7 Threats Workshop 2018-06-19T17:36:38+00:00
Contact Us Free Seminars

Contact Us Free Seminars

“The 7 Threats to Your Family’s Future Security and How to Avoid Them”

  • Losing Control and Access to Your Assets (When you Least Expect it)

  • Not Knowing the Law that You Think You Know)

  • Not Knowing Your Predators (You’ll be Surprised)

  • Your Health Fails (and It’s Never Expected)

  • Failing to “Plan When You Can” (As Opposed to When You Can’t)

  • Not Working with Qualified Professionals (How do you known They are Qualified?)

  • Don’t Know Costs (The Real Costs)

When it comes to sorting facts from fiction in estate planning, I provide leadership and straight-forward answers.

I help my clients, as well as professionals in related fields such as financial planning, accountancy and elder care, create customized solutions that work for each family.

I have a variety of workshops designed to teach fundamental estate planning concepts and techniques.

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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Law Offices of Robert P Bergman