Pleasanton, California, Estate Planning Lawyer
Helping Our San Francisco Bay Area Clients Avoid Probate
The decisions you make today about preserving your family's wealth will have a lasting impact on your beneficiaries. Estate planning isn't just about drafting a simple will. An experienced Pleasanton, California, estate planning attorney and tax lawyer like Connie Yi can help you make decisions that affect your financial well-being now, and protect your family in the future.
Your family's complete estate planning and tax law attorney
At the Law Offices of Connie Yi, P.C., you will receive professional legal services and advice to help you with all of your estate planning and probate tax law needs. As a licensed certified public accountant (CPA) with several years of experience working for a Big Four public accounting firm, I provide services that go beyond simply answering questions and filling out cookie-cutter forms. I know how important drafting a will can be for your family and how important it is for your will to be tailored to the unique circumstances in your family. I can also help you with estate and life-planning needs that will start benefiting your family now.
I'll crunch the numbers — licensed attorney and CPA at your service
Contact my Bay Area law offices for a consultation about your estate planning needs. I want my firm to be your family's full-service tax planning and financial accounting law firm. I am ready to answer your questions about the estate planning process, about how to use trusts to your advantage and to benefit beneficiaries, and how to avoid probate.
San Francisco wills and trusts attorney handling all your estate planning needs
I am experienced with handling estate planning and tax matters, such as:
- Drafting, reviewing and updating simple wills and complex wills
- Establishing various types of trusts and advising clients with trust administration
- Charitable planning, including creating charitable trusts
- Probate law, contested will disputes, trust litigation and other probate litigation
- Business succession planning
- Durable powers of attorney and financial powers of attorney
- Living wills, advance health care directives
- Conservatorship and guardianship law
Having a family lawyer who is also a licensed CPA can make an important difference in your estate preservation plans. I not only know what questions to ask about meeting your goals, I can perform the calculations necessary to let you see how your decisions will affect your family's tax obligations under current laws.
Responsive and reliable: I know how frustrating it can be when your lawyer does not communicate with you. I promise to be responsive and reliable and will return your phone calls and e-mails as soon as possible. My goal is to provide reliable, efficient and cost-effective estate planning services that your family can rely on for generations.
Contact a San Francisco wills and trusts attorney you can trust
Contact my law firm to discuss ways I can help you and your family avoid the problems that probate laws can become if you don't have the right estate planning instruments in place. I can meet you at one of my convenient offices in the San Francisco Bay Area.