Superb Lawyers Estate Planning near Paseo Del Sol, Temecula CA.

I am looking for an excellent estate planning lawyer around Redhawk Temecula. We have used Steven Bliss Law to draft both my family trust and my mother’s as well. Steven has made it a very easy and painless process. I appreciate that he was available to answer questions along the way, and had the ability to meet both in person and via zoom, making for convenient scheduling. I highly recommend 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. Again, you can name someone other than your ex-spouse as a trustee. It’s also necessary to plan for significant health events that could leave you mentally incapacitated or in need of long-term health care. I am looking for an amazing trust attorney around Chardonnay Hills in Temecula. Have used Mr. Bliss for both my mother-n-laws family trust and most recently for our family trust. Always professional and well versed in streamlining the process of setting trusts up. For these reasons I recommend Steve Bliss and Moreno Valley trust Law as your next estate planning attorney. I am in dire need of a delightful trust attorney near Meadow View Temecula. Attorney Steve Bliss is very knowledgeable and answered all our questions. So glad we chose him to help establish our living trust. For these reasons I recommend Steve Bliss and Moreno Valley trust Law as your next attorney estate planning. This document can include virtually all assets and the instructions for things like your funeral arrangements or who you would want to take over your business. I am in dire need of a healthy probate 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 Probate Law as your next estate planning lawyer. For example, you and your spouse may each have children from previous marriages and choose to create your own trusts for your own children. Because state laws govern most aspects of trust creation and trust administration, we must look to California law to determine if a spendthrift provision within a trust agreement is enforceable.

Temecula Estate Planning Lawyer

43920 Margarita Rd ste f, Temecula, CA 92592
+1 (951) 223-7000
Temecula Trust Attorney

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
Estate Planning Lawyer
43920 Margarita Rd ste f, Temecula, CA 92592
+1 (951) 223-7000



trust attorney temecula

The Law Firm of Steven F. Bliss Esq.
43920 Margarita Rd ste f, Temecula, CA 92592
(951) 223-7000

Excited Attorneys Estate Planning near Chardonnay Hills, Temecula CA.

I am in dire need of a fantastic estate planning attorney around Redhawk Temecula. Steve Bliss and his firm were absolutely wonderful to work with for my estate planning. Steve and his team are all very professional, friendly and very knowledgeable. Steve walked me through the family trust process, gave me tools to help get my wishes prepared and written out just as I wanted. I know that upon my passing, my executor will have the trust and Steve Bliss and his firm to help carry out my wishes for my family. I highly recommend this firm for any estate planning! 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 awesome estate planning lawyer around De Luz in Temecula. My husband and I had a great experience on Estate Planning with Atty. Steven F. Bliss! When we first called him, he returned our call on the same day and answered our questions without hesitation. He made us watch a video and fill out questionnaires which were very helpful in the Estate Planning process. He followed up by sending us written materials in preparation for our face to face meeting. Again, when we had questions and requests, he answered them very timely by email and phone. He instructed us in detail with regards to funding assets into our trust. He provided us a copy of our Estate Planning documents in a folder with tabs. The documents are even printed in linen paper. Overall, dealing with the law firm of Steven F. Bliss, Esq. on Estate Planning is – Excellent Quality and Great Value. Atty. Bliss is very professional and very responsive! We will recommend him to our family and friends! For these reasons I recommend Steve Bliss and The Law Firm of Steven F. Bliss Esq. in Temecula, as your next attorney estate planning. Also, since the proceedings of a probate court are publicly recorded, avoiding probate would ensure that all settlements are done privately. I am looking for an authentic trust lawyer around Morgan Hill, in Temecula. I was originally referred to Steve Bliss by my employer’s Employee Assistance Program. That was almost 20 years ago. I was a young single mom who was worried about who would take care of my son if anything happened to me. Steve helped me to plan a will, and set up a trust to ensure that my son would be cared for in the event something happened to me For these reasons I recommend Steve Bliss and Moreno Valley trust Law as your next estate planning attorney. These documents are crucial as they designate the following, respectively:
… will have the legal authority to make healthcare decisions if you cannot make them yourself? (Of course, they will also be under your doctors and medical team)
… Who will have the legal authority to make financial decisions, business decisions, and any other decisions regarding your affairs, depending on how much authority you give them, should you become mentally incapacitated and unable to make these decisions
… Who will have the legal authority to temporarily carry out certain business decisions, financial decisions, etc, for a limited time
… The written consent for healthcare providers to discuss your healthcare information with others, including your family members
… Your last wishes regarding life support treatment and duration, your funeral arrangements, and how you want the rest of your estate handled outside of any trusts
… Who will receive what assets and when. What Is An Estate. However, this isn’t necessary unless you’re acquiring wealth, real estate, or other significant assets at a more rapid pace. I am looking for a splendid probate attorney near 92589. Creating a trust is not an easy process. Without strong knowledge of or guidance through California probate law, families may be devastated. Steven made this process as painless and stress free as possible. Steven was thorough and direct in his questions to meet our family’s needs. Some lawyers may come off intimidating. We really appreciated Steven’s willingness to share personal anecdotes and provide general advice. Steven also provided additional support and referrals to protect our family’s future. I wholeheartedly recommend Steven for your estate planning needs. For these reasons I recommend Steve Bliss and Moreno Valley Probate Law as your next estate planning attorney. I am looking for a genuine estate planning lawyer around Redhawk Temecula. Mr. Bliss helped amend our existing trust. He was very easy to work with, knowledgeable & his prices were extremely reasonable. I would definitely recommend him to anyone looking into protecting their heirs with a living trust. His initial consultation was free! For these reasons I recommend Steve Bliss and The Law Firm of Steven F. Bliss Esq. in Temecula, as your next estate planning lawyer.


