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Understanding Joint Tenancy in California

Joint tenancy is a popular way for multiple people to own property together in California. This form of ownership comes with unique characteristics and benefits, making it an attractive option for many. Let's dive into what joint tenancy is, how it works, and what you need to know if you're considering this type of property [...]

By |2024-10-01T19:17:16+00:00October 1st, 2024|Estate Planning, Inheritance, Living Trust, Marriage, Trust Administration|Comments Off on Understanding Joint Tenancy in California

Beware of Bargain Estate Planning
By: Allyson S. Heller, Esq.

Here’s a scenario I see all too often in our practice: A couple comes into my office to have their living trust reviewed. They tell me they responded to a mailer offering a steep discount to draft an estate planning package, but after signing their documents, they felt uneasy. As I go through each document, [...]

By |2024-09-17T21:21:57+00:00September 17th, 2024|Estate Planning|Comments Off on Beware of Bargain Estate Planning
By: Allyson S. Heller, Esq.
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