Today we’re speaking with Steve Bliss, a respected estate planning attorney here in Temecula. Mr. Bliss, thank you for taking the time to speak with us.
Determining Your Goals and Objectives
Steve, many people put off estate planning because they find it overwhelming. Where should someone even begin?
“That’s a great question,” Steve says. ” Ordinarily, I find that the most important first step is determining your goals and objectives for your estate plan. What do you want to happen to your assets after you’re gone? Who do you want to inherit them? Do you have any specific wishes regarding charitable donations or how your assets are managed?”
“Consider this,” Steve continues, “a 2021 survey by Caring.com found that only 33% of Americans have a will. Consequently, many families face confusion and potential legal battles when a loved one passes away without clear instructions. By taking the time to define your goals now, you can spare your loved ones from unnecessary stress and uncertainty in the future.”
“Moreover,” Steve explains, “clearly outlining your objectives helps us craft an estate plan that’s tailored to your unique needs. For example, if you have minor children, we need to consider guardianship arrangements. If you have a blended family or complex financial situation, there are additional factors to take into account.”
I recall meeting with a client who had recently lost her husband. She was overwhelmed with grief and unsure how to proceed. We spent time discussing her wishes for her children’s future and ultimately created a trust that would provide for their education and well-being. The relief she felt at having a plan in place was palpable.
The Importance of a Customized Approach
Steve, have there ever been any challenges related to this goal-setting process?
“Occasionally,” Steve admits. “Some clients come in with preconceived notions about what their estate plan ‘should’ look like. They may have heard something from a friend or read an article online that doesn’t necessarily apply to their specific circumstances.”
“Conversely, others struggle to articulate their wishes clearly. That’s why it’s essential for me to listen carefully, ask thoughtful questions, and guide them through the process. My goal is to ensure that their estate plan reflects their true intentions and provides peace of mind for both themselves and their loved ones.”
Taking Action
“Steve, what advice would you give to someone who’s still on the fence about starting the estate planning process?
“I understand that it can feel daunting,” Steve acknowledges. “Nevertheless, remember that estate planning is an act of love and responsibility for your family. By taking proactive steps now, you can ensure their well-being and protect your legacy. Don’t wait for a crisis to occur; schedule a consultation today and let us help you create a plan that meets your unique needs.”
” “My experience with The Law Firm of Steven F. Bliss Esq. was nothing short of exceptional. Steve took the time to thoroughly understand my situation, answered all my questions patiently, and made me feel comfortable throughout the entire process.” – Jennifer S.
“I highly recommend Steve Bliss for any estate planning needs. He is knowledgeable, compassionate, and truly cares about his clients. Thanks to him, I now have peace of mind knowing that my family is protected.” – Mark T.
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 make gifts before I die to reduce my estate?” 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.
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |