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Another Lesson in Updating Beneficiary Designations in Long Island

Although the beneficiary designation in a 401(k) plan was old, and tied to a previous relationship, a federal court concluded that it was nonetheless valid.
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Posted on: June 4, 2024
Inheriting a house

Inheriting a House? Navigate Your Options and Responsibilities

Inheriting a house? Learn the legal considerations and your options to ensure a smooth inheritance process.
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Posted on: June 3, 2024

How Younger Adults Take Charge of Estate Planning

Conventional wisdom casts trusts, wills and estate plans as the exclusive domain of the ultra-rich. Supporting this notion, data reveals that two-thirds of Americans lack an estate plan, a figure that climbs higher to 80% among Gen-Zs.
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Posted on: May 15, 2024
Gift tax on large gifts

Do I Pay Taxes on Wedding Gifts?

Even if you don't owe income taxes, you may have to report gift amounts should you give more than $18,000 in 2024 to a specific individual.
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Posted on: April 11, 2024
Extended family together outside

Estate Planning for Blended Families

Discover essential estate planning tips for blended families! Ensure fair asset distribution and protect your loved ones with these valuable strategies.
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Posted on: February 14, 2024
Estate planning

Make a New Year's Resolution to Do Your Estate Planning in 2024

Creating or reviewing an estate plan is something that many people know they should do but often put off. It’s natural to say things like: “I’ll take care of it later,” or “I don’t have enough money to have an estate plan.” However, life and circumstances happen that may be out of your control. Every adult needs…
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Posted on: January 17, 2024

Does Will Have an Expiration Date?

If I have a current will that is about seven to 10 years old, do I have to write up a new will or can I edit the current will?
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Posted on: February 17, 2023

What’s the Best Way to Organize Your Estate Plan in Hauppauge?

Does somebody else know where it is in the event of your death or incapacity?
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Posted on: February 15, 2023

What Is a Beneficiary Defective Inheritor’s Trust?

A Beneficiary Defective Inheritor’s Trust, also known as a ‘BDIT,’ is a specific type of estate planning trust.
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Posted on: February 13, 2023
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Bernard Law P.C. Estate Planning and Administration
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