Life isn’t cookie cutter. Your estate plan should be either.

Estate Planning

The Berg Law Firm LLC.

Experienced Estate Planning​ Attorneys In The State Of Louisiana

The Berg Law Firm aims to educate and empower clients through the estate planning process. A common myth is that estate planning is only for the elderly and the rich. That could not be further from the truth. Whether you are a young person just starting a family or an elderly adult in need of long-term care, our clients will experience the peace of mind that comes from planning for the future. We are here to answer your questions virtually or in-person in our Shreveport, Louisiana office location.

 

Why The Berg Law Firm?​

Easy to understand flat fees

We’re not here to nickel and dime you. You will know what you are paying up front and what to expect from us.

Customized documents for your unique needs

No two families are alike; therefore, their estate plans shouldn’t be either.

Educational approach

We don’t just sell documents. We’re committed to educate and empower our clients to make decisions for themselves.

Open line of communication

We respond to all client requests promptly. Also, with flat fees, you don’t have to worry about additional charges when you have a question.

Non-judgmental, professional environment

We cultivate a safe environment for you to express your most intimate concerns so that we can ensure your plan suits your specific needs and addresses any concerns.

Why Now?

The myth that estate planning is only for the elderly or the rich simply isn’t true. Estate planning is for anyone who wants to save their family from additional grief on top of the stress and pain of losing a loved one. Most polls show that less than half of U.S. adults have a will with younger adults even less likely to have a will. Unfortunately, tragic situations happen to people of all ages. You can protect your legacy and your family with proper planning.

The Process

Frequently Asked Questions

Most frequent questions and answers

Estate planning is essential because the State will decide the division of your assets at your death if you do not have one. Therefore, if you want to decide what happens with what you have worked for your entire life upon your death, you need to put the time into estate planning.

While a will dictates where your assets will go upon your death, an estate plan is a broader plan of action for your assets that may apply during your life and upon your death. An estate plan includes documents that detail what happens in the unfortunate scenario where you cannot make your own decisions and may also include Medicaid planning should you need long-term care in the future.

Yes. There are no guarantees in life. That includes living to old age. Ideally, it is best to establish an estate plan once you become a legal adult. It is not about how much money you have today; it’s about planning for your future and beyond. It’s empowering to make those decisions yourself. But equally important, if something happens to you, your loved ones will be grieving. Estate planning will remove the burden of what to do from them.

Incapacity planning falls under the umbrella of estate planning. It is a precautionary measure to prepare in case an unfortunate situation occurs leaving you unable to make your own decisions about finances and healthcare. Incapacity could occur due to a variety of tragic circumstances, including dementia, a car accident, or a stroke.

We recommend updating when there has been a significant life change. Major life changes include a marriage, a divorce, the birth of a child, and a child becoming disabled. You may also wish to update your estate plan when you’ve acquired new assets such as residential property or a business and as your investments grow. We often meet with clients to review what we have in place as their assets grow to ensure their plans continue to align with their goals.

Estate planning isn’t one-size-fits-all, so we cannot give an exact figure without determining what strategies will work best for you. Ultimately, the cost will depend on the strategies you choose for your estate plan. We offer flat fee pricing, so you’ll know upfront what the costs will be for each strategy.

You hear us talk about how one plan does not fit everyone. Because of that, we need to get to know you prior to presenting you with options. The initial meeting is just a conversation so that we can find out more about you, your family, and your goals. Before our first meeting, you will fill out a questionnaire to help gather information that will be needed. Please plan to spend around an hour with us.

Education & Resources

12 Signs You Need To Review Your Estate Plan

Do you already have an estate plan? If so, congratulations! You’ve successfully taken steps to protect your family. However, an estate plan isn’t something that should simply collect dust on
Read More →

What is Forced Heirship?

What is Forced Heirship? Forced heirship laws are unique to Louisiana. It’s basically a way to prevent parents from disinheriting their children. Who is a Forced Heir? Louisiana defines a
Read More →

7 Estate Planning Mistakes

1. Not Having An Estate Plan in Place.  The biggest mistake you can make is failing to plan. Failing to plan leaves the burden for your loved ones when you
Read More →

Why You Need to Consider Incapacity Planning.

It’s not something people like to think about, but bad things can happen to anyone at any age. Whether it’s the result of a car accident, a surgery gone wrong,
Read More →
Stefan FosterStefan Foster
16:28 17 Mar 22
Kevin Berg is hands down the best attorney in the Shreveport-Bossier area. His attention to detail throughout my case was exceptional. His continual effort to communicate information with me as well as alleviate any concerns that I may have had was greatly appreciated. Mr. Berg was extremely professional in his court dealings while being super personable as well. He is just an all around likable guy that will do everything in his power to provide you with the best representation.
J EdwardsJ Edwards
00:51 04 Mar 22
Excellent Excellent Excellent ,Professional ,Just a damn good lawyer !Got My Son Back ! You Can't Go Wrong !
ShaRelle GutierrezShaRelle Gutierrez
03:01 02 Jan 21
Attorney Berg is a truly caring person. He cares about his clients and does everything he can to help them. He's knowledgeable and trustworthy and I would recommend him to all of my family and friends if they needed a great defense attorney. If you're looking for someone who will give you an aggressive plan Attorny Berg is the best in Shreveport Bossier.
EJEJ
00:50 21 Mar 20
Attorney Berg was wonderful from beginning to end. He was knowledgeable, assertive, and forthright with what I should expect. Although it was an incredibly trying period for me, I knew very early on that I was in extremely capable hands! I would highly recommend Attorney Berg for legal representation!
Jon PetersenJon Petersen
16:54 14 Nov 19
I have had exceptional service with every interaction I have had with the Berg Law Firm. First, and more importantly, they have facilitated the best outcomes for me through a complicated process. Second, Mr. Berg is a consummate professional who articulates complex matters clearly and intelligibly which provided the highest degree of transparency to me. I admire his attention to detail which gave me confidence throughout that my case was taken seriously and handled with great care. Throughout the process, communication was easy and efficient - all calls and emails were returned promptly. In short I give my full endorsement!
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