Plan Your Estate Radio with Bob Bergman Podcast

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About two-thirds of Americans do not have an estate plan. That means when they die, the government decides the fate of their family and their fortune. Join Board Certified Estate Planning, Trust and Probate Law Specialist Attorney Bob Bergman for “Plan Your Estate Radio,” and discover what you shoul…

Plan Your Estate Radio with Bob Bergman


    • Mar 24, 2023 LATEST EPISODE
    • infrequent NEW EPISODES
    • 38m AVG DURATION
    • 208 EPISODES


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    Latest episodes from Plan Your Estate Radio with Bob Bergman Podcast

    Play Your Estate Radio 03-24-23

    Play Episode Listen Later Mar 24, 2023 39:11


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    Plan Your Estate Radio 03-17-23

    Play Episode Listen Later Mar 17, 2023 38:31


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    Plan Your Estate Radio 03-10-23

    Play Episode Listen Later Mar 10, 2023 38:23


    (Repeat of 10-15-21)See omnystudio.com/listener for privacy information.

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    Plan Your Estate Radio 03-03-23

    Play Episode Listen Later Mar 4, 2023 38:46


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    Plan Your Estate Radio 02-24-23

    Play Episode Listen Later Feb 25, 2023 37:49


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    Plan Your Estate Radio 02-17-23

    Play Episode Listen Later Feb 17, 2023 39:02


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    Plan Your Estate Radio 02-10-23

    Play Episode Listen Later Feb 10, 2023 39:03


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    Plan Your Estate Radio 02-03-23

    Play Episode Listen Later Feb 3, 2023 39:01


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    Plan Your Estate Radio 01-27-23

    Play Episode Listen Later Jan 28, 2023 38:58


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    Plan Your Estate Radio 01-20-23

    Play Episode Listen Later Jan 20, 2023 38:53


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    Plan Your Estate Radio 01-13-23

    Play Episode Listen Later Jan 13, 2023 39:45


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    Plan Your Estate Radio 1-6-23

    Play Episode Listen Later Jan 6, 2023 38:58


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    Plan Your Estate Radio 12-30-22

    Play Episode Listen Later Dec 31, 2022 38:23


    Repeat of 10-15-21See omnystudio.com/listener for privacy information.

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    Plan Your Estate Radio 12-23-22

    Play Episode Listen Later Dec 23, 2022 37:51


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    Plan Your Estate Radio 12-16-22

    Play Episode Listen Later Dec 16, 2022 39:36


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    Plan Your Estate Radio 12-09-22

    Play Episode Listen Later Dec 16, 2022 39:08


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    Plan Your Estate Radio 12-02-22

    Play Episode Listen Later Dec 16, 2022 39:01


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    Plan Your Estate Radio 11-11-22

    Play Episode Listen Later Nov 11, 2022 38:50


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    Plan Your Estate Radio 11-04-22

    Play Episode Listen Later Nov 4, 2022 39:03


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    Plan Your Estate Radio 10-28-22

    Play Episode Listen Later Oct 28, 2022 38:54


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    Plan Your Estate Radio 10-21-22

    Play Episode Listen Later Oct 22, 2022 39:02


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    Plan Your Estate Radio 10-07-22

    Play Episode Listen Later Oct 7, 2022 38:43


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    Plan Your Estate Radio 09-30-22

    Play Episode Listen Later Sep 30, 2022 38:39


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    Plan Your Estate Radio 09-23-22

    Play Episode Listen Later Sep 23, 2022 38:55


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    Plan Your Estate Radio 09-16-22

    Play Episode Listen Later Sep 16, 2022 38:45


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    Plan Your Estate Radio 09-09-22

    Play Episode Listen Later Sep 9, 2022 39:06


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    Plan Your Estate Radio 09-02-22

    Play Episode Listen Later Sep 2, 2022 38:39


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    Plan Your Estate Radio 08-26-22

    Play Episode Listen Later Aug 26, 2022 38:55


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    Plan Your Estate Radio 08-19-22

    Play Episode Listen Later Aug 19, 2022 39:01


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    Plan Your Estate Radio 08-05-22

    Play Episode Listen Later Aug 5, 2022 38:42


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    Plan Your Estate Radio 07-29-22

    Play Episode Listen Later Jul 29, 2022 38:47


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    Plan Your Estate Radio 07-22-22

    Play Episode Listen Later Jul 23, 2022 38:52


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    Plan Your Estate Radio 07-15-22

    Play Episode Listen Later Jul 15, 2022 38:59


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    Plan Your Estate Radio 07-08-22

    Play Episode Listen Later Jul 8, 2022 39:45


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    Plan Your Estate Radio 07-01-22

    Play Episode Listen Later Jul 1, 2022 38:53


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    Plan Your Estate Radio 06-17-22

    Play Episode Listen Later Jun 17, 2022 38:16


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    Plan Your Estate Radio 06-10-22

    Play Episode Listen Later Jun 10, 2022 38:21


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    Plan Your Estate Radio 06-03-22 Replay of 3-15-19

    Play Episode Listen Later Jun 3, 2022 38:47


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

    california state estate probate heggstad
    Plan Your Estate Radio 05-28-22

    Play Episode Listen Later May 27, 2022 38:17


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    Plan Your Estate Radio 05-20-22

    Play Episode Listen Later May 20, 2022 38:24


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    Plan Your Estate Radio 05-13-22

    Play Episode Listen Later May 13, 2022 38:20


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    Plan Your Estate Radio 05-06-22

    Play Episode Listen Later May 6, 2022 38:34


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    Plan Your Estate Radio 04-29-22

    Play Episode Listen Later Apr 29, 2022 38:31


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    Plan Your Estate Radio 04-22-22

    Play Episode Listen Later Apr 22, 2022 38:09


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    Plan Your Estate Radio 04-15-22

    Play Episode Listen Later Apr 16, 2022 38:17


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    Plan Your Estate Radio 04-01-22

    Play Episode Listen Later Apr 1, 2022 38:16


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    Plan Your Estate Radio 03-25-22

    Play Episode Listen Later Mar 25, 2022 38:17


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    Plan Your Estate Radio 03-11-22

    Play Episode Listen Later Mar 11, 2022 38:26


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    Plan Your Estate Radio 02-25-22

    Play Episode Listen Later Feb 25, 2022 38:15


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    Plan Your Estate Radio 02-18-22

    Play Episode Listen Later Feb 18, 2022 38:14


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    Plan Your Estate Radio 02-11-22

    Play Episode Listen Later Feb 12, 2022 38:21


    Bob speaks with guest Susan Shelley, Vice President of Communications for the Howard Jarvis Taxpayers Association, to discuss the repeal of Proposition 19 and what individuals can do to qualify an initiative for the November ballot. See omnystudio.com/listener for privacy information.

    vice president estate proposition howard jarvis taxpayers association

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