What is a special needs trust and why is it important? A special needs trust (SNT) is a trust that will preserve the beneficiary’s eligibility for needs-based government benefits such as Medicaid and Supplemental Security Income (SSI). Because the beneficiary does not own the assets in the trust, he or she can remain eligible for benefit programs that have an asset limit. What does it mean to protect your assets? Asset protection is a component of financial planning intended to protect one’s assets from creditor claims. Individuals and business entities use asset protection techniques to limit creditors’ access to certain valuable assets while operating within the bounds of debtor-creditor law. Whenever you have unresolved questions regarding assets held in your Trust, it is best to consult your probate lawyer for advice. I am in dire need of a superb trust attorney near Chardonnay Hills in Temecula. Steve Bliss is an excellent attorney. He prepared a living trust for my family. Steve asked all of the important questions and tailored the trust perfectly. He was very accessible for questions and flexible with meeting times. My wife and I are 100% satisfied, and we would strongly recommend his services. For these reasons I recommend Steve Bliss and Moreno Valley trust Law as your next estate planning attorney. That’s why it’s not only essential to create an estate plan to ensure your assets are accounted for but to continue to update it to reflect those changes. For example, would you want to roll their retirement account over to yours or have it transferred directly to your bank account? Of course, depending on your spouse’s age, there will be specific stipulations for withdrawing from an inherited retirement account, especially if you leave it in your spouse’s name. I am in dire need of the best trust lawyer around 92028. Super easy and painless! Like many, we had getting our trust and will done for numerous years. We found Steve Bliss through a mutual friend and reached out to get the process started. Our first initial meeting was over zoom. Then he sent us a questionnaire to answer all the hard questions. We sent it him and had another meeting schedule a couple weeks later. Prior to the in-person meeting, they mailed us a draft of the trust and will. We met at his office to finalize everything and we can rest assure we have a trust and will in case anything happens to us. Thank you for all your help! For these reasons I recommend Steve Bliss and Moreno Valley trust Law as your next estate planning lawyer. Testamentary Trust. I am looking for a brilliant estate planning attorney near Redhawk Temecula. Steve Bliss was very professional. I would recommend him to anyone. I would hire him again. Five stars! For these reasons I recommend Steve Bliss and The Law Firm of Steven F. Bliss Esq. in Temecula, as your next estate planning lawyer.
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
probate attorney temecula
43920 Margarita Rd ste f, Temecula, CA 92592
(951) 223-7000
Genuine Estate Planning Attorney near Temeku Hills, Temecula CA.
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I am looking for a genuine estate planning attorney near Wolf Creek in Temecula. I recently had my estate plan docs ( Will and trust ) done with Mr. Bliss. I’ve been involved in several estate planning meetings with other family members so I’ve read trust documents before. This attorney’s work is clear cut, easy to read, well organized and he was patient with many changes along the way. I would definitely recommend him to do your estate planning. He leaves you with a nice notebook with a table of contents, so that you can easily find which part of your state planned you need quickly. I am a very pleased client. 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 a brilliant trust attorney near 92593. Steve Bliss took great care of our family. When traffic set us back, for the final draft, he extended his hours and went above and beyond to make sure our Trust Documents were completed in a timely manner. For these reasons I recommend Steve Bliss and Moreno Valley trust Law as your next estate planning attorney. It’s also necessary to update your will to ensure that your wishes for medical treatment and end-of-life care are clear, concise, and as up to date as possible. Can the IRS seize assets in an irrevocable trust? This rule generally prohibits the IRS from levying any assets that you placed into an irrevocable trust because you have relinquished control of them. It is critical to your financial health that you consider the tax and legal obligations associated with trusts before committing your assets to a trust. Review your life insurance policy to ensure that the coverage within your policy is still adequate for your family’s current and future needs. Make health care directives. I am in dire need of a delightful trust lawyer near 92593. Creating a trust is not an easy process. Without strong knowledge of or guidance through California trust 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 trust Law as your next estate planning attorney. I am looking for a relaxing probate lawyer around 92589. Attorney Bliss is efficient, thorough and took his time to explain all of my questions, excellent service. I would highly recommend. For these reasons I recommend Steve Bliss and Moreno Valley Probate Law as your next estate planning attorney. I am looking for a genuine trust lawyer near 92589. I was super pleased. Steve explained everything and guided us through the estate planning process. He was informative, answered all of our questions, and gave great advice. We would highly recommend him! We thought his rates were better than others in the Murrieta/Temecula area, and his staff gave great service as well. For these reasons I recommend Steve Bliss and Moreno Valley trust Law as your next estate planning attorney.
