It is not merely for the wealthy. It encompasses financial, retirement, business succession, charitable, medical, disability, legacy, and gift planning. Unfortunately, many people fail to perform estate planning, with the result that their loved ones suffer emotional and financial hardship that could have been avoided. Others perform estate planning, but fail to recognize that without proper care and maintenance, their plan will not accomplish the objectives they desire (Are you ready? Click here to find out).
At Yuan Law Firm, we are committed to helping our clients create estate plans that work.
Our definition of an estate plan that “works” is: You maintain control of your assets during your lifetime, provides for yourself and your loved ones during any period of incapacity, pass your wealth in a loving and purposeful manner to whom you want, when you wants, and the way that you want, all the while protecting your privacy and reducing the overall cost of professional fees and taxes.
We are able to help our clients accomplish these objectives through a comprehensive process that results in an organized, up-to-date, effective estate plan. Call our office today at 650-488-1829 to schedule a complimentary consultation.