and continue building professional relationships through conversation and shared connections.

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scare prompted him to take a fresh look at his own planning and revealed that even well-prepared individuals can have outdated, incomplete or overlooked financial and estate-planning matters. He also explains the thinking behind Planning for the Unexpected: helping individuals and families...