Estate Planning in San Jose CA

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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