Does a move across state lines affect the trust’s validity?
The question of whether a move across state lines impacts the validity of a trust is a common concern for …
San Diego County
Do you recommend including a letter of intent with a will?
The question of whether to include a letter of intent alongside a will is a common one for clients of …
Do you provide education for my family members about the estate plan?
Estate planning isn’t simply about creating legal documents; it’s about ensuring your wishes are understood and respected, and that your …
Do you offer guidance for leaving assets to heirs with significant age differences?
Navigating estate planning is complex, and the challenge intensifies when heirs span considerable age gaps. Steve Bliss, as an Estate …
Do you advise on planning for survivors of domestic abuse within estate structures?
Estate planning is often perceived as a straightforward process focused on asset distribution upon death. However, a crucial, often overlooked, …
Do I need to update my trust if my income changes significantly?
The question of whether a significant income change necessitates a trust update is a common one for clients of Steve …
Do I need different types of trusts for different categories of assets?
The question of whether you need different types of trusts for different asset categories is a common one for individuals …