Estate Planning Attorney in San Jose, CA

40+ Years As California’s Most Trusted Estate Planners

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What Happens If an Unmarried Partner Dies?

July 1, 2021 by Robert P. Bergman

A proper estate plan will help those left navigate the disposition of assets and the probate court system, especially for unmarried couples and some married same-sex couples.

Filed Under: Estate Planning Tagged With: Beneficiary Designations, End-of-Life Care, Estate Planning Attorney, Healthcare Directive, Healthcare Power of Attorney, Incapacity, Inheritance, Intestacy, Kinship, Pensions, Probate, Tax-Deferred Retirement Accounts, Transfer on Death

Your Will and Estate Planning Checklist

June 18, 2021 by Robert P. Bergman

Most people should have a will, but it’s rarely the most significant estate planning document that an individual will hold.

Filed Under: Estate Planning Tagged With: Advance Directive, Assets, Beneficiary Designations, Digital Assets, Disinherit, Estate Planning Attorney, Living Will, Medical Power of Attorney, Power of Attorney, Trust, Will

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