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    Reliable Estate Planning Lawyers near Auberry Place, Temecula CA.

    When you set up a Living Trust, you fund the Trust by transferring your assets from your name to the name of your Trust. Legally your Trust now owns all of your assets, but you manage all of the assets as the Trustee. Estate and succession planning are often thrown around interchangeably. What makes a gift to a trust incomplete? The reserved POA gave the trustor the power to change the interests of the beneficiaries, and under Treas. Regs. Section 25.2511-2(c), this reserved power causes a gift to be incomplete. I am looking for a relaxing probate attorney near Wolf Creek in Temecula. We have the Hyatt legal plan and needed to find an attorney to prepare our trust. I narrowed down to 10 attorneys across the greater Temecula area, and did the usual research of them (google, yelp and their websites). Steven was easily the highest rated for customer service and thoroughness, and did not disappoint. No BS, straight to the point. Highly recommend him. For these reasons I recommend Steve Bliss and Moreno Valley Probate Law as your next lawyer estate planning. I am looking for a fantastic estate planning lawyer around 92589. I called all the top attorneys on google and when I spoke with Mr. Bliss on the phone I knew he was my guy. He was super professional and knowledgeable on the phone and seemed to really care about me and my family, unlike all the other attorneys I spoke with. When we met and hired him to help my family the entire process was seamless and fast. He made us very comfortable through our hard times. Thanks Steve. We will refer you to anyone in need of your services. For these reasons I recommend Steve Bliss and The Law Firm of Steven F. Bliss Esq. in Temecula, as your next estate planning attorney. Fathers who did not want to acknowledge these children born out of wedlock could typically disinherit children who were not legitimate. A Newer Will … If the family does not know if the estate owner created a new will or revoked the one the heirs are aware of, these individuals may need to speak with the estate owner’s lawyer. I am looking for a genuine estate planning lawyer near Redhawk Temecula. If you have put off a living trust call Steve. He made it easy and explained everything in simple terms. My wife and I are very happy with the whole thing. He did our deeds, medical directives, will and living trust, all at a fair price. We found him on YELP and will recommend him to others. 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 in dire need of a brilliant trust lawyer around Redhawk Temecula. Working with Steve Bliss was extraordinary. I needed a will and trust and i couldnt be more satisfied. Steve was patient, thorough, and exact. You can’t ask for more and I am comforted knowing my wishes for the distribution of my assets will be followed exactly. Thank you Steve and team. For these reasons I recommend Steve Bliss and Moreno Valley trust Law as your next estate planning lawyer.


