Estate Planning Campbell, CA 2019-01-04T12:53:43+00:00

 Estate planning Campbell

Estate Planning Campbell, CA

If you are a parent, it is your responsibility to help pave the way to a safe future for your children. This parental task extends even as far as when you are no longer around or if you become incapacitated to raise them. To keep your children safe and properly cared for even if something happens to you, you should do estate planning in Campbell, CA.

We provide legal assistance with estate planning in Campbell, CA at the Law Offices of Robert P. Bergman. With our extensive experience in estate planning in Campbell, CA, we can help you protect your children from foster care, make sure that they are raised by people who share your values, and avoid devastating consequences related to the assets you pass on.

What is Estate Planning in Campbell, CA?

Estate planning in Campbell, CA refers to a process wherein it is determined how an individual’s assets should be managed in the event of his or her death or incapacitation. In estate planning in Campbell, CA, the rightful heirs of the assets are designated. Estate planning in Campbell, CA also includes the settlement of estate taxes.

Estate planning in Campbell, CA is often performed with help from an attorney who has a solid background in estate law. If you need a legal professional skilled in estate planning in Campbell, CA, look no further than the Law Offices of Robert P. Bergman.

We will be your partner in navigating estate planning in Campbell, CA and preparing for the unthinkable. You can also leverage our experience in estate planning in Campbell, CA to manage your properties and financial obligations should you become incapacitated.

What Should You Expect From Estate Planning in Campbell, CA?

In estate planning in Campbell, CA, you choose who inherits your assets.

Families often have some things to legally share in, which are passed on by the parents as part of their estate. These could be a family home, vacation home, real estate investments, stock portfolios, and other cherished possessions.

Through estate planning in Campbell, CA, parents can designate the rightful heirs and beneficiaries of their assets. The absence of estate planning in Campbell, CA will likely leave matters up to the decision of the court, which is a consequence you may want to avoid.

Ditching estate planning in Campbell, CA often leads to the court taking over, and with the state in charge, disagreements among your family members might surface. To help prevent a potential family mess, your wisest course of action is to do estate planning in Campbell, CA.

Through estate planning in Campbell, CA, you protect your adult beneficiaries.

Estate planning in Campbell, CA lets you protect your adult beneficiaries aside from your children. Through estate planning in Campbell, CA, you can keep your adult beneficiaries from making bad decisions with their inheritance.

Several factors that might influence your adult beneficiaries into managing their inheritance poorly are other people, creditor issues, and a divorce. With estate planning in Campbell, CA, you can protect your beneficiaries and their inheritance from people who may take advantage of them or even from themselves.

In estate planning in Campbell, CA, you appoint a conservator.

Estate planning in Campbell, CA not only lets you designate the right guardian for your children. It also lets you appoint a conservator of your estate. This conservator will care for and manage the assets that are to be inherited by your children. He or she will also see to it that all your estate plans are followed through. You can read about essential estate planning tips here: https://money.usnews.com/money/personal-finance/family-finance/articles/2017-07-14/10-essential-estate-planning-tips-everyone-should-know

Perform Estate Planning in Campbell, CA With Our Help

Estate law can be a tricky field to navigate, especially its areas that involve wills and assets. Help protect your children, adult beneficiaries, and their inheritance through estate planning in Campbell, CA. You can count on our attorney to help you do estate planning in Campbell, CA with the utmost care and professionalism. Get in touch with us today.

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. Click here to learn about why you should hire Bob.

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.

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