Estate And Tax Planning Law Firm
If you or a close family member is starting to look into estate planning, you'll likely be eager to understand some of the common pitfalls. Many people start to plan their estate with a very naive perspective, and this can lead to less-than-optimal strategies that may...
Some realities are seemingly immutable and feature recurrent obligations for individuals and families year after year.Filing taxes is a classic example. The duty to square up in a timely manner each year with the Internal Revenue Service for persons deemed to owe...
No California resident or individual residing elsewhere could even a brief few weeks ago remotely imagine the vastly aligned universe we now ilive n.Candidly, it's been turned upside down, hasn't it? It is understatement to note that we - virtually every one of us -...
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...
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...
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...
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...
“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...
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...
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...
