Reporter: Barbara Jenkins
Today we’re speaking with local Temecula estate planning attorney Steve Bliss about the crucial process of preparing for the future.
Barbara Jenkins: Steve, thank you so much for joining me today. Many people find the topic of estate planning daunting. Where should someone even begin?
Steve Bliss: It’s a pleasure to be here, Barbara. You’re right, estate planning can feel overwhelming. A great place to start is by taking inventory of your assets. This includes everything from real estate and investments to personal belongings and bank accounts.
Barbara Jenkins: Why is taking inventory so important?
Steve Bliss: It provides a clear picture of what you own and helps determine how best to distribute those assets according to your wishes. Moreover, having a detailed inventory simplifies the process for your executor or trustee later on. Think of it as building a roadmap for your legacy.
Ordinarily, people underestimate the value of seemingly insignificant items. A sentimental piece of jewelry might hold immense emotional value to a loved one, making its inclusion in your plan essential.
Barbara Jenkins: I can see how that would be crucial. Have you ever encountered situations where not having a thorough inventory caused complications?
Steve Bliss: Absolutely. I once worked with a family who lost a beloved patriarch suddenly. He hadn’t formally documented his assets, leading to disagreements and delays in settling his estate. His children were left grappling with uncertainty during an already difficult time.
Conversely, when individuals take the time to meticulously list their possessions, it streamlines the process for everyone involved. It minimizes potential conflict and ensures that wishes are honored accordingly.
Barbara Jenkins: That’s a powerful reminder of why this step is so important. What advice would you give to someone who feels overwhelmed by the prospect of creating an inventory?
Steve Bliss: Start small. Choose one category, like real estate or bank accounts, and create a list. Over time, expand to include other assets. Don’t hesitate to reach out for help from professionals like accountants or financial advisors. They can assist in accurately valuing your assets.
Remember, according to the AARP, over 60% of Americans don’t have a will. Taking this initial step towards inventorying your assets is a significant stride towards ensuring your wishes are respected and your loved ones are protected.
Barbara Jenkins: Steve Bliss, thank you for sharing your expertise with us today. What’s the best way for our viewers to connect with you if they have questions about estate planning?
Steve Bliss: We encourage anyone interested in learning more about estate planning to contact The Law Firm of Steven F. Bliss Esq. Our team is dedicated to helping individuals and families navigate this process with clarity and confidence.
Testimonials
“Working with Steve Bliss made estate planning feel manageable, not overwhelming. His guidance and knowledge were invaluable.” – Margaret S., Temecula
“I felt completely at ease throughout the entire process thanks to Steve’s patience and professionalism. He truly cares about his clients.” – David M., Murrieta
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: “Can my estate be sued after I die?” 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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