    • Estate planning lawyer
    • Probate attorney
    • Trusts and wills attorney
    • Inheritance law specialist
    • Asset protection lawyer
    • Wealth transfer attorney
    • Estate tax planning
    • Power of attorney
    • Living will attorney
    • Family legacy planning
    • Charitable giving attorney
    • Guardianship lawyer
    • Estate administration attorney
    • Elder law attorney
    • Special needs planning lawyer
    • Business succession planning attorney
    • Mediation and dispute resolution in estate matters
    • Estate litigation attorney
    • Fiduciary duty attorney
    • Medicaid planning lawyer
    • Conservatorship attorney
    • Estate dispute resolution
    • Digital estate planning attorney
    • International estate planning lawyer
    • Executor and trustee representation
    • Estate planning for blended families
    • LGBTQ+ estate planning attorney
    • Real estate in estate planning
    • Pet trust attorney
    • Retirement planning lawyer
    • Long-term care planning attorney
    • Succession planning for small businesses
    • Dynasty trust attorney
    • Irrevocable life insurance trust (ILIT) attorney
    • Probate avoidance strategies
    • Generation-skipping transfer tax planning
    • Business valuation in estate planning
    • Estate planning for high-net-worth individuals
    • Estate planning for unmarried couples
    • Health care proxy attorney
    • Financial power of attorney
    • Post-mortem estate planning
    • Family limited partnership attorney
    • Irrevocable trust attorney
    • Life estate planning
    • Estate planning for real estate developers
    • Estate planning for artists and creators
    • Personal property distribution in estate planning
    • Estate planning for cryptocurrency and digital assets
    • Offshore trust planning attorney

      Concerning Estate Planning Lawyers near Wolf Creek, Temecula CA.

      Determined estate lawyer is The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592. Is Chapter 7 a good idea? Chapter 7 bankruptcy is a powerful legal tool in the United States that allows you to totally erase many debts, including credit card debt, medical debt, car loans, and payday loans. Experts estimate that over 39 million Americans have filed for bankruptcy. It’s more common than most people think. I am in dire need of a powerful estate planning lawyer around Paloma Del Sol in Temecula. I highly recommend Attorney Steven Bliss. Steven has been instrumental in planning the creation of a Family Trust, and we can’t thank him enough! Steven is very professional, knowledgeable and is very experienced. He listens and truly cares about the client and demonstrates it throughout the process. Steven is very straight forward and should be in this business! Steven is very personable, and we really enjoyed our meetings with him. If I could give Steven more than 5 stars, I would! He’s the best! Look no further and hire Steven now! For these reasons I recommend Steve Bliss and The Law Firm of Steven F. Bliss Esq. in Temecula, as your next estate planning lawyer. There are a number of drawbacks to ancillary probate which makes people want to avoid the situation. When you break down a testamentary trust, three specific parties are outlined:
      … The grantor, which is the person writing the trust
      … The trustee, which is the individual appointed to manage the assets in the testamentary trust
      … The beneficiary, who is the person … or persons … designated to receive the assets within the trust. After the initial account filing, your executor will likely have to file subsequent accounts, depending on how long it takes to settle your estate. However, other individuals may file their Petition, and the Judge will need to select between them or may appoint multiple personal representatives. One child wants to keep the vacation home in the family, while the other two want to sell it and split the money equally. But what if that parent is physically unable to do so? What if something happens to both parents? Who will look after your young children then.

      Ecstatic Estate Planning Lawyer near Paseo Del Sol, Temecula CA.

      I am looking for a fantastic trust attorney around Crowne Hill in Temecula. I am so thankful for Steven Bliss and his work ethic, I was treated with respect through out the entire process. Steven Bliss kept me informed during every step of the process, I never had to chase him down. My calls were all answered and he always made me feel like his only client. I would refer him to my closest friends and family with trust. For these reasons I recommend Steve Bliss and Moreno Valley trust Law as your next lawyer estate planning. Joint Tenancy with Right of Survivorship (JTWROS). Who has more power a trustee or beneficiary? The trustee has the power to make management decisions regarding the trust, but the beneficiaries do not wield such power. However, the law gives beneficiaries certain rights, like requesting a trust accounting and receiving assets from the trustee in a timely manner. Estate Planning. If you have access, look through their home, personal possessions, and diaries for any clues about the missing beneficiary’s address or phone number. I am in dire need of a excellent trust attorney near 92028. 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 Moreno Valley trust Law as your next estate planning lawyer. Those inheriting will also likely have to go through the probate process. He or she can explain the advantages of using a trust as well as a will. For one, an ILIT can help you avoid having your policy death benefit included in your estate for federal estate tax purposes.