Estate Planning Blog - Bernard Law P.C.

Can I Add Children’s Names to my House Deed?

It’s true that if your child is on your deed as a joint tenant on your home, your home will not have to go through probate if your child survives you. At your death, your surviving child would immediately become the sole owner of your home without probate and with minimal transfer costs.

Posted on: March 25, 2022

Can Grandchildren Receive Inheritances?

Children and grandchildren motivate us to think about a will and life insurance. However, it is problematic to name minor children as beneficiaries.

Posted on: March 23, 2022

Do You Have to Pay Taxes on Inherited IRAs?

Tax rules on individual retirement accounts (IRAs) are different for inherited IRAs. Some differences are positive.

Posted on: March 21, 2022

Are Millennials Estate Planning?

As the coronavirus pandemic increased anxiety and upended many lives, it led U.S. millennials to get more serious about end-of-life planning.

Posted on: March 18, 2022

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

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