Law Offices of Connie Yi, PC
California
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& Tax Law
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Posts tagged "Estate planning"

Where business succession is concerned, planning is everything

The above heading for today's blog post states what any proven estate administration and tax attorney knows to be true in the most fundamental sense, namely this: Optimal business succession outcomes are rewarded by principals who proceed proactively and in a manner best linked with their core objectives.

It's been a few years. Have you updated your trust?

It would be great if an estate plan were something you could just set and forget, but life rarely works that way. Many people take responsible action and develop an estate plan that will provide tax savings and protect their assets for their spouses and children. If they don't update those plans to reflect changes in life and the law, however, those careful plans may turn out to be ineffective.

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Law Offices of Connie Yi, PC
490 Post Street, Suite 508
San Francisco, CA 94102
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