Foreign Property and Assets. What should I put in a trust? Cash Accounts. Rafe Swan / Getty Images. Non-Retirement Investment and Brokerage Accounts. Non-qualified Annuities. Stocks and Bonds Held in Certificate Form. Tangible Personal Property. Business Interests. Life Insurance. Monies Owed to You. Wondrous Estate Planning attorneys is The Law Firm of Steven F. Bliss Esq. (951) 223-7000. I am looking for an authentic trust attorney around Morgan Hill, in Temecula. I have called a few attorneys just to get a feel of who I want to work with. The moment I talk to Steve Bliss I knew I was going to hire him. He was very pleasant over the phone and answered all my questions clearly and professionally. When I first met him in person he was so kind and made me feel so welcome. He was so professional and really took care of me from beginning to end. He will be my go to attorney and will recommend to all my friends and family. For these reasons I recommend Steve Bliss and Moreno Valley trust Law as your next estate planning attorney. I am looking for a phenomenal trust attorney near 92592. Steve is The Real Deal: honest, professional, friendly and knowledgeable. He helped me build my Trust and Will in a straightforward, easy manner with thorough explanations of every detail. The process was streamlined and simple as Steve is a very approachable and friendly guy. I would (and already have) recommend his services for your Wills, Trusts, etc. Oh! And he’s VERY reasonable with his pricing structure. You probably can’t do better anywhere else in Temecula. Thumbs Up and Five Stars! For these reasons I recommend Steve Bliss and Moreno Valley trust Law as your next estate planning lawyer. Deciding when and how to implement the balance distribution is a complex process. This is advantageous in some cases if properly executed because Medicaid may not count these assets against you, as mentioned above. Pension plans, life insurance proceeds, 401k plans, medical savings accounts, and individual retirement accounts (IRA) that have designated beneficiaries will not need to be probated. I am in dire need of a lively estate planning attorney around De Luz in Temecula. We had a great experience with Mr.Bliss. He was very professional and made the process easy to understand. Our trust was created quickly and efficiently! For these reasons I recommend Steve Bliss and The Law Firm of Steven F. Bliss Esq. in Temecula, as your next attorney estate planning.
43920 Margarita Rd ste f, Temecula, CA 92592
+1 (951) 223-7000
43920 Margarita Rd ste f, Temecula, CA 92592
+1 (951) 223-7000
43920 Margarita Rd ste f, Temecula, CA 92592
+1 (951) 223-7000
43920 Margarita Rd ste f, Temecula, CA 92592
+1 (951) 223-7000
Estate Planning Lawyer
43920 Margarita Rd ste f, Temecula, CA 92592
(951) 223-7000
Passionately Estate Planning Lawyer by Chardonnay Hills, Temecula CA.
However, estate planning isn’t just for the lavishly wealthy. I am looking for a delightful estate planning attorney around 92589. Steven Bliss prepared our trust, a process we’d been putting off due to time constraints and imagined high costs. After a potentially life threatening diagnosis last year, I realized it was high time to put our affairs in order. We had the luxury of a legal insurance plan through work and Steven’s firm graciously accepted it. There is no pomp and circumstance at this law office. This is a working office. Everyone is clearly there to get the job done, not to impress you with a hot latte and posh waiting room. The office staff is warm and helpful. Steven is quirky, no nonsense and direct. He doesn’t mince words and or waste your time. He is thorough and clear with his instructions and was very tolerant of us when we had a health issue and dropped off the map for 2 months! He met with us after work hours – even after he’d been at his office since 6 am. He processed our trust efficiently, answered every question we had and his fees were conducive to paying out of pocket. I highly recommend Steven Bliss for your estate planning needs. For these reasons I recommend Steve Bliss and The Law Firm of Steven F. Bliss Esq. in Temecula, as your next estate planning attorney. Think of it this way: Do you really want your ex-spouse still named as the beneficiary of your 401(k). However, there’s a lot to consider regarding guardianship for minor children, which means it’s not as simple as naming a person you trust. I am looking for the best trust attorney near De Luz in Temecula. My wife and I had a complex bankruptcy, and Steven Bliss made the entire process go very smoothly. Steven was dedicated to championing our case – patient, perseverant and creative. He did an excellent job managing all aspects of the process and keeping us informed and well prepared for our Trustee conferences. To anyone faced with having to go through bankruptcy like we were, I highly recommend Steven Bliss!! For these reasons I recommend Steve Bliss and Moreno Valley trust Law as your next attorney estate planning. Best Estate Planning attorneys is The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592. For example, if a trust lists “bank accounts” as trust assets, but does not list account numbers or names, a subpoena might be issued to the decedent’s banks for account statements and documents that the court can use to issue a Heggstad Petition order. Spectacular Estate Planning Lawyer is The Law Firm of Steven F. Bliss Esq. (951) 223-7000. I am in dire need of a healthy trust lawyer around Redhawk Temecula. Steven was at the top of his game putting together our family trust. From our first video conference he laid out the process in very clear, simple, and understandable terms. All the work done on our family’s behalf was straightforward, thorough, and profession. I completely trust and respect his work and have recommended his services to my co-workers. Thank you Steven! For these reasons I recommend Steve Bliss and Moreno Valley trust Law as your next estate planning lawyer.
