Robert Paul Bergman
San Jose, CA
N/A
Law Degree
Awards
Primary Practice Area
Estate Planning
Language
English
About
Author of the "California Consumer Guide to Wills, Living Trusts and Estate Planning," estate planning attorney Bob Bergman has been helping families in the Silicon Valley (and beyond) with their estate planning needs since 1980. Bob is a Certified Specialist in Estate Planning, Trust and Probate Law (State Bar Board of Legal Specialization), and especially focuses on helping families that have young children. He also assist families with special planning for retirement plan assets and special needs family members. Check out his website for more information.You can also visit Bob's Youtube channel for a free living trust seminar and retirement plan trust seminar, as well as informative podcasts on various estate planning topics. The link is in the profile.For those in the San Francisco Bay Area, Bob offers offer public and private workshops on estate planning. Bob is also the live radio talk show host of "Plan Your Estate Radio" on 1220 AM, KDOW, broadcasting from 2:00 pm to 3:00 pm on Friday afternoons in the San Francisco Bay Area.
Practices Areas
Estate Planning
Probate
Language
English
Contact
Law Offices of Robert P. Bergman3535 Ross Avenue, Ste. 308San Jose, CA, 95124 Office (408) 247-0444 Fax (408) 416-4591 3535 Ross Avenue, Ste. 308San Jose, CA, 95124 Office (408) 247-0444(408) 247-0444 Fax (408) 416-4591(408) 416-4591
Office: (408) 709-7953
Website: N/AReviews
Bob Bergman has been our Estate Planning lawyer for many years, and also has advised us numerous times when we needed some other legal help. He has always been easy to work with, cheerful, and most importantly, his advice has always been "right on the mark". We value him both as a counselor and as a friend. Janice
Bergman did a bottoms up estate plan for us in Y2008 after I heard his presentation on the subject. Although we had an estate plan written in 1995, it did not begin to cover the potentially complex issues that could arise on inheritance, end of life decisions, and survivor control of assets. Bergman's estate plan was thorough and addressed issues that one never thinks of but happen all the time in real life situations. Six years later, we had moved to a retirement community and needed to update the plan. He asked all the questions covering our changed circumstances and developed the updated plan quickly. I highly recommend him to everyone who should have an estate plan, AND to young parents who want to have their children protected in the unlikely event they both die. People in this category never think of estate plans but really need them.
I talked to Robert for more than half hour without paying him a penny to get answer to revoke the trust. He walked me through stage by stage and I was satisfied to hire him to revoke the trust.
I came to Law Offices of Robert P Bergman because my wife and I needed an estate plan. Literally had zero, not even some notes scrawled on a post-it. I decided Law Offices of Robert P Bergman was the right firm for me because we heard Bob speak on estate planning at a seminar after a friend recommended him. My favorite thing about working with Law Offices of Robert P Bergman was that Bob was personable, clearly knowledgeable about both the law and its real world applications, extremely competent, and had created an efficient process to identify and create the right estate planning components. The outcome after all of the work put in by the firm was we opted for a living trust, with provisions for life insurance, child care in case of our own demise, an estate distribution that avoiding probate, tax benefits, and other important components. But the key feature was the feeling of security, the elimination of uncertainty and anxiety over the future. Nobody wants to think about their expiration, and we had avoided that, and the needed planning, for many years. Once done, we got a lot of serenity. As a result, aside from the practical benefits, it gave us security - no more amorphous worry about "what will happen to my spouse, or children, or business?" - were i to be devoured by a great white shark while surfing, for instance. A greater confidence in handling financial matters such as savings, retirement, and value investing. Finally, when so much of the concern about the future dissolved, a newfound freedom to live in the moment, which helped my business and relationships. Those were unexpected, but welcome consequences.
The reason I retained Law Offices of Robert P Bergman was we needed a will and trust as new parents of three young children. I decided Law Offices of Robert P Bergman was the right firm for me because he was a referral from the parents of multiples club and other families had highly recommended him. I enjoyed working with Law Offices of Robert P Bergman because he was thoughtful and understood our needs having young children of his own. The outcome of this case was that we completed a will and trust we were happy with and felt secure. Now that we've received this outcome, we know we have security in making sure our children are taken care of.
Bob is extremely thorough in his explanations of details that could easily be misunderstood. We recorded our sessions, and still needed more expertise in defining myriad nuances.
I contacted Law Offices of Robert P Bergman, after my husband had passed away suddenly without any will or estate plan. I selected Law Offices of Robert P Bergman to represent me because I was referred to the law offices of Robert p Bergman by my husband's employer. I met him and immediately felt comfortable with him. My favorite thing about working with Law Offices of Robert P Bergman was the instant communication and firm's eagerness to help their clients. The outcome, after all of the work put in by the firm was it was all settled in time. I will always be grateful to Bob for his professional commitment during my tough times.
Mr. Bergman is a miracle worker! His expertise in this area of the law is fantastic. We needed a Heggstad Petition to sell my deceased sisters home. With Mr. Bergman's knowledge and hard work he got the petition prepared and signed in a very short time and we were able to sell the house! Mr. Bergman is not only a wonderful attorney he is personable and caring of what his client is dealing with. I was blessed to be given Mr. Berman's name to handle my case.
Bob was incredibly helpful during a stressful time. He took the time to explain what he could do for me and then DID IT!!! I had tears of joy when he got court approval. I recommend Bob very highly!
Mr.Bergman far exceeded my expectations! I had some problems with my sister’s trust and assets that were left out . He was recommended to me by another Bay Area lawyer . I needed his expertise in the filing of a Heggstad petition to avoid probate. I do not live in California and Mr. Bergman made the entire process so easy and efficient for me . Once I contacted him it took less than one week for him to resolve my predicament. I couldn’t be more grateful for the support and the kind words . His knowledge, thoroughness and professionalism were so very reassuring at a time like this . I highly recommend his services and advice on these kind of matters .
Bob Bergman has been our Estate Planning lawyer for many years, and also has advised us numerous times when we needed some other legal help. He has always been easy to work with, cheerful, and most importantly, his advice has always been "right on the mark". We value him both as a counselor and as a friend. Janice
Bergman did a bottoms up estate plan for us in Y2008 after I heard his presentation on the subject. Although we had an estate plan written in 1995, it did not begin to cover the potentially complex issues that could arise on inheritance, end of life decisions, and survivor control of assets. Bergman's estate plan was thorough and addressed issues that one never thinks of but happen all the time in real life situations. Six years later, we had moved to a retirement community and needed to update the plan. He asked all the questions covering our changed circumstances and developed the updated plan quickly. I highly recommend him to everyone who should have an estate plan, AND to young parents who want to have their children protected in the unlikely event they both die. People in this category never think of estate plans but really need them.
I talked to Robert for more than half hour without paying him a penny to get answer to revoke the trust. He walked me through stage by stage and I was satisfied to hire him to revoke the trust.
I came to Law Offices of Robert P Bergman because my wife and I needed an estate plan. Literally had zero, not even some notes scrawled on a post-it. I decided Law Offices of Robert P Bergman was the right firm for me because we heard Bob speak on estate planning at a seminar after a friend recommended him. My favorite thing about working with Law Offices of Robert P Bergman was that Bob was personable, clearly knowledgeable about both the law and its real world applications, extremely competent, and had created an efficient process to identify and create the right estate planning components. The outcome after all of the work put in by the firm was we opted for a living trust, with provisions for life insurance, child care in case of our own demise, an estate distribution that avoiding probate, tax benefits, and other important components. But the key feature was the feeling of security, the elimination of uncertainty and anxiety over the future. Nobody wants to think about their expiration, and we had avoided that, and the needed planning, for many years. Once done, we got a lot of serenity. As a result, aside from the practical benefits, it gave us security - no more amorphous worry about "what will happen to my spouse, or children, or business?" - were i to be devoured by a great white shark while surfing, for instance. A greater confidence in handling financial matters such as savings, retirement, and value investing. Finally, when so much of the concern about the future dissolved, a newfound freedom to live in the moment, which helped my business and relationships. Those were unexpected, but welcome consequences.
The reason I retained Law Offices of Robert P Bergman was we needed a will and trust as new parents of three young children. I decided Law Offices of Robert P Bergman was the right firm for me because he was a referral from the parents of multiples club and other families had highly recommended him. I enjoyed working with Law Offices of Robert P Bergman because he was thoughtful and understood our needs having young children of his own. The outcome of this case was that we completed a will and trust we were happy with and felt secure. Now that we've received this outcome, we know we have security in making sure our children are taken care of.
Bob is extremely thorough in his explanations of details that could easily be misunderstood. We recorded our sessions, and still needed more expertise in defining myriad nuances.
I contacted Law Offices of Robert P Bergman, after my husband had passed away suddenly without any will or estate plan. I selected Law Offices of Robert P Bergman to represent me because I was referred to the law offices of Robert p Bergman by my husband's employer. I met him and immediately felt comfortable with him. My favorite thing about working with Law Offices of Robert P Bergman was the instant communication and firm's eagerness to help their clients. The outcome, after all of the work put in by the firm was it was all settled in time. I will always be grateful to Bob for his professional commitment during my tough times.
