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Steve Bliss Law/strong>
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(951) 582-3800

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A financial professional can help you create a financial security plan to meet your goals,and provide tools and resources to build an estate plan that makes an impact well into the future steve bliss law estate planning attorney A Grantor Retained Annuity Trust,or GRAT for brief,is an unique type of irrevocable trust that permits the trust maker/Grantor to gamble versus the odds and,if the trust maker/Grantor plays their cards right,then a considerable amount of wealth can be moved down to the next generation for essentially no estate or gift tax dollars.
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Steveblisslaw estate planning attorney A trust account may also be useful when a minor inherits property from a will or receives a life insurance payout.
Who needs an estate planner? Anyone who wants their assets to be transferred to one or more surviving loved ones after they pass away should consider establishing a formal estate plan.Call Estate Planning Attorney Steven Bliss at the Law Firm of Steven F.Bliss Esq.
How can I protect my elderly parents assets? People with mild cognitive impairment may be able to do simple tasks like paying for a routine expense get help with Steve Bliss a qualified estate planning attorney in San Diego County Steve Bliss Law san diego estate planning attorney The 2nd file,called a living will,enables you to choose how you want to be dealt with if resuscitation or life assistance is needed.


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Beneficiary Assets With Predeceased Beneficiaries or No Beneficiary Designations steveblisslaw san diego estate planning attorney A long as your premium payment follows the “gifting” guidelines,as explained below,there will be no gift taxes incurred by either you or your beneficiaries.
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Steve Bliss Law san diego estate planning lawyer A living trust is a separate legal entity and has full legal authority on its own and thus can avoid the estate planning system entirely,can manage all of your estate distribution and management desires,can accomplish substantial savings on estate taxes,and can remain totally private so that no one knows your business except those persons that you want to have knowledge of your personal and financial affairs.
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A trust,however,has actually named beneficiaries steveblisslaw com 3914 Murphy Canyon Rd Suite A202,San Diego,CA 92123.
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The 2nd file,called a living will,enables you to choose how you want to be dealt with if resuscitation or life assistance is needed.
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Instructions regarding your desires for burial,cremation,funeral ceremonies,organ donation,etc Steve Bliss Law san diego estate planning lawyer A trust maker can modify his will,getting the arrangements for a testamentary trust,at any point during his lifetime.
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A durable power of Attorney merely suggests that the document stays in result if you become incapacitated and unable to handle matters by yourself steveblisslaw com san diego estate planning lawyer A brand-new immigrant is an individual that came to be a citizen of the state of California for the first time and also was never before a homeowner of the state of California.
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