Estate Planning, Wills & Trusts
San Francisco Estate Planning Lawyer
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 California 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 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. I can also help you with estate and life-planning needs that will start benefiting your family now — long before you die.
I'll crunch the numbers — licensed attorney and CPA at your service
Contact my offices for a no-cost initial 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 and how to avoid probate.
I am experienced with handling estate planning and tax matters, such as:
- Wills and trusts, trust administration
- Charitable planning
- Probate law, contested will disputes and litigation
- Business succession planning
- Durable powers of attorney
- 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 me 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 offer a no-cost consultation and can meet you at one of my convenient offices in the San Francisco Bay Area.