Mr. Bergman is a miracle worker! His expertise in this area of the law is fantastic. We needed a Heggstad Petition to sell my deceased sisters home. With Mr. Bergman's knowledge and hard work he got the petition prepared and signed in a very short time and we were able to sell the house! Mr. Bergman is not only a wonderful attorney he is personable and caring of what his client is dealing with. I was blessed to be given Mr. Berman's name to handle my case.
Bob was incredibly helpful during a stressful time. He took the time to explain what he could do for me and then DID IT!!! I had tears of joy when he got court approval. I recommend Bob very highly!
Mr.Bergman far exceeded my expectations! I had some problems with my sister’s trust and assets that were left out . He was recommended to me by another Bay Area lawyer . I needed his expertise in the filing of a Heggstad petition to avoid probate. I do not live in California and Mr. Bergman made the entire process so easy and efficient for me . Once I contacted him it took less than one week for him to resolve my predicament. I couldn’t be more grateful for the support and the kind words . His knowledge, thoroughness and professionalism were so very reassuring at a time like this . I highly recommend his services and advice on these kind of matters .
Bob Bergman has been our Estate Planning lawyer for many years, and also has advised us numerous times when we needed some other legal help. He has always been easy to work with, cheerful, and most importantly, his advice has always been "right on the mark". We value him both as a counselor and as a friend. Janice
Bergman did a bottoms up estate plan for us in Y2008 after I heard his presentation on the subject. Although we had an estate plan written in 1995, it did not begin to cover the potentially complex issues that could arise on inheritance, end of life decisions, and survivor control of assets. Bergman's estate plan was thorough and addressed issues that one never thinks of but happen all the time in real life situations. Six years later, we had moved to a retirement community and needed to update the plan. He asked all the questions covering our changed circumstances and developed the updated plan quickly. I highly recommend him to everyone who should have an estate plan, AND to young parents who want to have their children protected in the unlikely event they both die. People in this category never think of estate plans but really need them.
I talked to Robert for more than half hour without paying him a penny to get answer to revoke the trust. He walked me through stage by stage and I was satisfied to hire him to revoke the trust.
I came to Law Offices of Robert P Bergman because my wife and I needed an estate plan. Literally had zero, not even some notes scrawled on a post-it. I decided Law Offices of Robert P Bergman was the right firm for me because we heard Bob speak on estate planning at a seminar after a friend recommended him. My favorite thing about working with Law Offices of Robert P Bergman was that Bob was personable, clearly knowledgeable about both the law and its real world applications, extremely competent, and had created an efficient process to identify and create the right estate planning components. The outcome after all of the work put in by the firm was we opted for a living trust, with provisions for life insurance, child care in case of our own demise, an estate distribution that avoiding probate, tax benefits, and other important components. But the key feature was the feeling of security, the elimination of uncertainty and anxiety over the future. Nobody wants to think about their expiration, and we had avoided that, and the needed planning, for many years. Once done, we got a lot of serenity. As a result, aside from the practical benefits, it gave us security - no more amorphous worry about "what will happen to my spouse, or children, or business?" - were i to be devoured by a great white shark while surfing, for instance. A greater confidence in handling financial matters such as savings, retirement, and value investing. Finally, when so much of the concern about the future dissolved, a newfound freedom to live in the moment, which helped my business and relationships. Those were unexpected, but welcome consequences.
The reason I retained Law Offices of Robert P Bergman was we needed a will and trust as new parents of three young children. I decided Law Offices of Robert P Bergman was the right firm for me because he was a referral from the parents of multiples club and other families had highly recommended him. I enjoyed working with Law Offices of Robert P Bergman because he was thoughtful and understood our needs having young children of his own. The outcome of this case was that we completed a will and trust we were happy with and felt secure. Now that we've received this outcome, we know we have security in making sure our children are taken care of.
Bob is extremely thorough in his explanations of details that could easily be misunderstood. We recorded our sessions, and still needed more expertise in defining myriad nuances.
I contacted Law Offices of Robert P Bergman, after my husband had passed away suddenly without any will or estate plan. I selected Law Offices of Robert P Bergman to represent me because I was referred to the law offices of Robert p Bergman by my husband's employer. I met him and immediately felt comfortable with him. My favorite thing about working with Law Offices of Robert P Bergman was the instant communication and firm's eagerness to help their clients. The outcome, after all of the work put in by the firm was it was all settled in time. I will always be grateful to Bob for his professional commitment during my tough times.
Mr. Bergman is a miracle worker! His expertise in this area of the law is fantastic. We needed a Heggstad Petition to sell my deceased sisters home. With Mr. Bergman's knowledge and hard work he got the petition prepared and signed in a very short time and we were able to sell the house! Mr. Bergman is not only a wonderful attorney he is personable and caring of what his client is dealing with. I was blessed to be given Mr. Berman's name to handle my case.
Bob was incredibly helpful during a stressful time. He took the time to explain what he could do for me and then DID IT!!! I had tears of joy when he got court approval. I recommend Bob very highly!
Mr.Bergman far exceeded my expectations! I had some problems with my sister’s trust and assets that were left out . He was recommended to me by another Bay Area lawyer . I needed his expertise in the filing of a Heggstad petition to avoid probate. I do not live in California and Mr. Bergman made the entire process so easy and efficient for me . Once I contacted him it took less than one week for him to resolve my predicament. I couldn’t be more grateful for the support and the kind words . His knowledge, thoroughness and professionalism were so very reassuring at a time like this . I highly recommend his services and advice on these kind of matters .
Bob Bergman has been our Estate Planning lawyer for many years, and also has advised us numerous times when we needed some other legal help. He has always been easy to work with, cheerful, and most importantly, his advice has always been "right on the mark". We value him both as a counselor and as a friend. Janice
Bergman did a bottoms up estate plan for us in Y2008 after I heard his presentation on the subject. Although we had an estate plan written in 1995, it did not begin to cover the potentially complex issues that could arise on inheritance, end of life decisions, and survivor control of assets. Bergman's estate plan was thorough and addressed issues that one never thinks of but happen all the time in real life situations. Six years later, we had moved to a retirement community and needed to update the plan. He asked all the questions covering our changed circumstances and developed the updated plan quickly. I highly recommend him to everyone who should have an estate plan, AND to young parents who want to have their children protected in the unlikely event they both die. People in this category never think of estate plans but really need them.
I talked to Robert for more than half hour without paying him a penny to get answer to revoke the trust. He walked me through stage by stage and I was satisfied to hire him to revoke the trust.
I came to Law Offices of Robert P Bergman because my wife and I needed an estate plan. Literally had zero, not even some notes scrawled on a post-it. I decided Law Offices of Robert P Bergman was the right firm for me because we heard Bob speak on estate planning at a seminar after a friend recommended him. My favorite thing about working with Law Offices of Robert P Bergman was that Bob was personable, clearly knowledgeable about both the law and its real world applications, extremely competent, and had created an efficient process to identify and create the right estate planning components. The outcome after all of the work put in by the firm was we opted for a living trust, with provisions for life insurance, child care in case of our own demise, an estate distribution that avoiding probate, tax benefits, and other important components. But the key feature was the feeling of security, the elimination of uncertainty and anxiety over the future. Nobody wants to think about their expiration, and we had avoided that, and the needed planning, for many years. Once done, we got a lot of serenity. As a result, aside from the practical benefits, it gave us security - no more amorphous worry about "what will happen to my spouse, or children, or business?" - were i to be devoured by a great white shark while surfing, for instance. A greater confidence in handling financial matters such as savings, retirement, and value investing. Finally, when so much of the concern about the future dissolved, a newfound freedom to live in the moment, which helped my business and relationships. Those were unexpected, but welcome consequences.
The reason I retained Law Offices of Robert P Bergman was we needed a will and trust as new parents of three young children. I decided Law Offices of Robert P Bergman was the right firm for me because he was a referral from the parents of multiples club and other families had highly recommended him. I enjoyed working with Law Offices of Robert P Bergman because he was thoughtful and understood our needs having young children of his own. The outcome of this case was that we completed a will and trust we were happy with and felt secure. Now that we've received this outcome, we know we have security in making sure our children are taken care of.
Bob is extremely thorough in his explanations of details that could easily be misunderstood. We recorded our sessions, and still needed more expertise in defining myriad nuances.
I contacted Law Offices of Robert P Bergman, after my husband had passed away suddenly without any will or estate plan. I selected Law Offices of Robert P Bergman to represent me because I was referred to the law offices of Robert p Bergman by my husband's employer. I met him and immediately felt comfortable with him. My favorite thing about working with Law Offices of Robert P Bergman was the instant communication and firm's eagerness to help their clients. The outcome, after all of the work put in by the firm was it was all settled in time. I will always be grateful to Bob for his professional commitment during my tough times.
