Latest / Protecting Your Legacy with Estate Planning
Small Estate Affidavits in California: When They Work and When They Don’t
Episode Summary:
In this episode of Protecting Your Legacy with Estate Planning, host Sean O'Connor is joined by Adam Grant, founding attorney of Stonewood Law Group PC, to discuss the intricacies of small estate affidavits in California. Adam explains the purpose of these affidavits, which allow families to avoid probate for estates valued under $184,500. He details the process, eligibility criteria, and common pitfalls associated with using small estate affidavits. The conversation also covers the types of assets that qualify, such as vehicles and bank accounts, and those that typically do…
The skinny
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