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...
by Shihlan Chen | Sep 17, 2025 | Blog Designer
Here’s a stat that gets our attention: 70% of families lose control of their assets by the third generation. Not because markets crash, but because families don’t talk and don’t put a clear estate plan in place. The good news? When you pair open conversations with a...
by Shihlan Chen | Sep 17, 2025 | Uncategorized
Here’s a stat that gets our attention: 70% of families lose control of their assets by the third generation. Not because markets crash, but because families don’t talk and don’t put a clear estate plan in place. The good news? When you pair open conversations with a...
by Shihlan Chen | Sep 16, 2025 | Blog Designer
Parenting is a full-time juggle, and the legal and financial prep often slides to "later." The good news: a few simple moves today can make a big difference for your kids tomorrow. Here are seven common slip-ups we see—and quick, practical fixes. Mistake #1:...
by Shihlan Chen | Jul 15, 2025 | Blog Designer
The massive tax legislation known as the “One Big Beautiful Bill” (“OBBB”) became law on July 4, 2025, brings sweeping changes that will affect nearly every American family. While much of the media attention has focused on the political drama surrounding...
