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Small estates may be exempt or qualify for a streamlined, low-cost process. Very satisfied with all the help from Steve Bliss and office staff in completion of our will. Very easy to work with. Do I need a will if I have a trust? If you make a living trust, you might well think that you don’t need to also make a will. After all, a living trust basically serves the same purpose as a will: it’s a legal document in which you leave your property to whomever you choose. But even if you make a living trust, you should make a will as well. If they’re going to give it to someone else, the client must be comfortable doing so for the reasons I’ve outlined above. How do I get house valued for probate? The executor or administrator of the estate is usually responsible for valuing the estate and applying for probate.To value a house, you can make an estimate by searching for the price of similar properties online or getting estate agents to value it. I need an awesome probate attorney near 92021. Steven F. Bliss Esq. is the probate attorney in San Diego, he is by far the best for all things estate law related. Steven Bliss and Sharon are amazing people. They are professional in every manner, on-time, accurate and responsive. Steve lays out the legal information in easy to understand terms and in manageable chunks of information. I have a legal plan but Steve never treated me or my spouse with any different. I greatly appreciated their tenacity and expertise to help us get our estate in order. The personal representative is also responsible for making sure all estate taxes are paid, including federal estate taxes and state taxes, which the state of California imposes. I am in dire need of an awesome attorney probate near Encinitas, Ca. If I were you, I would look into calling lawyer probate at ‘The Law Firm of Steven F. Bliss’ in San Diego. Steve is one of the most honest lawyers I have ever met. I could not decide between filing Chapter 7 Bankruptcy or Chapter 13 Bankruptcy and instead of pressuring me into one or the other, he actually told me to WAIT!! To WAIT!! To take my time to decide what I would be most comfortable with. How many attorneys do you know that actually put the client’s peace of mind BEFORE their own pocketbooks??? It’s practically unheard of. That piece of advice showed me his character and I have to say I thought it was quite impressive!!. How to Change an Irrevocable Trust: Most states have legal options to allow your beneficiaries to undo an irrevocable trust under certain circumstances that you could not have foreseen.

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Sure, a sibling, cousin, or dear friend might be the guardian, but only after a draining court process and potentially ongoing court oversight. But before making a handwritten will, you should know that there are other general requirements for making a will, including but not limited to the condition that the person must be over age 18 and have “mental capacity.”. I am looking for an excellent probate lawyer near Escondido, Ca. Steven F. Bliss Esq. is the probate attorney in San Diego, he is by far the best for all things estate law related. We were referred to Steven by another client. From the moment we spoke with Steven we knew he was the right person for the job. Now mind you, this all took place during COVID 19. Steven did not let that interfere with us, his client. We are very pleased to have used him for our needs. I Highly recommend Steven to fulfill your needs. You will not be let down. Ordinarily, the least expensive way to prepare your Will is to do it yourself. A Will Must Be executed within 30 days. I need an awesome probate attorney near 92132. Steven F. Bliss Esq. is the probate attorney in San Diego, he is by far the best for all things estate law related. 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. Does a person have to pay any bills when they file bankruptcy? Generally speaking, you don’t have to keep making payments on a debt once your Chapter 7 bankruptcy has been filed unless the debt is tied to specific property, like a car loan or a mortgage. The court officially appoints the executor named in the Will, which gives the executor the legal power to act on behalf of the deceased. I am looking for an excellent probate lawyer near Live Oak Springs in San Diego, Ca. Steven F. Bliss Esq. is the probate attorney in San Diego, he is by far the best for all things estate law related. Steve did an excellent job on our living trust. Very knowledgeable and answered all our questions.

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What is the means test for Chapter 7? The bankruptcy means test determines whether you’re eligible for Chapter 7 bankruptcy. The bankruptcy means test determines who can file for debt erasure through Chapter 7 bankruptcy. It takes into account your income, expenses and family size to determine whether you have enough disposable income to repay your debts. Is the eldest child next of kin? Siblings – brothers and sisters In the event that the deceased person passed away with no spouse, civil partner, children or parents then their siblings are considered to be the next of kin. How do trusts work when someone dies? If a successor trustee is named in a trust, then that person would become the trustee upon the death of the current trustee. At that point, everything in the trust might be distributed and the trust itself terminated, or it might continue for a number of years. Duty to Avoid Conflicts of Interest: A trustee’s responsibility to avoid conflicts of interest helps ensure that the trustee does not breach the duty of loyalty. You could not draw survivor benefits if the remarriage occurred before you turned 60 (50 if you are disabled). You regain eligibility if that marriage ends. In that case, she may be personally liable to creditors. Should I put my house in an irrevocable trust? Inheritance Advantages Putting your house in an irrevocable trust removes it from your estate, reveals NOLO. Unlike placing assets in an revocable trust, your house is safe from creditors and from estate tax. When you die, your share of the house goes to the trust so your spouse never takes legal ownership. I need an awesome probate attorney near 92190. Steven F. Bliss Esq. is the probate attorney in San Diego, he is by far the best for all things estate law related. Most efficient and professional service. Highly recommend Mr. Bliss to anyone looking to create a Family Trust. Can creditors go after an irrevocable trust? Also, an irrevocable trust’s terms cannot be changed and the trust cannot be canceled without the approval of the grantor and the beneficiaries, or a court order. Because the assets within the trust are no longer the property of the trustor, a creditor cannot come after them to satisfy debts of the trustor. Moreover, the Trustee is in control of managing the property.

