Saturday morning, September 11, “The Living Trust Seminar – Your Estate Planning Options”
Saturday, September 11, 2010 9:30 AM to 10:45 AM (Doors open at 9:15 AM)
Law Offices of Robert P. Bergman
Located at: 920 Saratoga Avenue, Suite 107
San Jose, CA 95129
(408) 247-0444
In this seminar, you'll learn:
The most popular estate planning technique in America today
How having a Will does not protect you if you become incapacitated
How using free forms available at hospitals and stationary stores can create problems for your family
What happens if you don't have an estate plan for your family
Whether having a Will avoids Probate, and the real purpose of Probate?
What happens if you become incapacitated
The truth about Joint Tenancy, and how Community Property may be a better alternative
The hidden flaws in relying on beneficiary designations to pass on your retirement plans, annuities, IRAs, life insurance, bank accounts and brokerage accounts
The "Death Tax" and how it can be avoided and the truth about the “repeal” of the Death Tax
How Living Trusts can solve the problems with other planning methods to pass on your property to your heirs
How to protect your children's inheritance from being lost through divorce, death, bankruptcy and lawsuits, and how to protect your "special needs" child's inheritance without jeopardizing their eligibility for government assistance.
For parents with young children, how to protect your children from foster care and other hazards if something happens to you.
How to pass on an inheritance to your children or other heirs free from income tax and the Death Tax
The best way to pass on your retirement plans and IRAs to your children or other heirs, providing the maximum growth potential and asset protection
Space is limited, and walkups will be admitted on a "space available" basis.
Saturday morning, September 11, 2010, Seminar - “Stock Market Returns with No Stock Market Risk"
Saturday, September 11, 2010 11:00 AM to 12:00 noon (Doors open at 10:55 AM)
Law Offices of Robert P. Bergman
Located at: 920 Saratoga Avenue, Suite 107
San Jose, CA 95129
(408) 247-0444
The events of recent years have shown the vulnerability of investments in the stock market, bond market, housing market and commodities, all of which are traditional methods of building wealth for retirement.
In this seminar, you'll learn about an investment that can provide stock market returns without the risk of investment in the stock market. It can also provide for those returns while assuming the level of risk of a money market fund or certificate of deposit. This makes it unique among investment options.
This unique investment is especially beneficial for retirement plan accounts and as part of a diversified investment portfolio.
Because of special rules concerning the offering of such investments, they can only be offered to qualified purchasers under California law. You are a qualified purchaser if at least one of the following applies to you:
1) Your net worth (either individually or with your spouse), excluding your home, home furnishings and automobiles, but including all investments, all other property and assets, is excess of $250,000, OR;
2) Your net worth (either individually or with your spouse), excluding your home, home furnishings and automobiles, but including all investments, all other property and assets, is excess of $150,000, and your gross income during the immediately preceding tax years was in excess of $100,000, and you reasonably expect your gross income to be in excess of $100,000 during the current tax year, OR;
3) Your individual annual income was in excess of $200,000 in each of the two most recent years, and you expect such income in the current tax year
Space is limited, and walkups will be admitted on a "space available" basis.
Saturday morning, September 25, 2010, “The Living Trust Seminar – Your Estate Planning Options”
Saturday, September 25, 2010 9:30 AM to 10:45 AM (Doors open at 9:15 AM)
Law Offices of Robert P. Bergman
Located at: 920 Saratoga Avenue, Suite 107
San Jose, CA 95129
(408) 247-0444
In this seminar, you'll learn:
The most popular estate planning technique in America today
How having a Will does not protect you if you become incapacitated
How using free forms available at hospitals and stationary stores can create problems for your family
What happens if you don't have an estate plan for your family
Whether having a Will avoids Probate, and the real purpose of Probate?
What happens if you become incapacitated
The truth about Joint Tenancy, and how Community Property may be a better alternative
The hidden flaws in relying on beneficiary designations to pass on your retirement plans, annuities, IRAs, life insurance, bank accounts and brokerage accounts
The "Death Tax" and how it can be avoided and the truth about the “repeal” of the Death Tax
How Living Trusts can solve the problems with other planning methods to pass on your property to your heirs
How to protect your children's inheritance from being lost through divorce, death, bankruptcy and lawsuits, and how to protect your "special needs" child's inheritance without jeopardizing their eligibility for government assistance.
For parents with young children, how to protect your children from foster care and other hazards if something happens to you.
How to pass on an inheritance to your children or other heirs free from income tax and the Death Tax
The best way to pass on your retirement plans and IRAs to your children or other heirs, providing the maximum growth potential and asset protection
Space is limited, and walkups will be admitted on a "space available" basis.
Saturday morning, October 9, 2010, “The Living Trust Seminar – Your Estate Planning Options”
Saturday, October 09, 2010 9:30 AM to 10:45 AM (Doors open at 9:15 AM)
Law Offices of Robert P. Bergman, 920 Saratoga Avenue, Ste. 213, San Jose, CA 95129
Located at: 920 Saratoga Avenue, Suite 213
San Jose, CA 95129
(408) 247-0444
In this seminar, you'll learn:
The most popular estate planning technique in America today
How having a Will does not protect you if you become incapacitated
How using free forms available at hospitals and stationary stores can create problems for your family
What happens if you don't have an estate plan for your family
Whether having a Will avoids Probate, and the real purpose of Probate?
