On behalf of Law Offices of Berge & Berge LLP | Aug 13, 2020 | Estate Planning
Reportedly, even many estate planners who just crafted a plan and are pleased with the results end up being less than satisfied a few year later. Why should that be the case? Forbes financial writer Bob Carlson can point to a deep well of reasons that materially...
On behalf of Law Offices of Berge & Berge LLP | Jul 30, 2020 | Estate Planning
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...
On behalf of Law Offices of Berge & Berge LLP | Jul 21, 2020 | Estate Planning
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...
On behalf of Law Offices of Berge & Berge LLP | Jul 8, 2020 | Estate Planning
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...
On behalf of Law Offices of Berge & Berge LLP | Jun 9, 2020 | Estate Planning
“It’s never too early.” That quickly offered tip precedes all others spotlighted in a recent how-to article on estate planning appearing in the online publication Personal Finance. Many prospective planners in California and across the country drag their feet when it...
On behalf of Law Offices of Berge & Berge LLP | May 29, 2020 | Estate Planning
Many people have a disinclination for one reason or another to put off estate planning they know they should attend to. The catalysts that drive procrastination are many and varied. “There’s always tomorrow” is a mantra often heard when it comes to planning. That’s a...
On behalf of Law Offices of Berge & Berge LLP | May 20, 2020 | Estate Planning
Maybe you and your spouse are young and recent newlyweds wondering if there is more to estate planning than mere will execution. Or perhaps you and your partner are a few years into an established marriage and have a child with special needs. You understandably worry...
On behalf of Law Offices of Berge & Berge LLP | May 14, 2020 | Estate Planning
A common misconception concerning estate planning is that it is an exercise that only makes sense for older and financially established individuals. A young married couple just embarking on careers might understandably have that view, thinking that executing a will...
On behalf of Law Offices of Berge & Berge LLP | 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...
On behalf of Law Offices of Berge & Berge LLP | Apr 16, 2020 | Estate Planning
Procrastinate. That is what some individuals in the South Bay Area and elsewhere across California tend to do when it comes to consulting with a proven attorney and crafting a proactive and protective estate planning strategy. The reasons for initial disinclination on...
