Wills, Trusts and Estate 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, can avoid the more expensive process sometimes involved if someone dies without a will, and can 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, Bernard Law Office will design a plan to insure that the financial resources your loved one needs are always protected and available. More specifically, Bernard Law Office 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. Bernard Law Office will then continue to work with you to administer the plan and make changes as your life changes.

Bernard Law Office has the knowledge and experience to assist you with everything from “simple” wills to complex multi-tiered estate plans, and uses every legal tool available to provide a comprehensive, flexible and thorough estate planning solution. Documents typically utilized include:

  • Durable Powers of Attorney
  • Advance Health Care Directives and Living Wills
  • Planning for the disabled, the elderly, and the unmarried couple
  • Planning for organ and other anatomical donations
  • Irrevocable Life Insurance Trusts
  • Revocable Living Trusts
  • Supplemental Needs Trusts
  • Special Needs (Discretionary) Trusts (for the disabled)
  • Family Trusts, Trusts For Minor Children, and Education Trusts
  • Generation Skipping Trusts and Dynasty Trusts
  • Planning for Estate, Gift, and Generation Skipping Taxes
  • Planning for Income Taxation of Trusts and Estates
  • Planning for Distributions from Qualified Plans and IRAs
  • Pre-marital Agreements

Also, Bernard Law Office offers personal service where and when you need it.  Mr. Bernard knows it’s not always possible for you to visit his office.  Mr. Bernard will drive to your location (whether at home, hospital or elsewhere) even after hours.  And, depending on the particular matter, this service is provided at no extra charge.  I’m here for you!

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

For more estate planning information from outside resources, please visit the Links page under the Resources tab.