Art of Living
Protecting an Inheritance Beyond the First Generation: How Robert P. Bergman Uses Lifetime Trust Planning
Robert P. Bergman helps California families protect inheritances beyond the first generation through lifetime trust planning, addressing risks like divorce, financial difficulties, and mismanagement. This approach allows assets to remain under trust administration, providing long-term financial stability for beneficiaries.
Sponsored by Robert P. Bergman·November 11, 2026