Estate Planning Attorney in San Jose, CA

40+ Years As California’s Most Trusted Estate Planners

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How Do Special Needs Trusts Work?

June 29, 2021 by Robert P. Bergman

Trusts give parents of special-needs children additional options for extending care and financial assistance. However, you might need some expert help.

Filed Under: Estate Planning Tagged With: Beneficiary, First Party, Life Insurance, Medicaid, Pooled, Required Minimum Distributions, RMDs, Roth IRA, Special-Needs Trusts, SSI, Supplemental Security Income, Third Party, Traditional IRA, Trust, Trustee

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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