Law Offices Of Connie Yi, PC
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Bay Area Estate And Tax Planning Law Firm
Estate Planning
Trust Administration and probate

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Bay Area Estate Planning Attorney

The greatest benefit an estate plan offers is protection. A well-drafted estate plan allows individuals to not only dictate how their property is to be divided upon their death, but also creates trusts that provide for family members and allows individuals to communicate their wishes regarding end-of-life health care. Estate plans can also help reduce your current and future tax liabilities.

I am attorney Connie Yi. For nearly 15 years, I have been helping individuals throughout the Bay Area create comprehensive estate plans that protect their assets, their families and their futures.

Providing Protection And Peace Of Mind

In order to be truly effective, each document contained in your estate plan must work seamlessly with the other planning tools to create one comprehensive estate plan. Like the pieces of a puzzle coming together to create one cohesive picture, each piece of your estate plan must work together to accomplish its purpose.

I am constantly looking two steps ahead to identify potential issues before they arise and draft estate planning documents that prevent the future time and costs of probate litigation.

At the Law Offices of Connie Yi, PC, I draft strategic, purposeful estate plans that are specifically tailored to my clients’ needs. I don’t use cookie-cutter forms and questionnaires. Instead, I take the time to understand each clients’ specific challenges and goals, then draft an estate plan that fits each clients’ unique needs.

What Should Be Included In Estate Plan?

Together, we will build a comprehensive estate plan that uses wills, various types of trusts, powers of attorney and health care directives strategically to help you accomplish your estate planning goals.

My firm also assists with business succession planning and valuation and handles issues that include:

Preserve Your Assets And Reduce Your Taxes

Tax savings trusts enable individuals to reduce their current taxes and transfer wealth to the next generation in the most tax efficient manner possible.

The laws surrounding trusts and their tax treatment are constantly in flux. If you have an existing trust, it is important to update your trust to ensure it is in compliance with current laws and still serving its strategic purpose.

For help drafting a comprehensive estate plan that protects your assets, your family and your future, contact me, estate planning lawyer Connie Yi, today at 888-312-6978. I speak fluent Mandarin and Cantonese.

My firm serves clients throughout the Bay Area from offices in Pleasanton and three other locations.

Recent Blog Post

The executor’s duties when protecting your estate

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What does an estate executor do?

You've heard it said that we can't "take it with us" when we pass away. This means we'll likely leave behind lots of documents, financial obligations, or possessions for loved ones to take care of when we die. When you assign someone in your family to take care of...

How to avoid common estate planning mistakes

Although many Californians tend to put it off, estate planning is one of the most important things you need to do during your lifetime. This task is even more crucial as you get older. As most people are inexperienced with the process, they can easily make mistakes....

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