Daniel Bernard Estate Planning

Estate Planning in New York & Florida

Dan is a Partner in the Trusts & Estates Department of Twomey Latham, Shea, Kelley, Dubin & Quartararo, LLP

Does your online Will make the cut?

Learn why talking to an expert will help to preserve your assets and your family legacy.

Estate planning is more than just legal documents. It is an important strategy that helps you plan for the care and protection of your loved ones and legagcy. Proper planning can make all the difference in the world. You need a well designed estate plan if...

You've Recently Relocated

When relocating, the process of finding a new attorney can be difficult. Booking a call with our firm makes the process easier, simpler, and quicker.

You Don't Even Have an Estate Plan

Creating a personal estate plan is key to predicting your life outcome. The best way to get started is by booking a call today.

You Need to Protect Your Children

Selecting guardians and fiduciaries for the physical and financial well-being of your children are some of the most important decisions you will make. Our expert attorneys can help.

You Need to Plan for and protect a Loved One with Special Needs

Caring for loved ones that cannot care for themselves requires diligent and intentional planning to ensure they have teh care and resources they need even when you are no longer around.

You Need to Protect a Family Business

Your family business is likely your most valuable asset. You've worked hard throughout the years to build your business. Proper planning ensures that it continues into the next generation.

You Want to Protect Your Family Legacy

You've spent a lifetime building something that matters and is worth remembering. Estate planning is more than just preserving assets, it's also about passing on your story and your family values.

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DAN BERNARD

Lawyer That Lifts excels in guiding their clients through the often-confusing maze of financial and legal decisions to create plans that ensure the well-being of their families. Lawyer That Lifts' considerable legal expertise includes family protection, wealth preservation and values-based planning as well as business formation strategies. We will help you to craft a plan that achieves your goals today and for years to come.

Meet Dan