Estate Planning Blog - Bernard Estate Planning

Estate Planning for Blended Families

Discover essential estate planning tips for blended families! Ensure fair asset distribution and protect your loved ones with these valuable strategies.

Posted on: February 14, 2024

Make a New Year's Resolution to Do Your Estate Planning in 2024

Creating or reviewing an estate plan is something that many people know they should do but often put off. It’s natural to say things like: “I’ll take care of it later,” or “I don’t have enough money to have an estate plan.” However, life and circumstances happen that may be out of your control. Every adult needs…

Posted on: January 17, 2024

Does Will Have an Expiration Date?

If I have a current will that is about seven to 10 years old, do I have to write up a new will or can I edit the current will?

Posted on: February 17, 2023

What’s the Best Way to Organize Your Estate Plan in Hauppauge?

Does somebody else know where it is in the event of your death or incapacity?

Posted on: February 15, 2023

What Is a Beneficiary Defective Inheritor’s Trust?

A Beneficiary Defective Inheritor’s Trust, also known as a ‘BDIT,’ is a specific type of estate planning trust.

Posted on: February 13, 2023

Who Gets Graceland after Lisa Marie Presley‘s Death?

Lisa Marie Presley‘s surviving three children will reportedly inherit her Graceland estate.

Posted on: February 10, 2023

Why Everyone Needs an Estate Plan

Estate planning isn’t just for wealthy individuals with large assets; it’s essential for everyone.

Posted on: February 8, 2023

How to Protect Loved Ones from Being Disinherited

If your beneficiary designations are out of date and you die without updating those designations, your assets could go the wrong people–a former spouse, for example–no matter what your will says.

Posted on: February 6, 2023

Why Is Communication Important in Estate Planning?

For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.

Posted on: May 13, 2022

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