Estate Planning Attorney Saratoga, CA 2019-01-04T12:58:51+00:00

Estate Planning Attorney Saratoga, CA

estate planning attorney in saratoga

Estate planning is not a one-time transaction but an ongoing process. Drafting a plan is only the first of a series of steps that you must take to help protect your family and their inheritance. To make sure that the plan stays aligned with your wishes, enlisting the help of an estate planning attorney for Saratoga, CA is essential.

The Law Offices of Robert P. Bergman provides reliable estate planning services to anyone who wants to protect his or her family and their inheritance. Dedicated to serving clients with integrity, honesty, and compassion, our estate planning attorney for Saratoga, CA residents is someone you can depend on in matters of estate law.

What Our Estate Planning Attorney for Saratoga, CA Residents Offers

We know that everyone has unique needs, which is why our estate planning attorney for Saratoga, CA residents treats every plan with the same care and attention we would have for our own families. When you hire our estate planning attorney for Saratoga, CA residents to aid you in sound estate planning, you will reap the following benefits:

Experience of Our Estate Planning Attorney for Saratoga, CA Residents

Hiring our estate planning attorney for Saratoga, CA residents gives you access to the invaluable experiences and skills of a professional. Instead of navigating the legal world alone, you can work with our estate planning attorney for Saratoga, CA residents to craft the best possible estate plan. This way, you can help your loved ones avoid probate after your death.

Compassion of Our Estate Planning Attorney for Saratoga, CA Residents

As a parent, our estate planning attorney for Saratoga, CA residents grasps the importance of having a solid estate plan for your children. You can rely on our estate planning attorney for Saratoga, CA residents to help you protect your children from foster care in the event of your incapacitation or death.

Our estate planning attorney for Saratoga, CA residents can also assist you in making sure that only people who share your values obtain custody of your children. You can still fulfill your parental duties even if you are incapacitated. This is by choosing the right guardians for your kids with help from our estate planning attorney for Saratoga, CA residents.

Professionalism of Our Estate Planning Attorney for Saratoga, CA Residents

Our estate planning attorney for Saratoga, CA residents is committed to tackling every plan with the utmost care and professionalism. When you work with us, you can rest easy knowing that our estate planning attorney for Saratoga, CA residents will work tirelessly to ensure the smooth run of the planning process.

Transparency of Our Estate Planning Attorney for Saratoga, CA Residents

At the Law Offices of Robert P. Bergman, we believe in the power of building and strengthening relationships through trust and respect. This is why our estate planning attorney for Saratoga, CA residents is always fair, honest, and transparent in our transactions with clients.

When you enlist the service of our estate planning attorney for Saratoga, CA residents, you can expect to be made aware of all the steps we take. Our estate planning attorney for Saratoga, CA residents will also see to it that your experience with us is as hassle-free as possible for you and your family. You can read more about what estate planning is here: https://smartasset.com/retirement/estate-planning

The Trusted Estate Planning Attorney of Saratoga, CA Residents

For all your estate law needs, turn to none other than our estate planning attorney for Saratoga, CA clients. Our estate planning attorney for Saratoga, CA residents has a solid background in estate planning, which you can leverage to protect your family and assets.

Trust Our Estate Planning Attorney for Saratoga, CA Residents

You do not have to do the complicated procedures of estate planning alone. Our estate planning attorney for Saratoga, CA clients is here to provide you with the resources you need in crafting an effective estate plan. Contact us to learn more about our estate planning attorney for Saratoga, CA residents.

Your Trusted Professionals in Estate Planning, Trust, and Probate Law

Estate planning is serious business and requires careful, thorough consideration. If you commit one error in the process, you risk changing the entire intent of a trust or will. This is why having an estate planning attorney on your side is crucial. When you need one, look no further than the Law Offices of Robert P. Bergman.

At the Law Offices of Robert P. Bergman, we understand how important estate planning is for you and your family. We go above and beyond to make sure our goals are aligned with your best interests. When you rely on us to help protect your children and their inheritance, you can rest easy knowing you are in good and capable hands.

Our Attorneys: Your Partners in Navigating the Legal System

The Law Offices of Robert P. Bergman is staffed with the seasoned and dependable Robert P. Bergman and Jennifer A. Lotz. Attorney Robert specializes in estate planning for families with minor children, and Attorney Jennifer does labor and employment law contract work for local law firms.

The two were married in 1998 and are loving and responsible parents to their twin daughters. As parents themselves, Robert and Jennifer experience firsthand the need to care for their children even after death or if they become incapacitated. They want to make sure that their children do not get sent to foster care but instead are raised by people who share their parental values.

With the desire to carve out the best future for their daughters, Robert and Jennifer do everything they can to protect their children and their inheritance from child’s disability, alcohol, drugs, gambling problems, divorce, bankruptcy, and lawsuits. They harbor the same conviction, compassion, and dedication when they work with their clients. Click here to learn about who should prepare your estate plan.

Estate Planning Solutions We Provide

The Law Offices of Robert P. Bergman offers a wide variety of planning options so that you and your family are covered in all aspects of estate planning. These solutions are designed with the maximum safety and best interests of your children in mind.

Children Legacy Planning Option

This plan provides for the people you nominate to parent your children (“guardians”) when you are no longer able to do so. It also introduces the temporary caretakers of your children or those who can quickly secure custody of them until their guardians can take over.

With the Children Legacy Planning Option, you can also rely on the medical power of an attorney to name health care agents and make health-related decisions for your children. Overall, this plan lets you protect your children from foster care, keep them safe, and make sure they are raised by people who live by the same values as you.

Living Trust Planning Option

This plan focuses on avoiding conservatorship in the event of incapacity and preventing probate at death. It also helps married couples increase their savings from federal estate taxation. With the Living Trust Planning Option, you and your family gain access to maximum asset protection.

Castle Trust Planning Option

This plan is a special type of asset protection for your heirs. The Castle Trust Planning Option passes the inheritance for your spouse and children into a lifetime trust for them. This trust can then only be used to address and support the various needs (health, education, maintenance, and more) of your heirs.

Retirement Plan Trust

This planning option is crafted to provide for the asset protection of the retirement plans you pass onto your family. The plan also lets those who benefit from it “stretch” out the retirement plan distribution so that taxation is spread over several years.

Let Our Attorneys Help You With Estate Planning

If you are a parent, you would want nothing but the best for your children. Continue to care for them even if you are absent or become incapacitated through estate planning. At the Law Offices of Robert P. Bergman, you will find qualified professionals who can help secure a bright and safe future for your children. Contact us at 408-247-0444.

Law Offices of Robert P Bergman