Estate Planning Blog - Bernard Estate Planning

How Do I Contest a Will?

Being disinherited or left out of a will is the last thing you want to discover in the wake of losing a loved one. Although it can be very hurtful to not be included, the fact that a person is disinherited does not necessarily indicate foul play.

Posted on: May 12, 2022

How to Know If a Last Will Is Invalid

When considering whether to contest a decedent’s Last Will and Testament, an individual should consider whether red flags might be present which may point to a successful basis to challenge a disputed Will.

Posted on: May 11, 2022

Can I Protect My Inheritance from Divorce?

Your dad bequeathed you a generous sum of money on his passing. Those gifted and inherited assets, in many instances, will be considered ‘separate property,’ not marital property. That might mean that they might not be subject to division, if you divorce. However, perhaps you want to backstop that hoped for result to make the protection more likely to stick if your marriage doesn’t work out.

Posted on: May 10, 2022

Is Bitcoin Part of an Estate?

Have you thought about what will happen to your bitcoin when you die? For many of us, the thought has at least crossed our mind.

Posted on: May 9, 2022

Should an Estate Plan Include a Cabin on the Lake?

Do you have a second home, summer property, or another vacation residence that your family enjoys? Have you thought about what happens to this property when you die?

Posted on: May 6, 2022

What Needs to Be Reviewed in Estate Plan?

Here are some important parts of your estate plan that should be reviewed.

Posted on: May 5, 2022

What Does a Will Do and Not Do?

Everyone needs a will. However, some people need more than that. To save on taxes and make for a smooth transition, they could really use a revocable trust, a family limited partnership or a gift trust.

Posted on: May 4, 2022

When are You Required to File a Gift Tax Return?

The IRS wants to know how much you’re gifting over the course of your lifetime. This is because while gifts may be based on generosity, they are also a strategy for avoiding taxes, including estate taxes, reports The Street in a recent article “Do I Need to File a Gift Tax Return?” Knowing whether you…

Posted on: May 3, 2022

Special Needs Planning

Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.

Posted on: May 2, 2022

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