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
