Estate Planning Blog - Bernard Law P.C.

What Happens To Your Estate If You Spend Six Months In Florida Every Year?

Many New Yorkers look forward to spending half the year in Florida. Some start by buying a condo near the beach to get away from Long Island winters. Others find that retirement gives them the chance to split their time between New York and Florida. While living in Florida for six months each year might […]

Posted on: June 23, 2026

How To Protect Online-Only Businesses In An Estate Plan

Online businesses are now some of the fastest-growing assets we see in estate planning. Many people have built successful companies that exist only online, without a physical location or traditional inventory. These businesses can earn significant income from e-commerce, subscriptions, digital products, online courses, advertising, affiliate marketing, consulting, software, or content platforms. Even though these […]

Posted on: June 22, 2026

Warning Signs Of Undue Influence Before And After Death

It can be very upsetting for families to find out that a loved one’s estate plan changed unexpectedly near the end of their life. We often meet clients who are surprised to learn that a parent disinherited children, added a new beneficiary, changed a trust, or moved significant assets shortly before passing away. In many […]

Posted on: June 21, 2026

e tell families to take their time before paying any bills. Being organized and patient early on can help avoid big financial mistakes later.

How To Handle Creditor Claims Against An Estate Without Making Costly Mistakes

After someone passes away, families usually focus on planning the funeral, handling probate, and dividing up inheritances. But dealing with creditors is often overlooked. Executors and family members sometimes run into legal trouble by ignoring creditor claims or paying bills too quickly without knowing what New York law requires. Both mistakes can be costly. We […]

Posted on: June 20, 2026

How Key Person Insurance Fits Into A Business Succession Plan

For many business owners, the company itself is one of the largest assets they will ever own. Years of hard work, financial investment, and relationship building often become concentrated in a single enterprise that supports employees, customers, and family members. Yet one risk that many owners underestimate is what would happen if a key individual […]

Posted on: June 19, 2026

Capacity Disputes In Will Contests: What Evidence Matters?

Disputes over a loved one’s mental capacity to sign a will can be some of the most emotionally challenging estate cases. These situations often come up after a sudden change in an estate plan, a decline in a family member’s health, or worries that someone close to the deceased had too much influence. We often […]

Posted on: June 18, 2026

Lost Will Cases In New York: How They Arise And What Families Can Expect

It can be very confusing for families when a loved one’s original will cannot be found after they pass away. We see this happen more often than people might think. Sometimes, a parent told everyone where the will was kept, but when the time comes, the document is missing. People may move, downsize, retire to […]

Posted on: June 17, 2026

When Probate Litigation Becomes Likely In A New York Estate

Probate is often seen as a simple legal process where a person’s assets are collected, debts are paid, and property is given out according to their wishes. In reality, some estates become complicated and emotional very quickly. Family dynamics, blended families, unequal inheritances, second marriages, and questions about someone’s mental capacity can turn a routine […]

Posted on: June 16, 2026

What Families Should Do In The First 30 Days After A Loved One’s Death

Losing a loved one is incredibly hard for any family. While you are grieving, there are also financial, legal, and administrative tasks that need attention right away. Many families in Hauppauge feel rushed to make decisions because relatives have questions, bills start coming in, and funeral plans need to be made. We often remind families […]

Posted on: June 15, 2026

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