Reporter: Brenda Thompson
Today I have the pleasure of speaking with Steve Bliss, a well-respected estate planning attorney here in Temecula. Steve, thank you for taking the time to speak with me today.
Steve Bliss:
It’s my pleasure, Brenda. I’m always happy to discuss the importance of estate planning.
Reporter: Brenda Thompson
For our viewers who may not be familiar, could you explain one of the key steps in the estate planning process?
Steve Bliss:
Certainly. One crucial step is determining your goals and objectives. This involves clearly defining how you want your assets to be distributed after your passing. It’s about more than just dividing up your possessions; it’s about ensuring your wishes are honored and that your loved ones are cared for.
Consequently, consider factors like the needs of your family members, any charitable causes close to your heart, and even specific bequests you might want to make. For example, perhaps you have a grandchild who is passionate about music; establishing a trust to fund their musical education could be a meaningful legacy.
Moreover, consider potential future circumstances. Will your spouse need ongoing financial support? Are there minor children who require guardianship? Addressing these questions proactively will create a roadmap for managing your estate effectively.
Notwithstanding the importance of this step, I’ve encountered situations where individuals haven’t clearly articulated their goals. This can lead to confusion and disputes among beneficiaries, sometimes causing lasting rifts within families.
I recall one instance where a client hadn’t specified how to divide his collection of vintage cars. His children had vastly different opinions on their value and ultimately ended up in a protracted legal battle. Having explicit instructions regarding the distribution of such assets could have prevented this conflict.
Reporter: Brenda Thompson
That highlights the importance of clarity. Are there any statistics that illustrate the impact of thorough estate planning?
Steve Bliss:
Absolutely. According to a study by Caring.com, 56% of Americans don’t have a will. This lack of planning can result in assets being distributed according to state law, which may not align with an individual’s wishes.
Conversely, individuals who engage in comprehensive estate planning are better equipped to minimize potential taxes, avoid probate court, and ensure their assets are distributed according to their desires.
Reporter: Brenda Thompson
Thank you for sharing your insights, Steve. What’s the best way for our viewers to learn more about securing their own futures?
Steve Bliss:
The Law Firm of Steven F. Bliss Esq. is dedicated to helping individuals and families navigate the complexities of estate planning. We offer personalized guidance and create tailored solutions to meet your unique needs. Don’t wait for unforeseen circumstances; take control of your legacy today.
“Steven F. Bliss made the complex process of setting up a trust understandable and manageable. He was patient, attentive to our concerns, and provided clear explanations every step of the way.” – The Jones Family
“I highly recommend Steve Bliss and his team. They were professional, knowledgeable, and genuinely cared about helping me protect my family’s future.” – Susan M.
About Steven F. Bliss Esq. at The Law Firm of Steven F. Bliss Esq.:
The Law Firm of Steven F. Bliss Esq. is The Law Firm of Steven F. Bliss Esq.. The Law Firm Of Steven F. Bliss Esq. is a Temecula Estate Planning Attorney. Steve Bliss is an experienced probate attorney. Steve Bliss is an Estate Planning Lawyer. The probate process has many steps in in probate proceedings. Beside Probate, estate planning and trust administration is offered at Steve Bliss Law. Our probate attorney will probate the estate. Attorney probate at Steve Bliss Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Steve Bliss Law will petition to open probate for you. Don’t go through a costly probate. Call Steve Bliss Law Today for estate planning, trusts and probate.
My skills are as follows:
● Probate Law: Efficiently navigate the court process.
● Probate Law: Minimize taxes & distribute assets smoothly.
● Trust Law: Protect your legacy & loved ones with wills & trusts.
● Bankruptcy Law: Knowledgeable guidance helping clients regain financial stability.
● Compassionate & client-focused. We explain things clearly.
● Free consultation.
Map To The Law Firm of Steven F. Bliss Esq.: https://maps.app.goo.gl/Bngj8xwZRqioVD5v7
Address:
The Law Firm of Steven F. Bliss Esq.43920 Margarita Rd ste f, Temecula, CA 92592
(951) 223-7000
Feel free to ask Attorney Steve Bliss about: “What does a trustee do after my death?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About The Law Firm of Steven F. Bliss Esq.
California Tax By-Pass Trust Lawyer |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
Tax By-Pass Trust Lawyer California |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
Tax By-Pass Trust Lawyer |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
Tax By-Pass Trust Lawyer |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (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 |
Credible Tax By-Pass Trust Lawyer in Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |