Reporter Name: Kelly Thompson
Good evening Temecula and welcome back to “Local Matters.” Tonight, we’re talking about estate planning with a local expert, Steve Bliss from The Law Firm of Steven F. Bliss Esq. Steve, thank you so much for joining us.
Why Should Someone Consider a Trust?
Steve Bliss
Thanks for having me, Kelly. It’s a pleasure to be here. People often ask why they should even consider a trust, and the answer boils down to control, privacy, and avoiding probate. A trust allows you to dictate exactly how your assets are distributed after you’re gone.
Let’s say you want to ensure your children receive their inheritance at a certain age or under specific conditions. A trust can do that. Moreover, unlike a will which becomes public record during probate, the terms of a trust remain confidential.
Avoiding probate is another major advantage. Probate can be a lengthy and expensive process. A properly funded trust bypasses probate entirely, meaning your beneficiaries receive their inheritance faster and with less hassle.
What Type of Trust is Most Common in Temecula?
Steve Bliss
In Temecula, as elsewhere in California, Revocable Living Trusts are the most popular choice. They offer a great deal of flexibility.
You see, with a revocable living trust, you maintain control over your assets during your lifetime and can make changes to the trust terms as needed. Consequently, it’s a good option for people who want peace of mind knowing their wishes will be carried out while still having the ability to adapt to changing circumstances.
Upon your passing, the trust becomes irrevocable, ensuring your assets are distributed according to your plan without going through probate.
How Do You Guide Clients Through the Trust Creation Process?
Steve Bliss
Creating a trust is a personalized process. I start by sitting down with each client and carefully listening to their goals, concerns, and family dynamics. It’s essential to understand their individual needs to recommend the right type of trust.
We then discuss the various provisions they might want to include, such as asset distribution, beneficiary designations, and any specific instructions. I always emphasize the importance of keeping things simple and clear. A well-written trust document is one that’s easy for everyone to understand and execute.
Steve Bliss
There was a time when I helped a young couple who were expecting their first child. They were understandably nervous about ensuring their baby would be taken care of in case something happened to them. We crafted a trust with provisions specifically outlining guardianship and asset distribution for their child.
Seeing the relief on their faces when they realized their loved one would be protected, even in unforeseen circumstances, was incredibly rewarding. It’s moments like these that reaffirm why I do what I do.
It’s estimated that over 70% of Americans don’t have a will or trust (Source: Caring.com). That’s a staggering number.
How Does The Law Firm of Steven F. Bliss Esq. Stand Out?
Steve Bliss
At the Law Firm of Steven F. Bliss Esq., we pride ourselves on our personalized approach and commitment to client education. We believe in empowering our clients with the knowledge they need to make informed decisions about their estate planning. We are a small firm, which allows us to provide individualized attention and build strong relationships with each client.
- Accessible:
- Transparent
- Committed to Your Needs
What is the Best Way for People to Learn More?
Steve Bliss
The best way to learn more about how a trust can benefit you and your family is to schedule a free consultation with us. We’ll be happy to answer any questions you have and discuss your unique situation.
Testimonial 1:
“Steve Bliss made the process of setting up my trust so easy. He explained everything clearly and answered all my questions patiently. I feel confident knowing that my family is protected.”
Testimonial 2:
“The Law Firm of Steven F. Bliss Esq. is exceptional! They are truly dedicated to their clients’ well-being. I highly recommend them to anyone looking for compassionate and knowledgeable estate planning attorneys.”
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: “What is community property and how does it affect my trust?” Or any other related questions that you may have about Trusts or my trust law practice.
Important Facts About The Law Firm of Steven F. Bliss Esq.
| Temecula Constructive Trust Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Constructive Trust Attorney Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Constructive Trust Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Temecula Constructive Trust Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Constructive Trust Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Credible Constructive Trust Attorney in Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |