42 West Campbell Avenue
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.