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Steve Bliss Law San Diego Estate Planning Attorney Estate Planning Lawyer

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Map:

Address: 3914 Murphy Canyon Rd a202, San Diego, CA 92123
Phone: (858) 278-2800

Prepare Beneficiary Classifications

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Payable on death and transfer on death accounts permit you to pass particular assets to the beneficiary you choose. A payable on death classification can transfer the funds in a monitoring and savings account to the named recipient.

Usage POD and TOD Accounts

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If you do not want the dangers of owning real property with someone else, another alternative is to utilize a transfer on death, or beneficiary, deed.

Own Property as Joint Owners

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Use a Transfer on Death Deed

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Make Present

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Set up a Trust

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Legal Help

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