FREE Asian Pacific American eBook Reveals!

Many generations of Asian American families have worked tirelessly and sacrificed much to provide more for their families. They have proudly created safe and loving homes, built successful businesses and accumulated assets that many can only dream of.

However, many Asian families avoid talking about death or setting up an estate plan. This leaves valuable assets like family homes, businesses, and foreign assets vulnerable. Open to loss and needless expenses, these family legacies are being reduced and limiting the amount of wealth that is being passed onto future generations.

Our eBook reveals common misconceptions and mistakes to avoid:

✅ No plan when one spouse is not a U.S. citizen or resident ─ there are tax implications that could cost families thousands of dollars

✅ No plan for aging family members’ caretaking needs ─ to honor their wishes to “age in place” with family, support caregiver’s responsibilities and out of pocket costs, and help pay for quality care

✅ No plan for foreign assets, family businesses and property owners ─ elder children or partners may not be the best choice

✅ Using life insurance as their estate plan – does not protect on becoming incapacitated or going through the costly and time-consuming “open to the public” probate court process

✅ Using joint tenancy and co-ownership in multi-generational households ─ could cause loss of assets due to lawsuits, divorces or poor financial decisions

✅ Marriages with only one spouse on asset titles ─ family assets can be frozen in probate for months or even years and costing the family in legal fees

Help your family understand more about estate planning laws, tax implications and legal documents they need to protect your family’s future.

Ready to start your planning or have questions on how to get started? Call our office at (332) 456-0500 today.