Like all of us, I have been monitoring the spread of COVID-19 and I am concerned about our clients’ safety and well-being during these challenging times, as well as that of our staff… Read more
Highly Skilled San Jose Estate Planning Professionals
Everything we do is a custom-tailored solution. We focus on protection: We protect you, your family and your assets. Our estate planning and protection services are more than just probate avoidance.
Finding Ways To Help Others Help You
We believe an ounce of prevention is worth a pound of cure. We also believe it’s important to have a managing attorney who truly understands the financial implications and contingencies that can affect even the best laid plans. We can help you find others who will help you.
Stay Informed. Retain Control.
When you work with our team, we help you maintain control over your assets, health care, personal care and long-term care decisions. Planning also allows you to directly control and to appoint other people to assist you if you are unable to make decisions. Plan so that the court system is not the one who takes control of your assets.
Trust And Estate Planning Specialists Proudly Serving The South Bay Area For Over 25 Years
Why Choose Us?
If you want custom, tailored estate planning, we are the firm for you. Over the past quarter of a century, we have created thousands of estate plans for people of all ages and all stages of life in our community.
Jim Berge, LLM In Tax, CPA
Firm managing partner James (Jim) E. Berge (pronounced burr ghee) is not only an attorney, but also a specialist in estate planning. Beyond the legal acumen needed for wills, trusts and probate, Jim has a master’s degree in tax law and is a Certified Public Accountant (CPA) in California. If you are interested in truly protecting yourself and preserving your wealth, then work with someone who is not just an estate planning specialist, but also has advanced financial skills and training.
A Variety Of Options
We have both the resources and the staff to meet your estate planning needs: Whether you are just starting out and want a simple will or have children and properties that are best protected in a trust, we can help. We are able to accommodate the simplest planning document to more complex needs or estates that involve California probate. Effective planning is the best way to avoid probate court.