Finding the Right Legal Solution for Your Estate
In some instances where the property is below a certain threshold, a Probate will not be needed. Other assets pass without Probate by operation of law – such as life insurance policies, jointly held accounts, or assets with a designated “pay on death” Beneficiary.
Learn more about non-Probate transfers here.
Developing a thorough and effective Estate plan requires in-depth knowledge of your options, the applicable California Probate laws, property tax laws, and other legal and practical considerations. At the Law Offices of Maria N. Jonsson, PC we conduct a personalized assessment of your assets, your Beneficiaries, the family dynamic, and other relevant factors before recommending a strategy that will save you and your loved ones the most time and money. Ultimately, the ease with which your Beneficiaries receive your property upon death will depend on the complexity of your Estate Plan. Retaining legal counsel to guide you with setting up a comprehensive Estate Plan will make a world of difference for your family and heirs, will anticipate and avoid conflicts, and will protect your beneficiaries from creditors and predators.