Clarify family legacy goals
Understand family members, current arrangements and responsibilities you hope to continue, then identify questions for the appropriate professionals.
Irvine · Orange County · English & Chinese
Legacy & ILIT planning coordination in Irvine & Orange County
Whom do you want to provide for, how should assets pass to them, and who will help manage the arrangements? Review these questions alongside policy ownership and beneficiaries so your professionals can work toward the same family goals.
Review insurance and beneficiaries
Review policy ownership, beneficiary information and coordination with trust arrangements, identifying items for attorney or tax-adviser confirmation.
Coordinate ILIT considerations
ILIT stands for irrevocable life insurance trust. Discuss relevant planning questions while qualified legal and tax professionals assess, design and implement the appropriate arrangements.
Common questions
Does Caroline draft trusts or provide legal advice?
Trust documents and legal advice are provided by qualified attorneys. Caroline focuses on related insurance and wealth planning questions in coordination with your legal and tax professionals.
Can I consult if I already have a trust?
We can discuss how your current arrangements relate to your family goals and identify insurance and beneficiary questions. Legal and tax determinations belong to the appropriate professionals.
Start with your family’s goals.
Serving Chinese-speaking and international families in Irvine and Orange County. Request an approximately 30-minute introductory Zoom conversation in English or Chinese; timing is confirmed by email.
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