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STEPHEN B. YIM

STEPHEN B. YIM - Estate Planning, Wills & Trusts


Our goal is to provide quality estate planning with the ultimate purpose of helping clients fulfill their estate planning wishes and obtain peace of mind. We provide this service with conviction, integrity and compassion.

Furthermore, we strive to preserve, protect and nurture relationships by helping build bridges of communication, understanding and harmony among clients, fiduciaries and beneficiaries. It is our pleasure to assist you with any of your estate planning needs.

Find out what services we can provide for you:

 

 

Understanding & Creating Harmony among Clients

We specialize in a variety of services including estate planning, trusts, wills, estate tax return preparation, charitable tax planning and more. For a complete list of what we offer please visit our services page or feel free to contact us at anytime. 

1. Good estate planning allows you to give clear direction to your beneficiaries and through clear communication steer them safely to shore.  

2. Trust instructions might include a direction to the trustee to sell a home or distribute cash to each sibling.  Another trust provision might include a buy-out

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Keys to an Estate Plan

Reflect on your personal experiences, values, desires and preferences.

Recipes for Harmony

Talk to the person you are considering appointing to make medical or financial decisions.

If you are unable to speak

Appointing the person who will speak for you when you are no longer able is essential.

Effective Methods for Families

Share your ideas, wishes and decisions regarding your financial and health care preferences.

Time with Your Family

Starting meaningful conversation regarding your estate plan.

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My hope for everyone is that we establish good planning and communication with our loved ones.  I am committed to help.

 

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