Free Consumer Guide 2017-12-11T14:00:24+00:00
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Attorney Robert P Bergman
 
THE CALIFORNIA CONSUMER GUIDE TO WILLS, LIVING TRUSTS, AND ESTATE PLANNING
 
Hi.  I’m San Jose estate planning attorney Bob Bergman. I have written a free California Consumer Guide to Wills, Living Trusts and Estate Planning that covers the following topics of interest to California residents:

A Practical Definition of Estate Planning

What is Your Estate?     

Why Do Estate Planning? 

Planning Options: Doing nothing at all; Making a Will; Using Joint Tenancy Ownership; Using Beneficiary Designations;  Using the Revocable Living Trust 

What are Probate (“The Attorneys’ Retirement Plan”) and Conservatorship (“The Living Probate”)?

Joint Tenancy vs. Community Property Ownership

Who Should Prepare Your Living Trust Estate Plan for You?

The Revocable Living Trust: An In-Depth Discussion

Avoiding Probate and Conservatorship Using the Revocable Living Trust. 

The “Death Tax” (Federal Estate Tax)

The “Typical” Revocable Living Trust for Married Couples and Why it Doesn’t Work Well Anymore

How Inheritances Are Lost – Planning for Your Children’s Inheritance

Protecting an Inheritance With The Castle Trust Planning Option 

The Children’s Legacy Plan:  Planning for Your Minor Children’s Care

Hire an Experienced Estate Planning Attorney

Three Step Estate Planning Process

The Living Trust Plan and What is Included

The Charitable Remainder Trust

The “Wealth Preservation Trust (Irrevocable Life Insurance Trust or “ILIT”)

The Supplemental Needs Trust for Special Needs Children and Others

The Retirement Plan Trust: Special Estate Planning for Retirement Plan Assets


 Written by:
Robert P. Bergman, Attorney at Law
Certified Specialist, Estate Planning, Trust and Probate Law
1777 Saratoga Avenue, Ste. 208
San Jose, CA 95129
408-247-0444 / www.lawbob.com
 

DOWNLOAD THE CONSUMER GUIDE HERE

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.

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Law Offices of Robert P Bergman