Our Planning Philosophy
The best estate plans are custom-made and align family dynamics, tax efficiency, and financial flexibility. They are designed to transfer wealth to the next generation in a way that minimizes risk, tax, and litigation exposure.
We are pleased to provide service in English, Mandarin, Hokkien, and Tagalog.
In-person and Remote Options
In the interests of efficiency and minimizing our greenhouse gas emission footprint, we prefer to meet by Zoom for all sessions until the final meeting to sign documents. In-person initial meetings can also be arranged.
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