Estate Planning Blog - Bernard Law P.C.

How To Simplify Estate Administration For Your Children If You Live In Two States

Many people build lives in two states, especially New Yorkers who split their time between Long Island and Florida after retirement. While this lifestyle has many perks, it can also make things harder for your children if your estate plan is not well coordinated. We often remind clients that estate planning for snowbirds is more […]

Posted on: June 26, 2026

The Hidden Estate Planning Problems That Arise When You Own Homes In New York And Florida

For many families, having homes in both New York and Florida is a dream come true. Thousands of Suffolk County residents split their time, enjoying Florida’s warm weather while staying connected to New York. This lifestyle has many perks, but it can also bring estate planning challenges that people often don’t notice until a problem […]

Posted on: June 25, 2026

Group of professionals and clients sit around a table signing estate‑planning documents for an ad about leaving assets to a loved one with special needs, Bernard Law P.C. banner in view.

Leaving Assets To A Loved One With Special Health Or Support Needs

Planning for a loved one with special health or support needs is a deeply important responsibility. Many families want to make sure their vulnerable relatives continue to have care, financial stability, and a good quality of life after they are gone. But good intentions are not always enough. We often meet families who think leaving […]

Posted on: June 24, 2026

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

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