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...
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...
