Yuan Law Firm, APC

09/27/2018

Thinking about someone else raising your children feels crushing and too horrific to consider. But you must. If you don’t, a stranger will determine who raises your children if something happens to you. Learn how to name a guardian for your minor children: https://wp.me/p7mxrY-Ay

09/24/2018

Ten questions to help families navigate the great wealth transfer.

Family philanthropy can offer a valuable compass.

09/19/2018

As you start living happily ever after, make sure to attend to these post-honeymoon to-dos. This will help you enjoy the memories of your wedding and honeymoon for years to come.

Your wedding is over, and the day was absolutely perfect. You went away on your honeymoon with your new spouse and had the time of your lives. Now you are back and can breathe a sigh of relief and …

09/17/2018

There are several life events that should get you thinking about updating - or creating - your estate plan right away.

Many people who put together an estate plan do so when they start a family – assuming they put an estate plan together at all during their lifetime. While putting an estate plan together is a…

09/17/2018

Do you have an estate plan that works? Check our HIDDEN RISKS SCORECARD to see if you need to update it. https://wp.me/P7mxrY-85

Call us at 650-488-1829 and schedule FREE INITIAL CONSULTATION if you think your estate plan may be at risk of not protecting you and your loved ones.

09/13/2018

Have you recently received an inheritance, or are expecting to receive one in the near future? Lear how to avoid misusing these assets and put them to work to achieve your short-term and long-term financial goals.

If you recently received an inheritance, or are expecting to receive one in the near future, it has likely triggered mixed emotions in you. You have lost a loved one and also experienced monetary g…

09/11/2018

With the fall season approaching, it’s an excellent time to review your legal affairs. You are welcome to use our checklist to ensure your planning meets your needs and is up-to-date.

With the fall season approaching, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: When was your power of attorney las…

09/06/2018

Should your child’s guardian and trustee be the same person? As a parent, you need to take into account the characteristics needed for each role. https://wp.me/p7mxrY-A0

If you have overheard any discussion about estate planning, you have likely heard the words “guardian” or “trustee” tossed around in the conversation. When it comes to estate planning, who will be …

09/04/2018

You don't know if your parents have an estate plan or maybe they don't have it yet? Do not let discomfort keep you from speaking with them about their financial worries and wishes. Failing to put together an estate plan often leads to chaos, unnecessary costs and taxes, potential hurt feelings, delays in distribution of assets, and even unexpected outcomes after death. Don't wait any longer, do it now.

If you find yourself in the “sandwich generation” (someone who is caring for both your children as well as your parents simultaneously), you need to know whether or not your parents have put togeth…

08/31/2018

Have a nice and relaxing Labor Day weekend! 😎🌤🏖

08/29/2018

Did you know that your cryptocurrency investment can disappear into air the moment you pass away or become incapacitated? Learn what steps you have to take, so your loved ones have a way of accessing or recovering these assets.https://buff.ly/2MYlr52

Cryptocurrencies have been making headlines as of late, with more and more investors wanting in on this digital currency. Cryptocurrencies are attractive because they are unregulated, decentralized…

08/23/2018

How to turn your estate plan into a legacy plan.

Does creating a legacy plan mean you wasted time and money on having traditional estate planning documents prepared? The good news is no, what you have already done in terms of estate planning can most likely be salvaged and incorporated into a more effective legacy plan.