Planning for the future of your business and your family is one of the most important steps you can take. With the right strategy, you can protect your legacy, minimize uncertainty, and ensure a smooth transition for the people who matter most. Our firm provides clear, customized guidance so you can move forward with confidence.

Schedule your consultation today and take the first step toward securing your business and family’s future.


About Our Succession & Estate Planning Practice

As your professional advisor, we are here to assist you in the following areas:

Our Mission

Our mission is to honor your life’s work by ensuring that your business and estate reflect the legacy you want to leave. Through thoughtful planning, we help you protect your family, preserve your values, and provide for generations to come.

Our Vision

Our vision is a future where every client feels confident that their legacy will endure. We strive to create succession and estate plans that safeguard your hard work, celebrate your achievements, and give lasting meaning to what you’ve built.


Our Legal Services

OUR SERVICES

Asset Protection

Our difference is simple: we protect what you’ve built and preserve your family, your business, and your legacy—so you can move forward with confidence and peace of mind.

HAPPY CLIENTS

CASES

FOCUS AREAS

SATICFACTION RATE

TESTIMONIALS

Our Client Reviews

I have been a client of Bernadette Duffey, Esq. for over twenty years and can confidently recommend her services. Her exceptional professionalism, commitment to service, and consistently high-quality deliverables have resulted in substantial benefits for our company.

Marcus Robin

CEO of AFIG, LLC

I had the pleasure of collaborating with Bernadette Duffey, Esq. Her contributions to our project were marked by vision, clarity, and a solution-oriented mindset. She led her team with exceptional professionalism and consistently exceeded our expectations.

Tia Bowman

Associate Vice President, Contract Administration

at Broward Health

OUR BLOG

Business & Estate Planning Insights

  • What We Leave Behind

    5 Tips For Starting Your Own Business
    As A Digital Nomad or Non-Traditional Entrepreneur

    When you start your own business as a digital nomad or non-traditional entrepreneur, you are certain to hear a lot of different advice. You may find the plethora of information overwhelming. However, there is no need to overthink or over-analyze your next step. We have outlined five simple tips that will help you build your long-lasting empire.

    Read more: What We Leave Behind
  • 5 Tips For Starting Your Own Business  As A Digital Nomad or Non-Traditional Entrepreneur

    5 Tips For Starting Your Own Business
    As A Digital Nomad or Non-Traditional Entrepreneur

    When you start your own business as a digital nomad or non-traditional entrepreneur, you are certain to hear a lot of different advice. You may find the plethora of information overwhelming. However, there is no need to overthink or over-analyze your next step. We have outlined five simple tips that will help you build your long-lasting empire.

    Read more: 5 Tips For Starting Your Own Business As A Digital Nomad or Non-Traditional Entrepreneur