Legacy & Estate

The Revocable Living Trust should not be the careless planning. This is your gift to your loved ones. The benefits are more than probate hassle avoidance and cost savings. Careful and thorough planning can pass family legacy, create family harmony, and protect your loved ones from an unpredictable future.

  • The Living Trust /  Funding Follow-ups
  • Pour-over Wills
  • Healthcare Directives / Health Matter Power of Attorney
  • Financial Matter Durable Power of Attorney
  • Personal property distribution memorandum /  Legacy recording

The Special Needs Trust is a vehicle to safeguard your loved ones with disability when you cannot be around your loved ones. Before being late, you can explore, test, and decide the trustee of the Special Needs Trust and plan ahead financial matters like life insurance and retire accounts in order for your loved ones not to lose government benefits.

  • Separate Third Party Special Needs Trust
  • Testamentary Special Needs Trust within the Living Trust
  • Long-term Guardianship / Conservatorship
  • Coordination with ABLE account

People with disability and minor children always need an emergent plan in cases both parents meet an unpredictable accidents.

  • Short-term Guardianship
  • Memorandum to Trustees and Caregivers
  • ID Card to inform Short-term Guardian
  • Fiduciary Letters to Guardians and Conservators

Advanced estate planning is not always for high-wealth individuals. Blended family, Non-US citizen spouse family, average wealthy family can enjoy the trust vehicles to maximize family harmony, protect wealth, and pass on family legacy and values.

  • Marital Trust
  • Family Lifetime Asset Protection Trust
  • International Estate Tax Planning
  • Family Limited Partnership
  • Grantor Retained Trust
  • Qualified Personal Residence Trust
  • Retirement Trust
  • Charitable Remainder Trust
  • Irrevocable Life Insurance Trust
Drag to Reposition
Move Up or Down to Reposition
Move Left or Right to Reposition