By Sterling Counsel | Published October 15, 2020 | Posted in Estate Planning | Tagged Tags: joint accounts, probate, transfer-on-death-account |
Avoiding Probate by Using Joint Accounts and Transfer-on-Death Accounts
If you are like most people, you want your loved ones to be able to wrap up your affairs after your death with as little drama and expense as possible. The key to making that happen is to keep as much of your property out of probate court as possible. One simple way to keep Read More
Read MoreChoosing Contingent Beneficiaries and Fiduciaries for Your Estate
Creating an estate plan requires you to think seriously about how you want your property handled when you’re gone. You choose your beneficiaries, how much should they receive and when. You also choose a fiduciary — a trustee, personal representative or other person who will manage your estate. But you will also need to specify Read More
Read MoreShould You Create a Trust if You Already Have a Will?
If you have taken the time to create a will, you are on the right path toward ensuring that your estate is handled as you desire after your death. However, you should not stop there. In California, it is highly recommended that you create a trust, a flexible tool that gives you greater control over Read More
Read More
Call For Appointment
