Bay Area Estate And Tax Planning Law Firm
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...
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...
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...
In considering the above-posed headline query for today’s blog post, let’s substitute the word “concerns” with the less alarming phrase “some things to think about.”Because the bottom line is this: Legions of Americans –...
It’s akin to the two sides of a coin.On the one hand, turning toward necessary planning regarding an individual or family estate “may feel daunting, time-consuming and/or expensive.” On the other hand, though, foregoing proactivity and simply giving...
We refer on our website at the established Bay Area Law Offices of Connie Yi to “one of the most important decisions you’ll make when you’re planning your estate.” California readers of our estate planning blogs might reasonably conjure up a lot of possibilities vying...
When picking a guardian for your children, you need to think carefully about the duties that they'll have to perform. It's imperative that you pick the right person, and you need someone who can take these tasks in stride. That's also why it's so important to talk...
You’ve likely seen ads, myriad online pitches and extended infomercials (some of them featuring tier-one celebrity figures) touting the alleged virtues of reverse mortgages.The information surrounding such financial vehicles is vast and detailed, and...
When talking about the richest people in the world, it's common to hear them referred to as the "1%". This simply references the fact that they are in the top 1% in terms of wealth. You can be very, very wealthy and be in the top 5% or the top 10%, so this is just a...
Any proven estate planning professional certainly appreciates that the kids, their offspring and even generations beyond that loom large in parents’ future-directed planning decisions. After all, estate planning strategies are centrally about transferring wealth to...