Law Office of Chenyang Rickard

Law Office of Chenyang Rickard PROTECT YOUR FAMILY AND ASSETS. YOUR PRIORITY IS OUR PRIORITY, YOUR GOAL IS OUR GOAL. WE PROVIDE ESTATE AND TAX PLANNING SERVICES THAT WORK FOR YOU!

Business owners often miss one critical step. Without proper succession planning, ownership can fall into confusion over...
05/29/2026

Business owners often miss one critical step. Without proper succession planning, ownership can fall into confusion overnight.

Click the bio link to listen to the full episode.
https://bio.link/sunnyrickard

Online templates look simple but miss what matters most. They cannot ask the questions that reveal real risks in a famil...
05/27/2026

Online templates look simple but miss what matters most. They cannot ask the questions that reveal real risks in a family.

Click the bio link to watch the full episode.
https://bio.link/sunnyrickard

Some of the most valuable assets never follow the will. Accounts with beneficiaries and joint ownership pass outside of ...
05/25/2026

Some of the most valuable assets never follow the will. Accounts with beneficiaries and joint ownership pass outside of it.

Click the bio link to listen to the full episode.
https://bio.link/sunnyrickard

05/24/2026

Overlooked Assets That Can Break a Plan

Chenyang Sunny explains how bank accounts, brokerage accounts, and business interests are often left out of estate plans. She highlights the importance of business succession planning and how proper agreements and insurance can ensure a smooth transition. She also explains why additional legal planning may be needed for complex assets.

Click the bio link to watch the full episode.
https://bio.link/sunnyrickard

05/23/2026

Why Online Estate Templates Fall Short

Chenyang Sunny explains the limits of using online templates for estate planning. He highlights how generic language and missing details can lead to plans that do not match real needs. He also points out risks such as improper ex*****on, outdated legal references, and lack of guidance for complex family or financial situations.

Click the bio link to watch the full episode.
https://bio.link/sunnyrickard

05/21/2026

California Estate Planning Attorney | English 中文

Helping California families protect their homes, loved ones, and future through trusts, wills, and estate planning. I provide clear, practical guidance for homeowners, parents, and Mandarin-speaking families throughout Southern California.
Estate planning is not just for the wealthy — it’s about protecting the people you love and helping your family avoid unnecessary stress and probate court.
Follow my channel for simple estate planning tips, bilingual legal education, and real-life insights on protecting your legacy.
#中文律师

An estate plan should grow as life changes. Marriage, children, wealth shifts, or loss all demand a fresh look.Click the...
05/21/2026

An estate plan should grow as life changes. Marriage, children, wealth shifts, or loss all demand a fresh look.

Click the bio link to listen to the full episode.
https://bio.link/sunnyrickard

Many families think a will is enough, until it isn’t. A will only covers what goes through probate, and that’s not every...
05/20/2026

Many families think a will is enough, until it isn’t. A will only covers what goes through probate, and that’s not everything.

Click the bio link to watch the full episode.
https://bio.link/sunnyrickard

05/19/2026

Why Business Interests Need Succession Planning

Chenyang Sunny explains how bank accounts, brokerage accounts, and business interests are often left out of a trust. He highlights the importance of proper succession planning for business owners, including using agreements to guide ownership transfer. He also explains how additional planning, such as life insurance, can help ensure a smooth transition if an owner becomes incapacitated or passes away.

Click the bio link to watch the full episode.
https://bio.link/sunnyrickard

05/18/2026

The Biggest Mistake When Creating a Trust

Chenyang Sunny explains why failing to fund a trust is one of the most common mistakes. She uses a simple example to show how a trust without assets has no real function. She also highlights how out-of-state properties are often forgotten and left unprotected.

Click the bio link to watch the full episode.
https://bio.link/sunnyrickard

A trust without assets is just an empty shell. If nothing is placed inside it, it cannot protect what matters.Click the ...
05/17/2026

A trust without assets is just an empty shell. If nothing is placed inside it, it cannot protect what matters.

Click the bio link to listen to the full episode.
https://bio.link/sunnyrickard

Address

7380 CLAIREMONT MESA Boulevard , SUITE 215
San Diego, CA
92111

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:15pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

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