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Estate planning: an adviser’s blended background can make a difference

On Behalf of | May 1, 2020 | Estate Planning

Some law firms tout their advocacy prowess in personal injury matters. And business concerns. And in family law cases. And with regard to criminal representation. And, well, we suspect that readers of our blog get the point.

Which is this: There is a noted tendency for many actors in the legal realm to prominently market themselves as “full service” entities. That designation implies an unflagging competence to promote the interests of clients concerning just about any legal matter.

Candidly, is that believable?

The legal universe comprises subject areas that are uniformly technical and often complex. That is certainly true regarding all of the above-cited categories.

And it is perhaps paramount concerning estate planning. Many individuals and families in California and elsewhere actually put off planning intentionally because they are intimidated by the prospect.

They needn’t be, especially if they timely consult with a trusted adviser/practitioner who truly specializes in the field instead of occasionally visiting it when not preoccupied with other practice spheres.

Estate planning and administration is our sole focus at the Bay Area Law Offices of Berge & Berge, with the firm having a long-demonstrated record of proven client advocacy on all matters relevant to effective planning.

Estate concerns span broad terrain, ranging from asset preservation, sensible tax strategies and generational property transfer to charitable giving, family legacies and more.

A legal professional commanding an integrated background in law, finances and taxation can provide broad and complementary value when addressing those and additional estate-linked matters.

We welcome contacts to our firm, where individuals and families having estate planning questions and concerns can closely consult with a seasoned attorney who is also a Certified Public Accountant.

Many people thinking about estate planning procrastinate a bit before they get started. Consulting with an empathetic and knowledgeable professional can help them realize the benefits of timely and tailored planning strategies.