Reporter: Brenda Jones
Steve, thank you for taking the time to speak with me today about estate planning.
Steve Bliss
It’s my pleasure, Brenda. I’m always happy to discuss the importance of estate planning and how it can protect families.
Reporter: Brenda Jones
Many people put off estate planning, thinking they don’t have enough assets or that it’s something only wealthy individuals need. Can you explain why this is a misconception?
Steve Bliss
That’s a common misconception. Estate planning isn’t just about dividing up millions of dollars; it’s about ensuring your wishes are honored and protecting your loved ones, regardless of the size of your estate.
Consider this: even if you don’t have substantial assets like real estate or large investment portfolios, most people own possessions with sentimental value. Moreover, who will care for your minor children if something happens to you? These are crucial matters that an estate plan addresses.
Reporter: Brenda Jones
You mentioned crucial matters, which brings me to my next question. Could you discuss one of the key steps in the estate planning process?
Steve Bliss
Certainly. One fundamental step is determining your goals and objectives.
Think about what matters most to you. Do you want to ensure your children receive a specific inheritance? Do you have charitable intentions or particular assets you wish to leave to a loved one?
Clearly defining these goals helps us create an estate plan that reflects your values and desires.
For example, I worked with a client who wanted to ensure her grandchildren received college tuition assistance. We incorporated a trust into her estate plan specifically for that purpose. She had peace of mind knowing her legacy would help support their education.
Notwithstanding the complexities of individual situations, this step provides direction for the entire process and ensures your wishes are carried out.
Reporter: Brenda Jones
That’s a great example. Have there been any challenges you’ve faced when helping clients with this step?
Steve Bliss
It can be emotionally difficult for some clients to confront their mortality and make these decisions. I always approach these conversations with sensitivity and empathy.
I remember a couple who initially struggled to agree on how to divide their assets. We facilitated open communication, helping them understand each other’s perspectives and ultimately reach a solution that honored both of their wishes.
It’s important to remember that estate planning is a collaborative process. My role is to guide and support clients every step of the way.
Reporter: Brenda Jones
Thank you, Steve, for sharing those insights. Is there anything else you would like to add about the importance of this step?
Steve Bliss
I’d emphasize that estate planning is not a one-time event. Circumstances change – families grow, financial situations evolve, and laws are updated.
Accordingly, it’s essential to review your estate plan regularly, ideally every 3-5 years, or when significant life events occur, such as marriage, divorce, or the birth of a child.
Recent data from Caring.com suggests that over 60% of Americans don’t have a will. That’s a sobering statistic.
Reporter: Brenda Jones
Steve, thank you for taking the time to shed light on this critical aspect of financial planning.
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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.
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● 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 is a HIPAA authorization and why do I need it?” Or any other related questions that you may have estate planning or my estate planning law practice.
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