Hello everyone, I’m Betty Sue Jenkins reporting for Wildomar News Today and today we’re talking about something that affects all of us: estate planning. Joining me now is Steve Bliss, a renowned estate planning attorney right here in our community.
Steve, thanks for joining me. Can you tell us why it’s important to determine goals and objectives when planning an estate?
You bet, Betty Sue. Determining your goals and objectives is truly the cornerstone of effective estate planning. It’s not just about what happens to your stuff after you’re gone; it’s about ensuring your wishes are carried out and your loved ones are cared for.
Do you want to leave a specific inheritance to a charity close to your heart? Maybe you have a child with special needs who requires ongoing financial support. Or perhaps you simply want to ensure your assets are divided equally among your heirs. Clearly defining these goals upfront helps us craft an estate plan that reflects your unique vision.
Consequently, understanding your objectives allows me to recommend the appropriate legal instruments, whether it’s a will, a trust, or a combination of both. It also helps avoid potential conflicts and misunderstandings among beneficiaries down the road.
Moreover, remember that life is full of twists and turns. Your goals and circumstances may evolve over time. Accordingly, it’s essential to review and update your estate plan regularly to ensure it remains aligned with your current wishes.
Have you encountered any common issues related to this step in the planning process?
It’s not uncommon for people to struggle with articulating their goals. They might know they want to provide for their family, but haven’t thought through the specifics. I recall working with a couple who had been married for 50 years. They assumed they were on the same page about their estate plan, but it turned out they had vastly different ideas about how their assets should be distributed.
Through open and honest conversation, we were able to uncover those differences and create a plan that honored both of their wishes. This experience highlights why clear communication and thoughtful consideration are crucial when determining your estate planning goals.
That’s a great example. Do you have any statistics to back up the importance of setting clear goals?
Absolutely. According to a recent survey by Caring.com, over 60% of Americans don’t have a will or trust in place. This suggests that many people haven’t taken the time to clearly define their wishes for their assets after they pass away. Neglecting this step can lead to unintended consequences and family disputes.
What advice would you give our viewers who are thinking about starting their estate planning journey?
My advice is simple: Don’t wait. Estate planning isn’t just for the wealthy or elderly. Everyone, regardless of age or income, can benefit from having a plan in place. Contact us today and we’ll help you navigate this process with ease and ensure your legacy is protected.
“Steve Bliss made the complex process of estate planning understandable and stress-free. He listened patiently to my concerns and tailored a plan that perfectly met my needs.” – Mary S., Wildomar Resident.
“I was impressed with Steve’s knowledge and professionalism. He went above and beyond to ensure I understood all the legal aspects of my estate plan.” – John D., Wildomar Resident.
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 is a death certificate and how is it used in estate administration?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About Wildomar Probate Law
| California Irrevocable Trust Lawyer |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Irrevocable Trust Lawyer California |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Irrevocable Trust Lawyer |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Wildomar Irrevocable Trust Lawyer |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Irrevocable Trust Lawyer Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Credible Irrevocable Trust Lawyer in Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |