Tools for Protecting Your Assets After You're Gone
Take the Power: Tools for Life and Financial Planning
Amalia Harvella and Margaret O’Neil were partners for 20 years. But when Margaret died, her cousins claimed her assets and evicted Amalia from the couple’s San Diego home. Lambda Legal was eventually able to help get some justice, but there could have been so much more support for Amalia with advance planning. Take the power now so you’re not left saying “if only….”
Download Tools for Protecting Your Assets After You're Gone
Highlights
Joint Ownership with Right of Survivorship
Tool: If you own a home, consider owning it jointly, with a right of survivorship, to make sure the person you want takes full ownership when you die.
Life Insurance
Tool: Investigate whether you should purchase a life insurance policy.
Please Note: This document offers general information only and is not intended to provide guidance or legal advice regarding anyone’s specific situation.
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