While law offices may not be classified as an “essential business” that remains open for in-person meetings, having a Health Care Directive, and attending to your Will, Living Trust and Power of Attorney, are quite essential during these trying times.

From our Home Office to the safety of your Home - we deliver live remote services related to Wills, Trusts, Powers of Attorney, and Probate.

We offer complimentary consultations followed by swift preparation, comprehensive phone review, and electronic delivery of documents, and instructions on remote execution of these documents for immediate use.

It has never been easier to SCHEDULE A CONSULTATION, and put your affairs in order, which brings calm in a world filled with uncertainty.

Access the ON-LINE ORGANIZER TOOL to start the process; or Call us at (310) 935-0706 to speak with a live Assistant and book your time with the Attorney. We look forward to serving you.

Misusing Joint Tenancy as a form of Estate Planning

While owning property in joint tenancy does avoid probate, this estate planning method comes with certain negative tax consequences. Transfers in joint tenancy expose those assets to the joint tenant’s debts and creditors, creates a gift tax liability when granted to a non-spouse, disinherit children of first marriage when the joint tenancy is given to a second marriage spouse, and most notably – defeats the step-up tax basis between husband and wife at the first death, because only the deceased spouse’s cost basis gets the step up in value, and the surviving spouses does not.
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