by Shihlan Chen | Feb 11, 2026 | Blog Designer
There's been some buzz in California estate planning circles lately. As of April 1, 2025, Assembly Bill 2016 officially raised the bar for a "simplified" probate process. Families with primary residences valued at $750,000 or less can now use a...
by Shihlan Chen | Feb 9, 2026 | Blog Designer
Imagine this: Your spouse just passed away unexpectedly. You're drowning in grief, barely able to think straight. And then you go to the bank to pay the mortgage, and the teller says those five terrifying words: "I'm sorry, the account is frozen."...
by Shihlan Chen | Feb 5, 2026 | Blog Designer
You have family in both California and Taiwan. Maybe you own a home here, plus property or accounts abroad. That’s a wonderful life—but it also means your estate plan needs to work in more than one place. Here’s the big idea: a “standard California plan” may not cover...
by Shihlan Chen | Nov 14, 2025 | Blog Designer
Big changes are coming to your family's tax situation in 2026! The One Big Beautiful Bill Act (OBBBA) is reshaping how we handle deductions, charitable giving, and child-related credits. While tax changes can feel overwhelming, these updates actually create some...
by Shihlan Chen | Nov 14, 2025 | Blog Designer
Warren Buffett’s 2024 farewell letter isn’t just for investors—it’s a playbook for legacy. Here’s the short, skimmable version for busy, bilingual San Jose families. Legacy First: Values > Valuables What do you want your kids to remember—your net worth or your...
by Shihlan Chen | Sep 30, 2025 | Blog Designer
As a parent in San Jose's vibrant multicultural community, you've probably spent countless hours teaching your children to speak both languages, celebrating traditional holidays, and sharing stories from your homeland. But have you thought about what happens...
