Business Planning

Many people avoid estate planning because they do not like to think about death. However, an effective estate plan can help avoid conflicts among family members, avoid the expensive process involved if someone dies without a will, and minimize the taxes your estate will pay. Your estate plan can also do more: It can determine how you will be treated in the event of a medical catastrophe, who will make important decisions for you if you become disabled, and how your business will continue to operate.

Bernard Law Office is devoted to helping you provide for your loved ones, protect your assets, and save estate, gift and generation skipping taxes. If you have a loved one with special needs, we will design a plan to insure that the financial resources your loved one needs are always protected and available. More specifically, we will work with you one-on-one to develop a custom tailored estate plan that will protect what you have earned, provide for your loved ones, and distribute your property according to your wishes. We will then continue to work with you to administer the plan and make changes as your life changes.

We have the knowledge and experience to assist you with everything from “simple” wills to complex multi-tiered estate plans, and we use every legal tool available to provide a comprehensive, flexible and thorough estate planning solution. Documents we typically utilize include:

  • Shareholders’ Agreements
  • Stock Purchase agreements
  • Buy-Sell Agreements
  • Voting Agreements
  • Family Limited Partnerships
  • Family Limited Liability Companies
  • Corporate Organization
  • Valuation and other issues

Whether you need a simple will or a complex combination of trusts to protect and convey significant assets, property, or a family-owned business, we can help.