Estate Planning with Steve Bliss

Meet Brenda Sanchez, a reporter for the Wildomar Gazette

Today we’re sitting down with renowned Wildomar estate planning attorney Steve Bliss to talk about the importance of securing your future and protecting your loved ones.

Determining Your Goals: A Crucial First Step

Steve, thank you for taking the time to speak with me. I know estate planning can be a daunting topic for many people. Where should someone start when thinking about creating an estate plan?

“Brenda,” Steve begins, “the first and arguably most crucial step is determining your goals and objectives. What do you envision for your assets after you’re gone? Who are the beneficiaries you want to provide for? Do you have any charitable aspirations? This introspective process lays the foundation for the entire estate plan.”

He continues, “Consider it like building a house. You wouldn’t start laying bricks without a blueprint, right? Similarly, understanding your goals clarifies what type of legal documents are necessary – a will, a trust, or both. It also helps you make informed decisions about appointing an executor or trustee and designating beneficiaries.”

Steve leans forward. “Many people delay estate planning because they feel overwhelmed. But remember, it’s a process, not a single event. Breaking it down into manageable steps, starting with defining your goals, makes it far less intimidating. Moreover, it empowers you to shape your legacy and ensure your wishes are honored.”

I recall meeting with a young couple who were initially hesitant about estate planning. They assumed it was only for older individuals. Consequently, they hadn’t considered guardianship for their two children in case of unforeseen circumstances. Once we discussed their hopes for their children’s future, they understood the urgency and importance of putting a plan in place.

According to a 2021 survey by Caring.com, nearly 7 in 10 adults (68%) don’t have a will or living trust. This highlights the widespread need for greater awareness and accessibility of estate planning services.

Experience Matters

“Steve, what would you say are some common issues that arise when individuals try to address this step on their own?” I inquire.

“Brenda, it’s commendable when people attempt to take control of their future. However, estate planning involves complex legal and financial considerations. Without proper guidance, mistakes can occur, leading to unintended consequences for loved ones,” Steve explains.

“I once worked with a client who had drafted their own will using an online template. While it seemed straightforward at first, upon closer examination, we discovered crucial omissions regarding asset distribution and guardianship designations. Fortunately, we were able to rectify these issues before it was too late. This underscores the value of consulting with a qualified estate planning attorney.”

Protecting Your Legacy

“Steve Bliss,” I conclude, “thank you for sharing your expertise today. How can our readers get started on their own estate planning journey?”

“Brenda, securing your future and protecting your loved ones is a gift that keeps giving. Contact Wildomar Probate Law today for a free consultation, and let us help you build a legacy that reflects your values and aspirations.”

Testimonials

“Steve Bliss and his team at Wildomar Probate Law made the entire estate planning process incredibly smooth and stress-free. They patiently answered all my questions and ensured I understood every step along the way. I highly recommend them to anyone looking for expert guidance in this important matter.”

– Sarah M., Wildomar, 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 Law

36330 Hidden Springs Rd Suite E, Wildomar, CA 92595

(951) 412-2800



Feel free to ask Attorney Steve Bliss about: “Are online estate planning services reliable?” Or any other related questions that you may have estate planning or my estate planning law practice.

Important Facts About Wildomar Probate Law
Wildomar Estate Planning Lawyer
Wildomar Probate Law
36330 Hidden Springs Rd Suite E, Wildomar, CA 92595
(951) 412-2800
Probate Lawyer California
Wildomar Probate Law
36330 Hidden Springs Rd Suite E, Wildomar, CA 92595
(951) 412-2800
Probate Lawyer
Wildomar Probate Law
36330 Hidden Springs Rd Suite E, Wildomar, CA 92595
(951) 412-2800
Wildomar Probate Lawyer
Wildomar Probate Law
36330 Hidden Springs Rd Suite E, Wildomar, CA 92595
(951) 412-2800
Probate Lawyer Wildomar
Wildomar Probate Law
36330 Hidden Springs Rd Suite E, Wildomar, CA 92595
(951) 412-2800
Credible Probate Lawyer in Wildomar
Wildomar Probate Law
36330 Hidden Springs Rd Suite E, Wildomar, CA 92595
(951) 412-2800