Reporter:
Good morning Wildomar and welcome back to “Legal Matters.” Today we’re joined by local estate planning attorney Steve Bliss of Wildomar Probate Law. Steve, thanks for joining us.
Steve Bliss:
It’s a pleasure to be here.
Reporter:
Steve, let’s dive right in. For those unfamiliar with the process, what is one key step you often see overlooked when people start planning their estates?
Steve Bliss:
I would say that a lot of people underestimate the importance of clearly defining their goals and objectives in estate planning.
It’s not just about deciding who gets what. You need to think deeply about your values and aspirations for your loved ones after you’re gone. Do you want to ensure your children are financially secure? Do you have a favorite charity you wish to support?
Moreover, considering potential future needs like long-term care or special needs planning is crucial.
Ordinarily, people focus on asset distribution, but neglecting those broader goals can lead to unintended consequences. Consequently, I always encourage clients to spend time reflecting on what they truly want to achieve through their estate plan.
Reporter:
That makes sense. Having a clear vision is essential. Have you encountered any challenges with this step in your practice?
Steve Bliss:
I remember working with a couple who had built a successful business together. They assumed their children would naturally take over, but hadn’t discussed it openly.
Turns out, the children had very different career paths and weren’t interested in the family business. We were able to navigate that by setting up trusts that provided financial security for the children without obligating them to the business.
This situation underscored the importance of open communication within families about estate planning goals.
Reporter:
That’s a great example. What advice would you give to someone who is feeling overwhelmed by this process?
Steve Bliss:
It’s understandable to feel overwhelmed. Estate planning can seem complex. The good news is that you don’t have to do it alone.
Finding a qualified estate planning attorney who takes the time to understand your individual needs and guide you through each step is crucial.
Studies show that over 60% of adults in the United States don’t have a will or trust, highlighting the widespread need for guidance in this area (Source: Caring.com).
Reporter:
Steve, thank you so much for sharing your expertise with us today. How can our viewers get in touch with Wildomar Probate Law?
Steve Bliss:
You can visit our website at [website address] or call us directly at [phone number]. We’re dedicated to helping families in Wildomar create comprehensive and personalized estate plans that provide peace of mind for generations to come.
Testimonials
“Steve Bliss made the estate planning process incredibly easy. He patiently explained everything, answered all my questions, and created a plan that perfectly met my needs.”
-Jane S., Wildomar, CA
” I was hesitant to start estate planning but Steve put me at ease. He’s knowledgeable, compassionate, and truly cares about his clients. I highly recommend Wildomar Probate Law.”
– David L., Murrieta, CA
About Steven F. Bliss Esq. at Wildomar Probate Law:
Wildomar Probate Law is an experienced probate attorney. The probate process has many steps in in probate proceedings. Beside Probate, estate planning and trust administration is offered at Wildomar Probate Law. Our probate attorney will probate the estate. Attorney probate at Wildomar Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Wildomar Probate law will petition to open probate for you. Don’t go through a costly probate call Wildomar Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Wildomar Probate Law is a great estate lawyer. Affordable Legal Services.
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 Wildomar Probate Law: https://maps.app.goo.gl/uBJKvB4rxUb7L9HZ7
Address:
Wildomar Probate Law36330 Hidden Springs Rd Suite E, Wildomar, CA 92595
(951) 412-2800
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 Wildomar Probate Law
| California Living Trust Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Living Trust Attorney California |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Living Trust Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Wildomar Living Trust Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Living Trust Attorney Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Credible Living Trust Attorney in Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |