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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 & Trust Litigation
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    • Advanced Estate Planning
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Who should use a spendthrift trust?

On behalf of WealthPLAN, PC | Jul 28, 2020 | Estate Planning

Planning how to give your children an inheritance is not always easy. Even if your will successfully conveys money or property to your loved ones, they could still lose their inheritance because of events out of their control or even through their own poor judgment....

How does gifting assets help with estate planning?

On behalf of WealthPLAN, PC | Jul 20, 2020 | Estate Planning

An important part of estate planning involves assessing the tax burden your estate will incur after you pass. If you have a large estate, this is particularly important. Any estate with over $11.58 million in assets is subject to a 40% federal estate tax. Fortunately,...

Estate planning considerations when you own land in California

On behalf of WealthPLAN, PC | Jul 14, 2020 | Estate Planning

When your assets include significant acreage, careful estate planning can help preserve your land holdings for the next generation. Establishing the right arrangement for your land can limit the tax burden for your heirs and ensure they carry out your wishes.  Take...

Making your digital life part of your estate plan

On behalf of WealthPLAN, PC | Jul 1, 2020 | Estate Planning

In an increasingly digital world, it becomes important to consider what becomes of an individual’s online footprint. Who will shut down their online profiles and should they? What about online blogs or drop-ship stores? When creating an estate plan, these are some of...

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