Estate Planning with Bernard Law is a practical, accessible podcast that helps families protect their assets and avoid unnecessary court battles. Featuring New York and Florida attorney Daniel Bernard, each episode covers the real-world questions and concerns that come up around wills, trusts, guardianship, and probate.
Estate Planning with Bernard Law
Claim This Podcastby estateplanningwithbernardlaw
6 episodes
Updated Daily
Accepts GuestsHas Sponsors
13
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality26
Social0
YouTube0
Engagement0
Podcast Overview
Estate Planning with Bernard Law is a practical, accessible podcast that helps families protect their assets and avoid unnecessary court battles. Featuring New York and Florida attorney Daniel Bernard, each episode covers the real-world questions and concerns that come up around wills, trusts, guardianship, and probate.
Language
🇺🇲
Publishing Since
7/8/2025
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13
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality26
Social0
YouTube0
Engagement0
7
Excellent Areas
0
Good Performance
12
Growth Opportunities
excellent
Episode Length
19 minutes
Performing excellently!
needs improvement
Publishing Consistency
Every 19 days
Recommendations available
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Recent Episodes
June 17, 2026
When Should You Update Your Estate Plan in New York? (And What Triggers a Change)
In this episode of Estate Planning with Bernard Law, attorney Daniel R. Bernard discusses the critical moments when you should consider updating your estate plan. Joined by host LeAnn Lyon, Daniel emphasizes the importance of revisiting your estate plan every five years or after significant life events such as marriage, divorce, or the birth of a child. He explains how changes in family dynamics and asset ownership can impact the effectiveness of an estate plan. Daniel also warns about the potential pitfalls of outdated plans, including unintended beneficiaries and probate complications. He provides practical advice on how to ensure your estate plan remains aligned with your current situation and legal requirements. Listeners will gain valuable insights into maintaining a robust estate plan that protects their assets and fulfills their wishes.
May 20, 2026
Estate Planning for Blended Families: Avoiding Conflict and Unintended Outcomes
In this episode of Estate Planning with Bernard Law, attorney Daniel R. Bernard discusses the complexities of estate planning for blended families. Joined by host Leann Lyon, Daniel explains how the goals of blended families differ from traditional ones, emphasizing the importance of clear planning to prevent conflicts. Key issues such as housing, beneficiary designations, and the role of New York law in intestate situations are explored. Daniel also delves into the significance of updating wills and the potential pitfalls of not doing so. He introduces creative solutions like QTIP trusts to balance the needs of a surviving spouse with those of children from previous relationships. This episode provides valuable insights for anyone looking to ensure their estate plan reflects their unique family dynamics and protects their loved ones.
September 30, 2025
The Beneficiary Mistakes That Could Cost Your Family And How to Avoid Them
Attorney Daniel Bernard addresses common beneficiary designation mistakes that can disrupt estate plans in New York and Florida. The episode explores how incomplete or poorly planned beneficiary designations can lead to probate delays, liquidity issues, or unintended tax consequences, particularly with retirement accounts under the Secure Act. It highlights the role of trusts in managing complex family dynamics, protecting assets for minors, and ensuring equitable distribution, emphasizing the need for professional guidance to avoid costly errors.
6 total episodes available
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Frequently asked questions
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- What is Estate Planning with Bernard Law?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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