Estate Planning Attorney in San Jose, CA

40+ Years As California’s Most Trusted Estate Planners

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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

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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