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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
    • Probate & Trust Administration
    • Advanced Estate Planning
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What are irrevocable and revocable trusts?

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

Many people know that creating trusts can benefit their estate plan. This is a way that you can transfer assets to your loved ones without having to involve the probate courts after you pass away. There are many different types of trusts that you can establish. All of...

Don’t make these massive estate planning mistakes

On behalf of WealthPLAN, PC | Dec 22, 2020 | Estate Planning

You’ve worked hard for your money and your lifestyle. When you travel, take luxury vacations or buy the newest tech, you don’t think about how “lucky” you are. Luck had nothing to do with it. You put in the work and you’ve reaped the rewards. You want to pass those...

3 different ways to handle your home in your estate plan

On behalf of WealthPLAN, PC | Dec 13, 2020 | Estate Planning

If you are like many Americans, your home is your most valuable piece of property. It could be one of the main assets that you leave behind when you die. Whether you want to leave your home to one specific person or hope that your heirs will split the value of the...

Estate planning should be done in stages

On behalf of WealthPLAN, PC | Dec 2, 2020 | Estate Planning

There are a lot of misconceptions circulating about estate planning. Many think that it's only something you do when you have significant assets and older, but that's not true. It's never too early to plan for the future. There are specific estate planning steps that...

Recent Posts

  • Do you need a gun trust?
  • What are irrevocable and revocable trusts?
  • Don’t make these massive estate planning mistakes
  • 3 different ways to handle your home in your estate plan
  • Estate planning should be done in stages

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