Law Offices of Connie Yi, PC
California
Estate Planning
& Tax Law
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estate planning Archives

Charitable contributions: maybe your adviser should wear two hats

Although certified public accountants provide valuable assistance to their clients across a wide universe of financial matters having material tax-related implications, their services do not typically extend in equal fashion to the giving of reflective advice on estate planning and administration.

Far more to estate planning than cross-generational asset transfers

A chart appearing in a recent study focused upon estate planning reveals a clear trajectory regarding Americans' progressive appreciation of key planning considerations as they get older, coupled with their increased willingness to proactively embrace estate planning.

How things can turn south with even a well-crafted estate plan

A recent article in an online California publication is quite instructive -- even eye-opening -- regarding the need for any estate planner to periodically revisit material points in planning documents and, if necessary, make adjustments to conform with present realities.

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