A Conversation on Crafting a Secure Future
Good morning, Temecula! Today I’m joined by Steve Bliss, a renowned estate planning attorney here in our community. Steve, thanks for taking the time to speak with us.
Determining Your Goals and Objectives: The Foundation of Estate Planning
Steve, could you shed some light on one of the crucial initial steps in the estate planning process? What should individuals focus on when determining their goals and objectives?
Absolutely. This step is foundational because it guides every other decision made during the estate planning process. Ordinarily, people think about asset distribution – who gets what. While that’s important, I encourage clients to delve deeper.
What do you envision for your loved ones after you’re gone? Do you have charitable aspirations or specific family needs to address? For example, a parent might want to ensure their child with special needs is cared for throughout their life. Consequently, we’d incorporate provisions within a trust specifically designed for that purpose.
Moreover, this stage involves considering potential future scenarios. What if you become incapacitated? Would you want someone to make financial or healthcare decisions on your behalf? These are deeply personal considerations, and by addressing them upfront, we create a plan that truly reflects individual values and priorities.
Notwithstanding the complexities involved, it’s incredibly fulfilling to witness clients gain clarity and peace of mind once they define their objectives. I recall a client who initially felt overwhelmed by the process. However, after thoughtfully discussing her goals for her children and grandchildren, she expressed profound relief, knowing she was setting them up for success.
According to the American Bar Association, over 60% of Americans don’t have a will or estate plan in place. This highlights the critical need for individuals to prioritize this step and ensure their wishes are honored.
The Power of Preparedness
Steve, thank you so much for sharing your expertise. For those watching who may be putting off estate planning, what would you say to them?
Life is unpredictable. While it’s natural to avoid thinking about difficult topics like death or incapacity, having a plan in place offers invaluable peace of mind. It empowers you to protect your loved ones and ensure your legacy lives on according to your wishes. Contact The Law Firm of Steven F. Bliss Esq. for a free consultation.
Testimonials
“Steve Bliss was incredibly patient and understanding during the entire estate planning process. He took the time to thoroughly explain all our options and helped us create a plan that perfectly meets our needs.”
– The Smith Family
“I highly recommend Steve Bliss for any estate planning needs. His expertise and compassionate approach made a potentially stressful experience incredibly smooth and reassuring.”
– Sarah Jones
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: “How often should I update my estate plan?” 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 Special Needs Trust Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Special Needs Trust Attorney California |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Special Needs Trust Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Temecula Special Needs Trust Attorney |
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 |
| Credible Special Needs Trust Attorney in Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |