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Estate Planning

Estate Planning for Blended Families: It All Starts with Communication

Submitted by Bernhardt Wealth Management on December 2nd, 2019

Our clients are accustomed to hearing us remind them of the importance of estate planning: having properly designed wills or trusts; keeping their beneficiary designations up to date; periodically reviewing all estate planning documents to be sure they remain current; and everything else that goes along with having and maintaining a solid estate plan. Tags:

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No Kids, No Will: Bad Combination

Submitted by Bernhardt Wealth Management on August 5th, 2019

“Married, with children” isn’t an automatic combination anymore. In fact, even well-to-do persons in long-term, stable marriages—including celebrities like Christopher Walken, Jay Leno, Dolly Parton, and everyone’s favorite Golden Girl, Betty White—have stated publicly that they have never felt the compulsion to bring children into the world.

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Tom Petty Estate Brawl Illustrates Importance of Good Planning

Submitted by Bernhardt Wealth Management on July 29th, 2019

When Hall of Fame rocker Tom Petty died in October 2017, one week after finishing a highly successful tour, he left an estate worth multiple millions. Not only that, but he actually did what we routinely urge clients to do: he had a will that indicated his wishes for the disposition of his assets and—especially important in his case—his musical and creative legacy.

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The New Tax Law

Submitted by Bernhardt Wealth Management on December 26th, 2017

Last week on December 22, 2017, President Trump signed into law the largest overhaul of the U.S. tax code since the Reagan administration. The law has been widely hailed as very positive for business, and it appears that the law also provides benefits for many middle-income taxpayers.

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  • Estate Planning
  • Taxes
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Estate Planning Must Be Ongoing

Submitted by Bernhardt Wealth Management on October 24th, 2016

When the American Taxpayer Relief Act was enacted in January 2013, it all but eliminated the concern over the estate and gift taxes for many Americans by making the $5,000,000 exemption (indexed for inflation) permanent.

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What Can Prince Teach Us about Estate Planning?

Submitted by Bernhardt Wealth Management on May 30th, 2016

Shock and sadness over Prince’s recent death was quickly followed by a big question. As a Los Angeles Times oped headline asks and answers: “How could someone rich and famous like Prince die without a will? It’s not unusual. Just ask an estate lawyer.”

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  • Estate Planning
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Robo-Advisors Are Grabbing Headlines

Submitted by Bernhardt Wealth Management on March 22nd, 2015

But according to a new Spectrum study, the business model is still new to most investors. When asked to rate their familiarity with various investment terms on a scale of 0 to 100, where 0 is not at all familiar and 100 is very familiar, wealthy investors rated their knowledge of the term “robo-advisor” at just 15.47.

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  • Estate Planning
  • Investing
  • Long Term Care
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Try a Family Meeting on Your Summer Vacation

Submitted by Bernhardt Wealth Management on May 11th, 2014

Summer’s around the corner and for many families that means vacation time.

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  • Estate Planning
  • Philanthropy
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Lessons from Philip Seymour Hoffman

Submitted by Bernhardt Wealth Management on March 9th, 2014

With the current $5.34 million federal estate tax exemption has estate planning lost its urgency? Of course estate taxes still come into play for many wealthy Americans like the Academy award-winning actor Philip Seymour Hoffman.

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  • Estate Planning
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Ignoring Estate Planning Can Be Costly

Submitted by Bernhardt Wealth Management on August 11th, 2013

The early and unexpected death of the actor James Gandolfini triggered another high profile estate planning disaster. Gandolfini who starred in the acclaimed HBO series The Sopranos from 1999 to 2007 died at age 51 after suffering a heart attack while vacationing in Rome.

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