Protecting What Matters Most

Your business, your family, and your legacy represent a lifetime of dedication. At the Law Office of Bernadette Duffey, we help you protect what you’ve built and ensure a smooth transition for those who will carry it forward. With over 25 years of legal experience, Attorney Bernadette Duffey provides thoughtful strategies that give you peace of mind today and security for tomorrow.

Our Services

Wills & Trusts

A well-crafted will or trust is the foundation of every estate plan, ensuring that your wishes are honored and your loved ones are cared for. But protecting your family and legacy requires more than a single document—it requires a thoughtful plan for every stage of life. We work with you to design clear, customized documents that reduce uncertainty, prevent conflict, and protect your family’s future.

We provide guidance in:

• Wills – Clearly define how your assets will be distributed and ensure your intentions are carried out with precision.
• Living Trusts – Protect your estate from probate, provide flexibility, and safeguard privacy while ensuring a smooth transfer of assets.
• Powers of Attorney – Appoint trusted decision-makers for both financial and medical matters, so your affairs remain secure even if you are unable to act on your own.
• Advance Medical Directives – Communicate your healthcare preferences with clarity, giving your family peace of mind during difficult times.
• HIPAA Compliance Documents – Authorize loved ones to access essential medical information while protecting your privacy.
• End-of-Life Planning – Ensure that your values and choices are respected in life’s final stages, reducing uncertainty and emotional burden for your family.

Our goal is to design a clear, customized plan that provides certainty, prevents conflict, and protects what matters most—your family, your dignity, and your legacy.

Business Succession Planning

Whether you’re a business owner or an entrepreneur, succession planning is key to preserving the value of your life’s work. We help you create strategies that safeguard continuity, provide for leadership transitions, and protect your company’s long-term stability.

We provide guidance in:

• Succession Agreements – Establish clear terms for leadership transitions, ownership transfers, and ongoing management to prevent uncertainty or disputes.
• Buy-Sell Planning – Protect business continuity by setting fair and enforceable agreements for ownership changes in the event of retirement, disability, or death.
• Continuity Structures – Develop frameworks that ensure your business operations continue seamlessly, minimizing disruption and protecting your company’s reputation.
• Family Business Transition Planning – Balance family dynamics with sound business practices to protect relationships while ensuring professional leadership continuity.
• Emergency Transition Planning – Prepare for unexpected events with contingency plans that protect both your family and your business partners.

Our approach is proactive, practical, and personalized. We work closely with you to craft a strategy that reflects your goals, protects your investment, and secures your business for the future.

Strategic Guidance for the Future

Estate and succession planning are about more than legal documents—they’re about preparing for life’s changes with foresight and confidence. Our firm helps you navigate challenges and build a plan that reflects your values, supports your family, and secures your legacy.