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Estate Planning › Joint Tenancy with Right of Survivorship › Wills

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Downey Brand LLP

California Courts May Invalidate Right of Survivorship in Joint Accounts

Downey Brand LLP on

Often an aging parent will add an adult child to the parent’s account as a joint holder to assist with asset management or bill payment. However, this may lead to an unintended result in California when the parent dies. The...more

Adler Pollock & Sheehan P.C.

Don’t be afraid of probate

Adler Pollock & Sheehan P.C. on

Probate. The word itself is enough to strike fear into the hearts of elderly individuals and their loved ones. It conjures images of lengthy delays waiting for wealth to be transferred and bitter disputes among family...more

Adler Pollock & Sheehan P.C.

Who needs an estate plan? Quick answer: Everyone

Adler Pollock & Sheehan P.C. on

Despite what one might think, estate planning isn’t limited to only the rich and famous. Previously, avoiding or minimizing federal estate tax liability was a primary motivation for creating an estate plan. But with a...more

Farrell Fritz, P.C.

Wills, Trusts & Estates: Plain and Simple – “Do I Need a Will?”

Farrell Fritz, P.C. on

A Last Will and Testament directs your Executor how and to whom your assets are to be disposed. If you do not have a Will, assets in your name when you die will pass under New York State’s intestacy laws. However, only the...more

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