Estate Planning

When people think about estate planning, one document usually comes to mind: the will. A will is more than just a piece of paper, it’s your voice, guiding your loved ones and ensuring your wishes are respected after you’re gone. But in today’s world, estate planning isn’t always simple. Many families live across multiple countries,…

When you’ve worked hard to build wealth, your focus naturally turns to preserving it — not just for yourself, but for your children and future generations. For many families in the Bay Area, especially those with high-net-worth portfolios, understanding how your wealth is handled after you’re gone is essential. That’s where estate planning and inheritance…