Use this form if you are an existing client of mine and you wish to schedule a Client Review Appointment to review your existing estate plan for to make changes or to do a complete revisions and update to reflect changes in the laws and/or your family situation.  This appointment may include one or more of the following: 
  • A review of your current estate plan (will or living trust) to discuss revisions and updating to reflect changes in your family situation and/or the law
  • Preparation of advanced estate planning, such as the Supplemental Needs Trust for a special needs person, the Wealth Preservation Trust (irrevocable life insurance trust) for income and estate tax avoidance and asset protection; the Charitable Remainder Trust for the tax-free sale of appreciated assets and lifetime income; the Retirement Plan Trust for the deferral of taxation and asset protection of retirement plan assets for your heirs.

This is a free one hour consultation.

 

After you have scheduled your Client Review Appointment, you will receive an email with a link to download a Consultation Packet, and instructions on how to prepare for our meeting. 

 

I look forward to meeting with you.

 

Robert P. Bergman, Attorney at Law

 


 

 
BOOK YOUR CLIENT REVIEW APPOINTMENT