Estate Planning with Bernard Law
Estate Planning with Bernard Law
Podcast Description
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.
Podcast Insights
Content Themes
The podcast focuses on estate planning topics including wills, trusts, guardianship, and probate, with episodes addressing real-world concerns such as what happens if you die without an estate plan and the critical documents every adult should have, providing listeners with actionable advice and insights.
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.
Episode Summary
Attorney Daniel Bernard explores the role of trusts in estate planning, focusing on the differences between revocable and irrevocable trusts in New York and Florida. The episode explains how trusts help avoid the costly and time-consuming probate process, protect assets for long-term care through Medicaid eligibility, and address the rising care needs of the baby boomer generation. It also covers common pitfalls of DIY trusts and the importance of professional guidance to ensure effective estate planning.
Key Timestamps
00:00 – Show Introduction and Welcome
01:30 – Differences Between Trusts and Wills
05:00 – Revocable vs. Irrevocable Trusts
09:00 – Long-Term Care and Medicaid Planning
13:00 – Impact of Baby Boomers on Care Costs
17:00 – Who Needs a Trust
21:00 – Funding Trusts to Avoid Probate
25:00 – Control and Flexibility in Trusts
29:00 – Trusts and Asset Protection
33:00 – Costs of Setting Up Trusts
37:00 – Mistakes in DIY Trusts
41:00 – Conclusion and Call to Action
About the Show
Estate Planning with Bernard Law is a podcast dedicated to simplifying estate planning for individuals and families. Featuring attorney Daniel Bernard, the show provides expert insights into trusts, wills, probate avoidance, and long-term care planning. Through clear explanations and practical advice, the podcast empowers listeners to protect their assets and build lasting legacies in New York and Florida.
Disclaimer
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