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.
Let’s state the obvious regarding the current COVID-19 global health pandemic: It is a dangerous and persistent nemesis that has materially altered the lives of Californians and people spanning the globe.We have stressed that point periodically on our website at...
It’s called a grantor retained annuity trust. Candidly, it’s not an estate planning tool with universal applicability.Could it make sense for you, though? We reference GRATs on our website at the long-established Bay Area Law Offices of Connie Yi. We...
Parents want to protect their children and provide for them as much as possible. The chances are good that you've ensured that your children have the best standard of life possible right now. They are accustomed to this and probably think that it will continue.Because...
Even the estate of a deceased planner who executed a will goes through the process known as probate.A key focus of probate is the one entertained by the creditors of an individual who has passed away. A recent national article on the process notes that creditors avail...
Here’s an initial point to note concerning today’s above-posed blog headline: You unquestionably do need to spotlight all foreign financial holdings you control and ensure legal compliance with Internal Revenue Service mandates.If you don’t, there...
Some figures baffle.Like the speed of light. Like the age and size of the universe. And like estimates pegging the personal fortunes of America's richest families.Consider this imagery relevant to the storied Vanderbilt family for a moment: a pile of money equaling...
"You own this." Those words might sound frightening to a would-be California estate planner, but they are actually meant to promote a feeling of empowerment rather than intimidation. It is no secret that legions of...
Many remarrying California individuals fail to timely consider and update existing estate plans to reflect new realities.Don't be one of them. Many remarrying California individuals fail to timely consider and update existing estate plans to reflect new...
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