WealthPLAN, PC

WealthPLAN, PC San Jose Trusts and Estates Attorneys, Trust Administration & Probate Attorneys, Estate & Trust Liti We want to help you secure you family legacy.

Since 1996, WealthPLAN has been dedicated to helping clients in San Jose protect their wealth through estate planning, tax planning, probate administration, trust administration, and more. Our methods are intended to help you enhance your wealth during your lifetime, to reduce estate taxes, to avoid probate when possible, and to preserve your wealth for future generations. Call us at (408) 548-7069 or visit www.wealthplan.com to speak with a San Jose estate planning lawyer.

At some point, a third party will be responsible for your finances.
07/27/2023

At some point, a third party will be responsible for your finances.

Create an ironclad plan.

Keeping the future bright and healthy for the newest addition in the family is a great priority to make.
06/12/2023

Keeping the future bright and healthy for the newest addition in the family is a great priority to make.

What resources are available?

Online assets can hold significant emotional or financial value and shouldn't be overlooked.
03/30/2023

Online assets can hold significant emotional or financial value and shouldn't be overlooked.

A few assets to consider.

There are many ways to help loved ones in the long-term.
01/31/2023

There are many ways to help loved ones in the long-term.

How does POD banking work?

An advance healthcare directive will take pressure off your family during a stressful time.
11/21/2022

An advance healthcare directive will take pressure off your family during a stressful time.

Parents of any age should have this.

Provide for a child in every situation.
10/12/2022

Provide for a child in every situation.

Make a plan for a loved one’s future.

Is there a limitation on what we can give through our estates?
07/27/2022

Is there a limitation on what we can give through our estates?

Our loved ones shouldn't face additional costs.

Estate planning is about more than drafting a will. When life changes occur, several documents may need updating.
06/03/2022

Estate planning is about more than drafting a will. When life changes occur, several documents may need updating.

Periodic reviews are essential.

I'm focused on living in the now, but why should I look into estate planning?
04/11/2022

I'm focused on living in the now, but why should I look into estate planning?

Is it a one-and-done process?

When life throws its worst curveballs, estate plans can be right there to help.
02/07/2022

When life throws its worst curveballs, estate plans can be right there to help.

Reducing stress in dire times.

For those focused on the here and now, the cost of estate planning can bring hesitation.
11/24/2021

For those focused on the here and now, the cost of estate planning can bring hesitation.

It can help invest in one's future.

Special needs trusts provide parents with peace of mind.
09/16/2021

Special needs trusts provide parents with peace of mind.

It’s designed just for them.

Address

1960 The Alameda Suite 185
San Jose, CA
95126

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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