Estate Planning Blog - Bernard Law P.C.

Financial Blunders Grandparents Should Avoid with Grandchildren

Helping grandchildren financially can be rewarding. However, avoiding common mistakes ensures that your generosity doesn’t harm your finances or family relationships.

Posted on: February 5, 2025

Estate Planning Strategies for a Family Business

Effective estate planning ensures the longevity of your family business by addressing succession, tax efficiency and governance for future generations.

Posted on: February 3, 2025

Why Cryptocurrency Ownership Demands Estate Planning

While the focus tends to be on the growth of the asset class and opportunities to prosper, for many cryptocurrency investors, more attention must be paid to transferring assets to loved ones and protecting the store of wealth from unfounded and frivolous lawsuits.

Posted on: January 31, 2025

Structuring Inheritance to Protect a Child With Addiction

Carefully structuring an inheritance can safeguard a child with addiction from financial harm, while providing the support they need to recover.

Posted on: January 29, 2025

Probate for Real Estate Held in Multiple States: Out-of-State Property Management

Managing out-of-state property in probate often requires ancillary probate, which can add complexity and cost. However, using the right strategies to avoid ancillary probate can prevent these issues.

Posted on: January 27, 2025

Millionaires Aren’t the Only Ones Who Need Estate Planning

If you ask an expert, they’ll say the ideal time to start your estate-planning journey is when you turn 18—regardless of your wealth, health status, or life path.

Posted on: January 24, 2025

How to Locate Missing Assets in Estate Administration

Tracking down missing assets is a crucial part of estate administration, ensuring that all property is accounted for and distributed according to the deceased’s wishes.

Posted on: January 22, 2025

How to Discuss Estate Planning with Aging Parents and Adult Children

Open and honest conversations about estate planning can reduce future stress, prevent conflicts and ensure that everyone’s wishes are respected.

Posted on: January 20, 2025

How to Balance Love and Legacy in a Second Marriage?

Navigating the complexities of blended families requires careful consideration of both emotional dynamics and legal rights to ensure that everyone's interests are protected.

Posted on: January 17, 2025

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