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Posts tagged "Estate planning"

Estate planning often focuses on far more than just the kids

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 succeeding generations.

Alzheimer’s disease spotlighted in the estate planning realm

November is closely linked with many notable things each year. The month spells winter’s onset for real in many parts of the country. People start counting down the remaining days of the year and begin to focus closely on year-end holidays and family get-togethers. And, of course, Thanksgiving is a central asterisk on the calendar.

California estate outcome underscores tax benefit for children

We have chronicled a few estate-planning-gone-wrong stories linked with celebrities over the years in our blog posts at the Bay Area Law Offices of Connie Yi. Those tales underscore that fame and wealth don’t necessarily translate to seamlessly tailored and optimally effective planning outcomes.

Wills versus trusts: an endless estate planning topic/debate

Wills in the estate planning world are proven tools. They unquestionably stand as paramount documents in that universe, having demonstrated their utility over time in scores of millions of instances. A recent article spotlighting wills duly notes that they “were invented centuries ago.”

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