Trust Attorney Saratoga, California 2019-01-04T13:01:05+00:00

Trust Attorney Saratoga, California

trust attorney in Saratoga

Avoiding probate may only be one of the benefits of having a solid estate plan. However, planning for the management of items in your estate, including drafting a trust, can be hard. For your benefit and peace of mind, you should hire a trust attorney for Saratoga, California residents.

Our trust attorney for Saratoga, California residents at the Law Offices of Robert P. Bergman is committed to serving every client with a focus on integrity, honesty, and compassion. When you hire our trust attorney for Saratoga, California residents, you can expect your estate planning to be given as much care and attention to detail as we would have for our own families.

How to Look for the Right Trust Attorney for Saratoga, California Residents

Finding the right trust attorney for Saratoga, California residents may not be easy, but you can get it done with patience and research. Here are some of the options you can utilize to locate a trust attorney for Saratoga, California residents:

Ask Your Financial Advisor About a Trust Attorney for Saratoga, California Residents

Estate planning is sometimes included in the financial goals of individuals. This is why financial advisors often know at least one trust attorney for Saratoga, California residents.

When you have a discussion with your financial advisor, why not bring up the subject of a trust attorney for Saratoga, California residents? He or she may have a trust attorney for Saratoga, California residents or two to recommend to you.

Ask Your Accountant About a Trust Attorney for Saratoga, California Residents

A trust attorney for Saratoga, California residents may build and keep connections with accountants for assistance with tax issues. Chances are your accountant knows a trust attorney for Saratoga, California residents who is just the professional you are looking for. Be sure to approach the topic with him or her next time!

Contact Your Local Bar Association About a Trust Attorney for Saratoga, California Residents

A trust attorney for Saratoga, California residents can be a member of a bar association. These associations often keep a list of their members and their practice areas. If you need a referral to a trust attorney for Saratoga, California residents, your local bar association might have a few names to suggest.

Consult Other Attorneys About a Trust Attorney for Saratoga, California Residents

Lawyers would likely be happy to refer their clients to other legal professionals who do not practice in the same area of expertise as them. That’s because this would promote referrals back their way. If you have worked with a lawyer who does not specialize in estate planning, he or she might be able you to point you toward a trust attorney for Saratoga, California residents.

Check Advertisements on a Trust Attorney for Saratoga, California Residents

A trust attorney for Saratoga, California residents may choose to gain clients through advertisements in print, on the radio, and on television. These media forms also regulate attorney advertising. If one of their ads interests you, you can have peace of mind knowing it has passed the scrutiny that all ads must undergo before they are allowed to be publicized. You can read about the different types of trusts here: https://money.cnn.com/pf/money-essentials-trusts/index.html

Why Work With Our Trust Attorney for Saratoga, California Residents

Our trust attorney for Saratoga, California can offer more than legal help in setting up a trust. You can also rely on our trust attorney for Saratoga, California residents to work toward the fruition of your other estate planning goals. These include building a “castle” around your inheritance and protecting your children from foster care.

Reach Out to Our Trust Attorney for Saratoga, California Residents

For top-notch estate, trust, and probate law solutions, turn to our trust attorney for Saratoga, California residents. Our legal professional has the knowledge and experience to help you navigate estate planning. You can also depend on us to make the process as hassle-free as possible on your end. Contact our trust attorney for Saratoga, California residents today.

Your Trusted Professionals in Estate Planning, Trust, and Probate Law

Estate planning is serious business and requires careful, thorough consideration. If you commit one error in the process, you risk changing the entire intent of a trust or will. This is why having an estate planning attorney on your side is crucial. When you need one, look no further than the Law Offices of Robert P. Bergman.

At the Law Offices of Robert P. Bergman, we understand how important estate planning is for you and your family. We go above and beyond to make sure our goals are aligned with your best interests. When you rely on us to help protect your children and their inheritance, you can rest easy knowing you are in good and capable hands. Click here to learn about who we are.

Our Attorneys: Your Partners in Navigating the Legal System

The Law Offices of Robert P. Bergman is staffed with the seasoned and dependable Robert P. Bergman and Jennifer A. Lotz. Attorney Robert specializes in estate planning for families with minor children, and Attorney Jennifer does labor and employment law contract work for local law firms.

The two were married in 1998 and are loving and responsible parents to their twin daughters. As parents themselves, Robert and Jennifer experience firsthand the need to care for their children even after death or if they become incapacitated. They want to make sure that their children do not get sent to foster care but instead are raised by people who share their parental values.

With the desire to carve out the best future for their daughters, Robert and Jennifer do everything they can to protect their children and their inheritance from child’s disability, alcohol, drugs, gambling problems, divorce, bankruptcy, and lawsuits. They harbor the same conviction, compassion, and dedication when they work with their clients.

Estate Planning Solutions We Provide

The Law Offices of Robert P. Bergman offers a wide variety of planning options so that you and your family are covered in all aspects of estate planning. These solutions are designed with the maximum safety and best interests of your children in mind.

Children Legacy Planning Option

This plan provides for the people you nominate to parent your children (“guardians”) when you are no longer able to do so. It also introduces the temporary caretakers of your children or those who can quickly secure custody of them until their guardians can take over.

With the Children Legacy Planning Option, you can also rely on the medical power of an attorney to name health care agents and make health-related decisions for your children. Overall, this plan lets you protect your children from foster care, keep them safe, and make sure they are raised by people who live by the same values as you.

Living Trust Planning Option

This plan focuses on avoiding conservatorship in the event of incapacity and preventing probate at death. It also helps married couples increase their savings from federal estate taxation. With the Living Trust Planning Option, you and your family gain access to maximum asset protection.

Castle Trust Planning Option

This plan is a special type of asset protection for your heirs. The Castle Trust Planning Option passes the inheritance for your spouse and children into a lifetime trust for them. This trust can then only be used to address and support the various needs (health, education, maintenance, and more) of your heirs.

Retirement Plan Trust

This planning option is crafted to provide for the asset protection of the retirement plans you pass onto your family. The plan also lets those who benefit from it “stretch” out the retirement plan distribution so that taxation is spread over several years.

Let Our Attorneys Help You With Estate Planning

If you are a parent, you would want nothing but the best for your children. Continue to care for them even if you are absent or become incapacitated through estate planning. At the Law Offices of Robert P. Bergman, you will find qualified professionals who can help secure a bright and safe future for your children. Contact us at 408-247-0444.

Law Offices of Robert P Bergman