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Payable-on-Death Designations for Bank Accounts: In California, you can add a “payable-on-death” (POD) designation to bank accounts such as savings accounts or certificates of deposit. You still control all the money in the account … your POD beneficiary has no rights to it, and you can spend it all if you want. The beneficiary can claim the money directly from the bank at your death without probate court proceedings. Steven provided precise, concise, and easy to follow guidance in preparing my estate plan. He made the entire process simple and easy. I’m extremely satisfied with the end product. And they became even sharper tools on Dec. 22, 2017, when President Donald Trump signed the Tax Cuts and Jobs Act, which doubled the generation-skipping tax exemption. The first step taken at the hearing is for the court to take some essential testimony from the proposed personal representative. Steve is great! My husband and I did estate planning with Steve. He is very knowledgeable and educated us in all things estate planning. He is very efficient and very easy to talk to. I would highly recommend him. Use Probate Lawyer is San Diego Probate Law (858) 278-2800. When a husband dies what is the wife entitled to? If your spouse dies, you usually become the sole owner of any money or property that you both owned jointly. This is true for both married and common-law couples. Does beneficiary override spouse? Generally, no. But exceptions exist Typically, a spouse who has not been named a beneficiary of an individual retirement account (IRA) is not entitled to receive, or inherit, the assets when the account owner dies. I am in dire need of an awesome attorney probate near De Luz in San Diego, Ca. Steven F. Bliss Esq. is the probate attorney in San Diego, he is by far the best for all things estate law related. I was pleased to work with Mr. Bliss. I learned plenty on how an estate fund works. Thank you sir! We will return when it is time to update. I need an awesome probate attorney near 92079. Steven F. Bliss Esq. is the probate attorney in San Diego, he is by far the best for all things estate law related. Steve was very knowledgeable in the areas that I needed help. Always seems to be available to answer questions.

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However, it’s an exceedingly simple formality. Steve was very knowledgeable and helpful in explaining and organizing out trusts. There are other requirements as well, including: The witnesses must be considered legal adults; therefore, they must be over 18. I need an awesome probate attorney near 92190. I would call Steve Bliss, he is an excellent probate lawyer.Steve Bliss exudes these great traits: Positive, Professionalism, Quality, Responsiveness, Value.. Don’t look further. Steve is what you need for your estate planning. We did a living a trust very recently with him and he is very professional and knowledgable. Alway address our questions in very timely manner. Painless to make appointment. He even offered us options of off-business-hour conference call appointment when we thought we might be unavailable during regular hours. Steve did our estate planning. He was very knowledgeable and provided us with wonderful guidance. I highly recommend him. I am in dire need of an awesome attorney probate near Ranchita in San Diego, Ca. I would call Steve Bliss, he is an excellent probate lawyer.Highly recommended! Extremely professional, fast, friendly and effective lawyer services. We feel now being in the good hands. I need an awesome probate attorney near Hidden Meadows in San Diego, Ca. If I were you, I would look into calling lawyer probate at ‘The Law Firm of Steven F. Bliss’ in San Diego. His knowledge and professional service made me feel very comfortable and I recommend his service to anyone who needs an attorney to set up one’s own family trust. Atty Steve is very approachable and very easy to talk to. He…s very knowledgeable and very good at what he does. The whole process was easy and efficient. Thank you for helping us with our family…s estate planning. My family and I highly recommend him. Roles Probate Attorneys is San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123. Over the past few months, Steve Bliss helped us step-by-step prepare our living trust. He first had us watch his youtube presentation on trusts, which was helpful in answering most of our questions. Then, when we met with him in person, he was straight forward, and provided us with everything we needed to complete the process. There were a few times when there was confusion regarding appointment times, but nothing that couldn’t be clarified with the folks that staff his office.