Jacqueline D. Yu brings her expertise in law, tax, and accounting to provide sophisticated estate, tax, and business succession planning and post-mortem administration services to high-net-worth individuals and families, business owners, and others with complex financial holdings. She has been committed to helping her clients prepare and implement plans that address some of their most important decisions. This includes providing a wealth and legacy plan that is clear and comprehensive and reflects a holistic approach to the management, preservation and distribution of wealth during lifetime and upon death.
"My husband and I highly recommend Ms. Yu!!! We hired Ms. Yu to prepare and draft our estate plan. She was a real pleasure to work with. She easily addressed and answered all of our estate planning concerns and needs. Ms. Yu went above and beyond to make sure we were comfortable and well informed about making all our estate planning decisions. After we finalized our estate plan, we felt at peace knowing that our loved ones and our final wishes are taken care of. Thank you so very much Ms. Yu!"
9595 Wilshire Blvd., Ste 900, Beverly Hills, CA 90212 Get Directions here from: