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July 2017 Archives

Joint property can help you avoid probate for part of your estate

Most California residents want to spare their heirs the difficulty, time and costs associated with probate proceedings. There are a lot of different strategies one can employ to eliminate the need for probate. One way involves the elimination of probate for specific assets, and it involves the use of joint property.

Experienced guidance when you're seeking a conservatorship

A debilitating injury or illness can occur at any time, even to young and seemingly-healthy people. When people are no longer able to look after their own interests, whether due to dementia or some other condition, and they don't have an estate plan designating someone to do so in their stead, it may be necessary to set up a conservatorship.

What should you know if you inherit a payable on death account?

Even people who don't have a will or estate plan can designate a beneficiary on their bank accounts. This is known in the banking world as a payable on death (POD) account. It prevents the account from going into probate and allows the beneficiary to have access to the funds simply by presenting the death certificate of the account holder.

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3424 W. Carson Street
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Torrance, CA 90503

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