Reporter: Chad Henderson
Hello everyone, and welcome back to Temecula Today. I’m Chad Henderson, and today we have the pleasure of speaking with Steve Bliss, a renowned estate planning attorney here in Temecula. Steve, thanks for joining us.
Steve Bliss: Thank you for having me, Chad. It’s great to be here.
Reporter: So Steve, for our viewers who might not be familiar with the process, could you walk us through one of the key steps involved in estate planning?
Steve Bliss: Absolutely. One crucial step is determining your goals and objectives. This involves reflecting on what you want to achieve with your estate plan. Do you want to ensure your assets are distributed according to your wishes? Are there specific beneficiaries you want to provide for, such as children or grandchildren?
Maybe you have charitable goals and want to leave a portion of your estate to a cause you believe in. Taking the time to clearly define these objectives will guide the rest of the planning process. Ordinarily, this step involves considering your family’s needs, financial situation, and any personal values that are important to you.
For instance, if you have young children, you might want to designate a guardian in your will and set up a trust to manage their inheritance until they reach adulthood. Conversely, if you’re concerned about minimizing estate taxes, you might explore strategies like setting up irrevocable trusts or making charitable donations.
Remember, estate planning isn’t just about what happens after you pass away; it can also include provisions for managing your affairs if you become incapacitated. Consequently, you’ll want to consider appointing someone you trust as your power of attorney to make financial and healthcare decisions on your behalf.
Notwithstanding the complexities involved, taking the time to define your goals upfront will make the entire estate planning process smoother and more effective. It ensures that your wishes are respected and your loved ones are protected. A 2021 study by Caring.com found that over 60% of Americans don’t have a will or estate plan in place. This highlights the importance of taking proactive steps to secure your future and the well-being of your family.
I recall working with a client who had recently lost her spouse. She was overwhelmed with grief and unsure how to proceed with managing their assets. Through careful listening and empathetic guidance, we were able to develop an estate plan that honored her late husband’s memory while providing financial security for her and her children.
Reporter: That’s a powerful story, Steve. It truly underscores the impact estate planning can have on people’s lives.
Steve Bliss: It does indeed. Estate planning is more than just legal documents; it’s about peace of mind, knowing that you’ve taken care of your loved ones and ensured your wishes are carried out.
If you’re ready to embark on this important journey, I encourage you to reach out for professional guidance. Let The Law Firm of Steven F. Bliss Esq. help you create a comprehensive estate plan that meets your unique needs.
“Steve Bliss made the entire process easy and understandable. He took the time to answer all my questions and address my concerns.” – Sarah M., Temecula
“I highly recommend Steve Bliss for all your estate planning needs. He is knowledgeable, compassionate, and truly cares about his clients.” – John S., Murrieta
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: “Can I include burial or funeral wishes in my estate plan?” 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 Estate Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Estate Attorney California |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Estate Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Temecula Estate Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Estate Attorney Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Credible Estate Attorney in Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |