We stressed in our immediately preceding blog post a suddenly elevated estate planning emphasis for many Americans. What we specifically noted in our Law Offices of Connie Yi April 7 entry is that “an increasingly key focus for many planners during the current...
Bay Area Estate And Tax Planning Law Firm
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Many planners are understandably focused now on POA selections
We prominently stress on the website of our long-established Bay Area estate planning law firm a fundamental point concerning life’s ongoing developments.That is this: “It is impossible to plan for the unforeseeable.” Notwithstanding that fact, we...
Flexibility is the enduring quality of a sound estate plan
If we’re going for a metaphor, it might well be said that crafting an effective estate plan is akin to building a family home.Take that latter image for a moment. A so-called “starter” home is a dwelling that provides safe and sufficient surroundings...
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...
How might a second/subsequent marriage affect my estate plan?
“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 in such cases is...
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. That is this: The universe of estate planning embraces far...
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.We note on our website at...
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.Concededly, the nature and spread of that nemesis is...
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...
The complementary – not dueling – nature of wills and trusts
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...