Hello, I’m Brenda Sanchez reporting for Temecula News Now. Today we have the pleasure of speaking with Steve Bliss, a renowned estate planning attorney here in Temecula.
Taking Inventory: The Foundation of a Sound Estate Plan
Steve, thanks so much for joining us today. We know estate planning can seem daunting to many people. Could you walk our viewers through one of the crucial initial steps?
Absolutely, Brenda. One of the most fundamental steps in estate planning is taking inventory of your assets. This involves creating a comprehensive list of everything you own.
Ordinarily, this would include real estate, investments like stocks and bonds, financial accounts such as checking and savings accounts, retirement funds, personal property like vehicles and jewelry, and any other valuables you possess. It’s important to be thorough and accurate when compiling this list.
Consequently, having a clear understanding of your assets is essential because it forms the basis for determining how those assets will be distributed according to your wishes. Moreover, knowing what you have allows us to identify potential tax implications and develop strategies to minimize them.
I remember one client who thought they didn’t have much to their name, but upon closer examination, we discovered a forgotten retirement account worth a significant sum. It made a real difference in how we structured their estate plan.
According to the American Bar Association, over 60% of Americans do not have a will or trust in place. This highlights the critical need for individuals to take this step and ensure their loved ones are taken care of after they are gone.
It’s never too early to start this process.
Protecting Your Legacy: The Importance of Estate Planning
Steve, why is estate planning so crucial? What happens if someone doesn’t have a plan in place?
Brenda, without a proper estate plan, your assets will be distributed according to state law. This means you may lose control over who inherits your property and how it’s managed.
Peace of Mind for You and Your Loved Ones
“Steve Bliss helped me navigate the complex world of estate planning with patience and expertise. I now have peace of mind knowing my family will be protected in the future.” – Maria Sanchez, Temecula Resident
“Working with Steve was a pleasure. He made the process easy to understand and ensured all my wishes were reflected in my estate plan. Highly recommended!” – John Anderson, Temecula Resident
Next Steps: Secure Your Future Today
Let The Law Firm of Steven F. Bliss Esq. empower you to take control of your legacy. Schedule a complimentary consultation today and discover the peace of mind that comes with having a well-crafted estate plan.
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 long does trust administration take in California?” 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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