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November 2019 Archives

California estate outcome underscores tax benefit for children

We have chronicled a few estate-planning-gone-wrong stories linked with celebrities over the years in our blog posts at the Bay Area Law Offices of Connie Yi. Those tales underscore that fame and wealth don’t necessarily translate to seamlessly tailored and optimally effective planning outcomes.

4 criteria for undue influence

Undue influence typically targets financial gain. It may be direct fraud, or it may just be the process of "persuading" someone to do something else with their money.

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