Estate Planning Attorney in San Jose, CA

40+ Years As California’s Most Trusted Estate Planners

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Does Your Will and Estate Planning Documents Need to Be Updated?

February 22, 2022 by Robert P. Bergman

It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.

Filed Under: Estate Planning Tagged With: Beneficiary Designation, Contingent, Estate Planning Attorney, Executor, Guardian, Healthcare Power of Attorney, Inheritance, Pensions, Power of Attorney, Retirement Account, Spouses

Do You Have to Do Probate when Someone Dies?

June 18, 2021 by Robert P. Bergman

For most of us, the first time we ever thought about probating a will is when someone in our family has died. So, what does it mean to probate a will?

Filed Under: Estate Planning Tagged With: 401(k), Administrator, Assets, Beneficiary Designation, Court, Estate Planning Attorney, Executor, Intestate, Life Insurance, Living Trust, Non-Probate, Probate, Testate, Wills

What Do I Need to Know about Estate Planning?

June 18, 2021 by Robert P. Bergman

Expert tips on why starting your estate plan early, choosing beneficiaries, and thinking about how you want to transfer your wealth to the next generation are critical for your financial future.

Filed Under: Estate Planning Tagged With: Beneficiaries, Estate Planning, Executor, Guardian, Incapacity, Invalid, Power of Attorney, Wealth Accumulation, Will

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