Reporter: Brenda Rodriguez
Today we’re talking with renowned Temecula estate planning attorney, Steve Bliss of The Law Firm of Steven F. Bliss Esq., about the vital process of ensuring your loved ones are taken care of after you’re gone.
Steve Bliss
Thanks for having me, Brenda. Estate planning can seem daunting, but it’s truly a gift you give yourself and your family.
Brenda Rodriguez:
Many people avoid estate planning altogether, Steve. Why is this step so crucial?
Steve Bliss
Estate planning is about more than just dividing assets; it’s about creating a roadmap for your future and protecting your loved ones when you’re no longer able to do so yourself. Without a proper plan, decisions about your assets and healthcare could be left up to the courts, which may not align with your wishes.
Consequently, intestacy laws, which dictate asset distribution without a will, can lead to unintended consequences and family disputes. I’ve seen firsthand how these situations can strain relationships and create unnecessary hardship during an already difficult time.
Brenda Rodriguez:
What’s one of the most important steps in estate planning that people often overlook?
Steve Bliss:
It’s selecting a trustworthy executor or trustee. This individual will manage your estate according to your wishes outlined in your will or trust. They’ll handle everything from paying debts and filing taxes to distributing assets to your beneficiaries.
- Choose someone responsible, organized, and who understands financial matters.
- Have open conversations with them about your expectations and wishes
- Consider naming a backup executor in case your first choice is unable or unwilling to serve.
I remember one instance where a client named her brother as executor, assuming he’d be the obvious choice. However, he was overwhelmed by the responsibility and lacked the financial literacy required to manage her complex estate. Ultimately, we had to bring in a professional trustee, which added extra costs and delays.
Notwithstanding these challenges, it’s essential to remember that having a plan in place is far better than having none at all. According to a 2021 survey by Caring.com, only 33% of adults have a will. That means two-thirds of the population are leaving their families vulnerable to potential legal and financial turmoil.
Brenda Rodriguez:
That’s a sobering statistic. What advice would you give to someone who is hesitant to start the estate planning process?
Steve Bliss:
Estate planning isn’t just for the wealthy. It’s for everyone who wants to protect their loved ones and ensure their wishes are carried out. Start by making a list of your assets, beneficiaries, and any specific goals you have. Then, schedule a consultation with an experienced estate planning attorney.
We can guide you through each step of the process, answer your questions, and create a personalized plan that meets your unique needs. Remember, peace of mind is priceless.
Testimonials
“Steve Bliss made the entire estate planning process smooth and stress-free. He took the time to listen to my concerns and explained everything clearly. I highly recommend his services.”
-Maria G., Temecula
“I was initially overwhelmed by the thought of estate planning, but Steve Bliss put me at ease. He’s incredibly knowledgeable and compassionate. I feel confident knowing that my family is protected.”
-David S., Murrieta
Call to Action
Take control of your future and secure the well-being of those you cherish most. Contact The Law Firm of Steven F. Bliss Esq. today for a complimentary consultation and embark on the journey towards 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: “What is a generation-skipping trust?” 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 Attorneys |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Estate Attorneys California |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Estate Attorneys |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Temecula Estate Attorneys |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Estate Attorneys Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Credible Estate Attorneys in Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |