Broker Check

Estate Planning

A Roadmap for Future Generations

Having a proper estate plan in place helps ensure that your beneficiaries are taken care of when you’re gone. We help our clients craft tax-advantageous estate plans that encompass more than just the transfer of assets. We talk about your legacy, how you hope to be remembered, and how you can make a difference in the world. 

We work with our clients multi-generationally to ensure the smooth transfer of assets and we take the time to educate heirs and beneficiaries on this transfer. Be prepared and in good hands with the team at Johanson and Yau.

Client Education

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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Yours, Mine, and Ours: Estate Strategies for Second Marriage

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.
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