About Barry Finkelstein

My philosophy is a simple commitment to creating estate plans that not only carry out the wishes of the trust maker while they are alive and well, but also protects them and their family in case of an illness or disability, and simplifies the transition process after a death. All at the lowest overall costs to my client and their loved ones.”

Barry is committed to helping his clients understand that ‘Estate Planning’ is not just about saving taxes and avoiding probate, but that proper “Estate Planning” is life planning and about maintaining control of assets and protecting the quality of life for the Trustmakers and their families in the event of a disability prior to death, and then the passing on of wealth to loved ones in a manner that encourages, supports and nurtures them without turning them into “Human Weeds”.