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

Wills and trusts complementary, not at cross-purposes

So, what’s it going to be, a will or a trust?

Or maybe both.

Financial writer and researcher Bob Carlson recently wrote an article for Forbes on that specific question.

His bottom line is this: Both of those tools are centrally important in estate planning and often – as well as easily – work together in concert rather than in opposition.

We heartily agree with that at the established California estate planning Law Offices of Connie Yi in Pleasanton. We do understand of course that many individuals and families automatically focus on wills when they contemplate their planning needs. We stress on our website, though that, “Contrary to what many people believe, estate planning isn’t just about drafting a will.”

Indeed, timely and tailored planning in most instances is a comprehensive and integrated effort that that closely focuses upon multiple tools that can work in concert to promote key goals and legacies. Wills are of paramount importance in virtually any mix, of course, but their scope and utility is often enhanced when they comprise part of a larger and seamless strategy.

That is where a trust comes in (sometimes more than one trust in a given case), with the benefits a trust offers being myriad and distinct. We fundamentally note on our website that many reasons underscore why trusts are “an integral piece of estate planning for many individuals, couples and families in the Bay Area.”

Forbes contributor Carlson couldn’t agree more. We will spotlight his trust-linked analysis in on our next blog post.

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