Setting Your Legacy in Motion
Good morning, Temecula! I’m Brenda Ramirez reporting for Temecula News Today, and today we have the pleasure of speaking with esteemed estate planning attorney Steve Bliss. Welcome to the show, Steve.
Steve: Thank You For Having Me
It’s a pleasure to be here, Brenda. Estate planning is something I’m truly passionate about, as it allows me to help individuals and families secure their futures and protect what matters most.
Crafting A Will or Trust: The Foundation of Your Plan
Steve, could you elaborate on the importance of crafting a will or trust in the estate planning process?
Certainly. Creating a legally sound will or trust is paramount because it serves as the bedrock of your estate plan. A will dictates how your assets are distributed after your passing and names guardians for minor children, if applicable. Conversely, a trust allows you to manage and distribute assets during your lifetime and potentially minimize estate taxes. Ordinarily, I recommend considering both options with clients to determine which best suits their individual needs and circumstances.
There’s often confusion about the difference between wills and trusts. A will goes into effect only upon your death, whereas a trust can be active during your lifetime. Moreover, trusts offer more flexibility in terms of asset management and distribution. For instance, you could establish a trust that provides for your children’s education or sets aside funds for charitable donations.
Notwithstanding the complexities involved, crafting these documents is essential for ensuring your wishes are honored and minimizing potential disputes among beneficiaries. Consequently, seeking guidance from an experienced estate planning attorney is crucial.
Navigating Challenges and Ensuring Peace of Mind
Have you encountered any challenges related to will or trust creation in your practice?
I remember working with a family who hadn’t updated their wills for years. After the passing of one parent, it became clear that their wishes had changed significantly. This resulted in some unexpected and potentially contentious outcomes among the siblings. It was a powerful reminder that estate plans need regular review and updates to reflect evolving circumstances.
Another time, I helped a client establish a trust for their child with special needs. They were initially overwhelmed by the legal complexities, but after careful explanation and planning, we created a structure that would ensure their child’s ongoing care and financial security. Seeing their relief and gratitude solidified my commitment to this field.
According to a 2023 study by Caring.com, nearly 70% of adults in the U.S. do not have a will. This highlights the critical need for greater awareness about the importance of estate planning.
Securing Your Future: A Call To Action
Steve, what’s your final message to our viewers?
Estate planning is an investment in your legacy and peace of mind. Don’t wait for a crisis to arise; take proactive steps today to protect yourself and your loved ones. Contact us today for a free consultation.
Testimonials
“Steve Bliss and his team provided exceptional guidance and support during a difficult time. They made the estate planning process understandable and ensured that my wishes were clearly documented.”
– Sarah M.
“I highly recommend Steve Bliss for any estate planning needs. He is knowledgeable, compassionate, and truly dedicated to helping his clients achieve their goals.”
– John K.
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.
| California Special Needs Trust Lawyer |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Special Needs Trust Lawyer California |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Special Needs Trust Lawyer |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Temecula Special Needs Trust Lawyer |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Special Needs Trust Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Credible Special Needs Trust Lawyer in Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |