Estate Planning Attorney in San Jose, CA

40+ Years As California’s Most Trusted Estate Planners

408-684-5667
  • Home
  • About
    • Testimonials
  • Clients
    • Plan Design Meeting
    • Signing Appointment Instructions
    • Client Update
  • Webinars and Seminars
    • Online Webinars
    • Live Seminars
  • Practice Areas
    • Estate Planning
    • Special Needs Planning
    • Heggstad Petitions
    • Trust Modification Petitions
  • Education
    • Videos
    • Blog Articles
    • California Statutory Forms
    • Download Estate Planning Consumer Guide
  • Contact
  • Book
  • Toggle Mobile Menu
  • Toggle Search
  • 408-684-5667
  • Twitter
  • Facebook
  • LinkedIn
  • Videos
  • RSS

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 However, if they are stale or outdated, you may spend significant money trying to use them down the road.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

Please consult an attorney for advice about your individual situation. This site and its information is not legal advice, nor is it intended to be. Feel free to get in touch by electronic mail, letters or phone calls. Contacting us does not create an attorney-client relationship. Until an attorney-client relationship is established, please withhold from sending any confidential information to us.

Website created just for Law Offices of Robert P. Bergman by Personable Media

View our Privacy Policy

"*" indicates required fields

Contacting us does not does not create an attorney-client relationship. Soliciting services through this form is prohibited.**

Bob will reach you shortly.

"*" indicates required fields

Why do you wish a callback?*