Estate Planning Blog - Bernard Estate Planning

When Should I Think About Business Succession?

A common and often costly mistake when it comes to business succession planning is not starting the process early enough.

Posted on: April 29, 2022

Can My Ex Get Some of My Estate?

Resist the urge to use your will for vengeance

Posted on: April 28, 2022

Is Succession Planning Necessary for Family Business Entities?

While 88% of business owners believe their family will control their business in five years, statistics from Family Business Institute show that only 33% of businesses survive to transfer to the next generation, and only 10-15% continue to the third generation.

Posted on: April 27, 2022

Should You have a GRAT?

It took a lot of hard work and dedication to acquire your wealth. You want to transfer as much of it as you can to your beneficiaries. As a result, having a large estate means you’ll have to pay quite a bit in gift and estate taxes.

Posted on: April 26, 2022

What Happens to a Pet when Owner Dies?

While it’s never fun or pleasant to think about what will happen to them if the worst should happen to us, it’s very important to consider how we can ensure that they are well cared-for when and if we are no longer able to care for them ourselves.

Posted on: April 25, 2022

Can Playing Golf Lower Risk of Dementia?

Japanese study found older male golfers were 37% less likely to get dementia.

Posted on: April 22, 2022

What Shouldn’t Be Put in a Will?

While the number of older Americans with wills has been dropping in recent years, that doesn’t mean you should forego this legal document.

Posted on: April 21, 2022

What Is the Gift Tax for 2022?

Two years into the pandemic, countless lives have been impacted by COVID 19. Faced with daily reminders of the consequences of this illness, estate planning seems to be on the minds of many.

Posted on: April 20, 2022

Do Most People Need a Living Trust?

If you’re putting together an estate plan, you have no doubt heard about the benefits of a living trust.

Posted on: April 19, 2022

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