No two families have exactly the same priorities, assets, relationships, or concerns about the future. That is why estate planning is most effective when it begins with the individual rather than with a predetermined package of documents.
For California residents considering their options, Robert P. Bergman has built a legal practice around estate planning, trusts, probate, and related matters. With a legal career dating back to 1980 and a focus on estate planning since 1981, Bergman brings decades of experience to the process of helping clients organize their affairs.
Why Personalized Estate Planning Matters
Estate planning involves decisions that are inherently personal.
A client may want to ensure a spouse has financial support. Another may be concerned about children receiving assets according to a particular plan. Someone else may own real estate, business interests, or other assets requiring careful coordination.
