WealthPLAN, PC

Many Californians work hard for what they earn. They want to keep it that way.

Family businesses need a firm plan to ensure generational succession.

Why is organizing digital assets important? https://bit.ly/3bcheDz

San Jose professionals should take necessary steps to protect their intellectual property.

3 reasons estate planners may want to give uneven amounts to their heirs.

What does incapacitation mean? http://bit.ly/33zdLvP

Aspects to consider when creating an estate plan http://bit.ly/33Ez9jH

Estate planning protects family and finances http://bit.ly/38kZrbe

What can you do if someone left you out of their will? http://bit.ly/2HYiQnB

When is unequal inheritance acceptable? http://bit.ly/2useOka

3 common estate planning mistakes http://bit.ly/3a6xeGf

No parent is ever to young or too old to create a will. We're here to help clients of all ages, so their families will be taken care of.