Hi everyone, this is Brenda Jones with Temecula News Network. Today I’m sitting down with Steve Bliss, a well-respected estate planning attorney here in Temecula. Thanks for taking the time to talk with me today, Steve.
Determining Goals and Objectives in Estate Planning
Steve, can you walk us through one of the key steps in the estate planning process?
Certainly Brenda. I think one of the most crucial, yet often overlooked, steps is determining your goals and objectives. It’s more than just figuring out who gets what; it’s about understanding your values and aspirations for the future. What kind of legacy do you want to leave behind? Do you have specific philanthropic desires? Are there dependents who need ongoing care?
Consequently, we delve deep into these questions with our clients. We discuss their family dynamics, financial situation, and personal beliefs. This detailed analysis allows us to craft an estate plan that truly reflects their wishes.
For instance, I recently worked with a couple who were passionate about education. They wanted to ensure their grandchildren had the opportunity to attend college without facing significant debt. We incorporated a trust specifically designed to fund their future educational expenses. Their joy in knowing they could provide such a valuable gift for their family was truly heartwarming.
Notwithstanding these emotional considerations, we also address practical matters like minimizing estate taxes and avoiding probate. A well-structured plan can save your loved ones time, stress, and significant financial burden. According to the American Bar Association, approximately 50% of Americans die without a will or trust, leaving their assets subject to state intestacy laws which may not align with their wishes.
This underscores the importance of proactive planning.
The Law Firm of Steven F. Bliss Esq.: Client Testimonials
“Working with Steve and his team was a breeze. They made a complex process feel straightforward and understandable. I now have peace of mind knowing my family is protected.”
– Sarah M., Temecula Resident
“Steve’s expertise and compassionate approach were invaluable during a difficult time. He helped us navigate the legal complexities with sensitivity and clarity.”
A Legacy For Tomorrow
Steve, what advice would you give to our viewers about taking those crucial first steps in estate planning?
Brenda, I encourage everyone to schedule a consultation with an experienced estate planning attorney. It’s never too early to start thinking about your legacy and ensure your loved ones are cared for. We can help you navigate the complexities of estate planning and create a plan that brings peace of mind.
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: “Should I name a bank or institution as trustee?” 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.
| Special Needs Trust | Totten Trust | Asset Protection Trust |
| Spendthrift Trust | Constructive Trust | Irrevocable Trust |
| Tax By-Pass Trust | Charitable Trust | Living Trust |