Mr. Bergman is a miracle worker! His expertise in this area of the law is fantastic. We needed a Heggstad Petition to sell my deceased sisters home. With Mr. Bergman's knowledge and hard work he got the petition prepared and signed in a very short time and we were able to sell the house! Mr. Bergman is not only a wonderful attorney he is personable and caring of what his client is dealing with. I was blessed to be given Mr. Berman's name to handle my case.
Bob was incredibly helpful during a stressful time. He took the time to explain what he could do for me and then DID IT!!! I had tears of joy when he got court approval. I recommend Bob very highly!
Mr.Bergman far exceeded my expectations! I had some problems with my sister’s trust and assets that were left out . He was recommended to me by another Bay Area lawyer . I needed his expertise in the filing of a Heggstad petition to avoid probate. I do not live in California and Mr. Bergman made the entire process so easy and efficient for me . Once I contacted him it took less than one week for him to resolve my predicament. I couldn’t be more grateful for the support and the kind words . His knowledge, thoroughness and professionalism were so very reassuring at a time like this . I highly recommend his services and advice on these kind of matters .
Bob Bergman has been our Estate Planning lawyer for many years, and also has advised us numerous times when we needed some other legal help. He has always been easy to work with, cheerful, and most importantly, his advice has always been "right on the mark". We value him both as a counselor and as a friend. Janice
Bergman did a bottoms up estate plan for us in Y2008 after I heard his presentation on the subject. Although we had an estate plan written in 1995, it did not begin to cover the potentially complex issues that could arise on inheritance, end of life decisions, and survivor control of assets. Bergman's estate plan was thorough and addressed issues that one never thinks of but happen all the time in real life situations. Six years later, we had moved to a retirement community and needed to update the plan. He asked all the questions covering our changed circumstances and developed the updated plan quickly. I highly recommend him to everyone who should have an estate plan, AND to young parents who want to have their children protected in the unlikely event they both die. People in this category never think of estate plans but really need them.
I talked to Robert for more than half hour without paying him a penny to get answer to revoke the trust. He walked me through stage by stage and I was satisfied to hire him to revoke the trust.
I came to Law Offices of Robert P Bergman because my wife and I needed an estate plan. Literally had zero, not even some notes scrawled on a post-it. I decided Law Offices of Robert P Bergman was the right firm for me because we heard Bob speak on estate planning at a seminar after a friend recommended him. My favorite thing about working with Law Offices of Robert P Bergman was that Bob was personable, clearly knowledgeable about both the law and its real world applications, extremely competent, and had created an efficient process to identify and create the right estate planning components. The outcome after all of the work put in by the firm was we opted for a living trust, with provisions for life insurance, child care in case of our own demise, an estate distribution that avoiding probate, tax benefits, and other important components. But the key feature was the feeling of security, the elimination of uncertainty and anxiety over the future. Nobody wants to think about their expiration, and we had avoided that, and the needed planning, for many years. Once done, we got a lot of serenity. As a result, aside from the practical benefits, it gave us security - no more amorphous worry about "what will happen to my spouse, or children, or business?" - were i to be devoured by a great white shark while surfing, for instance. A greater confidence in handling financial matters such as savings, retirement, and value investing. Finally, when so much of the concern about the future dissolved, a newfound freedom to live in the moment, which helped my business and relationships. Those were unexpected, but welcome consequences.
The reason I retained Law Offices of Robert P Bergman was we needed a will and trust as new parents of three young children. I decided Law Offices of Robert P Bergman was the right firm for me because he was a referral from the parents of multiples club and other families had highly recommended him. I enjoyed working with Law Offices of Robert P Bergman because he was thoughtful and understood our needs having young children of his own. The outcome of this case was that we completed a will and trust we were happy with and felt secure. Now that we've received this outcome, we know we have security in making sure our children are taken care of.
Bob is extremely thorough in his explanations of details that could easily be misunderstood. We recorded our sessions, and still needed more expertise in defining myriad nuances.
I contacted Law Offices of Robert P Bergman, after my husband had passed away suddenly without any will or estate plan. I selected Law Offices of Robert P Bergman to represent me because I was referred to the law offices of Robert p Bergman by my husband's employer. I met him and immediately felt comfortable with him. My favorite thing about working with Law Offices of Robert P Bergman was the instant communication and firm's eagerness to help their clients. The outcome, after all of the work put in by the firm was it was all settled in time. I will always be grateful to Bob for his professional commitment during my tough times.
Mr. Bergman is a miracle worker! His expertise in this area of the law is fantastic. We needed a Heggstad Petition to sell my deceased sisters home. With Mr. Bergman's knowledge and hard work he got the petition prepared and signed in a very short time and we were able to sell the house! Mr. Bergman is not only a wonderful attorney he is personable and caring of what his client is dealing with. I was blessed to be given Mr. Berman's name to handle my case.
Bob was incredibly helpful during a stressful time. He took the time to explain what he could do for me and then DID IT!!! I had tears of joy when he got court approval. I recommend Bob very highly!
Mr.Bergman far exceeded my expectations! I had some problems with my sister’s trust and assets that were left out . He was recommended to me by another Bay Area lawyer . I needed his expertise in the filing of a Heggstad petition to avoid probate. I do not live in California and Mr. Bergman made the entire process so easy and efficient for me . Once I contacted him it took less than one week for him to resolve my predicament. I couldn’t be more grateful for the support and the kind words . His knowledge, thoroughness and professionalism were so very reassuring at a time like this . I highly recommend his services and advice on these kind of matters .
Bob Bergman has been our Estate Planning lawyer for many years, and also has advised us numerous times when we needed some other legal help. He has always been easy to work with, cheerful, and most importantly, his advice has always been "right on the mark". We value him both as a counselor and as a friend. Janice
Bergman did a bottoms up estate plan for us in Y2008 after I heard his presentation on the subject. Although we had an estate plan written in 1995, it did not begin to cover the potentially complex issues that could arise on inheritance, end of life decisions, and survivor control of assets. Bergman's estate plan was thorough and addressed issues that one never thinks of but happen all the time in real life situations. Six years later, we had moved to a retirement community and needed to update the plan. He asked all the questions covering our changed circumstances and developed the updated plan quickly. I highly recommend him to everyone who should have an estate plan, AND to young parents who want to have their children protected in the unlikely event they both die. People in this category never think of estate plans but really need them.
I talked to Robert for more than half hour without paying him a penny to get answer to revoke the trust. He walked me through stage by stage and I was satisfied to hire him to revoke the trust.
I came to Law Offices of Robert P Bergman because my wife and I needed an estate plan. Literally had zero, not even some notes scrawled on a post-it. I decided Law Offices of Robert P Bergman was the right firm for me because we heard Bob speak on estate planning at a seminar after a friend recommended him. My favorite thing about working with Law Offices of Robert P Bergman was that Bob was personable, clearly knowledgeable about both the law and its real world applications, extremely competent, and had created an efficient process to identify and create the right estate planning components. The outcome after all of the work put in by the firm was we opted for a living trust, with provisions for life insurance, child care in case of our own demise, an estate distribution that avoiding probate, tax benefits, and other important components. But the key feature was the feeling of security, the elimination of uncertainty and anxiety over the future. Nobody wants to think about their expiration, and we had avoided that, and the needed planning, for many years. Once done, we got a lot of serenity. As a result, aside from the practical benefits, it gave us security - no more amorphous worry about "what will happen to my spouse, or children, or business?" - were i to be devoured by a great white shark while surfing, for instance. A greater confidence in handling financial matters such as savings, retirement, and value investing. Finally, when so much of the concern about the future dissolved, a newfound freedom to live in the moment, which helped my business and relationships. Those were unexpected, but welcome consequences.
The reason I retained Law Offices of Robert P Bergman was we needed a will and trust as new parents of three young children. I decided Law Offices of Robert P Bergman was the right firm for me because he was a referral from the parents of multiples club and other families had highly recommended him. I enjoyed working with Law Offices of Robert P Bergman because he was thoughtful and understood our needs having young children of his own. The outcome of this case was that we completed a will and trust we were happy with and felt secure. Now that we've received this outcome, we know we have security in making sure our children are taken care of.
Bob is extremely thorough in his explanations of details that could easily be misunderstood. We recorded our sessions, and still needed more expertise in defining myriad nuances.
I contacted Law Offices of Robert P Bergman, after my husband had passed away suddenly without any will or estate plan. I selected Law Offices of Robert P Bergman to represent me because I was referred to the law offices of Robert p Bergman by my husband's employer. I met him and immediately felt comfortable with him. My favorite thing about working with Law Offices of Robert P Bergman was the instant communication and firm's eagerness to help their clients. The outcome, after all of the work put in by the firm was it was all settled in time. I will always be grateful to Bob for his professional commitment during my tough times.
Mr. Bergman is a miracle worker! His expertise in this area of the law is fantastic. We needed a Heggstad Petition to sell my deceased sisters home. With Mr. Bergman's knowledge and hard work he got the petition prepared and signed in a very short time and we were able to sell the house! Mr. Bergman is not only a wonderful attorney he is personable and caring of what his client is dealing with. I was blessed to be given Mr. Berman's name to handle my case.
Bob was incredibly helpful during a stressful time. He took the time to explain what he could do for me and then DID IT!!! I had tears of joy when he got court approval. I recommend Bob very highly!
Mr.Bergman far exceeded my expectations! I had some problems with my sister’s trust and assets that were left out . He was recommended to me by another Bay Area lawyer . I needed his expertise in the filing of a Heggstad petition to avoid probate. I do not live in California and Mr. Bergman made the entire process so easy and efficient for me . Once I contacted him it took less than one week for him to resolve my predicament. I couldn’t be more grateful for the support and the kind words . His knowledge, thoroughness and professionalism were so very reassuring at a time like this . I highly recommend his services and advice on these kind of matters .
Bob Bergman has been our Estate Planning lawyer for many years, and also has advised us numerous times when we needed some other legal help. He has always been easy to work with, cheerful, and most importantly, his advice has always been "right on the mark". We value him both as a counselor and as a friend. Janice
Bergman did a bottoms up estate plan for us in Y2008 after I heard his presentation on the subject. Although we had an estate plan written in 1995, it did not begin to cover the potentially complex issues that could arise on inheritance, end of life decisions, and survivor control of assets. Bergman's estate plan was thorough and addressed issues that one never thinks of but happen all the time in real life situations. Six years later, we had moved to a retirement community and needed to update the plan. He asked all the questions covering our changed circumstances and developed the updated plan quickly. I highly recommend him to everyone who should have an estate plan, AND to young parents who want to have their children protected in the unlikely event they both die. People in this category never think of estate plans but really need them.
I talked to Robert for more than half hour without paying him a penny to get answer to revoke the trust. He walked me through stage by stage and I was satisfied to hire him to revoke the trust.
I came to Law Offices of Robert P Bergman because my wife and I needed an estate plan. Literally had zero, not even some notes scrawled on a post-it. I decided Law Offices of Robert P Bergman was the right firm for me because we heard Bob speak on estate planning at a seminar after a friend recommended him. My favorite thing about working with Law Offices of Robert P Bergman was that Bob was personable, clearly knowledgeable about both the law and its real world applications, extremely competent, and had created an efficient process to identify and create the right estate planning components. The outcome after all of the work put in by the firm was we opted for a living trust, with provisions for life insurance, child care in case of our own demise, an estate distribution that avoiding probate, tax benefits, and other important components. But the key feature was the feeling of security, the elimination of uncertainty and anxiety over the future. Nobody wants to think about their expiration, and we had avoided that, and the needed planning, for many years. Once done, we got a lot of serenity. As a result, aside from the practical benefits, it gave us security - no more amorphous worry about "what will happen to my spouse, or children, or business?" - were i to be devoured by a great white shark while surfing, for instance. A greater confidence in handling financial matters such as savings, retirement, and value investing. Finally, when so much of the concern about the future dissolved, a newfound freedom to live in the moment, which helped my business and relationships. Those were unexpected, but welcome consequences.
The reason I retained Law Offices of Robert P Bergman was we needed a will and trust as new parents of three young children. I decided Law Offices of Robert P Bergman was the right firm for me because he was a referral from the parents of multiples club and other families had highly recommended him. I enjoyed working with Law Offices of Robert P Bergman because he was thoughtful and understood our needs having young children of his own. The outcome of this case was that we completed a will and trust we were happy with and felt secure. Now that we've received this outcome, we know we have security in making sure our children are taken care of.
Bob is extremely thorough in his explanations of details that could easily be misunderstood. We recorded our sessions, and still needed more expertise in defining myriad nuances.
I contacted Law Offices of Robert P Bergman, after my husband had passed away suddenly without any will or estate plan. I selected Law Offices of Robert P Bergman to represent me because I was referred to the law offices of Robert p Bergman by my husband's employer. I met him and immediately felt comfortable with him. My favorite thing about working with Law Offices of Robert P Bergman was the instant communication and firm's eagerness to help their clients. The outcome, after all of the work put in by the firm was it was all settled in time. I will always be grateful to Bob for his professional commitment during my tough times.
Mr. Bergman is a miracle worker! His expertise in this area of the law is fantastic. We needed a Heggstad Petition to sell my deceased sisters home. With Mr. Bergman's knowledge and hard work he got the petition prepared and signed in a very short time and we were able to sell the house! Mr. Bergman is not only a wonderful attorney he is personable and caring of what his client is dealing with. I was blessed to be given Mr. Berman's name to handle my case.
Bob was incredibly helpful during a stressful time. He took the time to explain what he could do for me and then DID IT!!! I had tears of joy when he got court approval. I recommend Bob very highly!
Mr.Bergman far exceeded my expectations! I had some problems with my sister’s trust and assets that were left out . He was recommended to me by another Bay Area lawyer . I needed his expertise in the filing of a Heggstad petition to avoid probate. I do not live in California and Mr. Bergman made the entire process so easy and efficient for me . Once I contacted him it took less than one week for him to resolve my predicament. I couldn’t be more grateful for the support and the kind words . His knowledge, thoroughness and professionalism were so very reassuring at a time like this . I highly recommend his services and advice on these kind of matters .
Bob Bergman has been our Estate Planning lawyer for many years, and also has advised us numerous times when we needed some other legal help. He has always been easy to work with, cheerful, and most importantly, his advice has always been "right on the mark". We value him both as a counselor and as a friend. Janice
Bergman did a bottoms up estate plan for us in Y2008 after I heard his presentation on the subject. Although we had an estate plan written in 1995, it did not begin to cover the potentially complex issues that could arise on inheritance, end of life decisions, and survivor control of assets. Bergman's estate plan was thorough and addressed issues that one never thinks of but happen all the time in real life situations. Six years later, we had moved to a retirement community and needed to update the plan. He asked all the questions covering our changed circumstances and developed the updated plan quickly. I highly recommend him to everyone who should have an estate plan, AND to young parents who want to have their children protected in the unlikely event they both die. People in this category never think of estate plans but really need them.
I talked to Robert for more than half hour without paying him a penny to get answer to revoke the trust. He walked me through stage by stage and I was satisfied to hire him to revoke the trust.
I came to Law Offices of Robert P Bergman because my wife and I needed an estate plan. Literally had zero, not even some notes scrawled on a post-it. I decided Law Offices of Robert P Bergman was the right firm for me because we heard Bob speak on estate planning at a seminar after a friend recommended him. My favorite thing about working with Law Offices of Robert P Bergman was that Bob was personable, clearly knowledgeable about both the law and its real world applications, extremely competent, and had created an efficient process to identify and create the right estate planning components. The outcome after all of the work put in by the firm was we opted for a living trust, with provisions for life insurance, child care in case of our own demise, an estate distribution that avoiding probate, tax benefits, and other important components. But the key feature was the feeling of security, the elimination of uncertainty and anxiety over the future. Nobody wants to think about their expiration, and we had avoided that, and the needed planning, for many years. Once done, we got a lot of serenity. As a result, aside from the practical benefits, it gave us security - no more amorphous worry about "what will happen to my spouse, or children, or business?" - were i to be devoured by a great white shark while surfing, for instance. A greater confidence in handling financial matters such as savings, retirement, and value investing. Finally, when so much of the concern about the future dissolved, a newfound freedom to live in the moment, which helped my business and relationships. Those were unexpected, but welcome consequences.
The reason I retained Law Offices of Robert P Bergman was we needed a will and trust as new parents of three young children. I decided Law Offices of Robert P Bergman was the right firm for me because he was a referral from the parents of multiples club and other families had highly recommended him. I enjoyed working with Law Offices of Robert P Bergman because he was thoughtful and understood our needs having young children of his own. The outcome of this case was that we completed a will and trust we were happy with and felt secure. Now that we've received this outcome, we know we have security in making sure our children are taken care of.
Bob is extremely thorough in his explanations of details that could easily be misunderstood. We recorded our sessions, and still needed more expertise in defining myriad nuances.
I contacted Law Offices of Robert P Bergman, after my husband had passed away suddenly without any will or estate plan. I selected Law Offices of Robert P Bergman to represent me because I was referred to the law offices of Robert p Bergman by my husband's employer. I met him and immediately felt comfortable with him. My favorite thing about working with Law Offices of Robert P Bergman was the instant communication and firm's eagerness to help their clients. The outcome, after all of the work put in by the firm was it was all settled in time. I will always be grateful to Bob for his professional commitment during my tough times.
Mr. Bergman is a miracle worker! His expertise in this area of the law is fantastic. We needed a Heggstad Petition to sell my deceased sisters home. With Mr. Bergman's knowledge and hard work he got the petition prepared and signed in a very short time and we were able to sell the house! Mr. Bergman is not only a wonderful attorney he is personable and caring of what his client is dealing with. I was blessed to be given Mr. Berman's name to handle my case.
Bob was incredibly helpful during a stressful time. He took the time to explain what he could do for me and then DID IT!!! I had tears of joy when he got court approval. I recommend Bob very highly!
Mr.Bergman far exceeded my expectations! I had some problems with my sister’s trust and assets that were left out . He was recommended to me by another Bay Area lawyer . I needed his expertise in the filing of a Heggstad petition to avoid probate. I do not live in California and Mr. Bergman made the entire process so easy and efficient for me . Once I contacted him it took less than one week for him to resolve my predicament. I couldn’t be more grateful for the support and the kind words . His knowledge, thoroughness and professionalism were so very reassuring at a time like this . I highly recommend his services and advice on these kind of matters .
Bob Bergman has been our Estate Planning lawyer for many years, and also has advised us numerous times when we needed some other legal help. He has always been easy to work with, cheerful, and most importantly, his advice has always been "right on the mark". We value him both as a counselor and as a friend. Janice
Bergman did a bottoms up estate plan for us in Y2008 after I heard his presentation on the subject. Although we had an estate plan written in 1995, it did not begin to cover the potentially complex issues that could arise on inheritance, end of life decisions, and survivor control of assets. Bergman's estate plan was thorough and addressed issues that one never thinks of but happen all the time in real life situations. Six years later, we had moved to a retirement community and needed to update the plan. He asked all the questions covering our changed circumstances and developed the updated plan quickly. I highly recommend him to everyone who should have an estate plan, AND to young parents who want to have their children protected in the unlikely event they both die. People in this category never think of estate plans but really need them.
I talked to Robert for more than half hour without paying him a penny to get answer to revoke the trust. He walked me through stage by stage and I was satisfied to hire him to revoke the trust.
I came to Law Offices of Robert P Bergman because my wife and I needed an estate plan. Literally had zero, not even some notes scrawled on a post-it. I decided Law Offices of Robert P Bergman was the right firm for me because we heard Bob speak on estate planning at a seminar after a friend recommended him. My favorite thing about working with Law Offices of Robert P Bergman was that Bob was personable, clearly knowledgeable about both the law and its real world applications, extremely competent, and had created an efficient process to identify and create the right estate planning components. The outcome after all of the work put in by the firm was we opted for a living trust, with provisions for life insurance, child care in case of our own demise, an estate distribution that avoiding probate, tax benefits, and other important components. But the key feature was the feeling of security, the elimination of uncertainty and anxiety over the future. Nobody wants to think about their expiration, and we had avoided that, and the needed planning, for many years. Once done, we got a lot of serenity. As a result, aside from the practical benefits, it gave us security - no more amorphous worry about "what will happen to my spouse, or children, or business?" - were i to be devoured by a great white shark while surfing, for instance. A greater confidence in handling financial matters such as savings, retirement, and value investing. Finally, when so much of the concern about the future dissolved, a newfound freedom to live in the moment, which helped my business and relationships. Those were unexpected, but welcome consequences.
The reason I retained Law Offices of Robert P Bergman was we needed a will and trust as new parents of three young children. I decided Law Offices of Robert P Bergman was the right firm for me because he was a referral from the parents of multiples club and other families had highly recommended him. I enjoyed working with Law Offices of Robert P Bergman because he was thoughtful and understood our needs having young children of his own. The outcome of this case was that we completed a will and trust we were happy with and felt secure. Now that we've received this outcome, we know we have security in making sure our children are taken care of.
Bob is extremely thorough in his explanations of details that could easily be misunderstood. We recorded our sessions, and still needed more expertise in defining myriad nuances.
I contacted Law Offices of Robert P Bergman, after my husband had passed away suddenly without any will or estate plan. I selected Law Offices of Robert P Bergman to represent me because I was referred to the law offices of Robert p Bergman by my husband's employer. I met him and immediately felt comfortable with him. My favorite thing about working with Law Offices of Robert P Bergman was the instant communication and firm's eagerness to help their clients. The outcome, after all of the work put in by the firm was it was all settled in time. I will always be grateful to Bob for his professional commitment during my tough times.
Mr. Bergman is a miracle worker! His expertise in this area of the law is fantastic. We needed a Heggstad Petition to sell my deceased sisters home. With Mr. Bergman's knowledge and hard work he got the petition prepared and signed in a very short time and we were able to sell the house! Mr. Bergman is not only a wonderful attorney he is personable and caring of what his client is dealing with. I was blessed to be given Mr. Berman's name to handle my case.
Bob was incredibly helpful during a stressful time. He took the time to explain what he could do for me and then DID IT!!! I had tears of joy when he got court approval. I recommend Bob very highly!
Mr.Bergman far exceeded my expectations! I had some problems with my sister’s trust and assets that were left out . He was recommended to me by another Bay Area lawyer . I needed his expertise in the filing of a Heggstad petition to avoid probate. I do not live in California and Mr. Bergman made the entire process so easy and efficient for me . Once I contacted him it took less than one week for him to resolve my predicament. I couldn’t be more grateful for the support and the kind words . His knowledge, thoroughness and professionalism were so very reassuring at a time like this . I highly recommend his services and advice on these kind of matters .
Bob Bergman has been our Estate Planning lawyer for many years, and also has advised us numerous times when we needed some other legal help. He has always been easy to work with, cheerful, and most importantly, his advice has always been "right on the mark". We value him both as a counselor and as a friend. Janice
Bergman did a bottoms up estate plan for us in Y2008 after I heard his presentation on the subject. Although we had an estate plan written in 1995, it did not begin to cover the potentially complex issues that could arise on inheritance, end of life decisions, and survivor control of assets. Bergman's estate plan was thorough and addressed issues that one never thinks of but happen all the time in real life situations. Six years later, we had moved to a retirement community and needed to update the plan. He asked all the questions covering our changed circumstances and developed the updated plan quickly. I highly recommend him to everyone who should have an estate plan, AND to young parents who want to have their children protected in the unlikely event they both die. People in this category never think of estate plans but really need them.
I talked to Robert for more than half hour without paying him a penny to get answer to revoke the trust. He walked me through stage by stage and I was satisfied to hire him to revoke the trust.
I came to Law Offices of Robert P Bergman because my wife and I needed an estate plan. Literally had zero, not even some notes scrawled on a post-it. I decided Law Offices of Robert P Bergman was the right firm for me because we heard Bob speak on estate planning at a seminar after a friend recommended him. My favorite thing about working with Law Offices of Robert P Bergman was that Bob was personable, clearly knowledgeable about both the law and its real world applications, extremely competent, and had created an efficient process to identify and create the right estate planning components. The outcome after all of the work put in by the firm was we opted for a living trust, with provisions for life insurance, child care in case of our own demise, an estate distribution that avoiding probate, tax benefits, and other important components. But the key feature was the feeling of security, the elimination of uncertainty and anxiety over the future. Nobody wants to think about their expiration, and we had avoided that, and the needed planning, for many years. Once done, we got a lot of serenity. As a result, aside from the practical benefits, it gave us security - no more amorphous worry about "what will happen to my spouse, or children, or business?" - were i to be devoured by a great white shark while surfing, for instance. A greater confidence in handling financial matters such as savings, retirement, and value investing. Finally, when so much of the concern about the future dissolved, a newfound freedom to live in the moment, which helped my business and relationships. Those were unexpected, but welcome consequences.
The reason I retained Law Offices of Robert P Bergman was we needed a will and trust as new parents of three young children. I decided Law Offices of Robert P Bergman was the right firm for me because he was a referral from the parents of multiples club and other families had highly recommended him. I enjoyed working with Law Offices of Robert P Bergman because he was thoughtful and understood our needs having young children of his own. The outcome of this case was that we completed a will and trust we were happy with and felt secure. Now that we've received this outcome, we know we have security in making sure our children are taken care of.
Bob is extremely thorough in his explanations of details that could easily be misunderstood. We recorded our sessions, and still needed more expertise in defining myriad nuances.
I contacted Law Offices of Robert P Bergman, after my husband had passed away suddenly without any will or estate plan. I selected Law Offices of Robert P Bergman to represent me because I was referred to the law offices of Robert p Bergman by my husband's employer. I met him and immediately felt comfortable with him. My favorite thing about working with Law Offices of Robert P Bergman was the instant communication and firm's eagerness to help their clients. The outcome, after all of the work put in by the firm was it was all settled in time. I will always be grateful to Bob for his professional commitment during my tough times.
Mr. Bergman is a miracle worker! His expertise in this area of the law is fantastic. We needed a Heggstad Petition to sell my deceased sisters home. With Mr. Bergman's knowledge and hard work he got the petition prepared and signed in a very short time and we were able to sell the house! Mr. Bergman is not only a wonderful attorney he is personable and caring of what his client is dealing with. I was blessed to be given Mr. Berman's name to handle my case.
Bob was incredibly helpful during a stressful time. He took the time to explain what he could do for me and then DID IT!!! I had tears of joy when he got court approval. I recommend Bob very highly!
