Regular readers of our blog posts at the established Bay Area Law Offices of Berge & Berge are routinely minded that trust creation can materially promote the interests of estate planning individuals and families. Granted, trusts are not applicable to every...

The estate planning realm features tools of significant scope and variety that can be employed to promote fundamentally important goals of individuals and families. Whether used singly or in concert, those tools can address and resolve key issues across an...

It’s easy for the relatively well-heeled to successfully pass along accrued wealth to inheriting children, right? After all, grantors with sizable assets are well positioned to ensure the optimal transfer of property. They comfortably know that the family fortune will...