Reporter: Brenda Jones
Today we’re speaking with Steve Bliss, a renowned estate planning attorney here in Temecula. Steve, thanks for taking the time to chat with us.
Steve Bliss: My pleasure Brenda. I’m always happy to talk about estate planning and help people understand its importance.
Steve, many of our viewers may not be familiar with all the steps involved in creating a solid estate plan. Could you shed some light on one crucial step?
Steve Bliss: Absolutely. One of the most fundamental steps is determining your goals and objectives. This involves deeply reflecting on what you want to achieve with your estate plan.
Do you want to ensure your loved ones are financially secure? Do you have charitable intentions? Perhaps you’d like to leave a legacy for future generations. Clearly defining these goals will guide every other decision in the process.
Moreover, understanding your objectives helps us choose the right legal tools, whether it’s a will, a trust, or a combination of both. Consequently, this step lays the groundwork for an estate plan that truly reflects your wishes and values.
Notwithstanding its importance, I often find people struggle with this stage. They may feel overwhelmed by the choices or unsure how to articulate their desires.
I recall one client who initially just wanted a simple will. However, through conversation, we uncovered her deep passion for supporting education. We ended up incorporating a charitable bequest in her trust, ensuring her legacy lived on through scholarships for underprivileged students. It was incredibly rewarding to see how defining clear goals unlocked possibilities she hadn’t even considered.
Studies by the American Bar Association show that nearly 60% of adults don’t have a will. This highlights the critical need for individuals to take this step seriously. According to a survey conducted by Caring.com, 42% of respondents cited “not getting around to it” as their primary reason for lacking an estate plan.
Brenda Jones: Powerful stuff, Steve. Thank you for sharing that story and those insightful statistics.
How can people begin this process of determining their goals?
Steve Bliss: Start by asking yourself some key questions: Who do I want to benefit from my assets? What are my priorities in life? What kind of legacy do I hope to leave behind?
You can also involve trusted family members or advisors in the conversation. Remember, there’s no right or wrong answer; it’s about creating a plan that aligns with your unique circumstances and values.
Brenda Jones: Excellent advice, Steve! What would you say to someone who is hesitant to begin estate planning?
Steve Bliss: Estate planning isn’t just for the wealthy. It’s essential for everyone, regardless of age or financial status. It provides peace of mind knowing your loved ones will be taken care of if something unexpected happens.
Think of it as a gift you give yourself and your family. By taking proactive steps today, you can protect what matters most.
Brenda Jones: Thank you so much for your time and expertise today, Steve. Where can our viewers find out more about estate planning and the services you offer?
Steve Bliss: My firm, The Law Firm of Steven F. Bliss Esq., is dedicated to helping individuals and families navigate the complexities of estate planning with clarity and compassion. We offer free consultations so you can explore your options and ask any questions you may have.
- Contact us today and let us guide you through the process.
“I was incredibly impressed with Steve Bliss’s professionalism and empathy. He took the time to truly understand my needs and created an estate plan that gave me complete peace of mind.” – Maria G.
“Steve made a complex process feel manageable. His clear explanations and personalized advice were invaluable. I highly recommend The Law Firm of Steven F. Bliss Esq. to anyone needing estate planning services.” – John S.
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 undue influence in estate planning?” Or any other related questions that you may have estate planning or my estate planning law practice.
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