Mr.Bergman far exceeded my expectations! I had some problems with my sister’s trust and assets that were left out . He was recommended to me by another Bay Area lawyer . I needed his expertise in the filing of a Heggstad petition to avoid probate. I do not live in California and Mr. Bergman made the entire process so easy and efficient for me . Once I contacted him it took less than one week for him to resolve my predicament. I couldn’t be more grateful for the support and the kind words . His knowledge, thoroughness and professionalism were so very reassuring at a time like this . I highly recommend his services and advice on these kind of matters .
Bob Bergman has been our Estate Planning lawyer for many years, and also has advised us numerous times when we needed some other legal help. He has always been easy to work with, cheerful, and most importantly, his advice has always been "right on the mark". We value him both as a counselor and as a friend. Janice
Bergman did a bottoms up estate plan for us in Y2008 after I heard his presentation on the subject. Although we had an estate plan written in 1995, it did not begin to cover the potentially complex issues that could arise on inheritance, end of life decisions, and survivor control of assets. Bergman's estate plan was thorough and addressed issues that one never thinks of but happen all the time in real life situations. Six years later, we had moved to a retirement community and needed to update the plan. He asked all the questions covering our changed circumstances and developed the updated plan quickly. I highly recommend him to everyone who should have an estate plan, AND to young parents who want to have their children protected in the unlikely event they both die. People in this category never think of estate plans but really need them.
I talked to Robert for more than half hour without paying him a penny to get answer to revoke the trust. He walked me through stage by stage and I was satisfied to hire him to revoke the trust.
I came to Law Offices of Robert P Bergman because my wife and I needed an estate plan. Literally had zero, not even some notes scrawled on a post-it. I decided Law Offices of Robert P Bergman was the right firm for me because we heard Bob speak on estate planning at a seminar after a friend recommended him. My favorite thing about working with Law Offices of Robert P Bergman was that Bob was personable, clearly knowledgeable about both the law and its real world applications, extremely competent, and had created an efficient process to identify and create the right estate planning components. The outcome after all of the work put in by the firm was we opted for a living trust, with provisions for life insurance, child care in case of our own demise, an estate distribution that avoiding probate, tax benefits, and other important components. But the key feature was the feeling of security, the elimination of uncertainty and anxiety over the future. Nobody wants to think about their expiration, and we had avoided that, and the needed planning, for many years. Once done, we got a lot of serenity. As a result, aside from the practical benefits, it gave us security - no more amorphous worry about "what will happen to my spouse, or children, or business?" - were i to be devoured by a great white shark while surfing, for instance. A greater confidence in handling financial matters such as savings, retirement, and value investing. Finally, when so much of the concern about the future dissolved, a newfound freedom to live in the moment, which helped my business and relationships. Those were unexpected, but welcome consequences.
The reason I retained Law Offices of Robert P Bergman was we needed a will and trust as new parents of three young children. I decided Law Offices of Robert P Bergman was the right firm for me because he was a referral from the parents of multiples club and other families had highly recommended him. I enjoyed working with Law Offices of Robert P Bergman because he was thoughtful and understood our needs having young children of his own. The outcome of this case was that we completed a will and trust we were happy with and felt secure. Now that we've received this outcome, we know we have security in making sure our children are taken care of.
Bob is extremely thorough in his explanations of details that could easily be misunderstood. We recorded our sessions, and still needed more expertise in defining myriad nuances.
I contacted Law Offices of Robert P Bergman, after my husband had passed away suddenly without any will or estate plan. I selected Law Offices of Robert P Bergman to represent me because I was referred to the law offices of Robert p Bergman by my husband's employer. I met him and immediately felt comfortable with him. My favorite thing about working with Law Offices of Robert P Bergman was the instant communication and firm's eagerness to help their clients. The outcome, after all of the work put in by the firm was it was all settled in time. I will always be grateful to Bob for his professional commitment during my tough times.
Mr. Bergman is a miracle worker! His expertise in this area of the law is fantastic. We needed a Heggstad Petition to sell my deceased sisters home. With Mr. Bergman's knowledge and hard work he got the petition prepared and signed in a very short time and we were able to sell the house! Mr. Bergman is not only a wonderful attorney he is personable and caring of what his client is dealing with. I was blessed to be given Mr. Berman's name to handle my case.
Bob was incredibly helpful during a stressful time. He took the time to explain what he could do for me and then DID IT!!! I had tears of joy when he got court approval. I recommend Bob very highly!
Mr.Bergman far exceeded my expectations! I had some problems with my sister’s trust and assets that were left out . He was recommended to me by another Bay Area lawyer . I needed his expertise in the filing of a Heggstad petition to avoid probate. I do not live in California and Mr. Bergman made the entire process so easy and efficient for me . Once I contacted him it took less than one week for him to resolve my predicament. I couldn’t be more grateful for the support and the kind words . His knowledge, thoroughness and professionalism were so very reassuring at a time like this . I highly recommend his services and advice on these kind of matters .
Bob Bergman has been our Estate Planning lawyer for many years, and also has advised us numerous times when we needed some other legal help. He has always been easy to work with, cheerful, and most importantly, his advice has always been "right on the mark". We value him both as a counselor and as a friend. Janice
Bergman did a bottoms up estate plan for us in Y2008 after I heard his presentation on the subject. Although we had an estate plan written in 1995, it did not begin to cover the potentially complex issues that could arise on inheritance, end of life decisions, and survivor control of assets. Bergman's estate plan was thorough and addressed issues that one never thinks of but happen all the time in real life situations. Six years later, we had moved to a retirement community and needed to update the plan. He asked all the questions covering our changed circumstances and developed the updated plan quickly. I highly recommend him to everyone who should have an estate plan, AND to young parents who want to have their children protected in the unlikely event they both die. People in this category never think of estate plans but really need them.
I talked to Robert for more than half hour without paying him a penny to get answer to revoke the trust. He walked me through stage by stage and I was satisfied to hire him to revoke the trust.
I came to Law Offices of Robert P Bergman because my wife and I needed an estate plan. Literally had zero, not even some notes scrawled on a post-it. I decided Law Offices of Robert P Bergman was the right firm for me because we heard Bob speak on estate planning at a seminar after a friend recommended him. My favorite thing about working with Law Offices of Robert P Bergman was that Bob was personable, clearly knowledgeable about both the law and its real world applications, extremely competent, and had created an efficient process to identify and create the right estate planning components. The outcome after all of the work put in by the firm was we opted for a living trust, with provisions for life insurance, child care in case of our own demise, an estate distribution that avoiding probate, tax benefits, and other important components. But the key feature was the feeling of security, the elimination of uncertainty and anxiety over the future. Nobody wants to think about their expiration, and we had avoided that, and the needed planning, for many years. Once done, we got a lot of serenity. As a result, aside from the practical benefits, it gave us security - no more amorphous worry about "what will happen to my spouse, or children, or business?" - were i to be devoured by a great white shark while surfing, for instance. A greater confidence in handling financial matters such as savings, retirement, and value investing. Finally, when so much of the concern about the future dissolved, a newfound freedom to live in the moment, which helped my business and relationships. Those were unexpected, but welcome consequences.
The reason I retained Law Offices of Robert P Bergman was we needed a will and trust as new parents of three young children. I decided Law Offices of Robert P Bergman was the right firm for me because he was a referral from the parents of multiples club and other families had highly recommended him. I enjoyed working with Law Offices of Robert P Bergman because he was thoughtful and understood our needs having young children of his own. The outcome of this case was that we completed a will and trust we were happy with and felt secure. Now that we've received this outcome, we know we have security in making sure our children are taken care of.
Bob is extremely thorough in his explanations of details that could easily be misunderstood. We recorded our sessions, and still needed more expertise in defining myriad nuances.
I contacted Law Offices of Robert P Bergman, after my husband had passed away suddenly without any will or estate plan. I selected Law Offices of Robert P Bergman to represent me because I was referred to the law offices of Robert p Bergman by my husband's employer. I met him and immediately felt comfortable with him. My favorite thing about working with Law Offices of Robert P Bergman was the instant communication and firm's eagerness to help their clients. The outcome, after all of the work put in by the firm was it was all settled in time. I will always be grateful to Bob for his professional commitment during my tough times.
Mr. Bergman is a miracle worker! His expertise in this area of the law is fantastic. We needed a Heggstad Petition to sell my deceased sisters home. With Mr. Bergman's knowledge and hard work he got the petition prepared and signed in a very short time and we were able to sell the house! Mr. Bergman is not only a wonderful attorney he is personable and caring of what his client is dealing with. I was blessed to be given Mr. Berman's name to handle my case.
Bob was incredibly helpful during a stressful time. He took the time to explain what he could do for me and then DID IT!!! I had tears of joy when he got court approval. I recommend Bob very highly!
Mr.Bergman far exceeded my expectations! I had some problems with my sister’s trust and assets that were left out . He was recommended to me by another Bay Area lawyer . I needed his expertise in the filing of a Heggstad petition to avoid probate. I do not live in California and Mr. Bergman made the entire process so easy and efficient for me . Once I contacted him it took less than one week for him to resolve my predicament. I couldn’t be more grateful for the support and the kind words . His knowledge, thoroughness and professionalism were so very reassuring at a time like this . I highly recommend his services and advice on these kind of matters .
Bob Bergman has been our Estate Planning lawyer for many years, and also has advised us numerous times when we needed some other legal help. He has always been easy to work with, cheerful, and most importantly, his advice has always been "right on the mark". We value him both as a counselor and as a friend. Janice
Bergman did a bottoms up estate plan for us in Y2008 after I heard his presentation on the subject. Although we had an estate plan written in 1995, it did not begin to cover the potentially complex issues that could arise on inheritance, end of life decisions, and survivor control of assets. Bergman's estate plan was thorough and addressed issues that one never thinks of but happen all the time in real life situations. Six years later, we had moved to a retirement community and needed to update the plan. He asked all the questions covering our changed circumstances and developed the updated plan quickly. I highly recommend him to everyone who should have an estate plan, AND to young parents who want to have their children protected in the unlikely event they both die. People in this category never think of estate plans but really need them.
I talked to Robert for more than half hour without paying him a penny to get answer to revoke the trust. He walked me through stage by stage and I was satisfied to hire him to revoke the trust.
I came to Law Offices of Robert P Bergman because my wife and I needed an estate plan. Literally had zero, not even some notes scrawled on a post-it. I decided Law Offices of Robert P Bergman was the right firm for me because we heard Bob speak on estate planning at a seminar after a friend recommended him. My favorite thing about working with Law Offices of Robert P Bergman was that Bob was personable, clearly knowledgeable about both the law and its real world applications, extremely competent, and had created an efficient process to identify and create the right estate planning components. The outcome after all of the work put in by the firm was we opted for a living trust, with provisions for life insurance, child care in case of our own demise, an estate distribution that avoiding probate, tax benefits, and other important components. But the key feature was the feeling of security, the elimination of uncertainty and anxiety over the future. Nobody wants to think about their expiration, and we had avoided that, and the needed planning, for many years. Once done, we got a lot of serenity. As a result, aside from the practical benefits, it gave us security - no more amorphous worry about "what will happen to my spouse, or children, or business?" - were i to be devoured by a great white shark while surfing, for instance. A greater confidence in handling financial matters such as savings, retirement, and value investing. Finally, when so much of the concern about the future dissolved, a newfound freedom to live in the moment, which helped my business and relationships. Those were unexpected, but welcome consequences.
The reason I retained Law Offices of Robert P Bergman was we needed a will and trust as new parents of three young children. I decided Law Offices of Robert P Bergman was the right firm for me because he was a referral from the parents of multiples club and other families had highly recommended him. I enjoyed working with Law Offices of Robert P Bergman because he was thoughtful and understood our needs having young children of his own. The outcome of this case was that we completed a will and trust we were happy with and felt secure. Now that we've received this outcome, we know we have security in making sure our children are taken care of.
Bob is extremely thorough in his explanations of details that could easily be misunderstood. We recorded our sessions, and still needed more expertise in defining myriad nuances.
I contacted Law Offices of Robert P Bergman, after my husband had passed away suddenly without any will or estate plan. I selected Law Offices of Robert P Bergman to represent me because I was referred to the law offices of Robert p Bergman by my husband's employer. I met him and immediately felt comfortable with him. My favorite thing about working with Law Offices of Robert P Bergman was the instant communication and firm's eagerness to help their clients. The outcome, after all of the work put in by the firm was it was all settled in time. I will always be grateful to Bob for his professional commitment during my tough times.
Mr. Bergman is a miracle worker! His expertise in this area of the law is fantastic. We needed a Heggstad Petition to sell my deceased sisters home. With Mr. Bergman's knowledge and hard work he got the petition prepared and signed in a very short time and we were able to sell the house! Mr. Bergman is not only a wonderful attorney he is personable and caring of what his client is dealing with. I was blessed to be given Mr. Berman's name to handle my case.
Bob was incredibly helpful during a stressful time. He took the time to explain what he could do for me and then DID IT!!! I had tears of joy when he got court approval. I recommend Bob very highly!
Mr.Bergman far exceeded my expectations! I had some problems with my sister’s trust and assets that were left out . He was recommended to me by another Bay Area lawyer . I needed his expertise in the filing of a Heggstad petition to avoid probate. I do not live in California and Mr. Bergman made the entire process so easy and efficient for me . Once I contacted him it took less than one week for him to resolve my predicament. I couldn’t be more grateful for the support and the kind words . His knowledge, thoroughness and professionalism were so very reassuring at a time like this . I highly recommend his services and advice on these kind of matters .
Bob Bergman has been our Estate Planning lawyer for many years, and also has advised us numerous times when we needed some other legal help. He has always been easy to work with, cheerful, and most importantly, his advice has always been "right on the mark". We value him both as a counselor and as a friend. Janice
Bergman did a bottoms up estate plan for us in Y2008 after I heard his presentation on the subject. Although we had an estate plan written in 1995, it did not begin to cover the potentially complex issues that could arise on inheritance, end of life decisions, and survivor control of assets. Bergman's estate plan was thorough and addressed issues that one never thinks of but happen all the time in real life situations. Six years later, we had moved to a retirement community and needed to update the plan. He asked all the questions covering our changed circumstances and developed the updated plan quickly. I highly recommend him to everyone who should have an estate plan, AND to young parents who want to have their children protected in the unlikely event they both die. People in this category never think of estate plans but really need them.
I talked to Robert for more than half hour without paying him a penny to get answer to revoke the trust. He walked me through stage by stage and I was satisfied to hire him to revoke the trust.
I came to Law Offices of Robert P Bergman because my wife and I needed an estate plan. Literally had zero, not even some notes scrawled on a post-it. I decided Law Offices of Robert P Bergman was the right firm for me because we heard Bob speak on estate planning at a seminar after a friend recommended him. My favorite thing about working with Law Offices of Robert P Bergman was that Bob was personable, clearly knowledgeable about both the law and its real world applications, extremely competent, and had created an efficient process to identify and create the right estate planning components. The outcome after all of the work put in by the firm was we opted for a living trust, with provisions for life insurance, child care in case of our own demise, an estate distribution that avoiding probate, tax benefits, and other important components. But the key feature was the feeling of security, the elimination of uncertainty and anxiety over the future. Nobody wants to think about their expiration, and we had avoided that, and the needed planning, for many years. Once done, we got a lot of serenity. As a result, aside from the practical benefits, it gave us security - no more amorphous worry about "what will happen to my spouse, or children, or business?" - were i to be devoured by a great white shark while surfing, for instance. A greater confidence in handling financial matters such as savings, retirement, and value investing. Finally, when so much of the concern about the future dissolved, a newfound freedom to live in the moment, which helped my business and relationships. Those were unexpected, but welcome consequences.
The reason I retained Law Offices of Robert P Bergman was we needed a will and trust as new parents of three young children. I decided Law Offices of Robert P Bergman was the right firm for me because he was a referral from the parents of multiples club and other families had highly recommended him. I enjoyed working with Law Offices of Robert P Bergman because he was thoughtful and understood our needs having young children of his own. The outcome of this case was that we completed a will and trust we were happy with and felt secure. Now that we've received this outcome, we know we have security in making sure our children are taken care of.
Bob is extremely thorough in his explanations of details that could easily be misunderstood. We recorded our sessions, and still needed more expertise in defining myriad nuances.
I contacted Law Offices of Robert P Bergman, after my husband had passed away suddenly without any will or estate plan. I selected Law Offices of Robert P Bergman to represent me because I was referred to the law offices of Robert p Bergman by my husband's employer. I met him and immediately felt comfortable with him. My favorite thing about working with Law Offices of Robert P Bergman was the instant communication and firm's eagerness to help their clients. The outcome, after all of the work put in by the firm was it was all settled in time. I will always be grateful to Bob for his professional commitment during my tough times.
Mr. Bergman is a miracle worker! His expertise in this area of the law is fantastic. We needed a Heggstad Petition to sell my deceased sisters home. With Mr. Bergman's knowledge and hard work he got the petition prepared and signed in a very short time and we were able to sell the house! Mr. Bergman is not only a wonderful attorney he is personable and caring of what his client is dealing with. I was blessed to be given Mr. Berman's name to handle my case.
Bob was incredibly helpful during a stressful time. He took the time to explain what he could do for me and then DID IT!!! I had tears of joy when he got court approval. I recommend Bob very highly!
Mr.Bergman far exceeded my expectations! I had some problems with my sister’s trust and assets that were left out . He was recommended to me by another Bay Area lawyer . I needed his expertise in the filing of a Heggstad petition to avoid probate. I do not live in California and Mr. Bergman made the entire process so easy and efficient for me . Once I contacted him it took less than one week for him to resolve my predicament. I couldn’t be more grateful for the support and the kind words . His knowledge, thoroughness and professionalism were so very reassuring at a time like this . I highly recommend his services and advice on these kind of matters .
