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Understanding Beneficiary Designations for Your California Estate Plan

Posted by Maria N. Jonsson | Aug 23, 2023 | 0 Comments

Your estate plan in California can include several documents, many of which may require beneficiaries, like any trusts you may have set up and non-probate assets like 401(k), IRA accounts, life insurance policies, and pensions. Assets from these accounts will go to the beneficiaries upon your death. It is important, therefore, to make sure you choose your beneficiaries carefully. 

Difference Between a Will and a Pour-Over Will

Posted by Maria N. Jonsson | Jun 13, 2023 | 0 Comments

A pour-over will is a type of will stating that any assets or property owned by the Settlor of a living trust that were omitted from the Trust at their death will transfer (or, pour over) into the trust after death. In this way, the pour-over will serves as a safety net for any assets not formally transferred into a living trust during the Trust Settlor's life.

Cryptocurrency is not Currency – How do we Estate-Plan for it and avoid “Finders-Keepers”?

Posted by Maria N. Jonsson | Dec 07, 2022 | 0 Comments

Cryptocurrency, unlike its name suggests, is a Digital Asset – as such, the law treats it as Property, and not Currency. Crypto and NFTs are known as “bearer assets” – just like with “bearer bonds” – whoever has possession of the “asset” is the beneficial owner of it, which makes it challenging to be sure that an intended beneficiary will actually get the asset. How to avoid "Finders Keepers" when we estate-plan for Crypto and NFTs?

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At the Law Offices of Maria N. Jonsson, PC, we focus on Estate Planning, Probate and Trust Administration and we are here to listen to you and help you navigate the legal system.

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The Law Offices of Maria N. Jonsson, PC is committed to answering your questions about Estate Planning, Probate and Trust Administration issues in Marina Del Rey & Venice, CA. We'll gladly discuss your case with you at your convenience. Contact us today to schedule an appointment.

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