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WealthPLAN, PC

Call Us to Get Started On Your Estate Plan Today  408-918-9030

  • Home
  • About
  • Our Team
    • John F. Doyle
    • Mary K. Doyen
    • Brian E. Qualls
    • Kevin L. Jentes
    • Danielle L. DeMartino
    • Francis Burton Doyle, In Memoriam
  • Services
    • Estate Planning
    • Estate Planning FAQs
    • Estate & Trust Litigation
    • Probate & Trust Administration
    • Advanced Estate Planning
    • Business Succession Planning
    • Tax Controversy
  • Resources
    • Blog
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Why do I need an estate plan in my 20s?

On Behalf of WealthPLAN, PC | May 28, 2020 | Estate Planning

Young people often feel invincible. Death is the last thing on their mind, so they figure they have plenty of time to create an estate plan. The reality is that an estate plan is for more than death and that it is valid for people of all ages. If you are in your 20s,...

Keeping your money in the family with estate planning

On Behalf of WealthPLAN, PC | May 19, 2020 | Estate Planning

It is a common misconception that only people who are wealthy need to worry about estate planning. However, that could not be further from the truth. Even a simple estate-planning tool such as a will is important if you have a family of any kind. Even if you do not...

Business succession could go smoother with advance preparation

On Behalf of WealthPLAN, PC | May 11, 2020 | Estate Planning

Only a small portion of family businesses have plans for ownership or management succession. According to the National Bureau of Economic Research’s Family Business Alliance, surviving a second generation is a major milestone that only 30% of family-run businesses...

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