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August 2019 Archives

Estate disputes, retirement and a lack of savings

A lot of estate disputes are really financial matters. One child doesn't get as much as another and disputes it. Another child doesn't get as much as expected and disputes that. Still another doesn't like that so much money went to charity and thinks it should have stayed in the family. Another wants to keep the family home when their siblings want to sell it.

What are some of the many key reasons for setting up a trust?

A financial planner notes in a recent Forbes piece that, rather than being an anomaly, trusts are common fixtures in the plans he creates for clients. In fact, states Rob Clarfeld, it is unusual for him "not to recommend incorporating one or more trusts" in the work he does for varied individuals and families.

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

Phone: 925-484-0888
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19925 Stevens Creek Blvd
Suite 100
Cupertino, CA 95014

Toll Free: 888-312-6978
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San Francisco, CA 94102

Toll Free: 888-312-6978
Phone: 415-433-3350
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