What happens if you become incapacitated
The truth about Joint Tenancy, and how Community Property may be a better alternative
The hidden flaws in relying on beneficiary designations to pass on your retirement plans, annuities, IRAs, life insurance, bank accounts and brokerage accounts
The "Death Tax" and how it can be avoided and the truth about the “repeal” of the Death Tax
How Living Trusts can solve the problems with other planning methods to pass on your property to your heirs
How to protect your children's inheritance from being lost through divorce, death, bankruptcy and lawsuits, and how to protect your "special needs" child's inheritance without jeopardizing their eligibility for government assistance.
For parents with young children, how to protect your children from foster care and other hazards if something happens to you.
How to pass on an inheritance to your children or other heirs free from income tax and the Death Tax
The best way to pass on your retirement plans and IRAs to your children or other heirs, providing the maximum growth potential and asset protection
Space is limited, and walkups will be admitted on a "space available" basis.
Saturday morning, October 23, 2010, “The Living Trust Seminar – Your Estate Planning Options”
Saturday, October 23, 2010 9:30 AM to 10:45 AM (Doors open at 9:15 AM)
Law Offices of Robert P. Bergman, 920 Saratoga Avenue, Ste. 213, San Jose, CA 95129
Located at: 920 Saratoga Avenue, Suite 213
San Jose, CA 95129
(408) 247-0444
In this seminar, you'll learn:
The most popular estate planning technique in America today
How having a Will does not protect you if you become incapacitated
How using free forms available at hospitals and stationary stores can create problems for your family
What happens if you don't have an estate plan for your family
Whether having a Will avoids Probate, and the real purpose of Probate?
What happens if you become incapacitated
The truth about Joint Tenancy, and how Community Property may be a better alternative
The hidden flaws in relying on beneficiary designations to pass on your retirement plans, annuities, IRAs, life insurance, bank accounts and brokerage accounts
The "Death Tax" and how it can be avoided and the truth about the “repeal” of the Death Tax
How Living Trusts can solve the problems with other planning methods to pass on your property to your heirs
How to protect your children's inheritance from being lost through divorce, death, bankruptcy and lawsuits, and how to protect your "special needs" child's inheritance without jeopardizing their eligibility for government assistance.
For parents with young children, how to protect your children from foster care and other hazards if something happens to you.
How to pass on an inheritance to your children or other heirs free from income tax and the Death Tax
The best way to pass on your retirement plans and IRAs to your children or other heirs, providing the maximum growth potential and asset protection
Space is limited, and walkups will be admitted on a "space available" basis.
Saturday morning, November 6, 2010, “The Living Trust Seminar – Your Estate Planning Options”
Saturday, November 06, 2010 9:30 AM to 10:45 AM (Doors open at 9:15 AM)
Law Offices of Robert P. Bergman, 920 Saratoga Avenue, Ste. 213, San Jose, CA 95129
Located at: 920 Saratoga Avenue, Suite 213, San Jose, CA 95129
(408) 247-0444
In this seminar, you'll learn:
The most popular estate planning technique in America today
How having a Will does not protect you if you become incapacitated
How using free forms available at hospitals and stationary stores can create problems for your family
What happens if you don't have an estate plan for your family
Whether having a Will avoids Probate, and the real purpose of Probate?
What happens if you become incapacitated
The truth about Joint Tenancy, and how Community Property may be a better alternative
The hidden flaws in relying on beneficiary designations to pass on your retirement plans, annuities, IRAs, life insurance, bank accounts and brokerage accounts
The "Death Tax" and how it can be avoided and the truth about the “repeal” of the Death Tax
How Living Trusts can solve the problems with other planning methods to pass on your property to your heirs
How to protect your children's inheritance from being lost through divorce, death, bankruptcy and lawsuits, and how to protect your "special needs" child's inheritance without jeopardizing their eligibility for government assistance.
For parents with young children, how to protect your children from foster care and other hazards if something happens to you.
How to pass on an inheritance to your children or other heirs free from income tax and the Death Tax
The best way to pass on your retirement plans and IRAs to your children or other heirs, providing the maximum growth potential and asset protection
Space is limited, and walkups will be admitted on a "space available" basis.
Saturday morning, November 20, 2010, “The Living Trust Seminar – Your Estate Planning Options”
Saturday, November 20, 2010 9:30 AM to 10:45 AM (Doors open at 9:15 AM)
Law Offices of Robert P. Bergman, 920 Saratoga Avenue, Ste. 213, San Jose, CA 95129
Located at: 920 Saratoga Avenue, Suite 213
San Jose, CA 95129
(408) 247-0444
In this seminar, you'll learn:
The most popular estate planning technique in America today
How having a Will does not protect you if you become incapacitated
How using free forms available at hospitals and stationary stores can create problems for your family
What happens if you don't have an estate plan for your family
Whether having a Will avoids Probate, and the real purpose of Probate?
What happens if you become incapacitated
The truth about Joint Tenancy, and how Community Property may be a better alternative
The hidden flaws in relying on beneficiary designations to pass on your retirement plans, annuities, IRAs, life insurance, bank accounts and brokerage accounts
The "Death Tax" and how it can be avoided and the truth about the “repeal” of the Death Tax
How Living Trusts can solve the problems with other planning methods to pass on your property to your heirs
How to protect your children's inheritance from being lost through divorce, death, bankruptcy and lawsuits, and how to protect your "special needs" child's inheritance without jeopardizing their eligibility for government assistance.
For parents with young children, how to protect your children from foster care and other hazards if something happens to you.
How to pass on an inheritance to your children or other heirs free from income tax and the Death Tax
The best way to pass on your retirement plans and IRAs to your children or other heirs, providing the maximum growth potential and asset protection
Space is limited, and walkups will be admitted on a "space available" basis.