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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

White Elephant Inheritance

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.
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Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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What Is My Life Expectancy?

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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