Wills in the estate planning world are proven tools. They unquestionably stand as paramount documents in that universe, having demonstrated their utility over time in scores of millions of instances. A recent article spotlighting wills duly notes that they “were...
Bay Area Estate And Tax Planning Law Firm
Month: October 2019
How to jumpstart would-be estate planning
It’s no surprise that legions of Californians and individuals elsewhere across the country have a bit of a problem shaking off lethargy when it comes to estate planning.That is, they’d rather just think about it (if at all), rather than getting off the...
You didn’t make it into the will. Now what?
A loved one passes away. A copy of their will gets passed around, telling people what they have inherited. You never get a copy. Confused, you talk to someone else who got one and ask to read theirs.As you probably suspected all along, you got left out of the will....
New laws, new wrinkles: some estate planning considerations
Imagine if the estate planning realm was essentially static, operating under relatively unchanging conditions and in a manner largely the same from generation to generation.In such a universe, planning advice would unquestionably be monotonous and even arid. Moreover,...
Spotlight on various estate tax scenarios
A financial writer notes in a recent Forbes article that some estate planning commentators are improperly focused on the potentiality of what is termed a “wealth tax” for the nation’s richest individuals and families. Ashlea Ebeling states that they might more...
Protecting precious cargo: estate planning for new parents
Virtually any ongoing source of estate planning information -- including our blog at the long-tenured Bay Area Law Offices of Connie Yi -- will occasionally restate a fundamental point concerning the planning community.That point stresses a common misconception shared...