By James E. Berge Your Estate Planning & Elder Law Attorney We hope this updated message finds you well and taking care of yourselves and your families. Our clients’ and staff’s health is the highest priority to us. The Law Firm of Berge & Berge is here to...
Month: March 2020
4 estate planning opportunities for volatile markets
When the stock market turns volatile and drops, it’s natural to worry about your retirement funds and other portfolios. However, you may also find some excellent estate planning opportunities hidden among all the turbulence. As the ultra-wealthy understand, markets...
March 16, 2020 – COVID-19 UPDATE
By James E. Berge Your Estate Planning & Elder Law Attorney We are taking all precautions possible for a safe office environment and are following guidelines issued by local, state and federal officials. We will be changing all appointments to virtual/telephone...
What are the advantages of revocable living trusts?
When you start looking into estate planning in California, you’re likely to hear a lot about revocable living trusts. So, why is that? Why do so many Californians form trusts? The short answer is that they often save families valuable time and money. They’re a bit...
5 things your California will cannot do
One of the more common mistakes about estate planning is that estate planning basically equals the creation of a will. But that’s not the case. The more thought you give to your estate plan, the more you might find that other tools better advance your goals....
