News & Insights

Dying Without A Will: Where Will My Things Go?

INSIGHTS | By: | October 24, 2019

The week of October 21-28, 2019 is National Estate Planning Awareness Week. The purpose of National Estate Planning Awareness Week is to educate the public about the importance of estate planning. So, in that regard, this article will address what happens when someone...

Associate Daniel R. Bernard Guest On “Law You Should Know” Podcast

NEWS | October 22, 2019

Associate Daniel R. Bernard, an attorney licensed in both New York and Florida, recently appeared on the “Law You Should Know” radio show and podcast, to discuss estate planning considerations for snowbirds. Daniel and host, Kenneth Landau, addressed such topics as...

Prenuptial Agreements and Estate Planning

INSIGHTS | By: | October 16, 2019

A prenuptial agreement can conjure in people the thought of a wealthy person marrying a not so wealthy person, or celebrities marrying each other, or an older spouse marrying a younger spouse. Some people have a pessimistic outlook on prenuptial agreements, and see...

The New Tax Math for People Living in High-Tax States

NEWS | September 13, 2019

Daniel Bernard was quoted in a Wall Street Journal article in regard to people leaving states with high state and local taxes for states with low to no state and local tax states. Daniel was quoted as saying, “‘New York is very aggressive with residency audits. They...