Law Offices of Connie Yi, PC
Tell Us About Your Case

For the safety of our community, clients and staff, we have suspended all in-person meeting effective March 17, 2020. All consultation meetings will be via Phone or Zoom Video Conferencing. Please contact us at (925) 484-0888 or email us directly at [email protected] to schedule the consultation.

View Our Practice Areas

Retirement security focal point of recent GAO study

There are certainly lots of reasons why a motivated individual or family might want to get started on implementing a sound estate plan to prepare for the future.

Addressing uncertainty regarding health concerns might be one of them. Perhaps one or more loved ones have special needs that can be optimally addressed through a trust and/or other planning vehicles. Lawful tax avoidance can be a big issue for some families, especially those with a comparatively high level of assets. Gifting, establishing a family legacy, dealing with a business, resolving inheritance questions, -- these and many other matters can be taken care of by working in concert with a proven estate administration attorney in a timely and focused way on planning strategies that promote best interests.

A recent report authored by the independent U.S. Government Accountability Office stresses yet another motivation spurring many Americans to become proactive in estate planning matters.

Namely, that is the promotion of retirement security, a goal that is implicitly advanced when action is taken toward achieving any of the goals stated above in this blog entry.

Obviously, legions of Americans dwell increasingly on security concerns as they progressively age. That is only natural in the wake of working careers and approaching uncertainties.

The GAO makes a simple point concerning that, which is this: Many persons approaching retirement or already in that status are financially unprepared for that plateau. Government researchers say that traditional sources of income -- specifically, individual savings, employer retirement plans and Social Security -- will collectively "not provide adequate retirement security for a growing number of people."

That uncertainty can be met head on through candid communication with a proven legal professional who helps diverse clientele financially prepare for the future.

The future can indeed seem a bit shaky at times. Sound and well-tailored planning can help to render it more certain.

No Comments

Leave a comment
Comment Information

Contact Us

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

Email Us For A Response

Office Locations

Law Offices of Connie Yi, PC
323 Ray Street
Pleasanton, CA 94566

Phone: 925-484-0888
Pleasanton Law Office Map

19925 Stevens Creek Blvd
Suite 100
Cupertino, CA 95014

Toll Free: 888-312-6978
Map & Directions

San Francisco
490 Post Street, Suite 508
San Francisco, CA 94102

Toll Free: 888-312-6978
Phone: 415-433-3350
Map & Directions