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March 2018 Archives

Can I amend a trust, and is doing so a simple matter?

It is no surprise that individuals, couples and families in California and nationally find a compelling utility in trusts from an estate-planning perspective. They are impressively flexible legal tools that can be creatively tailored to promote diverse goals. We note on our website at the Law Offices of Connie Yi that, because of that, they "can be an integral piece of estate planning."

Long-time IRS overseas compliance program rapidly ticking down

Americans residing abroad or living domestically with overseas financial holdings have been a collectively peeved bunch for years in their dealings with the U.S. Internal Revenue Service. Legions of them have been notably put out -- and rendered fearful -- by agency exactions concerning their overseas financial holdings.

When an estate has no assets or is underwater

It is an optimal case for estate administrators and heirs, of course, when a wealth creator passes while leaving behind significant assets that are well protected and in a smartly crafted estate plan. That ideal scenario allows for inheritances and a related passage of property precisely in keeping with a drafter's wishes.

Changing a will not enough to avoid probate in California

When you consider how many people with significant estates die each year in California without a will, you may think you are well ahead of the curve just by having a will in place. In the grand scheme of things, this is true. You certainly are better off having a will than no will at all, but it is not enough to make your wishes known in a will if the underlying assets you name require additional documentation.

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