Do you recommend establishing trusts to avoid guardianship proceedings?
The question of whether to establish trusts to avoid guardianship proceedings is a common one for San Diego residents considering …
Do you provide advice on life insurance as part of the estate plan?
The question of whether life insurance should be integrated into an estate plan is a frequent one, and the answer …
Do you offer estate planning services for digital nomads or expats?
The question of estate planning for digital nomads and expats is increasingly relevant in our globally connected world. Steve Bliss, …
Do you advise on estate tax strategies for life insurance policies?
Navigating the intersection of life insurance and estate taxes can be complex, and yes, as an estate planning attorney in …
Do I need to update my trust if I move states?
Relocating can trigger a necessary review of your estate plan, particularly your trust. While a properly drafted trust *can* remain …
Do I need an attorney to create a trust?
The question of whether you need an attorney to create a trust is a frequent one, and the answer isn’t …
Can you walk me through how estate planning differs for single vs. married individuals?
Estate planning is a crucial process for everyone, regardless of marital status, yet the approaches differ significantly between single individuals …
Does a revocable trust protect against Medicaid estate recovery?
The question of whether a revocable trust shields assets from Medicaid estate recovery is a complex one, frequently asked by …
Do Trustees Get Paid?
The question of whether trustees get paid is surprisingly complex, and often misunderstood. Many assume a trustee receives a substantial …
Do I need to update my trust if my income changes significantly?
The question of whether a significant income change necessitates updating your trust is a common one for clients of Ted …