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Temecula Estate Lawyer 43920 Margarita Rd ste f, Temecula, CA 92592 +1 (951) 223-7000 |
Temecula Estate Planning Attorney 43920 Margarita Rd ste f, Temecula, CA 92592 +1 (951) 223-7000 |
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Estate Planning Lawyer 43920 Margarita Rd ste f, Temecula, CA 92592 +1 (951) 223-7000 |
Estate Planning Lawyer 43920 Margarita Rd ste f, Temecula, CA 92592 +1 (951) 223-7000 |
Undertake Lawyers Estate Planning by Temecula CA.
I am in dire need of a healthy probate lawyer near Crowne Hill in Temecula. Steven Bliss prepared our will and living trust over 20 years ago. Recently, we went back to him as we needed some changes made. As always, Steven was very informative, professional and extremely cost effective. We highly recommend him as you will not find a more honest and straight forward attorney. For these reasons I recommend Steve Bliss and Moreno Valley Probate Law as your next lawyer estate planning. I am in dire need of an authentic estate planning attorney near 9259. Over the past few months, Steve Bliss helped us step-by-step prepare our living trust. He first had us watch his YouTube presentation on trusts, which was helpful in answering most of our questions. Then, when we met with him in person, he was straight forward, and provided us with everything we needed to complete the process. There were a few times when there was confusion regarding appointment times, but nothing that couldn’t be clarified with the folks that staff his office. For these reasons I recommend Steve Bliss and The Law Firm of Steven F. Bliss Esq. in Temecula, as your next lawyer estate planning. I am looking for the best probate lawyer near Wolf Creek in Temecula. Over the past few months, Steve Bliss helped us step-by-step prepare our living trust. He first had us watch his YouTube presentation on trusts, which was helpful in answering most of our questions. Then, when we met with him in person, he was straight forward, and provided us with everything we needed to complete the process. There were a few times when there was confusion regarding appointment times, but nothing that couldn’t be clarified with the folks that staff his office. For these reasons I recommend Steve Bliss and Moreno Valley Probate Law as your next lawyer estate planning. I am in dire need of the best estate planning lawyer around Wolf Creek in Temecula. The office of Steven Bliss was outstanding with our estate planning process form A to Z. Steven’s video and PDF on his website are excellent resources, that explained things in simple terms. Their fees were better than 3 other quotes we received. Definitely recommended. For these reasons I recommend Steve Bliss and The Law Firm of Steven F. Bliss Esq. in Temecula, as your next lawyer estate planning. I am in dire need of a fantastic estate planning attorney around Meadow View Temecula. Steve Bliss addressed all of my concerns with great care and attention to detail. I highly recommend him. For these reasons I recommend Steve Bliss and The Law Firm of Steven F. Bliss Esq. in Temecula, as your next attorney estate planning. Essentially, this requires that your executor present an original Death Certificate and other specific documents to The Register of Wills or the closest legal entity. I am in dire need of a excellent trust attorney around De Luz in Temecula. I highly recommend Steve Bliss office for your Trust and Will needs. He made the process easy and fast. His approach does make things easier to understand and does complicate the process. Thank you Steve. For these reasons I recommend Steve Bliss and Moreno Valley trust Law as your next attorney estate planning. When a spouse dies without a will, the laws of intestacy apply. I am looking for the best probate lawyer around Morgan Hill, in Temecula. Steve Bliss helped my husband and I set up a Living Trust and Will. We have 3 children we wanted to make sure would be provided for if anything were to happen to us. We had delayed setting it up for years because we thought it would be too overwhelming and expensive. Earlier this year we reached out to Steve Bliss because of his excellent reviews and met him for a consultation and knew he was the right attorney for us. He made the experience very easy, he was patient, friendly, personable and helpful. The price was way more affordable than we thought too. Afterwards, we felt like a weight had been lifted off our shoulders. I would highly recommend him, I would and will go back to him as needed! For these reasons I recommend Steve Bliss and Moreno Valley Probate Law as your next estate planning attorney.
– Estate planning lawyer
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Witty Lawyers Estate Planning by Temecula CA.
