40+ Years As California’s Most Trusted Estate Planners
ESTATE PLANNING WEBINARS FOR CALIFORNIA RESIDENTS
ESTATE PLANNING FOR BUSY PARENTS
This webinar is specifically designed for individuals and couples who have minor children, although many of the concepts apply equally to those without children or with only adult children.
Attending this webinar will give you special access to a free 30-minute Preliminary Planning Session with Attorney Bob Bergman to engage his services and decide what level of trust planning is appropriate for you and your family.
THE LIVING TRUST WEBINAR: INHERITANCE PLANNING FOR YOU AND YOUR FAMILY
This webinar will be an overview of estate planning here in California and is designed for married couples, with or without children. The emphasis is on married couples because they have more planning options than individuals.
Attending this webinar will give you special access to a free 30-minute Preliminary Planning Session with Attorney Bob Bergman to engage his services and decide what level of trust planning is appropriate for you and your family.
THE LIVING TRUST WEBINAR FOR INDIVIDUALS: INHERITANCE PLANNING FOR YOU AND YOUR FAMILY
This webinar will be an overview of estate planning here in California and is specifically designed for individuals who are single, widowed, divorced, in a relationship, or married and wish to plan for separate property from the marriage. It is for those with or without minor and/or adult children.
Attending this webinar will give you special access to a free 30-minute Preliminary Planning Session with Attorney Bob Bergman to engage his services and decide what level of trust planning is appropriate for you and your family.
If you have already viewed one of the above webinars or have attended a live living trust seminar and wish to schedule a Preliminary Planning Session with Bob Bergman to begin the planning process, use the following link or the QR Code below to book:
