Estate Planning Blog - Bernard Law P.C.

What Families Often Discover Too Late About Estate Administration

When someone in the family passes away, many people think handling the estate will be simple. They might believe that having a will means there won’t be any problems, or that assets can just be given to family members without much legal work. Sadly, we often meet families in Suffolk County who find out too […]

Posted on: July 13, 2026

Why Every Estate Plan Should Include Incapacity Planning

Most people think of estate planning as something that only matters after they pass away. Wills, trusts, beneficiary designations, and estate tax planning usually get the most focus. While these are important, they only cover part of the picture. A thorough estate plan should also consider what happens if you are alive but unable to […]

Posted on: July 13, 2026

Can I Place Cryptocurrency Into My Estate Plan In New York?

Cryptocurrency is now an important asset for many people and families. Once considered a niche investment, it has become a common form of property and can make up a large part of someone’s wealth. Because of this, more people want to know if cryptocurrency can be part of an estate plan and what happens to […]

Posted on: July 12, 2026

Why A Revocable Living Trust Is Not A Complete Estate Plan

Many people in Hauppauge think that creating a revocable living trust means their estate planning is complete. We often hear from clients who believe that having a trust means they no longer need other planning documents. While a revocable living trust is an important part of a good estate plan, it is just one piece […]

Posted on: July 11, 2026

No matter the size of your estate, beneficiary designations often play a key role in deciding who gets your assets and how smoothly those assets transfer after death.

Why Updating Beneficiary Designations May Be More Important Than Updating Your Will

Many people think their will is the most important part of their estate plan. While a well-prepared will is essential, we often see that beneficiary designations have an even bigger effect on how assets are distributed after death. People may update their wills but forget to check retirement accounts, life insurance, annuities, and other assets […]

Posted on: July 10, 2026

What Is The New York EPTL And Why Does It Matter?

Most people only learn about the New York EPTL when they start planning their estate, manage a loved one’s estate, or get involved in a probate issue. The Estates, Powers and Trusts Law, or EPTL, is a key set of laws that affects individuals and families across New York. It sets the rules for what […]

Posted on: July 9, 2026

Understanding The New York Surrogate’s Court Procedure Act

Many people only learn about the New York Surrogate’s Court Procedure Act after losing a loved one. During this difficult time, families are grieving and also trying to figure out the legal steps needed to handle an estate. The SCPA sets the rules for many estate matters in New York. Whether someone passes away with […]

Posted on: July 8, 2026

The Most Forgotten Estate Planning Instrument

Most people associate estate planning with wills and trusts. While these documents matter, they are not always what families need first. Often, urgent issues come up when someone is alive but cannot handle their finances because of illness, injury, or cognitive decline. Many people in Suffolk County focus on making a will or trust and […]

Posted on: July 7, 2026

Older couple sits at a wooden table by large windows, reviewing a map and travel brochures together as the man guides the writing hand of the woman.

Suffolk County Snowbird Planning For Residents With Homes In Boca Raton

Many Suffolk County residents spend part of the year enjoying Boca Raton’s warm weather and lifestyle. Over time, some buy a condo, vacation home, or even move there permanently, while still keeping strong ties to Long Island. This setup has many personal benefits, but it can also lead to estate planning issues that people often […]

Posted on: July 6, 2026

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