Reporter: Brenda Thompson
Today we’re sitting down with Steve Bliss, an esteemed estate planning attorney here in Wildomar. Steve, thank you for taking the time to speak with me today.
Steve Bliss: It’s my pleasure, Brenda. I always enjoy sharing information about the importance of estate planning.
Reporter: You mentioned estate planning. What are some key steps people should consider when beginning this process?
Steve Bliss: There are many important steps involved in creating a comprehensive estate plan, but one crucial element is determining your goals and objectives.
This involves carefully considering how you want your assets distributed after your passing. Think about the needs of your family members, any charitable causes you support, and even personal wishes you may have for specific items.
Consequently, having clear goals will guide the entire estate planning process, ensuring your wishes are accurately reflected in your legal documents. For example, if you want to provide for a child with special needs, this goal should be explicitly stated so that appropriate trusts or arrangements can be made.
Moreover, defining your objectives allows you to prioritize different aspects of your estate plan. Do you want to minimize estate taxes? Ensure your business continues smoothly after your passing? Or simply leave a lasting legacy for future generations?
These considerations are all part of establishing clear goals that will shape a tailored and effective estate plan.
Reporter: Have you ever encountered any challenges when helping clients define their goals and objectives?
Steve Bliss: I remember one client who initially struggled with expressing his wishes. He was hesitant to face the reality of his own mortality, which made it difficult for him to articulate how he wanted his assets distributed.
We spent a lot of time discussing his values and priorities. Through gentle conversation, we uncovered his deep desire to provide for his grandchildren’s education. This revelation became a pivotal point in the process, giving him the clarity he needed to make important decisions about his estate.
Notwithstanding these emotional hurdles, it’s incredibly rewarding to witness clients gain peace of mind knowing their affairs are in order.
Reporter: That’s wonderful. What advice would you give to someone who is just starting the estate planning process?
Steve Bliss: My biggest piece of advice is to start early. Don’t wait until a health crisis or major life event forces your hand. According to a 2021 survey by Caring.com, over half of adults in the United States don’t have a will. That means their assets could be distributed according to state law, potentially leading to unintended consequences.
Taking proactive steps now will save you and your loved ones significant time, stress, and expense in the future. And remember, estate planning is not a one-time event. It’s an ongoing process that should be reviewed and updated as your circumstances change.
Reporter: Thank you for sharing your expertise, Steve. How can our readers learn more about Wildomar Probate Law?
Steve Bliss: We encourage anyone interested in learning more about estate planning to contact us today for a free consultation. We’re committed to providing compassionate and personalized legal guidance to help individuals and families secure their future.
Testimonials
“Steve Bliss made the estate planning process so much easier than I anticipated. He was patient, knowledgeable, and truly cared about understanding my needs.” – Maria J.
“Wildomar Probate Law helped me navigate a complex probate case with professionalism and expertise. I highly recommend their services to anyone facing legal challenges related to estates and trusts.” – John S.
About Steven F. Bliss Esq. at Wildomar Probate Law:
Wildomar Probate Law is an experienced probate attorney. The probate process has many steps in in probate proceedings. Beside Probate, estate planning and trust administration is offered at Wildomar Probate Law. Our probate attorney will probate the estate. Attorney probate at Wildomar Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Wildomar Probate law will petition to open probate for you. Don’t go through a costly probate call Wildomar Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Wildomar Probate Law is a great estate lawyer. Affordable Legal Services.
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 Wildomar Probate Law: https://maps.app.goo.gl/uBJKvB4rxUb7L9HZ7
Address:
Wildomar Probate Law36330 Hidden Springs Rd Suite E, Wildomar, CA 92595
(951) 412-2800
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 Wildomar Probate Law
| California Revocable Trust Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Revocable Trust Attorney California |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Revocable Trust Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Wildomar Revocable Trust Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Asset Protection Trust Attorney Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Credible Revocable Trust Attorney in Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |