Who we help · Young families
A plan for your children, in place before you need it.
Most parents we meet have been meaning to do this since their first child was born. The core of it takes a few meetings, and then you can stop worrying about the "what ifs".
How we help
The questions that come up at this stage of life
Our practice focuses on California families with U.S.-based assets.
- Who would raise our children?A will lets you nominate guardians, and back-ups, giving the court your considered guidance. Guardian appointments require court approval.
- Who manages their money?A trust can hold your children's inheritance and release it at ages and for purposes you choose, instead of all at 18.
- Our first homeA home properly held in a living trust generally avoids formal probate if something happens to both of you.
- Life insurance and retirement accountsBeneficiary designations need to work with your trust so the money reaches your children the way you intend.
Revocable Living TrustsSet out who receives what, with a path that generally avoids formal probate for trust assets.Wills & GuardianshipPour-over wills and guardian nominations for minor children.Powers of Attorney & Health Care DirectivesChoose the people who make financial and medical decisions if you can't.
Begin
Request an appointmentLet's talk about your plan.
Meetings are by appointment, weekdays 9:30 AM – 5:00 PM, by Zoom or at our offices. Call 888.380.2288 or 415.693.8882, or request a time online. Consultations in English, Cantonese or Mandarin.