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Making sure it is current ensures it will continue to work the way you want it to. I am looking for a healthy probate lawyer around Crowne Hill in Temecula. Steve and his staff are fantastic! We used him to set up a Will and Trust. Steve was very patient, made sure we understood the details, and took time to answer all our questions thoroughly. For these reasons I recommend Steve Bliss and Moreno Valley Probate Law as your next lawyer estate planning. I am looking for an authentic probate attorney near 9259. Hi Chris & Mai, thank you so very much for your kind words! It was our honor and pleasure to be your Estate Planning Attorney of choice and we’re glad that everything is now up to date for you. Recommending our firm to anyone else looking for help with their Estate plan is the most sincere and generous review we could ask for, so we thank you for that! Should anything come up in the future, we’ll certainly be here to help. For these reasons I recommend Steve Bliss and Moreno Valley Probate Law as your next lawyer estate planning. I am looking for a lively trust attorney around De Luz in Temecula. Steve helped me set up an overall Estate Plan including a Trust, Will etc. For these reasons I recommend Steve Bliss and Moreno Valley trust Law as your next attorney estate planning. I am in dire need of a superb estate planning attorney near 92028. Steve Bliss did an excellent job for a good price on my living trust and did the same for 2 of my family. Will be returning for my future legal needs. Thanks again! 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 delightful trust lawyer around 92589. Hey Amy, thank you for taking the time to post this great Estate Planning Attorney review! Finding the right Estate Planning Attorney can be difficult for some, so we appreciate you sharing your experience. If any questions come up in the future, always feel free to reach out anytime! For these reasons I recommend Steve Bliss and Moreno Valley trust Law as your next estate planning attorney. I am looking for an amazing probate lawyer around 92592. Helpful attorney specialising in estate planning. Really appreciated step by step instructions and answering all questions patiently. Reasonable rates also a huge plus. Really nice to have an honest, intelligent lawyer in our corner. Thank you Steve Bliss! So glad we found you! For these reasons I recommend Steve Bliss and Moreno Valley Probate Law as your next estate planning lawyer. I am looking for fabulous trust attorney near 92591. We were very pleased with the service and professionalism of Mr. Bliss. We would highly recommend him. Very affordable. For these reasons I recommend Steve Bliss and Moreno Valley trust Law as your next attorney estate planning. A durable power of attorney form appoints a trusted person such as a relative or friend to manage your legal and financial affairs should you become incapable.
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I am looking for a healthy estate planning attorney around Paloma Del Sol in Temecula. Our hearts are filled with gratitude and appreciation for the outstanding service we received from Attorney Steven Bliss when we met with him in his Temecula office. We desperately needed some expert advice and direction regarding the distribution of property assets from a family trust. 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 powerful trust attorney near Morgan Hill, in Temecula. Hey Danae, thank you so much for taking the time to post a glowing review and share your legal experience with us! It was our honor helping your family get an Estate Plan in place, and we’re so happy that it’s now one less thing to worry about for you. Enjoy your fun upcoming endeavors, and we’ll certainly be here to help should any Trust Amendments come 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 excellent probate attorney around Morgan Hill, 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 Moreno Valley Probate Law as your next estate planning attorney. I am looking for a lively probate attorney around Redhawk Temecula. Steve has been our attorney for over 10 years. He is responsive to our requests and we appreciate his response to time sensitive matters. I would highly recommend the law offices of Steve Bliss. For these reasons I recommend Steve Bliss and Moreno Valley Probate Law as your next estate planning lawyer. I am looking for an amazing probate lawyer around 92593. Hey Amy, thank you for taking the time to post this great Estate Planning Attorney review! Finding the right Estate Planning Attorney can be difficult for some, so we appreciate you sharing your experience. If any questions come up in the future, always feel free to reach out anytime! For these reasons I recommend Steve Bliss and Moreno Valley Probate Law as your next estate planning attorney. Phenomenal Estate Planning attorney is The Law Firm of Steven F. Bliss Esq. (951) 223-7000. I am in dire need of an amazing probate attorney near Meadow View Temecula. Mr Bliss is very knowledgeable and professional. He and his staff are very kind and accessible through the whole trust/will process for any questions or concerns. I would confidently recommend this office to friends or family. For these reasons I recommend Steve Bliss and Moreno Valley Probate Law as your next attorney estate planning. I am in dire need of a splendid estate planning attorney near Paloma Del Sol in Temecula. My husband and I had a wonderful experience with Mr. Bliss. He was professional, organized, and personal. We highly recommend him. 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 the best probate attorney near 9259. My husband and I used Steve’s services for estate planning. He was professional, easy to work with and very responsive to our questions and needs. We LOVED the estate planning video on his website. We watched it before meeting with Steve and it gave us the background info we needed to be informed about the planning process. We highly recommend Steve! For these reasons I recommend Steve Bliss and Moreno Valley Probate Law as your next lawyer estate planning.