San Francisco Bay Area Estate Planning Attorney
Many people think that estate planning only has to do with events after your death. The truth is, principals of tax law govern estate planning. The right legal tools can help you protect your financial assets and investments from unnecessary state and federal taxes. For example, establishing a living trust now will allow you to distribute your assets now, in this lifetime, while helping your beneficiaries avoid tax burdens later. Tax laws provide options for helping you protect your success.
Licensed attorney AND licensed CPA
I am tax and estate planning attorney Connie Yi. I opened the Law Offices of Connie Yi, P.C. in Pleasanton, California, in 2003, after a successful career as a certified public accountant (CPA). I see first-hand how changing tax laws can have a direct impact on your personal wealth and success.
I believe that when you visit an attorney for estate planning and tax law needs, you deserve more than just general legal advice and forms. You will benefit from my hands-on experience with the tax laws because I have the knowledge necessary to do more than just answer your questions. When you are having a tax problem or there are opportunities for planning your estate, you need hands-on, practical solutions with your best interests at heart. I work hard to be a full-service tax law, estate planning and accounting firm.
Consultation ▪ Major credit cards accepted ▪ Four convenient locations
Call me at (888) 312-6978 or e-mail me to learn more about my services.
Estate planning, tax laws and business laws often tie together: Having an attorney who is also a licensed CPA makes a difference. I bring a new dimension of value to the table. I can handle the complex estate planning and tax issues, as well as issues you may have with business ownership and transactions relating to finances and tax issues. At my firm, you don't have to worry whether your attorney is communicating with your CPA. I can handle both services, often at more reasonable fee.
Committed to what is best for you, the law and our community
I am proud to be a resident of the San Francisco Bay Area and take an active role in improving our community. I am involved in the local Lions Club and serve as a committed member of the Bay Area legal community. I am actively involved in an organization called the American Association of Attorney – Certified Public Accountants, where I serve on the tax committee that advises the IRS on the ramifications of tax regulations.
Fluent Mandarin and Cantonese ▪ Free parking ▪ Evening and weekend appointments
For your convenience, I have office locations in the East Bay, South Bay, North Bay and on the Peninsula of the San Francisco Bay Area. My general office hours are 9 - 5, and I am available for evening and weekend appointments.
Contact my office for consultation about your estate planning tax law, or business transaction needs.