Plan Your Estate Radio With Bob Bergman Podcast

Informações:

Sinopsis

About two-thirds of Americans do not have an estate plan. That means when they die, the government decides the fate of their family and their fortune. Join Board Certified Estate Planning, Trust and Probate Law Specialist Attorney Bob Bergman for Plan Your Estate Radio, and discover what you should do to protect your rights. Bobs 35 plus years of estate planning experience coupled with his easy manner and straightforward talk make this one of the most compelling hours on talk radio today!

Episodios

  • April 13, 2019

    12/04/2019 Duración: 38min

    See omnystudio.com/listener for privacy information.

  • March 29, 2018

    29/03/2019 Duración: 38min

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  • March 22, 2019

    22/03/2019 Duración: 38min

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  • March 15, 2019

    15/03/2019 Duración: 38min

    On today’s show, Bob covers two types of court actions affecting trust planning.   The “Heggstad” petition under Probate Code Section 850 may be used to gather in property owned by someone at death to turn it over to their trust without going through the entire Probate court process.   A trust modification petition under Probate Code Section 15403 permits the modification or even termination of an irrevocable (unchangeable) trust through the court.   Bob handles both types of petitions for the clients of attorneys throughout the State of California.  He has two dedicated websites that cover these:  www.heggstadhelp.com, andwww.irrevocabletrustdoctor.com.See omnystudio.com/listener for privacy information.

  • March 8, 2019

    08/03/2019 Duración: 38min

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  • March 1, 2019

    02/03/2019 Duración: 38min

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  • February 8, 2019

    08/02/2019 Duración: 38min

    Join Bob Bergman today with local specialist estate planning attorney Jim Berge as we discuss the cost, process, and issues with Conservatorship and the Probate Courts.  Lots of useful information including tips on how to avoid Conservatorship.See omnystudio.com/listener for privacy information.

  • February 1, 2019

    02/02/2019 Duración: 38min

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  • January 25, 2019

    02/02/2019 Duración: 38min

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  • January 18, 2019

    18/01/2019 Duración: 38min

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  • January 11, 2019

    11/01/2019 Duración: 38min

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  • January 4, 2019

    05/01/2019 Duración: 38min

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  • December 28, 2018

    05/01/2019 Duración: 38min

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  • December 14, 2018

    14/12/2018 Duración: 38min

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  • December 7, 2018

    07/12/2018 Duración: 38min

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  • November 23, 2018

    24/11/2018 Duración: 38min

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  • November 16, 2018

    16/11/2018 Duración: 38min

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  • November 2, 2018

    02/11/2018 Duración: 38min

    “Bob talks about the A-B Marital Trust, a common form of living trust planning back in the 1980s, 1990s and early 2000s, and why it is likely outdated or even dangerous for most families today because of possible increased taxes and costs that could have been completely avoided with different planning.   He also talks about how better planning  approach for most families today, and how it is possible to “fix” an old A-B Marital Trust after the first spouse dies.   If you and your spouse have one of these types of trusts, it’s time to get it reviewed right away to get it repaired before your family suffers.”  See omnystudio.com/listener for privacy information.

  • October 26, 2018

    26/10/2018 Duración: 38min

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  • October 12, 2018

    12/10/2018 Duración: 38min

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