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

Factors indicating that you might want to revisit your estate plan

It is a reality in the estate planning world that many individuals and families delay paying attention to key matters inviting timely input because they simply don't want to think about end-of-life concerns and death.

That's understandable, of course. Who among us doesn't prefer to think about being perpetually youthful and far from needing to focus upon a plan involving the end of life?

The resulting urge to procrastinate should be tempered, though, by the central truth that a sound estate planning strategy addresses far more than just some passing of the family torch in old age.

We underscore that on our website at the experienced Bay Area Law Offices of Connie Yi. We stress therein that a tailored estate plan is far more "than just a guide for handling of assets upon one's death." Indeed, it reflects a strategy that can help a planner "better ensure you make the most of your estate while you are still around to enjoy it."

Here's a question that might reasonably pop up for any individual who has proactively taken the reins and drafted a well-crafted plan: How often should an estate plan be revisited and modified?

Candidly, that depends, and can be assessed after consideration of a few self-posed queries, including these:

  • Has family membership grown through birth, marriage, adoption or grandchildren?
  • Have any loved ones passed away?
  • Have material changes occurred regarding personal finances and/or relevant tax laws?
  • Have several years passed since a plan was created?

Any of those variables might trigger the need for plan revisiting and adjustment. A proven attorney can provide further information and help with the task.

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