Estate Planning Blog - Bernard Law P.C.

What Happens When a Pet Outlives Its Owner?

Wealthy pet owners sometimes leave millions of dollars to their beloved animals through trusts. While this might seem absurd, these arrangements ensure that the pet is well-cared for after their owner’s death.

Posted on: March 10, 2025

Elderly Parents Moving in with You? Steps to Prepare

Bringing an aging parent into your home requires careful planning to balance their safety, comfort and your family's needs.

Posted on: March 7, 2025

Inheriting a Business? Here are Pros and Cons to Consider

Inheriting a business can provide financial opportunity and family legacy. However, it also comes with significant responsibilities and potential challenges.

Posted on: March 5, 2025

Should Your Estate Plan Include a Trust?

While a living trust won't be the go-to for everyone, there are a handful of reasons to consider using one—including the three discussed below.

Posted on: March 3, 2025

Don’t Procrastinate on Estate Planning Moves

If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer from a relative, this is an exciting thing. However, it does come with some legal and financial concerns if not done well.

Posted on: February 28, 2025

Can Medicaid Take My Home?

Medicaid estate recovery can place a home at risk after the recipient’s death. However, proper planning can help protect family property.

Posted on: February 26, 2025

Where Should I Keep My Will?

Choosing the right storage location for your will ensures that it remains secure, accessible, and legally valid when needed.

Posted on: February 24, 2025

Consider a Post-Nuptial Agreement for a Gray Marriage

Later-in-life marriages bring unique financial and legal challenges. A post-nuptial agreement can protect both spouses, while preserving family assets and expectations.

Posted on: February 21, 2025

Should I Limit My Childrens’ Inheritance?

Deciding how much to leave your children requires careful planning. Balancing financial security with personal responsibility can help preserve wealth for future generations.

Posted on: February 19, 2025

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