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    • Estate Planning
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    • Trust Administration
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Preparing for taxes in your estate plan

On behalf of Law Offices of Berge & Berge LLP | Apr 29, 2019 | Estate Planning

Many of us have heard the old saying, “Nothing is certain except for death and taxes.” Sometimes, the two go hand in hand. When creating an estate plan, it is essential to consider tax implications for your property and assets. Today, we look at the...

How is guardianship different from conservatorship?

On behalf of Law Offices of Berge & Berge LLP | Apr 26, 2019 | Estate Planning

People often ask us, “What is the difference between a guardianship and a conservatorship in California?” In many ways, the two accomplish the same goal. Both are a process where the courts give someone legal authority to manage another person’s...

How to add a charitable remainder trust to your estate plan

On behalf of Law Offices of Berge & Berge LLP | Apr 17, 2019 | Estate Planning

Many people make charitable giving a part of their estate plans. Giving assets to charity provides tax benefits as well as a legacy you can be proud of. But with so many charitable organizations out there and numerous methods of giving, where does one start?...

How a special needs trust can secure your child’s future

On behalf of Law Offices of Berge & Berge LLP | Apr 4, 2019 | Special Needs Trusts

Estate plans are exactly that: a plan for the future. They ensure your loved ones are cared for, even after you are gone. For parents whose children have special needs, the estate plan should also include considerations for their care. This can be stressful,...

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Recent Posts

  • What should I know about a guardianship of a child’s estate?
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  • Leaving a secure and meaningful legacy
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