Tag Archives: Connie Yi

The Probate Court Process; What Constitutes a Proper Will; Contested Wills

The most important message we like to communicate about probate court is that it should be avoided at all costs – under most circumstances. We recently discussed this issue on our weekly radio and web broadcast on KDOW 1220 AM, … Continue reading

Posted in California Trust Law, Estate Planning, Probate, Radio Show: Wealth Preservation and You, Trusts & Estates | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Whitney Houston Update; IRS Publishes “Fresh Start” for Struggling Taxpayers; California Residency

We are in the heart of tax season, so naturally we have recently been addressing many related issues. We wish we had time to discuss them all on our weekly radio and web broadcast on KDOW 1220 AM, and then … Continue reading

Posted in Asset Protection, California Trust Law, Estate Planning, Estate Tax, Family Law, Filing Your Tax Return, Income Tax, Probate, Radio Show: Wealth Preservation and You, Tax Law, Trust Administration, Trusts & Estates | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Estate Planning for Special Assets: Family Business, Out of State Assets, Companion Animals, Trustee Duties

When we have previously discussed estate planning, we’ve primarily focused on situations that involve the basics of how to handle real estate or liquid assets like stocks and bonds, so your beneficiaries receive as much as possible of your estate … Continue reading

Posted in Asset Protection, Business Law, Estate Planning, Estate Tax, Partnerships, Radio Show: Wealth Preservation and You, Succession Planning, Trust Administration, Trusts & Estates | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Community Property vs. Separate Property in California: Why the Facebook IPO Makes This Topic Relevant

It is fairly well-known that one of the primary reasons for divorce is a downturn in a married couple’s financial situation. The hardship of survival without enough money to pay your bills will put a strain on even the happiest … Continue reading

Posted in Asset Protection, California Real Estate Law, Estate Planning, Probate | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

What To Do With Your Underwater House: Options Include Loan Modification, HARP, Short Sale, Foreclosure

We have written before about the current situation across the country in which so many homeowners have mortgages that are underwater. The coming tsunami of foreclosures on distressed properties is bound to have an impact on the slowly recovering real estate market. … Continue reading

Posted in Distressed Property, Loan Modification, Residential Real Estate, Short Sale | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

How to Select a Good Tax Preparer to Help You File Your 2011 Tax Return

We do not normally recommend that you should find a new tax preparer, unless you want to upgrade from unpaid assistance to an experienced professional. The primary reason to maintain a relationship with a tax preparer is that the longer one person prepares your annual … Continue reading

Posted in Accounting Services, Filing Your Tax Return, Income Tax, Tax Return Preparation | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Plan For Your Pet’s Future With A Trust for Companion Animal

We have recently written about estate planning and business succession planning, but one question about planning for the future we have not answered, and which is being asked with ever-increasing frequency by individuals and families, is: What becomes of your … Continue reading

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