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Attorney Robert P Bergman
 
THE CALIFORNIA CONSUMER GUIDE TO WILLS, LIVING TRUSTS, AND ESTATE PLANNING
 
Hi.  I'm San Jose estate planning attorney Bob Bergman. I have written a free California Consumer Guide to Wills, Living Trusts and Estate Planning that covers the following topics of interest to California residents:

 
 
 

A Practical Definition of Estate Planning

 

What is Your Estate?     Why Do Estate Planning?

 

Planning Options: Doing nothing at all; Making a Will; Using Joint Tenancy Ownership; Using Beneficiary Designations;  Using the Revocable Living Trust

 

What are Probate (“The Attorneys’ Retirement Plan”) and Conservatorship ("The Living Probate")?

 

 

Joint Tenancy vs. Community Property Ownership

 

Who Should Prepare Your Living Trust Estate Plan for You?

 

The Revocable Living Trust: An In-Depth Discussion

 

Avoiding Probate and Conservatorship Using the Revocable Living Trust.

 

The “Death Tax” (Federal Estate Tax)

 

The “Typical” Revocable Living Trust for Married Couples and Why it Doesn't Work Well Anymore

 

How Inheritances Are Lost - Planning for Your Children’s Inheritance

 

Protecting an Inheritance With The Castle Trust Planning Option

 

The Children’s Legacy Plan:  Planning for Your Minor Children’s Care

 

Hire an Experienced Estate Planning Attorney

 

Three Step Estate Planning Process

 

The Living Trust Plan and What is Included

 

The Charitable Remainder Trust

 

The “Wealth Preservation Trust (Irrevocable Life Insurance Trust or “ILIT”)

 

The Supplemental Needs Trust for Special Needs Children and Others

 

The Retirement Plan Trust: Special Estate Planning for Retirement Plan Assets

 


 Written by:
Robert P. Bergman, Attorney at Law
Certified Specialist, Estate Planning, Trust and Probate Law
1777 Saratoga Avenue, Ste. 208
San Jose, CA 95129
408-247-0444 / www.lawbob.com
 
 
 
DOWNLOAD THE CONSUMER GUIDE HERE
 
 
 
 


Attorney Robert P. Bergman, Board Certified Specialist in Estate Planning, Trust and Probate Law, assists families in the San Francisco Bay Area with Estate Planning, Special Needs Planning for children and adults, special planning for retirement plan assets, and trust administration.

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