Anne Chun
BONA FIDE ESTATES
https://www.bonafideestatesllc.com/
Areas of Focus: Life and Legacy Planning, Kids Protection Planning
Licensed States: Maryland
What to expect from Anne Chun
- A 15 - minute introductory call to understand your goals and needs
- 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
- Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
- A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
- A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.
About Anne Chun
My path to estate planning began with a belief that every family deserves a future that is secure and protected. After two decades in federal service, navigating complex international business and national security policy, I founded this practice to apply the same strategic thinking and meticulous attention to detail to your life’s most important plan.
My career was built on understanding intricate systems and anticipating challenges to protect what matters most. That experience taught me that the most effective solutions come from proactive planning—whether it's for national security or for your family's financial security.
A graduate of Duke University and George Washington University Law School, I transitioned to legal practice to empower individuals and families.
As your future Personal Family Lawyer, I’d love to begin helping you plan for the people you love and everything else you care about today. I look forward to meeting you!
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
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How we plan.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
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What we protect.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
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What you see.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
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How we deliver.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
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How our plans work.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Contact Anne Chun
Complete the form below to reach out and schedule your 15-minute discovery call.