Estate Planning - Bernard Law P.C.

Inheriting a Business? Here are Pros and Cons to Consider

Inheriting a business can provide financial opportunity and family legacy. However, it also comes with significant responsibilities and potential challenges.

Posted on: March 5, 2025

Should Your Estate Plan Include a Trust?

While a living trust won't be the go-to for everyone, there are a handful of reasons to consider using one—including the three discussed below.

Posted on: March 3, 2025

Don’t Procrastinate on Estate Planning Moves

If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer from a relative, this is an exciting thing. However, it does come with some legal and financial concerns if not done well.

Posted on: February 28, 2025

Can Medicaid Take My Home?

Medicaid estate recovery can place a home at risk after the recipient’s death. However, proper planning can help protect family property.

Posted on: February 26, 2025

Where Should I Keep My Will?

Choosing the right storage location for your will ensures that it remains secure, accessible, and legally valid when needed.

Posted on: February 24, 2025

Consider a Post-Nuptial Agreement for a Gray Marriage

Later-in-life marriages bring unique financial and legal challenges. A post-nuptial agreement can protect both spouses, while preserving family assets and expectations.

Posted on: February 21, 2025

Should I Limit My Childrens’ Inheritance?

Deciding how much to leave your children requires careful planning. Balancing financial security with personal responsibility can help preserve wealth for future generations.

Posted on: February 19, 2025

What Does a Special Needs Trust Pay?

A special needs trust protects assets, while preserving eligibility for government benefits. However, spending must comply with legal guidelines to avoid jeopardizing support.

Posted on: February 17, 2025

What Is a No-Contest Clause, and Do They Work in New York?

Between 1% and 3% of wills are contested in the United States each year, research shows.

Posted on: February 14, 2025

PREVIOUS 1 … 14 15 16 17 18 … 28 NEXT

Bernard Law P.C.

Estate Planning Blog Articles

Categories