Estate Planning Landing Page – Book a Call

Does your online Will make the cut? Learn why talking to an expert will help to preserve your assets and your family legacy.

Why Book A Call?

Estate planning is more than just legal documents. It is an important strategy that helps you plan for the care and protection of your loved ones and legacy. Proper planning can make all the difference in the world.

You need a well designed estate plan if…

You need to plan for and protect a loved one with special needs

Caring for loved ones that cannot care for themselves requires diligent and intentional planning to ensure they have the care and resources they need even when you are no longer around.

you don’t even have an estate plan

Creating a personal estate plan is key to predicating your life outcome. The best way to get started is by booking a call today.

you need to protect your children

Selecting guardians and fiduciaries for the physical and financial well-being of your children are some of the most important decisions you will make. Our expert attorneys can help.

you want to protect your legacy

You’ve spent a lifetime building something that matters and is worth remembering. Estate planning is more than just preserving assets, it’s also about passing on your story and your family values.

you need to protect a family business

Your family business is likely your most valuable asset. You’ve worked hard throughout the years to build your business. Proper planning ensures that it continues into the next generation.

you’ve recently relocated

When relocating, the process of finding a new attorney can be difficult. Booking a call with our firm makes the process easier, simpler and quicker.

About bob

I’m Attorney Bob Bergman. I’ve lived in Santa Clara County since 1968, and I’ve been a practicing attorney since 1980. Through my law practice, I help families:

with disability and inheritance planning to avoid Conservatorship if you become disabled, and Probate at your death.
take maximum advantage of the estate tax and inheritance laws to pass on their property quickly and inexpensively to their children or other heirs after death. This can include planning for asset protection for the inheritance for many generations.
that have children or other relatives with special needs with comprehensive supplemental needs trust planning to preserve an inheritance for the care of the special needs person.

My clients are at all stages of life, including married and unmarried, registered domestic partnerships, and those with and without children.

My planning approach is like an architect designing a custom home for my clients. In our meeting, we will create a “blueprint” together for your custom estate plan that has the features and benefits you request and need. Then, once we finish the design of your estate plan, I will create an estate plan like a contractor, building it step by step.

On the lighter side, I have sung and acted with several Bay Area performing companies, including the Lyric Theatre (Gilbert & Sullivan Society of San Jose), Lamplighters of San Francisco, the Stanford Savoyards, Mission City Opera, the West Valley Light Opera Association, the Sunnyvale Community Players and the South Bay Music Theater. I am also an avid amateur military historian.

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