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

Your estate plan: timely creation coupled with periodic updates

Candidly, estate planning is legal subject matter that much of the general public in California and nationally is not immediately comfortable with. The topic perennially ranks at or near the top of “not now” lists concerning matters that are surrounded by procrastination and repetitive stalling on the part of would-be planners.

Established estate planning and administration professionals understand that, but lament the hesitation they often see. In good faith, they routinely strive to overcome it via open and instructive client communication.

Unsurprisingly, that often works in a resounding way. In fact, legions of individuals and families that initially balk at addressing planning essentials quickly come to see the vast utility and virtual lifelong relevance of sound planning when it is introduced to them in an objective vein.

Concededly, though, getting to that point sometimes requires the elimination of a good deal of misinformation that accompanies the planning realm. That can make for a bit of a consultative process geared toward erasing falsity and promoting fundamental planning truths. As a recent Forbes article spotlighting the industry notes, “There are many common misconceptions surrounding the topic of estate planning.”

The Forbes piece addresses many of those “first order of business” topics that a proven attorney often visits en route to the eventual crafting of a soundly tailored and crafted estate plan for a valued client. They include addressing the mistaken view that effective planning in every instance only entails the drafting of a will and is “only a concern for retirees or those over age 55.”

In fact, an estate plan is deeply relevant for most demographics and has utility at virtually every stage of life. The above-cited article delves into the reasons why, which we will spotlight in 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