Estate Planning Blog - Bernard Law P.C.

Undue Influence in New York Estate Litigation Cases

At Bernard Law P.C. in Hauppauge, New York, we advise families on estate disputes, including undue influence claims. These cases often arise when a will or trust appears inconsistent with prior wishes or established family relationships. New York courts take undue influence allegations seriously, as they can undermine the true intent of the estate plan. […]

Posted on: February 16, 2026

Grounds To Contest A Will In New York

When someone passes away, families hope the will truly reflects their loved one’s wishes. Sadly, this isn’t always the case. Many people in Suffolk County come to us because they feel a will doesn’t match what their parent, spouse, or relative wanted. New York law lets certain people challenge a will, but the process can […]

Posted on: February 13, 2026

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Estate Planning Strategies For New York Snowbirds

How To Avoid Probate In Two States Many Long Island families include a second home in Florida as part of their retirement plans. While this lifestyle offers the benefits of both states, it also creates legal complexities for estate planning. Without proper planning, your family may face probate in both New York and Florida, resulting […]

Posted on: February 11, 2026

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Do New York Snowbirds Need Two Wills?

What Long Island Residents With Florida Property Must Know Many Long Island families spend winters in Florida while keeping their primary residence in New York. This seasonal arrangement often becomes permanent or semi-permanent, raising complex estate planning questions. If you own real estate in both states, deciding whether to have two wills is not straightforward. […]

Posted on: February 9, 2026

What Documents Are Included In A New York Estate Plan?

Understanding The Core Of A Comprehensive Estate Plan In New York At Bernard Law P.C., we work closely with individuals and families throughout Suffolk County to ensure their estate plans are not only legally valid under New York law but fully aligned with their financial goals and family priorities. Many of our clients come to […]

Posted on: January 30, 2026

Estate Administration Vs. Probate: What’s The Difference In New York?

Understanding Key Differences That Affect Families In Suffolk County And Snowbirds With Florida Assets At Bernard Law P.C., we frequently guide families through estate matters after the loss of a loved one. One of the first questions we're often asked is whether probate or estate administration applies. While these two processes may seem interchangeable, they […]

Posted on: January 16, 2026

Do You Split Time Between New York and Florida? Here’s How It Affects Your Estate Plan

Snowbirds Need A Carefully Coordinated Legal Strategy Across State Lines At Bernard Law P.C., we’ve helped many clients throughout Suffolk County who spend part of the year living in New York and part of the year living in Florida. These clients, often referred to as snowbirds, enjoy the best of both states, but they face […]

Posted on: January 2, 2026

How a Terminal Diagnosis Clarifies Estate Planning

This won’t come as a big surprise: Dying makes you look at the world in a different way — the world of money included.

Posted on: April 4, 2025

Do You Need a Trust?

A trust can provide financial protection, privacy and flexibility in estate planning. However, it’s not the right estate planning solution for everyone.

Posted on: April 2, 2025

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