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Recent Posts in joint tenancy Category

What qualifies as a “Small Estate” under California law?

What qualifies as a “Small Estate” under California law? Under California law, an estate valued at $188,400 or less (for deaths on or after April 1, 2022) qualifies as a “small ...
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When a CA senior with a joint bank account dies, do the funds belong to the decedent's estate or the co-signer?

California courts have long grappled with this issue -- when a California senior dies with joint bank account, who does the money belong to? Is it the decedent's estate, or the surviving joint ...
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Can the County reassess my property taxes like that?

Can the County Assessor reassess our property taxes, if all we did is change a joint tenancy to a tenancy-in-common? The short answer? Yes (according to at least one California court). The ...
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Agoura Hills estate planning, probate & trust attorneys

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Stephens Law Group - Agoura Hills Estate Planning Attorney
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