The old adage, “He who waits for something good never waits too long,” does not apply in Estate Planning. The topic of testamentary capacity is a very sensitive one, and a fine line to cross. Many times an elder adult can be in good physical shape and carry on a very reasonable conversation, unti...
“My parents set up a Trust to avoid Probate, but now that they are gone, the Trustee won't give us a copy of the Trust, and although we have asked for information about the assets, the Trustee doesn't tell us anything. It's been almost two years; our parents' home is still sitting vacant, and we ...
The Revocable Transfer on Death Deed: are Trusts a thing of the Past? The California legislator enacts thousands of laws each year. On January 1, 2016, Assembly Bill 139 became the law, known as the Transfer on Death Deed, which allows a property owner to name a Transfer on Death Beneficiary for ...
Consider including pet care provisions in your estate plan – set aside sufficient funds to be put in carefully selected hands to take care of your service or companion animals. If you own a horse, or an animal with long life expectancy, you may need more sophisticated planning, including a stand-...
Attorney Maria N. Jonsson, Esq. is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization. The Law Offices of Maria N. Jonsson, PC is committed to providing a comprehensive and holistic analysis of your specific circumstances as they relate to Estate Planning, Probate and Trust Administration issues in California. Schedule a one-on-one discussion of your case with Attorney Jonsson directly.