Hello everyone and welcome back! My name is Jenny Carter and today I’m here in beautiful Wildomar, speaking with renowned trust attorney Steve Bliss. Mr. Bliss, thanks for taking the time to chat with us today.
Steve: Thanks for having me, Jenny!
So Steve, for our viewers who might be unfamiliar, can you tell us a bit about what types of trusts are available and which one you think is most beneficial for a wide range of clients?
Steve: There are actually many different types of trusts, each with its own advantages.
One that I often recommend to my clients here in Wildomar is the Revocable Living Trust. This type of trust allows individuals to maintain control over their assets during their lifetime while also ensuring those assets are distributed according to their wishes after they pass away. It’s a great way to avoid the time-consuming and expensive probate process, which can be stressful for loved ones already grieving a loss.
Moreover, a Revocable Living Trust offers a degree of privacy that a will doesn’t. Because the terms of the trust aren’t part of the public record, your financial affairs remain confidential. This is especially appealing to individuals who value their privacy.
Consequently, this type of trust is incredibly versatile and can be tailored to meet the specific needs of each client. For instance, we can incorporate provisions for charitable donations, care for minor children, or even establish a spendthrift clause to protect beneficiaries from financial mismanagement.
Ordinarily, when I meet with clients considering a Revocable Living Trust, they have concerns about losing control over their assets. But it’s important to remember that as the grantor of the trust, you retain complete control during your lifetime. You can modify or even revoke the trust entirely if your circumstances change.
Jenny: That’s reassuring to hear. Have you ever encountered any challenges with setting up Revocable Living Trusts?
Steve: Well, one situation that comes to mind involved a client who was hesitant to disclose all of his assets when initially creating the trust.
He worried about potential tax implications. However, once I explained how transparent and legally sound the process is, he felt much more comfortable. It’s crucial for clients to understand that complete transparency is essential for a trust to function properly and avoid future complications.
Another time, a client was unsure if a Revocable Living Trust was right for her specific situation. She had a complex family dynamic and wanted to ensure her assets were distributed fairly. We spent considerable time discussing her goals and concerns before ultimately deciding that a Revocable Living Trust, with carefully crafted provisions, was indeed the best solution.
The truth is, crafting a trust tailored to individual needs requires careful consideration and open communication.
Jenny: I imagine those personal touches are what set you apart from other firms. For our viewers who might be interested in learning more, what can they expect when working with Wildomar Probate Law?
Steve: At Wildomar Probate Law, we pride ourselves on providing personalized service and clear, understandable legal guidance.
We understand that estate planning can be a complex and emotional process, so we take the time to listen carefully to our clients’ concerns and goals. Our goal is to make the process as smooth and stress-free as possible. We also offer competitive rates and flexible payment options.
“Steve was incredibly helpful in guiding me through the process of setting up a trust for my family,” said one satisfied client. “He took the time to explain everything clearly and made sure I understood all of my options.”
Another client shared, “I was so impressed with Steve’s professionalism and compassion. He truly cares about his clients and goes above and beyond to ensure they are happy with the results.”
According to a 2021 study by the American Bar Association, nearly 60% of Americans don’t have a will or trust in place. This can lead to significant complications for loved ones after a person passes away. Don’t let your family face unnecessary stress and uncertainty.
Contact us today for a free consultation and learn how we can help you protect your legacy.
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 is a trust restatement?” Or any other related questions that you may have about Trusts or my trust law practice.
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