Bob Bergman has been our Estate Planning lawyer for many years, and also has advised us numerous times when we needed some other legal help. He has always been easy to work with, cheerful, and most importantly, his advice has always been "right on the mark". We value him both as a counselor and as a friend. Janice
Bergman did a bottoms up estate plan for us in Y2008 after I heard his presentation on the subject. Although we had an estate plan written in 1995, it did not begin to cover the potentially complex issues that could arise on inheritance, end of life decisions, and survivor control of assets. Bergman's estate plan was thorough and addressed issues that one never thinks of but happen all the time in real life situations. Six years later, we had moved to a retirement community and needed to update the plan. He asked all the questions covering our changed circumstances and developed the updated plan quickly. I highly recommend him to everyone who should have an estate plan, AND to young parents who want to have their children protected in the unlikely event they both die. People in this category never think of estate plans but really need them.
I talked to Robert for more than half hour without paying him a penny to get answer to revoke the trust. He walked me through stage by stage and I was satisfied to hire him to revoke the trust.
I came to Law Offices of Robert P Bergman because my wife and I needed an estate plan. Literally had zero, not even some notes scrawled on a post-it. I decided Law Offices of Robert P Bergman was the right firm for me because we heard Bob speak on estate planning at a seminar after a friend recommended him. My favorite thing about working with Law Offices of Robert P Bergman was that Bob was personable, clearly knowledgeable about both the law and its real world applications, extremely competent, and had created an efficient process to identify and create the right estate planning components. The outcome after all of the work put in by the firm was we opted for a living trust, with provisions for life insurance, child care in case of our own demise, an estate distribution that avoiding probate, tax benefits, and other important components. But the key feature was the feeling of security, the elimination of uncertainty and anxiety over the future. Nobody wants to think about their expiration, and we had avoided that, and the needed planning, for many years. Once done, we got a lot of serenity. As a result, aside from the practical benefits, it gave us security - no more amorphous worry about "what will happen to my spouse, or children, or business?" - were i to be devoured by a great white shark while surfing, for instance. A greater confidence in handling financial matters such as savings, retirement, and value investing. Finally, when so much of the concern about the future dissolved, a newfound freedom to live in the moment, which helped my business and relationships. Those were unexpected, but welcome consequences.
The reason I retained Law Offices of Robert P Bergman was we needed a will and trust as new parents of three young children. I decided Law Offices of Robert P Bergman was the right firm for me because he was a referral from the parents of multiples club and other families had highly recommended him. I enjoyed working with Law Offices of Robert P Bergman because he was thoughtful and understood our needs having young children of his own. The outcome of this case was that we completed a will and trust we were happy with and felt secure. Now that we've received this outcome, we know we have security in making sure our children are taken care of.
Bob is extremely thorough in his explanations of details that could easily be misunderstood. We recorded our sessions, and still needed more expertise in defining myriad nuances.
I contacted Law Offices of Robert P Bergman, after my husband had passed away suddenly without any will or estate plan. I selected Law Offices of Robert P Bergman to represent me because I was referred to the law offices of Robert p Bergman by my husband's employer. I met him and immediately felt comfortable with him. My favorite thing about working with Law Offices of Robert P Bergman was the instant communication and firm's eagerness to help their clients. The outcome, after all of the work put in by the firm was it was all settled in time. I will always be grateful to Bob for his professional commitment during my tough times.
Mr. Bergman is a miracle worker! His expertise in this area of the law is fantastic. We needed a Heggstad Petition to sell my deceased sisters home. With Mr. Bergman's knowledge and hard work he got the petition prepared and signed in a very short time and we were able to sell the house! Mr. Bergman is not only a wonderful attorney he is personable and caring of what his client is dealing with. I was blessed to be given Mr. Berman's name to handle my case.
Bob was incredibly helpful during a stressful time. He took the time to explain what he could do for me and then DID IT!!! I had tears of joy when he got court approval. I recommend Bob very highly!
Mr.Bergman far exceeded my expectations! I had some problems with my sister’s trust and assets that were left out . He was recommended to me by another Bay Area lawyer . I needed his expertise in the filing of a Heggstad petition to avoid probate. I do not live in California and Mr. Bergman made the entire process so easy and efficient for me . Once I contacted him it took less than one week for him to resolve my predicament. I couldn’t be more grateful for the support and the kind words . His knowledge, thoroughness and professionalism were so very reassuring at a time like this . I highly recommend his services and advice on these kind of matters .
Bob Bergman has been our Estate Planning lawyer for many years, and also has advised us numerous times when we needed some other legal help. He has always been easy to work with, cheerful, and most importantly, his advice has always been "right on the mark". We value him both as a counselor and as a friend. Janice
Bergman did a bottoms up estate plan for us in Y2008 after I heard his presentation on the subject. Although we had an estate plan written in 1995, it did not begin to cover the potentially complex issues that could arise on inheritance, end of life decisions, and survivor control of assets. Bergman's estate plan was thorough and addressed issues that one never thinks of but happen all the time in real life situations. Six years later, we had moved to a retirement community and needed to update the plan. He asked all the questions covering our changed circumstances and developed the updated plan quickly. I highly recommend him to everyone who should have an estate plan, AND to young parents who want to have their children protected in the unlikely event they both die. People in this category never think of estate plans but really need them.
I talked to Robert for more than half hour without paying him a penny to get answer to revoke the trust. He walked me through stage by stage and I was satisfied to hire him to revoke the trust.
I came to Law Offices of Robert P Bergman because my wife and I needed an estate plan. Literally had zero, not even some notes scrawled on a post-it. I decided Law Offices of Robert P Bergman was the right firm for me because we heard Bob speak on estate planning at a seminar after a friend recommended him. My favorite thing about working with Law Offices of Robert P Bergman was that Bob was personable, clearly knowledgeable about both the law and its real world applications, extremely competent, and had created an efficient process to identify and create the right estate planning components. The outcome after all of the work put in by the firm was we opted for a living trust, with provisions for life insurance, child care in case of our own demise, an estate distribution that avoiding probate, tax benefits, and other important components. But the key feature was the feeling of security, the elimination of uncertainty and anxiety over the future. Nobody wants to think about their expiration, and we had avoided that, and the needed planning, for many years. Once done, we got a lot of serenity. As a result, aside from the practical benefits, it gave us security - no more amorphous worry about "what will happen to my spouse, or children, or business?" - were i to be devoured by a great white shark while surfing, for instance. A greater confidence in handling financial matters such as savings, retirement, and value investing. Finally, when so much of the concern about the future dissolved, a newfound freedom to live in the moment, which helped my business and relationships. Those were unexpected, but welcome consequences.
The reason I retained Law Offices of Robert P Bergman was we needed a will and trust as new parents of three young children. I decided Law Offices of Robert P Bergman was the right firm for me because he was a referral from the parents of multiples club and other families had highly recommended him. I enjoyed working with Law Offices of Robert P Bergman because he was thoughtful and understood our needs having young children of his own. The outcome of this case was that we completed a will and trust we were happy with and felt secure. Now that we've received this outcome, we know we have security in making sure our children are taken care of.
Bob is extremely thorough in his explanations of details that could easily be misunderstood. We recorded our sessions, and still needed more expertise in defining myriad nuances.
I contacted Law Offices of Robert P Bergman, after my husband had passed away suddenly without any will or estate plan. I selected Law Offices of Robert P Bergman to represent me because I was referred to the law offices of Robert p Bergman by my husband's employer. I met him and immediately felt comfortable with him. My favorite thing about working with Law Offices of Robert P Bergman was the instant communication and firm's eagerness to help their clients. The outcome, after all of the work put in by the firm was it was all settled in time. I will always be grateful to Bob for his professional commitment during my tough times.
Mr. Bergman is a miracle worker! His expertise in this area of the law is fantastic. We needed a Heggstad Petition to sell my deceased sisters home. With Mr. Bergman's knowledge and hard work he got the petition prepared and signed in a very short time and we were able to sell the house! Mr. Bergman is not only a wonderful attorney he is personable and caring of what his client is dealing with. I was blessed to be given Mr. Berman's name to handle my case.
Bob was incredibly helpful during a stressful time. He took the time to explain what he could do for me and then DID IT!!! I had tears of joy when he got court approval. I recommend Bob very highly!
Mr.Bergman far exceeded my expectations! I had some problems with my sister’s trust and assets that were left out . He was recommended to me by another Bay Area lawyer . I needed his expertise in the filing of a Heggstad petition to avoid probate. I do not live in California and Mr. Bergman made the entire process so easy and efficient for me . Once I contacted him it took less than one week for him to resolve my predicament. I couldn’t be more grateful for the support and the kind words . His knowledge, thoroughness and professionalism were so very reassuring at a time like this . I highly recommend his services and advice on these kind of matters .