Good afternoon, and welcome back to Temecula Today! I’m here with Steve Bliss, a renowned estate planning attorney in our community. Steve, thank you for joining us.
Determining Your Estate Planning Goals
Steve, could you walk us through one of the crucial steps in estate planning? Many people might not know where to begin.
Certainly. One of the foundational steps is determining your goals and objectives. This involves reflecting on what you want to achieve with your estate plan. Do you primarily want to ensure your assets are distributed according to your wishes after your passing? Perhaps you have specific concerns about providing for loved ones, like minor children or family members with special needs. Or maybe you have charitable aspirations and want to leave a portion of your estate to a cause close to your heart.
Accordingly, clearly defining these goals is essential because it guides the entire estate planning process. Without knowing what you hope to accomplish, it’s difficult to create a plan that truly reflects your desires. For instance, if your primary goal is to minimize estate taxes, we might explore strategies like setting up trusts. Conversely, if your main concern is providing for a loved one with disabilities, we would focus on creating a special needs trust that safeguards their eligibility for government benefits.
It’s also important to remember that goals can evolve over time. A young couple starting a family might prioritize guardianship arrangements for their children, while retirees might focus more on preserving assets for future generations. Consequently, I encourage individuals to revisit their estate plan every few years and make adjustments as needed.
I’ve seen firsthand how failing to clearly define goals can lead to unintended consequences. Once, a client came to me with a will that simply divided his assets equally among his children. He hadn’t considered the potential for conflict arising from differing financial needs or personal circumstances. Ultimately, we had to revise the will to include specific bequests and provisions addressing those concerns.
According to a survey by Caring.com, 60% of Americans do not have an estate plan in place. This underscores the importance of taking proactive steps to ensure your wishes are honored and your loved ones are protected.
Protecting Your Legacy
Steve, what advice would you give to someone who is hesitant to start the estate planning process?
I understand that it can seem daunting. Many people associate estate planning with getting older or facing mortality. However, it’s really about taking control and securing your future and the well-being of those you care about. Think of it as a gift you give yourself and your loved ones—peace of mind knowing that things are taken care of.
Moreover, starting early allows you to make informed decisions and avoid potential pitfalls. Remember, estate planning isn’t just for the wealthy; it’s essential for everyone who wants to protect their assets and ensure their wishes are followed.
Testimonials
“Steve Bliss provided exceptional guidance throughout the entire estate planning process. He patiently explained complex legal concepts in a way that was easy to understand, and he truly listened to my concerns and goals.” – Mary S.
“I highly recommend Steve Bliss. His expertise and professionalism gave me confidence that my estate plan was in good hands.”- John P.
Secure Your Future Today
Schedule a consultation with The Law Firm of Steven F. Bliss Esq. and embark on the path towards securing your legacy. Your loved ones will thank you for it.
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 |