Estate Planning
Effective estate planning is a must for individuals to ensure an orderly transfer of assets to heirs, provide security for a surviving spouse and minimize estate taxes and probate fees. Planning for wealth preservation is essential for nearly everyone today. At Johanson & Yau, we encourage new clients to immediately review and evaluate their current planning in order to identify and evaluate any planning opportunities or issues. Our specialists will initiate a process designed to assist you in identifying your estate and wealth transfer goals and determine which available opportunities will best suit your needs. This will require coordination with your legal advisor who will draft documents and other specialists, as needed.
Our estate planners have the experience and expertise to help our clients orchestrate their overall planning goals along with the preparation of the required government returns. We specialize in acquiring exempt status for certain not-for-profit entities in the estate planning process, from start to finish.
In addition to our comprehensive estate planning services, Johanson & Yau is proud to support ElderCare Matters®, an online resource providing families across the country with articles, interviews, information, and access to elder care experts.
Basic Planning Services
- Estimation of taxable estate
- Review and analysis of current will and trust documents
- Introduction to legal advisors and other specialists
- Review of past gifting history and wealth transfer goals
- Projection of family’s estate tax, generation skipping and excise taxes
Advanced Planning Services
- Strategies for wealth transfer
- Life insurance trusts
- Family limited partnerships
- Private family foundations
- Other trusts used to facilitate wealth transfer and charitable goals
To learn more about our estate planning services, please contact Sheryl Hinshaw (sherylh@jyac.com) or Byron Ishiwata (byroni@jyac.com).