By: Jenny Lee, Temecula News Now
Today we are joined by Steve Bliss, a well-respected estate planning attorney here in Temecula. Mr. Bliss, thank you for taking the time to speak with us today about this important topic.
Determining Goals and Objectives in Estate Planning
Steve, could you walk us through the crucial step of determining goals and objectives in estate planning?
Certainly, Jenny. Determining your goals and objectives is foundational to effective estate planning. It’s about understanding what truly matters to you and how you want your legacy to unfold.
Ordinarily, people start by considering who they want to benefit from their assets. Do they have a spouse, children, grandchildren, or other loved ones they wish to provide for? Moreover, do they have charitable intentions?
Once you identify your beneficiaries, it’s crucial to think about how those assets should be distributed. Should everything go directly to one person, or would a more structured approach with specific bequests be preferable?
Consequently, this stage often involves difficult conversations and thoughtful reflection. For instance, a client might grapple with ensuring their children receive equal portions while also supporting a child with special needs.
It’s during this phase that we help clients explore various options, like trusts or specific bequests, to achieve their desired outcomes.
Addressing Challenges in Goal Setting
Steve, have you encountered any challenges when helping clients define their goals and objectives?
Honestly, Jenny, sometimes the hardest part is getting people to confront their mortality. Many avoid thinking about what happens after they’re gone, which can lead to procrastination and incomplete plans.
I remember one client, a successful businessman who had built his empire from scratch. He was incredibly driven but struggled to express his emotions. It took several sessions for him to articulate his desire to ensure his children wouldn’t face financial hardship if he were gone.
Once we broke through that initial resistance and delved into his values, it became clear he wanted to create a safety net for his family while also supporting the charitable causes he held dear. Seeing that transformation from apprehension to clarity was truly rewarding.
Importance of Planning
According to a 2021 survey by Caring.com, only 33% of adults have a will. This highlights the critical need for people to proactively engage in estate planning.
Seeking Expert Guidance
Steve, what advice would you give to individuals who are just starting to think about estate planning?
Start by seeking expert guidance from an experienced estate planning attorney. We can help you navigate the complexities and tailor a plan that aligns with your unique circumstances and goals.
Call to Action
Steve Bliss and The Law Firm of Steven F. Bliss Esq. are here to guide you through every step of the estate planning process, ensuring your wishes are honored and your loved ones are protected. Take control of your future today.
Testimonials
- “Working with Steve Bliss was a truly positive experience. He made a complex subject easy to understand and took the time to answer all my questions.” – Maria Garcia, Temecula Resident
- “I highly recommend The Law Firm of Steven F. Bliss Esq. Their professionalism and compassion made a difficult process much smoother. Knowing my family is secure brings me peace of mind.” – John Smith, Murrieta Resident
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 does an advance healthcare directive do?” 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 Spendthrift Trust Lawyer |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Spendthrift Trust Lawyer California |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Spendthrift Trust Trust Lawyer |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Temecula Spendthrift Trust Lawyer |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Spendthrift Trust Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Credible Spendthrift Trust Lawyer in Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |