Tag Archives: Estate Planning

California Property of Deceased Overseas Owner Affected by Probate Code of Foreign Country

As a melting-pot state with many ties to Asia and Latin America, it is a fairly common for property in California to be owned by a foreign company or individual. If a deceased citizen of another country owned property in … Continue reading

Posted in Estate Planning, Overseas Assets, Probate, 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

Podcasts of “Wealth Preservation and You” Radio Show on KDOW 1220 AM Now Online at Connie Yi Law Blog

We are very pleased to announced that MP3 podcasts of our weekly radio show (and live webcast stream) are now available on our blog site. Each week we present a lot of valuable and timely information about estate planning, tax … Continue reading

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Special Needs Trusts for Children and Elderly Require Careful Estate Planning and Long-Term Financial Considerations

As a part of our recent focus on trusts and estates, the topic of our most recent radio program on Saturday afternoon was Special Needs Trusts, which are becoming a much more frequent part of family estate plans. We covered … Continue reading

Posted in Estate Planning, Estate Tax, Family Law, Tax Law, Trust Administration, Trusts & Estates, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 2 Comments

HARP and Other Options for Underwater and Troubled Real Estate in Your Estate Planning

This past week brought a bit of relief to a portion of the millions of American homeowners whose home mortgages are “underwater” when the White House announced revisions to the Housing Affordable Refinance Program (HARP). The changes to HARP, which … Continue reading

Posted in Distressed Property, Estate Planning, Estate Tax, Short Sale, Strategic Foreclosure | 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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A Charitable Trust Can Help Your Community While You Reduce Your Taxes

We recently read an article about the naming of the new Randall Children’s Hospital in Portland, OR, that honors the Robert D. and Marcia H. Randall Charitable Trust, which donated $10 million to the project. So, why did the Randall’s, … Continue reading

Posted in Charitable Planning, Estate Planning, Trust Administration, Trusts & Estates | Tagged , , , , , , , , , , , | Leave a comment