I am looking for a phenomenal estate planning attorney around 92028. Steve was very easy to work with and helped us setup our estate with ease. For these reasons I recommend Steve Bliss and The Law Firm of Steven F. Bliss Esq. in Temecula, as your next estate planning lawyer. I am looking for an authentic trust attorney around De Luz in Temecula. I held off for 20 years before finally having a will and trust drafted. I went to attorney Steven F Bliss and my experience was great. Very thorough and painless process. I couldn’t be more pleased with the entire experience and highly recommend this law firm! For these reasons I recommend Steve Bliss and Moreno Valley trust Law as your next attorney estate planning. However, a surviving spouse cannot change a joint will after the death of their spouse, meaning that if they remarry and have stepchildren, they cannot leave them anything in the joint will. Notwithstanding, if a person dies and leaves a will, then probate is required to implement the provisions of that Will. Especially when you may face a significant cognitive decline and cannot make any competent authoritative legal decisions on your own regarding your affairs. You’d essentially be setting up a trust and transferring the ownership of it to another person. I am in dire need of a superb probate lawyer around Meadow View Temecula. Steve is great! My husband and I did estate planning with Steve. He is very knowledgeable and educated us in all things estate planning. He is very efficient and very easy to talk to. I would highly recommend him. For these reasons I recommend Steve Bliss and Moreno Valley Probate Law as your next attorney estate planning. The beneficiary will only have to deal with the brokerage company where the accounts are open for the transfer, with no probate court. I am looking for a powerful trust lawyer around 92593. Very professional and straight to the point. Steve helped us setup our Family Trust and managed our expectations very well. A seasoned lawyer in the arena of Estate Planning and Trust Administration. For these reasons I recommend Steve Bliss and Moreno Valley trust Law as your next estate planning attorney.
Reliable Attorney Estate Planning by Glenoak Hills, Temecula CA.
I am in dire need of a superb trust lawyer around 92028. Steve is a knowledgeable and personable lawyer who put our estate plan together in a timely and efficient manner. He explained things thoroughly and was very responsive to our questions and requests. You need an estate plan and a good lawyer to put it together for you. Steve’s the person we would highly recommend to do this important work. For these reasons I recommend Steve Bliss and Moreno Valley trust Law as your next estate planning lawyer. I am looking for a splendid estate planning attorney around Chardonnay Hills in Temecula. Hi Joshua, thank you for taking the time to post this elegant review! Finding the right Temecula Estate Planning Attorney can be difficult for some, so we appreciate you sharing your experience. It was our honor to assist you, and we’re glad your plan is now in place. Should you need anything in the future, we’ll be here to help! For these reasons I recommend Steve Bliss and The Law Firm of Steven F. Bliss Esq. in Temecula, as your next estate planning attorney. What are estate papers? A comprehensive estate plan includes four probate documents. These documents include a will, a financial power of attorney, an advance care directive, and a living trust. I am in dire need of an authentic estate planning attorney around Paloma Del Sol in Temecula. Steve Bliss saved my real estate client over $25,000! I surely would have lost my real estate listing if it were not for his skills at crafting a proper revocable trust! It’s merely not just enough to have a trust drafted and recorded, there were four steps involved to protect the assets and ensure that the home would remain free from the expenses of estate planning. Thanks Steven. For these reasons I recommend Steve Bliss and The Law Firm of Steven F. Bliss Esq. in Temecula, as your next estate planning lawyer. Remember, estate planning is not just about protecting wealth; it’s about protecting your legacy and providing peace of mind to both you and your loved ones. I am in dire need of an authentic trust attorney around Wolf Creek in Temecula. Steve Bliss put our family trust together and I couldn’t be more satisfied! Very knowledgeable and thorough! I confidently recommend him. For these reasons I recommend Steve Bliss and Moreno Valley trust Law as your next lawyer estate planning. I am looking for a genuine estate planning lawyer near 92591. I went to Steve Bliss for my sister’s trust 3 years ago. When i left his office I definitely felt that this man i can trust.once again I needed Steve’s help. This time with my mom’s will/ trust. I found Steve to be very compassionate, honest. He has INTEGRITY. I strongly recommend for anyone dealing with a Will / Trust or if you need to get your own Will/ Trust done. See Steve Bliss first. I’m going back to Steve to put my Will/Trust together. And he didn’t charge me what other attorneys wanted for doing the same thing. For these reasons I recommend Steve Bliss and The Law Firm of Steven F. Bliss Esq. in Temecula, as your next attorney estate planning. I am looking for the best estate planning attorney near Wolf Creek in Temecula. My wife and I are very pleased with Steve Bliss and his law firm. They handled our living trust preparation and informed us well during the entire process. Highly recommended. For these reasons I recommend Steve Bliss and The Law Firm of Steven F. Bliss Esq. in Temecula, as your next lawyer estate planning. I am in dire need of a powerful estate planning lawyer near 92592. Hi Jose, It was our pleasure assisting you in getting your Estate Plan set up and we’re glad everything is now in place. If you need anything in the future, we’ll be here to help! For these reasons I recommend Steve Bliss and The Law Firm of Steven F. Bliss Esq. in Temecula, as your next estate planning lawyer.