My phone buzzed incessantly. It was my mother, her voice frantic. “The lawyer sent over the documents, but something doesn’t feel right.” My stomach sank; this was about Dad’s estate plan, carefully crafted after his passing a year ago.
How Do I Know If I Need an Estate Planning Attorney?
Estate planning is more than just wills. It encompasses a wide range of legal documents and strategies designed to protect your assets, ensure your wishes are carried out, and minimize potential tax burdens for your heirs. Consider these questions: Do you own real estate? Have dependents? Are there complex family dynamics or blended families?
“The average person waits until they’re 50 years old to begin thinking about estate planning,” observes Steve Bliss, an experienced Estate Planning Attorney in Temecula. “Unfortunately, unforeseen events can happen at any age.”
Indeed, Dad’s case highlighted this perfectly. He thought his simple will was enough, but complications arose regarding distribution of specific assets and potential tax implications. Consequently, we were left scrambling for clarity.
What Are the Benefits of a Second Opinion in Estate Planning?
Just like seeking a second medical opinion for a serious diagnosis, getting another perspective on your estate plan can be invaluable. A fresh pair of eyes might identify potential oversights, incomplete clauses, or outdated provisions that no longer align with your current circumstances or goals.
Thankfully, we found Steve Bliss through a trusted referral. He patiently reviewed Dad’s documents, explaining the nuances in plain language and addressing our concerns. He identified a crucial oversight: the lack of a trust to protect specific assets for my younger brother who was still in college.
How Do I Find a Qualified Estate Planning Attorney?
Finding the right attorney is paramount. Look for someone with experience, specialization in estate planning, and positive client reviews. Referrals from trusted sources like financial advisors or accountants can be helpful. Don’t hesitate to schedule consultations with several attorneys before making a decision.
About Steven F. Bliss Esq. at The Law Firm of Steven F. Bliss Esq.:
The Law Firm of Steven F. Bliss Esq. is Temecula Probate Law. 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.
● Estate Planning 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.
Services Offered:
| estate planning | revocable living trust | wills |
| living trust | family trust | estate planning attorney near me |
Map To Steve Bliss Law in Temecula:
https://maps.app.goo.gl/RL4LUmGoyQQDpNUy9
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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: “Are handwritten wills legally valid?” Or “What if I live in a different state than where the deceased person lived—does probate still apply?” or “What happens if my successor trustee dies or is unable to serve? and even: “Can I keep my car if I file for bankruptcy?” or any other related questions that you may have about his estate planning, probate, and banckruptcy law practice.