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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

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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3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
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Managing an Inheritance

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.
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