Plan Your Estate Radio with Bob Bergman Podcast

July 27, 2018 See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

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Bob outlines the basics of estate planning and why it is necessary, and concludes with more questions and comments about real life estate planning issues. See omnystudio.com/listener for privacy information.

Bob’s show today continues with more questions and comments, covering real life estate planning issues happening around the State. See omnystudio.com/listener for privacy information.

June 22, 2018 See omnystudio.com/listener for privacy information.

“Questions and Comments” and “Cautionary Tales.”  Bob presents more questions and comments from attorney consumer websites, and several “Cautionary Tales” from the members of WealthCounsel. The all highlight several of the things that can go wrong a lack of estate planning, “DIY”(do it yourself) estate planning, and unintended consequences.&rdqu...

Bob records his show from Hershey PA where he is attending “Practice With Purpose” Medi-Cal and law office practice training through Lawyers with Purpose, an organization he has just joined to expand and improve his estate planning practice.  Bob shares his impressions of the intensive training he is receiving.   “Questions and Comments:”  Bob shares more &ld...

See omnystudio.com/listener for privacy information.

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May 11, 2018 See omnystudio.com/listener for privacy information.

Bob introduces his new show, and relates his personal background and philosophy of his estate planning law practice. See omnystudio.com/listener for privacy information.

Estate planning for retirement plan asset such as IRAs and 401k plans is difficult and confusing, and the wrong planning decisions may cause a major loss of benefits for your heirs.  Tune in to learn about Qualified Retirement Plans and the Inherited IRA, their similarities and differences, and asset protection planning for your heirs for the Inherited IRA. See omnystudio.com/listener for pri...

First three segments: “10 Costly Mistakes to Avoid When Planning for Your Special Needs Child or Other Relative” and the solution.   Final Segment:  Who should do your estate planning for you?   A comparison of the “do it yourself” options, “will and trust” lawyers,” and the Board Certified Specialist in Estate Planning. See omnystudio....

First two segments:  Planning for your minor children – “The Children’s Legacy Plan” Last two segments:  “Castle Trust Planning.”  How inheritances are lost by heirs and beneficiaries, and a possible solution See omnystudio.com/listener for privacy information.

Fixing Broken Trusts – Outdated living trusts may be dangerous to your family’s financial health, and how to fix them.  Also, the Heggstad petition – getting property transferred to a living trust after your death. See omnystudio.com/listener for privacy information.

What is a living trust, and what are some of the uses of the living trust in estate planning.  See omnystudio.com/listener for privacy information.

Bob introduces his new show, and relates his personal background and philosophy of his estate planning law practice. See omnystudio.com/listener for privacy information.