Estate Planning Blog - Bernard Estate Planning

What Does Estate Plan Include?

A will is first. In essence, a will spells out who will get your stuff, in what proportions they will get it and in some instances at least, upon what conditions.

Posted on: March 16, 2022

Can Estate Planning Reduce Taxes?

Once more hesitant to plan ahead, clients in today’s environment are much more proactive and willing to take action in the near term, rather than waiting and risking having to pay higher taxes down the line.

Posted on: March 14, 2022

How Do I Set Up an Estate Plan to Help Grandchild with Special Needs?

Estate planning is not a requirement. No one can force you to make your will, create a power of attorney or to own your property in a way to avoid probate. As a result, people too often let common estate planning excuses stand in their way.

Posted on: March 11, 2022

When Should I Update My Estate Plan?

Getting your estate plan in place is never a ‘one and done’ task. Estate planning is an ongoing process and should be viewed that way.

Posted on: March 9, 2022

Does Marriage have an Impact on a Will?

Being married is significant both for a married person’s lifetime estate planning and subsequent administration of the estate at death. Important rights and responsibilities exist between married persons.

Posted on: March 7, 2022

What Happens to Parents’ Debt when They Die?

Adult children typically don’t have to pay their parents’ bills. However, there are exceptions. Even when a child doesn’t have to pay directly, debt could reduce what they inherit.

Posted on: March 4, 2022

Can You Get a Tax Deduction for Giving a Gift?

In terms of federal tax law changes, the last year had much ado but little change.

Posted on: March 2, 2022

Who Is the Best Choice for Power of Attorney?

These agents take over your affairs in specific areas, if you become physically or mentally incapacitated.

Posted on: February 28, 2022

What was Stephen Sondheim Estate Plan?

Broadway legend Stephen Sondheim left behind an estate estimated to be worth as much as $75 million to his husband, charities and a dozen other friends, court papers show.

Posted on: February 19, 2022

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