Wills/Estate Planning

We at the estate planning department of the Bernhardi & Lukasik Law Offices help people from modest to substantial wealth in their desire to protect and pass on to their children, loved ones and favorite charities the assets which they have worked so hard to accumulate through their lifetimes.

We accomplish this by implementing estate plans which are tailor made for each individual client’s situation. As we know, all clients are different and have individual needs whether it be a child with special needs, parents entering a nursing home, people who have accumulated great wealth and would like to minimize estate death taxes, or a younger family just starting out, we take care of and pay attention to our clients to make sure that the wishes of the family are preserved and their assets are protected.

A will is an estate planning document which distributes your assets at the time of your death using the formal probate process. The probate process requires formal court proceedings to admit the will to probate and appoint an executor, distribution of the assets and to close the estate. It is a paper intensive process which takes a minimum of seven (7) months to a year or more to administer and is a public record. If you have real property located in more than one state, you may be required to probate your will in multiple states. A Health Care Proxy is an instrument that allows someone you trust to make health care decision on your behalf if you are unable to do so on your own.

A Health Care Proxy is an instrument that allows someone you trust to make health care decision on your behalf if you are unable to do so on your own.

A general power of attorney is used to allow someone you trust to handle all of your affairs during a period of time when you are unable to do either due to physical or mental incapacity or if you are unavailable to do so. In New York State the Power of Attorney Law recently changed and the new law became effective September 1, 2009.

Asset Protection trust can be used to protect assets from Medicaid Spend Down, Estate Taxes, as well as from potential creditor claims.

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