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.
You love them all equally, right, so doesn’t it simply make sense to treat all your kids the same when it comes to their down-the-road inheritances?That is unquestionably the mindset of legions of estate planners in California and elsewhere and, yes, following...
When it comes to estate planning, families are complicated. It's not always so simple as Mom and Dad passing away pleasantly in their 90s and leaving the money to their responsible adult children. We all wish things could go so smoothly, but they often don't. And that...
We have stressed in select prior blog posts at the Bay Area estate planning Law Offices of Connie Yi that the U.S. Internal Revenue Service has an unflagging focus on American individuals and families with offshore money holdings.The agency’s interest is both...
According to one prominent national new source, “the IRS is a shadow of its former self.”If you think that you might reasonably have some serious problems to deal with in the event of an agency audit, does that assessment make you feel any better? We...
Tick, tick, tick.For some American tax filers, those surpassing seconds can seem akin to a default mantra that begins to sound in their heads around this time each year. Yes, it’s … tax season.For legions of individual and joint filers in the Bay Area and...
It is notable how select legal tools in various practice areas are sometimes misunderstood or underappreciated by individuals and families that could derive strong benefit from using them.Consider the prenuptial agreement in family law, for example. It is often...
Misconceptions exist about the relationship between age and estate planning. Yes, older people may prioritize estate planning for reasons related to advancing age and health concerns. That does not mean only older California residents benefit from the process. Young...
Residents of California may want to learn more about the role of the fiduciary and their responsibilities. Because fiduciary duty may be a requirement among certain professions, clients and professionals should know more about what this is. The meaning of fiduciary...
For parents, one of the biggest reasons they decide to create an estate plan is to ensure their child will be cared for no matter what. It isn’t easy to think about a tragedy where a child may lose both their parents before they turn 18, but parents have to plan for...
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