Estate Planning San Jose, California 2019-01-04T12:38:38+00:00

Estate Planning San Jose, California

Estate planning San Jose

Being a parent does not end even when you are no longer around or able to raise and guard your children. To protect them and prevent disputes over their inheritance in the future, you need to do sound estate planning in San Jose, California.

Legal help with estate planning in San Jose, California is what we offer at the Law Offices of Robert P. Bergman. We understand the problems that could surface when parents do not perform estate planning in San Jose, California for their children and other beneficiaries.

Our attorneys are highly experienced in estate planning in San Jose, California, and you can count on them to put your items in estate and affairs in order. Through estate planning in San Jose, California, we can help provide for your family in the event that the unthinkable happens to you.

Importance of Estate Planning in San Jose, California

Proper estate planning in San Jose, California can provide your family with a high degree of safety and security. Its title may be fancy-sounding, but estate planning in San Jose, California is for everyone, not only for the wealthy. Here are some of the reasons why estate planning in San Jose, California is important to make sure that your loved ones are taken care of and prevent disputes over the assets for your heirs:

Estate planning in San Jose, California lets you choose who inherits your assets.

If something happens to the parents or the family’s breadwinners, their assets must be inherited by and equally distributed among their rightful heirs. One can properly designate these heirs and beneficiaries through estate planning in San Jose, California.

Without estate planning in San Jose, California, matters are usually left up to the decision of the court. This process is not always peaceful and easy.

In the absence of estate planning in San Jose, California, things can get ugly, and family members duking it out in the court is not unheard of. You will not have to leave things up to chance in court when you do estate planning in San Jose, California. You can also help prevent a potential family mess.

Estate planning in San Jose, California lets you override the state’s will for you.

Your state may already have a default will written for you, which is sometimes referred to as the “intestacy statute.” This statute is prepared in case an individual, who has estate to leave behind, dies without having done estate planning in San Jose, California.

The wealth of the decedent passes by a process called “intestate succession” to his or her heirs according to state law. To put it simply, the state will do the estate planning in San Jose, California on your behalf if you have not.

This arrangement might not distribute your assets the way you want it to. Fortunately, you can override this statute by doing estate planning in San Jose, California.

Estate planning in San Jose, California lets you protect your young children.

If you have young children, then your need for estate planning in San Jose, California only intensifies. Nobody would naturally want to die young, but it is something we nevertheless have to prepare for, especially if we have children to leave behind.

Estate planning in San Jose, California lets you designate how your children under the age of 18 should be taken care of. This means that through estate planning in San Jose, California, you can choose only the guardians who share your values to raise your children. Additionally, estate planning in San Jose, California lets you appoint the items in your estate that should be inherited by your children when they come of age. You can read about five important things to know regarding estate planning here: https://www.simple.com/blog/estate-planning-basics

Let Our Attorney Help You With Estate Planning in San Jose, California

The Law Offices of Robert P. Bergman is here to help protect your family through estate planning in San Jose, California. Contact us to learn more about estate planning in San Jose, California. Click here to learn more about us.

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.

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