Longevity Law, Michelle Bau Yu, Esq.

Longevity Law, Michelle Bau Yu, Esq. Michelle is a real estate, business, wills and trust lawyer with over 25 years of experience.

Each of those quietly touches more paperwork than people expect, including account records, beneficiary designations, de...
09/23/2026

Each of those quietly touches more paperwork than people expect, including account records, beneficiary designations, deeds, and trust documents. The best order is identification first, then financial accounts, then property and estate documents.

Starting with the trust is tempting, and it's usually backward, since everything downstream has to match the ID. And if more than one country or more than one family member is involved, that's when to bring in help rather than guess.

Save this one for when you need it, and find us at https://longevity.law.

General information, not legal advice. Every situation depends on its own facts.

An attorney-client relationship is formed only if we have signed a legal services agreement. Information provided does not constitute legal advice and should not be taken as a substitute for retaining a qualified attorney for your specific matter.

Conversations about an Alzheimer’s diagnosis can be deeply personal and difficult. At Longevity Law, we believe proactiv...
09/21/2026

Conversations about an Alzheimer’s diagnosis can be deeply personal and difficult. At Longevity Law, we believe proactive estate planning can bring greater clarity, protection, and peace of mind to individuals and the people who care for them.

For World Alzheimer’s Day, we are sharing key estate-planning considerations for families to keep in mind. Swipe through to learn more about planning ahead with trusts, wills, and advance directives.

If you are considering creating or updating an estate plan, our Los Altos team is here to provide thoughtful, personalized guidance. Contact Longevity Law to schedule a Bay Area estate planning consultation and help protect your wishes, loved ones, and legacy.
An attorney-client relationship is formed only if we have signed a legal services agreement. Information provided does not constitute legal advice and should not be taken as a substitute for retaining a qualified attorney for your specific matter.

A name that reads as close enough on paper can stop a family cold at the moment someone finally needs to act on it. The ...
09/18/2026

A name that reads as close enough on paper can stop a family cold at the moment someone finally needs to act on it.

The mismatches are almost always innocent. An account still carries a maiden name, a passport lists the name in a different order, a trust uses a third version, and none of it causes trouble while the person is alive and able to sort it out themselves.

That's exactly why it goes unnoticed for years. So make a list of every account you hold and compare the name shown against your current identification and your estate documents.

It's a dull afternoon that can spare your family a difficult month. If you'd rather not do it alone, we're at longevity.law/estate-planning.

General information, not legal advice. Every situation depends on its own facts.


An attorney-client relationship is formed only if we have signed a legal services agreement. Information provided does not constitute legal advice and should not be taken as a substitute for retaining a qualified attorney for your specific matter.

A vacation home or timeshare may hold years of family memories, but it can also create challenges during estate administ...
09/15/2026

A vacation home or timeshare may hold years of family memories, but it can also create challenges during estate administration if ownership and inheritance plans are unclear.

At Longevity Law, we help Bay Area families consider how a second home, timeshare, or out-of-state property fits into a complete estate plan. The right approach can help reduce confusion, avoid unnecessary expenses, and make your wishes easier for loved ones to follow.

Whether your property is in California or part of a cross-border estate, we can help you review options involving trusts, ownership structures, and long-term planning.

If you have questions about your vacation property or would like to update your estate plan, contact our team to schedule a consultation.


An attorney-client relationship is formed only if we have signed a legal services agreement. Information provided does not constitute legal advice and should not be taken as a substitute for retaining a qualified attorney for your specific matter.

A five-minute document check today can help your family avoid unnecessary delays later.Take a quick look at the legal na...
09/11/2026

A five-minute document check today can help your family avoid unnecessary delays later.

Take a quick look at the legal name shown on your photo ID, financial accounts, property deeds, trust, will, and beneficiary designation forms. Are they consistent? Even small differences—such as a missing middle name, an old surname, or a nickname—can create questions and slow down administration when those documents are needed.

For San Francisco Bay Area families, keeping estate planning documents aligned is a practical step toward a smoother plan. This is general information, not individualized legal advice.

