Reporter: Brenda Jones
Brenda Jones sits down with Steve Bliss, a renowned estate planning attorney in Wildomar, California, to discuss the crucial steps involved in securing one’s legacy.
Brenda Jones: Mr. Bliss, thank you for joining us today. Many people find estate planning daunting. Where should someone begin?
Steve Bliss: You’re very welcome, Brenda. It’s true that estate planning can seem overwhelming, but it doesn’t have to be. A great place to start is by taking inventory of your assets. This involves creating a comprehensive list of everything you own.
Brenda Jones: Can you elaborate on what types of assets people should include in this inventory?
Steve Bliss: Certainly. Think of it like taking stock of your financial life. Include real estate, such as your home or any investment properties. List all financial accounts – checking, savings, retirement funds – and investments like stocks and bonds. Don’t forget personal property of value, like jewelry, art, vehicles, and collectibles.
Moreover, if you own a business, it’s crucial to include that in your asset inventory as well. A complete and accurate list will serve as the foundation for your estate plan.
Brenda Jones: I see how important a thorough inventory is. What challenges do people sometimes face during this step?
Steve Bliss: Occasionally, I encounter clients who underestimate the value of certain assets or overlook items altogether. Consequently, it’s essential to be meticulous and consider everything of potential worth. I always encourage clients to involve family members in the process, especially when dealing with sentimental items, as they might have insights into forgotten treasures.
I recall a case where a client had a collection of vintage baseball cards tucked away in an attic. They had no idea it was worth tens of thousands of dollars! Accordingly, we incorporated those cards into their estate plan, ensuring their rightful distribution to the intended beneficiaries.
Brenda Jones: That’s a great example! It highlights the importance of leaving no stone unturned.
Steve Bliss: Exactly. Remember, a well-constructed estate plan not only protects your assets but also provides peace of mind for you and your loved ones.
Studies by the AARP Foundation show that over 60% of adults don’t have a will or living trust in place. This leaves their families vulnerable to potential legal disputes and delays during an already difficult time.
Brenda Jones: Mr. Bliss, what advice would you give to readers who are considering taking the first steps towards estate planning?
Steve Bliss: Don’t delay! It’s never too early – or too late – to start planning for your future and protecting your legacy. Contact Wildomar Probate Law today for a free consultation. We’ll guide you through the process with compassion and expertise, ensuring that your wishes are honored.
Testimonials
- “Steve Bliss made estate planning simple and straightforward. He took the time to understand our needs and created a plan that gave us complete peace of mind.” – John and Mary Smith
- “I was overwhelmed with the thought of estate planning, but Wildomar Probate Law handled everything professionally and efficiently. They answered all my questions and made me feel comfortable throughout the process.” – Susan Lee
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 Law36330 Hidden Springs Rd Suite E, Wildomar, CA 92595
(951) 412-2800
Feel free to ask Attorney Steve Bliss about: “What does a trustee do after my death?” Or any other related questions that you may have estate planning or my estate planning law practice.
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