Family Wealth Planning

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Who Needs an Estate Plan Anyway? (Part1)

December 05, 2011

When people discover I am an estate planning attorney, our conversation often takes the following turn:

"So you’re an estate planner. Let me ask you: do I really need an estate plan? I’ve heard the government only taxes the ultra-wealthy. And I’ve been told that if I die without having done anything, my stuff goes to my spouse, which is what I want. And if I do need some kind of basic plan, can’t I do it myself?"

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For more information, please contact:

Constance Liu

415-995-5132 Direct Phone
415-995-3446 Fax

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