“Significant changes.”
Business succession key component of some estate plans
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.
Promoting client goals through integrated estate and tax planning
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.
The ongoing, evolving legal response to the present health challenge
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.
Building a strong will to protect your legacy
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 their estate. Often, one or more parties may challenge a will, causing significant conflict between beneficiaries and often altering the wishes of the will's creator.
The complementary – not dueling – nature of wills and trusts
Does it have to be one or the other?
Are there concerns for a planner who splits time between two states?
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.”
Spotlighting “triggers” that can inspire estate planning, creation
It’s akin to the two sides of a coin.