If you would like help reviewing or updating your estate plan, schedule a consultation with Longevity Law: https://longevity.law
An attorney-client relationship is formed only if we have signed a legal services agreement. Information provided does not constitute legal advice and should not be taken as a substitute for retaining a qualified attorney for your specific matter.

Thinking about adding your child to your house title?It is one of the most common estate-planning moves we see and often...
08/31/2026

Thinking about adding your child to your house title?

It is one of the most common estate-planning moves we see and often one of the most misunderstood.

Many parents assume adding a child to the deed is the easiest way to pass down a home. In reality, that decision can create unexpected complications later and may not achieve the outcome you intended.

Before making changes to a property title, it is important to understand how that decision fits into your overall estate plan. A simple solution today is not always the best solution for the future.

Before making changes to a property title, make sure you understand all of your options. Visit longevity.law.
An attorney-client relationship is formed only if we have signed a legal services agreement. Information provided does not constitute legal advice and should not be taken as a substitute for retaining a qualified attorney for your specific matter.

When was the last time you took a fresh look at your estate plan? Many people sign their documents and then set them asi...
08/28/2026

When was the last time you took a fresh look at your estate plan? Many people sign their documents and then set them aside, but an estate plan should evolve as life changes.

At Longevity Law, we guide Bay Area families through trusts, wills, and cross‑border estate planning, and we see the same key patterns:

• Regular reviews help keep your plan aligned with your goals. Every three to five years is a good rule of thumb.
• Major life changes like marriage, divorce, or welcoming a child should trigger a check‑in within 60–90 days.
• The familiar “5 Ds” — death, disability, divorce, distance, and descendants — often signal it is time for an update.

Your estate plan should grow with you. If it has been a while since your last review, our team is here to help you stay protected and prepared. Reach out anytime.


An attorney-client relationship is formed only if we have signed a legal services agreement. Information provided does not constitute legal advice and should not be taken as a substitute for retaining a qualified attorney for your specific matter.

Beneficiary designations play a bigger role in estate planning than most people realize. They determine who receives fun...
08/26/2026

Beneficiary designations play a bigger role in estate planning than most people realize. They determine who receives funds from accounts like retirement plans and life insurance — and they can even override the instructions in a will.

Our team at Longevity Law helps clients across the Bay Area make sure these designations align with their broader estate plan, especially when navigating trusts and wills in California or managing cross‑border assets.

If you’re unsure whether your beneficiary designations are up to date, we’re here to help you review them. Reach out to schedule a consultation and get clarity on your next steps.


An attorney-client relationship is formed only if we have signed a legal services agreement. Information provided does not constitute legal advice and should not be taken as a substitute for retaining a qualified attorney for your specific matter.

Business disputes can disrupt operations, impact finances, and strain important professional relationships. Understandin...
08/24/2026

Business disputes can disrupt operations, impact finances, and strain important professional relationships. Understanding the common sources of these conflicts is one of the best ways to protect your business and reduce future risk.

At Longevity Law, our team supports San Francisco Bay Area business owners with guidance that connects legal strategy to long-term asset protection. If you're navigating a dispute or want to prevent one, we're here to answer questions and help you explore your options.

Have you dealt with a business conflict before? Share your experience below.

An attorney-client relationship is formed only if we have signed a legal services agreement. Information provided does not constitute legal advice and should not be taken as a substitute for retaining a qualified attorney for your specific matter.

Many people assume a last will and testament and a living will do the same thing, but they actually serve very different...
08/21/2026

Many people assume a last will and testament and a living will do the same thing, but they actually serve very different roles in an estate plan.

At Longevity Law, our team helps clients across the San Francisco Bay Area understand how each document protects their wishes—one guiding what happens to assets after passing, and the other outlining medical decisions if they can’t speak for themselves.

Swipe through to learn what each one covers and why having both matters.

Have questions about trusts and wills in California? Our team is here to help you build a complete, confident estate plan.
An attorney-client relationship is formed only if we have signed a legal services agreement. Information provided does not constitute legal advice and should not be taken as a substitute for retaining a qualified attorney for your specific matter.

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948 Dolores Avenue
Los Altos, CA
94024

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