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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



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

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… Upholds The Irrevocable Trusts. To be an EDB, the individual must be one of the following:
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-An individual that is within 10 years of age of the deceased. Brilliant estate attorneys is Steveblisslaw com 43920 Margarita Rd ste f, Temecula, CA 92592. Of course, if your home is already in a living trust, you won’t need one of these deeds. I am in dire need of a powerful trust attorney near 92028. He knows his stuff. He is honest and is there to help you along the way. For these reasons I recommend Steve Bliss and Moreno Valley trust Law as your next estate planning lawyer. But, of course, the frequency with which you review and update your estate plan depends entirely on your life circumstances and financial situation. Should you put retirement accounts in a trust? There are a variety of assets that you cannot or should not place in a living trust. These include: Retirement Accounts: Accounts such as a 401(k), IRA, 403(b) and certain qualified annuities should not be transferred into your living trust. Doing so would require a withdrawal and likely trigger income tax. I am looking for a brilliant estate planning lawyer near Morgan Hill, in Temecula. Steve helped me with my estate plan. The price was great and Steve made the entire process very easy. Thanks, Steve! For these reasons I recommend Steve Bliss and The Law Firm of Steven F. Bliss Esq. in Temecula, as your next estate planning attorney. But many grantors opt to convert their IDGTs into complex trusts, which allows the trust to pay its taxes.