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.
“Significant changes.”Those are the words we use on our website at the Bay Area Law Offices of Connie Yi to signify -- and underscore -- the impact that a second or subsequent marriage will likely have on an individual’s estate plan. The bottom line...
Readers of our blogs at the Bay Area estate planning Law Offices of Connie Yi know well a mantra that we periodically reinforce for both valued clients and individuals thinking about crafting a tailored plan.That is this: The universe of estate planning embraces far...
Many individuals spanning broad and diverse pockets of Northern California are the founders and operators of successful businesses. A fair number of those enterprises have an international nexus, through production, investment or other ways.We note on our website at...
Things are certainly not normal for California residents and all other Americans (indeed, all global citizens) currently. We unquestionably face a stark and unprecedented challenge from the COVID-19 viral pandemic.Concededly, the nature and spread of that nemesis is...
Creating a strong will and estate plan is one of the strongest ways a person can establish a legacy to leave behind them. However, as any estate planning professional will tell you, simply crafting a will or estate plan is not always enough to protect one's wishes for...
Does it have to be one or the other?In the universe of estate planning and administration, that is a question many individuals, couples and families ask themselves when they consider wills and trusts. Because, indeed, many industry commentators and self-professed...
In considering the above-posed headline query for today’s blog post, let’s substitute the word “concerns” with the less alarming phrase “some things to think about.”Because the bottom line is this: Legions of Americans –...
It’s akin to the two sides of a coin.On the one hand, turning toward necessary planning regarding an individual or family estate “may feel daunting, time-consuming and/or expensive.” On the other hand, though, foregoing proactivity and simply giving...
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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