Meet the Reporter
Good morning, Temecula! This is Brenda Jones reporting for KTEM News. Today we’re sitting down with local estate planning attorney Steve Bliss to discuss this important topic and help our viewers understand how they can best protect their loved ones.
The Importance of Estate Planning
Steve, thanks so much for joining us today. Why is estate planning so crucial for individuals and families?
“Estate planning is essential for anyone who wants to ensure their wishes are carried out after they’re gone,” explains Steve Bliss. “It provides peace of mind knowing that your assets will be distributed according to your desires, and that your loved ones will be cared for.
Moreover, estate planning can help minimize taxes and avoid probate, a lengthy and often expensive legal process. It also allows you to designate guardians for minor children and outline your healthcare wishes in case of incapacity.”
Focus: Selecting an Executor or Trustee
“Brenda, many people find selecting an executor or trustee daunting. What advice would you give to those grappling with this decision?”
Steve emphasizes the importance of choosing someone trustworthy, responsible, and capable of handling financial matters. “You want someone who understands your wishes and will act in the best interests of your beneficiaries.”
He suggests considering factors like financial literacy, organizational skills, and interpersonal relationships. Consequently, family members are often chosen for this role, but it’s crucial to ensure they have the time, ability, and willingness to take on such a significant responsibility.
“It’s not uncommon for people to name multiple executors or co-trustees,” adds Steve. “This can provide checks and balances and distribute the workload.”
Steve reflects on a time when a client named their eldest son as executor, but he was struggling financially at the time. “We worked together to find a solution that respected his client’s wishes while also ensuring the estate was managed responsibly. Ultimately, they appointed a financial advisor as co-executor to provide guidance and oversight.”
A 2019 study by Caring.com found that nearly 60% of Americans do not have a will or trust in place. This highlights the need for greater awareness about estate planning and the importance of seeking professional guidance.
Taking Action
“Steve, what’s the best way for our viewers to get started with their estate planning?”
“The first step is to schedule a consultation with an experienced estate planning attorney like myself,” advises Steve Bliss. “We can help you assess your needs, understand your options, and develop a customized plan that meets your unique goals.”
“At The Law Firm of Steven F. Bliss Esq., we are dedicated to providing compassionate and comprehensive legal services. We strive to make the estate planning process as seamless and stress-free as possible for our clients,” he adds.
Testimonials
“Steve Bliss and his team were incredibly helpful in guiding me through the complexities of setting up a trust for my family. They explained everything clearly and patiently, and I felt confident that my assets were in good hands.”
– Mary S.
“I highly recommend The Law Firm of Steven F. Bliss Esq. to anyone who needs assistance with estate planning. Steve is a knowledgeable and trustworthy attorney who truly cares about his clients.”
– John P.
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: “Are online estate planning services reliable?” 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.
| Special Needs Trust | Totten Trust | Asset Protection Trust |
| Spendthrift Trust | Constructive Trust | Irrevocable Trust |
| Tax By-Pass Trust | Charitable Trust | Living Trust |