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The Law Office of Edward Younger

Estate Planning, Wills, Trusts, Business Formations, Landlord Law, Brentwood Ca

For assistance with Estate Planning, Business Law or Landlord Law
Call (925) 420-4111 Today
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  • Estate Planning
    • Wills & Trusts
    • Advanced Healthcare Directive
    • Trusts
    • Trust Administration
    • Trust Maintenance
    • Powers of Attorney
    • Probate
    • Miscellaneous Estate Planning Options
  • Business Law
    • Business Formations
    • Business Succession Planning
    • Contract Review
    • Purchase and Sale of Businesses
  • Contact and Location

Miscellaneous Estate Planning Options

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For Assistance with Estate Planning, Business Law or Landlord Law
Call (925) 420-4111 Today
  • Home
  • About
  • Estate Planning
    • Wills & Trusts
    • Advanced Healthcare Directive
    • Trusts
    • Trust Administration
    • Trust Maintenance
    • Powers of Attorney
    • Probate
    • Miscellaneous Estate Planning Options
  • Business Law
    • Business Formations
    • Business Succession Planning
    • Contract Review
    • Purchase and Sale of Businesses
  • Contact and Location

Miscellaneous Estate Planning Options

Not everyone needs a trust, and not every asset should be in your trust. A good estate planning attorney will review your assets with you and make sure each is titled properly to achieve your desired results. As of January 2016, California now allows a Revocable Transfer on Death Deed, that allows real estate to be passed outside of probate. Joint Tenancy or Joint Ownership of property is a method to pass property, although this form does have serious potential drawbacks. Many financial accounts, investment accounts, life insurance policies, and other accounts allow to designate a transfer on death beneficiary that avoids probate and should be used where possible. The bottom line is that one size does not fit all. A good attorney will review your unique needs and make a comprehensive plan specific for you.

 

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Edward Younger, Attorney at Law

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Estate Planning Areas

  • Wills & Trusts
  • Trusts
  • Trust Administration
  • Trust Maintenance
  • Powers of Attorney
  • Advanced Healthcare Directive
  • Probate
  • Miscellaneous Estate Planning Options
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