Estate Planning in New York & Florida

Let Daniel Bernard help you reach your goals through a customized estate plan

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Welcome to Daniel Bernard Estate Planning

Dan’s philosophy on estate planning can be described in three words: originality, efficiency, and quality. Originality, in that Dan does not create cookie cutter assembly line style estate plans, where clients are fit into one of two plans the firm has on file. Rather, Dan creates a unique estate plan for each client that fits each client’s unique life. Efficiency, Dan values both his client’s time and money. So, he endeavors with every estate plan to preserve both of these precious resources. Quality, highest quality counsel and representation is the only counsel Dan supplies.

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Does this Sound Familiar?

Overwhelmed by the whole estate planning process and where to even begin?

Angry to think that your kids will have to pay a lot of taxes or fees to the government when you die?

Concerned your kids will have to go through a long and expensive probate when you die?

Unsure if the will that you got several years ago will protect you and your family?

With a little bit of legal advice, you can be sure that your assets go to whom you want, when you want, and in the way that you want. Book a call with me today!

Book a call with Dan today!

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Top 5 Things To Know If You Own Property In NY And FL

My Parent has Died

Estate Planning Checkup

An Estate Plan is More

Than a Document

I do what is right, and am honest & ethical, worthy of the trust of others.
I believe in working together in a collaborative way.
I'll discuss what's important to you. My clients are the heart and soul of my business.
I strive to provide a safe & supportive environment.
I provide unsurpassed service, that, together deliver premium value to my clients.

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How We Help Families

New York and Florida Estate Planning & Elder Law

Estate Planning
Fundamentals

Estate Planning Fundamentals

Make sure your family's future is secure in the event of your passing. Discover how we can help you draft a will, set up trusts, assign powers of attorney and more.

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Estate Planning for
Snowbirds

Estate planning is important for everyone, but snowbirds often face more legal complications than others. The Snowbird Lawyer can design custom estate planning solutions for multi-state residents.

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Estate Tax
Planning

Estate Tax Planning

Historically speaking, the federal estate tax is an excise tax levied on the transfer of a person’s assets after death. In actuality, it is neither a death tax nor an inheritance tax, but more accurately a transfer tax.

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