It is important to take care of one’s physical and mental health. As a person ages or transitions through the stages of life, they may notice that their body and mind respond differently than they did in years past. A California resident may be aware of how...

While the fall semester on college campuses may look different this year, this does not change the need to consider the present and future needs of a college student. While an estate plan may seem like something necessary for aging adults and the elderly, it is...

Effective estate planning promotes distinct and multiple goals. One central aim on the mind of many planners is asset protection. Another is family legacy and making a positive and lasting social impact. We note at the established Bay Area estate planning Law Offices...

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...

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...

“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...

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...

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...