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Keep your representative from having to play detective by preparing orderly records not only of wills and trusts,but also annuities,insurance policies,mortgage documents,bank accounts,securities,real estate inFirmation,passwords for budgeting software,the contact inFirmation of relevant advisers,business interests and a list of creditors Our lawyer and CPA can make your tasks manageable with our intent to put the challenges of trust management on our shoulders,not yours steveblisslaw com The list invariably includes making it through spouses,your moms and dads,and your descendants- kids,grandchildren or great-grandchildren.
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San Diego Office Only The Law Firm of Steven F.Bliss Esq.(858) 278-2800 Trust Attorney Your estate plan should include provisions for any children,including naming a guardian for children under age 18 and providing for those from a previous marriage that might not be specifically addressed by leaving assets to a current spouse.
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An estate plan allows you to control what would happen to your property and assets if you or your spouse passed away today Examples consist of irreversible life insurance trusts,life time gifting trusts such as certified personal house trusts,grantor kept annuity trusts (GRAT for short),and spousal lifetime access trusts (SLAT for short) steveblisslaw com Estate Planning Attorney.
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Trustee- Also called a Successor Trustee,this individual cares for the work of your Trust after your death,or if you can not take care of the Trust yourself due to health problem or impairment The Law Firm of Steven F.Bliss Esq.Trust Lawyer money owed to the person who has died.
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