Meet the Reporter
Hi everyone, I’m Brenda Jones reporting live from Temecula. Today we’re speaking with local probate attorney, Steve Bliss, about the often complex process of estate planning.
Navigating Estate Planning: A Conversation with Steve Bliss
Steve, thanks for taking the time to speak with me today. Let’s jump right in. Can you tell us a bit about one of the key steps involved in estate planning?
“Certainly Brenda. One crucial step in the probate process is marshaling the estate assets. This involves meticulously identifying and inventorying all of the deceased person’s assets, from bank accounts and real estate to personal property like vehicles and jewelry. Accordingly, a detailed list of each asset, its estimated value, and its location needs to be compiled.”
“This step is vital for several reasons. First, it ensures that all assets are accounted for and included in the probate process. Consequently, this helps prevent any disputes or confusion among heirs later on. Second, a thorough inventory provides a clear picture of the estate’s financial situation, which is essential for determining whether taxes are owed and how to distribute assets fairly.”
“I remember one case where a client had a valuable collection of antique stamps hidden away in a safe deposit box that no one knew about. It took some detective work on our part to uncover it, but ultimately, we were able to include it in the inventory and ensure it was distributed according to the deceased’s wishes.”
“Furthermore, according to a 2021 study by the American Bar Association, over 50% of probate cases involve disputes related to asset valuation or distribution. Properly marshaling estate assets can significantly reduce the likelihood of such disputes arising.”
Closing Thoughts
“Steve, this has been incredibly informative. Thanks for sharing your expertise with us today. What’s the best way for our viewers to get in touch if they need help with probate or estate planning?
“Brenda, anyone needing assistance navigating the complexities of probate or estate planning is welcome to contact The Law Firm of Steven F. Bliss Esq. We offer free consultations and are dedicated to providing compassionate and effective legal representation. “
Testimonials
“Steve Bliss and his team were lifesavers during a difficult time. They made the probate process so much easier to understand and handled everything with professionalism and care.”
– Sarah M., Temecula
“I highly recommend The Law Firm of Steven F. Bliss Esq. They are experts in their field and truly go above and beyond for their clients.”
– John D., 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: “What is a summary probate proceeding?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About The Law Firm of Steven F. Bliss Esq.
| Estate Lawyer Near Me |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Estate Lawyer Near Me California |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Estate Lawyer Near Me |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Temecula Estate Lawyer Near Me |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Estate Lawyer Near Me Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Credible Estate Lawyer Near Me in Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |