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

Reviewing Estate Plans Matters

July 6, 2021 by Robert P. Bergman

Many of our parents completed their estate plans decades ago. The documents may still be valid. However, if they are stale or outdated, you may spend significant money trying to use them down the road.

Filed Under: Estate Planning Tagged With: Affidavit, Beneficiary Designation, Decedent, Estate Planning Attorney, Estranged, Fees, Penalties, Personal Items, Power of Attorney, Probate, SECURE Act, Tax Laws, Will

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

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

Here’s Why You Need an Estate Plan

April 11, 2020 by Robert P. Bergman Leave a Comment

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.

Filed Under: Estate Planning Tagged With: Asset Protection, Capacity, Capital Gains Tax, Conservatorship, Estate Planning Lawyer, Guardianship, Inheritance, Power of Attorney, Probate Court, Revocable Living Trust, Trustee, Wills

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