Practical guidance on U.S. probate, estate planning, inheritance, trusts, and
cross-border matters involving the United States and Taiwan.
Signing the trust is only the first step. Learn how to transfer real estate, financial accounts, and business interests into the trust so the assets do not still require probate.
Read article →Learn which assets commonly belong in a California living trust, which usually stay outside and how to coordinate real estate, accounts, retirement plans and insurance.
Read article →Learn how Taiwan-based families may handle California probate remotely, who may serve as personal representative, and which documents may be required.
Read article →Learn about court filing fees, attorney's fees, executor compensation, publication costs, appraisal fees, tax preparation, and other common probate expenses.
Read article →Learn why a U.S. living trust may be an important part of your estate plan.
Read article →Parents spend years building their savings, investments, businesses, and other assets. Naturally, they want those assets to benefit their children—not become part of a future divorce dispute.
Read article →Owning these assets can create valuable opportunities, but it also creates estate-planning questions that cannot be answered by looking only at a Taiwan will or only at U.S. law.
Read article →Individuals living in Taiwan often mistakenly assume that a Taiwan will can govern all of their assets worldwide.
Read article →Consultations are available by video conference or in person, in Chinese or English.
We will review your family circumstances, U.S. assets, and planning objectives and explain the recommended next steps.
