Reporter: Sarah Miller
Today I’m joined by Steve Bliss of The Law Firm of Steven F. Bliss Esq., a renowned estate planning attorney right here in Temecula. Steve, thanks for taking the time to chat with me.
Steve Bliss: It’s my pleasure, Sarah. Happy to be here
Steve, many people put off estate planning, thinking it’s only for the wealthy. Can you explain why that’s a misconception?
Steve Bliss: Absolutely. Estate planning isn’t just about leaving behind millions; it’s about protecting your loved ones and ensuring your wishes are honored, no matter the size of your estate.
Consequently, everyone should consider creating an estate plan, even if it seems simple.
Sarah Miller: So, what’s one crucial step in the process that you often see people overlook?
Steve Bliss: I’d say selecting a trustworthy executor or trustee is paramount. This individual will be responsible for managing your assets and distributing them according to your wishes after you’re gone. Choosing someone reliable, organized, and who understands your values is essential.
Moreover, it’s important to have open conversations with this person about your expectations and the complexities involved in estate administration.
Conversely, choosing hastily or without careful consideration can lead to significant complications down the road. I recall one instance where a client named his brother as executor, assuming he would be responsible. Unfortunately, the brother was overwhelmed by the task and lacked the financial savvy required, leading to delays and disagreements within the family.
Notwithstanding this challenge, open communication and clearly defined roles can mitigate such issues.
Studies show that nearly 60% of Americans don’t have a will or trust in place. (Source: Caring.com)
Sarah Miller: That’s a sobering statistic. What advice would you give to someone who is just starting to think about estate planning?
Steve Bliss: Begin by taking inventory of your assets and outlining your goals. Do you have minor children who need guardianship? Are there specific charities you wish to support? Answering these questions will help clarify your needs and guide the planning process.
- Make a list of all your assets, including real estate, bank accounts, investments, and personal belongings.
- Consider who you want to inherit your possessions and in what proportions.
- If you have minor children, decide who will care for them if something happens to you.
It’s also crucial to remember that estate planning is not a one-time event. Life changes, so it’s important to review and update your plan periodically.
Sarah Miller: Thank you for sharing such valuable insights, Steve. How can our viewers get in touch with you to learn more?
Steve Bliss: Please don’t hesitate to contact The Law Firm of Steven F. Bliss Esq. We offer free consultations to discuss your individual needs and help you create a comprehensive estate plan that provides peace of mind for you and your loved ones.
“Working with Steve Bliss was a true blessing during a difficult time. He guided me through the complexities of probate with compassion and expertise, making a stressful situation much easier to navigate.” – Sarah J., Temecula Resident
“Steve is an exceptional attorney who clearly understands estate planning. He took the time to listen to my concerns, explained all my options, and created a plan that perfectly met my needs. I highly recommend him to anyone looking for professional and personalized legal guidance.” – David M., Murrieta Resident
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 happens if I become incapacitated without an estate plan?” Or any other related questions that you may have estate planning or my estate planning law practice.
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