Articles and Downloads
Articles that may be viewed online:
“I Only Have a House, So Why Do I Need a Trust?” (view online)
Many people only own a home and have few other assets. Contrary to popular belief, estate planning is still needed in order to avoid Probate and the delays and expense that can be caused.
“Castle Trust Planning – Protecting Your Children’s’ Future Inheritance From Creditors’ Claims, Divorce, and Bankruptcy” (view online)
Leaving an inheritance outright to a child or other heir may lead to the inheritance being lost through no fault of the child.
“How Inheritances Are Lost! (Castle Trust Planning Revisited)” (view online)
Many family fortunes can be built up and then lost in three generations or less. This article discusses many of the ways that inheritances are lost.
“The Advance Health Care Directive and the Requirements of HIPAA” (view online)
All health care providers have to comply with the federal HIPAA law (The Health Insurance Portability and Accountability Act (HIPAA).
Articles and Brochures that may be downloaded:
“29 Ways You Can Mess Up Your Estate Plan” (Adobe Acrobat download)
You may have thought that there were only a few ways you could make mistakes when planning your estate. This article outlines many more ways.
The Irrevocable Life Insurance Trust (Adobe Acrobat download)
The Irrevocable Life Insurance Trust (ILIT) is a useful planning tool that can be used to pass on wealth free from income and estate tax, and, with proper planning, protected from creditors’ claims. This article provides more information.
“California Consumer Guide to Wills, Living Trusts and Estate Planning” (Adobe Acrobat download)
This is a 38-page guide to estate planning options available for California residents. It includes a discussion of Probate and Living Trusts, as well as discussions of some advanced planning options. The latest version will always be available for download, so bookmark this page if you wish to obtain new versions.
“10 Costly Mistakes to Avoid When Planning for Your Special Needs Child” (Adobe Acrobat download)
There are several mistakes that can easily be made when you plan for a special needs child. This article discusses the mistakes and provides some solutions.
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.